slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
- Pending
- 1
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
115,321-115,380 of 319,975
01
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Uses a vertical timeline-style list to structure the executive summary points.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a numbered list format to demonstrate the depth of research.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
07
The slide uses a timeline framework to establish a narrative of persistent, constructive engagement met with management resistance.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
The slide uses a dual-track timeline to show repeated rejection of meeting requests and lack of communication.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
10
Includes a map of the railway network and a table of financial metrics excluding OLC.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The chart uses a shaded area to represent the valuation gap, with a specific callout for the US$3.0bn current gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a dual-chart layout to highlight consistent underperformance in both profitability and asset efficiency.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
Uses a visual bridge to connect the company's 10% policy line to the 30% industry standard expectations.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses a waterfall-bridge style to illustrate the value gap.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
Uses a diagrammatic flow to contrast the financial terms of the share swap between Keisei and Aeon.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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
17
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a color-coded table to contrast 'Inside Directors' (blue) with 'Outside Directors' (orange) and marks independence failures with red-bordered boxes.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses red dashed boxes to highlight specific areas of concern (excess inside directors, low-level executive representation, and functional over-representation).Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
Uses a table to contrast individual director independence flags against proxy advisor policies.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Uses a table to contrast policy-based independence vs. 'true' independence.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a hub-and-spoke style diagram to map corporate governance ties.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
Uses L&G quote to frame the 'Komon' (advisor) system as a governance risk.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
Uses a table-like structure to map roles to specific powers, contrasted with peer benchmark callouts.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a red dashed box and arrow to draw attention to Keisei's outlier status.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a 'villain' framing by highlighting Keisei's outlier status against TSE standards.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
The slide uses a red 'X' for 'Governance Failure' and a lighter pink 'X' for 'Governance Weakness'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The slide uses a numbered list format to outline the deck structure, with the fourth item bolded to indicate the current section.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
Highlights the accounting distortion caused by the 'Affiliated Company' classification.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
30
Uses an independent expert report to adjust for OLC stake valuation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
31
Uses a waterfall-style logic to show how 'Valuation Gain on OLC' adds to 'Reported BPS' to reach 'True BPS'.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
32
Includes a callout box referencing SuMi TRUST's proxy voting policy regarding PBR thresholds.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
33
The slide uses a 'true ROE' calculation to expose that the company is underperforming relative to investor expectations, specifically targeting the Chair and President.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses a screenshot of a Seibu Holdings investor presentation to validate the use of Adjusted PBR as a standard.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
The slide uses a circular process diagram to show how governance issues reinforce poor performance metrics.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
36
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
37
The slide uses a timeline-based layout to show the accumulation of shareholder pressure over time.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
The slide details the specific legal language of the proposal and summarizes its benefits to shareholders.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
The slide uses a combination of a list of investors with shareholding percentages and pull-quotes from proxy advisors and asset managers.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
This is the first page of an activist shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
The slide uses strong, adversarial language to frame the merger as a 'give-away' and a 'bail-out'.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
The chart highlights that the Tullow offer value is significantly lower than the sum of the individual asset components.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This is page 5 of a shareholder letter from Palliser Capital.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
This is a formal letter from an activist investor (Palliser) to a Board of Directors.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
07
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor 1 hit
08
Contains standard investment firm legal disclaimers and specific valuation methodology notes for Capricorn Energy assets.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor 1 hit
01
This is the first page of a shareholder letter/activist campaign document.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · Attention1 hit
02
Page 2 of a shareholder letter.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment1 hit
03
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · DesireLoop · Aha Moment1 hit
04
This is a formal shareholder letter/annex document.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
05
The slide mentions six candidates in the intro text but only lists five bios.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
06
Includes a call to action for shareholders to visit a specific URL for more information.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · ActionLoop · Voice Of Customer1 hit
55
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
56
Illustrates a corporate restructuring strategy involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
57
The slide illustrates a complex corporate spin-off mechanism involving multiple entities (SCT, SEC, SDI, SDS, S-Bio).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
58
The slide uses a before-and-after diagram to illustrate the structural change in the Samsung Group entities.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
59
Includes a structural diagram showing ownership percentages and a list of three methods to achieve the target ownership.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
60
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 1 hit