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

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

115,381-115,440 of 319,975

filter-aware
41
The slide uses a numbered list format to present clear, actionable demands to the board.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
The slide uses a custom flow diagram to link operational cash flow and divestment to three specific capital allocation buckets.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
Uses a before-after comparison of compensation structures and a table of peer KPIs.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
Uses a before-after framing to justify board restructuring.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
The slide emphasizes independence and capacity (not over-committed) to address potential proxy advisor concerns.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
Uses a 'X' and '?' to denote failure or ambiguity in current governance practices.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a circular flow diagram to represent a virtuous cycle of corporate governance and value creation.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
49
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
50
This is page 1 of 5 of a formal accounting disclosure document.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
51
Includes balance sheet, income statement, comprehensive income, and cash flow statement from Mar-2020 to Dec-2024.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
52
The slide presents historical data from Mar-2020 to Dec-2024, showing the impact of reclassifying OLC investment as available-for-sale securities.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
53
The slide presents two tables: Reported Ratios (Before adjustments) and Adjusted Ratios (Pro Forma after adjustments) from 2020 to April 2025.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
54
This is a formal disclosure/disclaimer page from an accounting firm regarding the scope and limitations of their work.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
55
Keisei Electric Railway (9009)Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor 1 hit
01
Slide 1
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
02
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
03
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
04
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
05
Includes a footnote regarding the independent valuation source (ERCE).Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Uses bulleted lists to systematically dismantle the logic of the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The chart uses a bridge/waterfall structure to reconcile net cash and asset values to a final fair market value, highlighting the discount.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
09
The chart uses a bridge/waterfall structure to show how various assets and liabilities contribute to the share price valuation.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
Includes a mix of historical data, forecasts, and valuation benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
The slide uses a side-by-side valuation table to highlight the discrepancy in value capture between the two entities in the proposed merger.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
Uses a 4-point list structure to systematically dismantle the deal's rationale.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The slide uses strong, emotive language ('throwing in the towel', 'long-suffering', 'truly jarring') to frame the management team as antagonists.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The slide uses a table to demonstrate negative performance deltas across all time periods compared to benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses peer benchmarking to expose management's failure to reduce costs despite portfolio simplification.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Uses a combination of bar chart for FCF and floating bubbles for headcount/compensation metrics.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
Uses a 'before-after' framing to contrast management's narrative with the actual data.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
23
The slide serves as a strategic argument against a specific M&A transaction (NewMed) and for an alternative capital allocation strategy.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
24
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The chart is a waterfall-style bridge showing the path from current market value to full potential value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
Uses peer testimonials and analyst quotes to contrast with Capricorn's inaction.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
The chart uses a bridge-like structure to show current value, upside, and potential future value.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses a waterfall bridge to demonstrate the net impact of cost savings minus one-off implementation costs.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
Capricorn Energy PLC (CNE)Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
30
The slide serves as a final summary of the activist's case, highlighting executive self-interest and proposing an alternative valuation path.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor 1 hit
01
Slide 1
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
02
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
03
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
04
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
05
Uses a numbered list format to present the core thesis points.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
06
The slide uses a green-bordered box to highlight the core proposal and its supporting arguments.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
07
Uses a waterfall-style bridge to illustrate value creation from structural change (unification) and operational strategy (capital allocation).Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
08
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
09
The slide uses a structured list format to detail operational highlights for each segment.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
10
The slide uses a combination of bar charts and callout bubbles to show implied per-share values and total market values.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
11
The slide uses a 'bridge' style comparison to show valuation gaps.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
12
The slide uses a line chart to visualize a valuation gap caused by a dual-listed company (DLC) structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
13
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The slide uses a structural diagram to explain the legal and operational separation of the two entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red dashed box to highlight the 'Current DLC Structure' as the problem area.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit