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

115,441-115,500 of 319,975

filter-aware
01
Slide 1
This is a shareholder letter from Oasis Management to Nintendo, dated June 11, 2013.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Attention1 hit
02
This is page 2 of a 3-page shareholder letter.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Need1 hit
03
This is the final page of a formal letter.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Satisfaction1 hit
01
Slide 1
This is a formal shareholder letter from Oasis Management to Satoru Iwata of Nintendo.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from an activist investor letter (likely from Seth Fischer of Oasis Management) to Satoru Iwata.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is the third page of a three-page letter.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Situation & Context1 hit
03
Likely a filler or transition slide in a presentation.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Situation & Context1 hit
05
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Situation & Context1 hit
06
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The chart illustrates the decline of console gaming revenue alongside the growth of mobile and online gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor 1 hit
11
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
12
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
13
This slide serves as a historical anchor point in a presentation about Nintendo's origins.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
14
This slide serves as a historical artifact/contextual marker in a presentation about Nintendo's history.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
15
This slide serves as a historical artifact/contextual anchor for Nintendo's early business history.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
16
The slide serves as a historical reference point for early handheld gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Evidence & Proof1 hit
17
The slide serves as a historical reference point for the gaming hardware.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Evidence & Proof1 hit
18
The slide uses a visual metaphor of the product and its target demographic to establish a precedent for social gaming disruption.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Evidence & Proof1 hit
19
Slide appears to be part of a case study or historical review of mobile gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Evidence & Proof1 hit
01
Slide 1
Includes a numbered list of 10 governance improvement points and a pull-quote from Seth Fischer.Japanese listed companies (market-level) · Seth Fischer
Other Activist investor Beat · Setup1 hit
02
The slide is a page from a magazine or report (Ethical Boardroom, Summer 2015). It features a large background image of the Tokyo Stock Exchange and a callout box emphasizing ROE.Japanese listed companies (market-level) · Seth Fischer
Other Activist investor Beat · What Is1 hit
16
The table categorizes capital allocation into Growth and Capital Return, further split by method, with columns for availability, utilization, and limitations.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses pie charts to contrast the high reliance on stock for M&A in the broader market and sector versus the near-total reliance on cash for Rio Tinto.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Uses a causal chain framework to link cash-only M&A to negative outcomes.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
Includes a diagram illustrating the flow of taxes, dividends, and credits between the company, the ATO, and shareholders.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The slide uses a series of stacked bar charts and pie charts to highlight the structural imbalance between Rio Tinto Plc and Ltd entities.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a visual flow to show the 'leakage' of value (franking credits) caused by the intercompany transfer mechanism.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a dual-axis chart to show growth in credits and a bar chart to show valuation consensus.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a hub-and-spoke style diagram to illustrate multiple problems stemming from a central issue.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
Uses a CEO quote to preemptively counter the argument against unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a waterfall-style logic to illustrate the 'lost' value due to the lack of stock-based M&A.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
27
The slide uses a waterfall-style comparison to show how the DLC structure causes 'wasted' credits compared to a unified structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
28
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
29
Uses a structured table to systematically dismantle management's claims.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
30
Uses a stacked bar chart to visualize the discrepancy between management's claim and actual/opportunity costs.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
31
Uses a comparison of tax savings vs. value destruction to frame the DLC as a net negative.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
32
Uses a direct quote from the CEO to highlight a contradiction between stated strategy and actual execution.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
33
Uses a quote from the CFO to frame the rebuttal.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
34
Uses two line charts with bar overlays to highlight performance deltas.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
35
Uses a quote from the CFO to frame the contradiction.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
36
The slide uses a quote from a WSJ article to frame the problem (the claim of impossibility) and then provides a table of precedents to refute it.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
37
The slide uses a logo grid to visually demonstrate the commonality of institutional investors.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
38
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
39
Uses a comparison framework to evaluate three structural options for corporate unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
The slide uses a logo grid to illustrate the historical prevalence and subsequent decline of DLC structures.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
The slide uses a side-by-side comparison to argue that Rio Tinto should follow BHP's unification path.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
The quote highlights the strategic rationale for corporate simplification and its impact on scrip-based acquisitions.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
The chart highlights the performance gap between BHP and Rio Tinto post-unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
The slide uses a before-after framing to contrast the current state (negative) with the proposed state (positive).Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Rio Tinto (RIO)Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
The slide uses a vertical timeline format to contextualize recent history leading up to a strategic recommendation.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a waterfall-style bridge to illustrate value creation from structural changes and future capital allocation.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
Uses a two-part table structure to show valuation of credits and the subsequent impact on balance sheet leverage.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit