slides · global inventory
Matrix 2x2
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,104
Current window 3,271-3,300
Pages 271
Rows per page 30
Tool
3,271-3,300 of 8,104
16
The table highlights Keisei's lack of formal policy and poor performance on ROE and shareholder return targets compared to peers.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a red box to highlight the specific rows for Warsaw and Prague in the provided table.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
56
The slide uses a peer comparison to justify a lower valuation estimate for New Pacific.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
08
Includes a valuation table comparing stock price to NAV midpoint.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
48
The slide uses a honeycomb diagram to represent a homogeneous network structure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
109
The table provides a comparative analysis of cost of debt, tax rates, and equity risk premiums across 10 countries.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
06
The slide provides a breakdown of EBITDA ownership for specific entities, noting that 100% owned entities are excluded.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
23
Contains extensive footnotes referencing primary sources and DLO filings.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
16
The slide uses a deductive approach to estimate profitability metrics for a specific business unit (Mexico) by isolating it from the broader Security division data.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
04
The slide uses an organizational chart and a historical ownership table to demonstrate a lack of change in control, supporting an argument against Superb Summit's claims.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
31
The table uses 'X' marks to indicate the presence of specific red flags across different transaction categories.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
09
The central diagram is a 2x2 matrix representing the four segments, though it functions more as a visual anchor for the surrounding text.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
31
Uses a trendline to highlight Kao's inefficiency compared to peers like P&G and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
78
The slide uses a numbered process flow to outline strategic initiatives for brand management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
93
Uses a 2x2 matrix structure to categorize business segments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
09
The slide uses a 2x2 matrix layout to categorize business units.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
78
The slide uses a 4-column framework to outline strategic pillars for portfolio management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
The table highlights Kao's lack of specific expertise (Consumer Marketing, Digital, Global FMCG, Supply Chain) compared to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
The slide uses a logo-grid layout to showcase brand strength.Kao Corporation (4452) · Oasis
Activist deck Activist investor Loop · Logic Chain1 hit
38
The matrix uses a 2x2 structure (Margin vs Growth) with an overlay circle highlighting 'Kao's Opportunity'.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
69
The slide uses a 'gap analysis' approach to justify board expansion by showing that new nominees bring critical missing skills in Cosmetics/H&B, Marketing, Supply Chain, and IT/DX.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
30
The table includes historical data (FY13A) and forward estimates (FY14E-FY16E) for key financial metrics.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor 1 hit
04
The slide uses a combination of a performance table and two line charts to contrast performance under the previous CEO versus the current CEO.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
03
The slide uses a stacked bar chart to show sector composition and an area chart to show historical drawdowns and recoveries.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
18
The slide uses a hub-and-spoke diagram to illustrate the conglomerate structure and lack of synergy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
06
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
91
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit