Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide collection

115,261-115,320 of 319,975

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04
Image file /tmp/legacy-images/fb3cc97ae823/slides/004.jpg was not present on disk; unable to inspect contents.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
This is the final page of a shareholder letter, including a signature and a deadline for the Board's response.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
This is a formal legal notice/letter from an activist investor.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
This is a text-heavy document outlining a formal shareholder proposal for Keisei Electric Railway.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
08
Keisei Electric Railway Co., Ltd. (9009.T)Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · DesireLoop · Golden Circle1 hit
09
Keisei Electric Railway Co., Ltd. (9009.T)Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Golden Circle1 hit
01
Slide 1
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
02
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
03
This is an introductory slide for an activist investor deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
04
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
05
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses a structured table format to present key investment thesis pillars.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
07
Uses a waterfall-style bridge to illustrate the value gap and future growth potential.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
Uses a causal mapping framework to link specific problems (A, B, C) to specific solutions (1, 2, 3).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses a hub-and-spoke layout with Samsung C&T at the center.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
11
The slide uses a collage of historical and modern imagery to establish the company's deep integration with national development.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
12
The chart uses a broken y-axis to accommodate the massive scale of Samsung Electronics relative to other entities.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
13
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
14
The slide uses two quotes to potentially expose a contradiction or shift in strategic focus.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
15
Uses a 'Today vs Future' transition diagram with a callout for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit
16
The slide uses a complex network diagram to argue that the current structure is inefficient and leads to undervaluation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
17
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 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
19
Includes specific valuation methodologies for operating businesses (EV/EBITDA multiples and DCF).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
20
The chart uses a timeline-based annotation style to highlight the ineffectiveness of past corporate actions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
21
The slide uses a combination of a time-series line chart and three bar charts to demonstrate the divergence between market valuation and fundamental business performance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
22
Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
23
Includes a valuation bridge/discount visualization and a peer comparison chart.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
24
The slide uses a dual-chart approach to demonstrate the scale of operating businesses (Net Sales and Operating Profit) excluding Samsung Biologics.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
25
The slide uses a map to anchor the land assets to specific geographic areas, then decomposes the total area and value using stacked bar charts.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a pie chart to show the scale of new business capex and a visual map of specific growth sectors with icons indicating synergy with construction and trading divisions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
27
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
28
The slide uses a circular flow diagram to suggest interconnectedness of the three identified problems.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
29
Uses a custom flow diagram to contrast 'Cash In' vs 'Cash Out' with specific annotations (a, b, c) critiquing the policy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a hub-and-spoke diagram to represent investor inquiries surrounding a central question mark icon.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
31
The slide uses a two-row grid to contrast Independent Directors with Executive Directors, paired with specific critiques for each group.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a comparison table to highlight the lack of regulation on treasury share disposal compared to new share issuance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a two-column comparison layout to contrast disclosure issues with compensation issues.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a structured list format to detail specific corporate governance and structural problems.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
35
Slide 35 of the deck.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
36
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
37
Uses a problem-solution mapping framework.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
38
The slide uses a flow-based diagram to map sources of capital to specific allocation strategies.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
Uses a matrix-like structure to define the diagnostic process for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
The slide uses a bar chart to compare annualised buyback returns over different time horizons against the company's cost of capital.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
42
The slide uses a two-column layout to contrast benefits against requirements.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
43
The slide uses color-coded lines to represent ownership stakes between various Samsung entities and the Lee family.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
44
The slide outlines a restructuring proposal involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
45
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
46
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
47
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
48
The table highlights the significant value potential for major stakeholders.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
49
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
50
Includes CAGR calculation and YTD September 2023 data point.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
51
Includes CAGR calculation and operating margin trends.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
52
Includes brand logos and segment breakdowns.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
53
Includes CAGR calculation and operating margin trend lines.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
54
The slide contrasts the steady, low-capital nature of catering with the capital-intensive, volatile nature of food distribution.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit