slides · global inventory
All filtered slides
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
115,561-115,620 of 319,975
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Highlights potential for margin improvement by normalizing R&D spend.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a line chart with a shaded region to highlight cherry-picked data by management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
The slide uses a chevron process flow to list the sections of the deck.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
28
The slide uses a quote to highlight a strategic divergence from industry peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
29
Uses a timeline-like arrow to organize quotes chronologically and thematically.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
30
Uses a 'before-after' style contradiction structure to highlight management's lack of market awareness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
31
Uses quotes from analysts and market data to frame management as ineffective.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
32
The slide uses a contrast between the specific (but low) targets and the vague strategic pillars to highlight management's failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
33
The slide uses a quote to frame the company's management philosophy as a liability or a point of contention.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
34
Includes a testimonial/quote from an analyst to reinforce the thesis.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
35
Uses a bar chart to compare Kao's CAGR against Rohto and Kose to demonstrate underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
36
Includes a callout to an AFR article and a specific recommendation for incentive scheme reform.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
37
The slide uses a chevron-based list to outline the presentation structure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 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
39
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
40
The chart uses AI-derived perception data to benchmark brand performance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
41
The slide highlights a strategic weakness in Kao's global distribution footprint.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
42
The slide highlights a discrepancy between management's claims of performance and the actual sales decline, while also showing that the growth target is mediocre compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
43
Uses a bubble chart to compare revenue of Bioré against global competitors Nivea, Garnier, and Neutrogena.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
44
Uses L'Oréal as a proxy for derma-cosmetics performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
45
Includes a quote from President Hasebe to validate the growth thesis in Thailand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
46
Uses bubble-style visual representation for revenue comparison.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
47
The slide uses a comparison of social media following and revenue estimates to argue for Oribe's growth runway.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
48
The slide uses a chevron process diagram to list the campaign's key themes and steps.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
49
The slide uses a numbered list to outline strategic pillars.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
50
Includes press clippings from The Japan Times and The Wall Street Journal as evidence of market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
51
The slide uses a chevron process diagram to list the key sections of the deck.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
52
The slide uses a grid of four pull-quotes from various financial institutions to highlight negative or cautious market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
53
The slide uses a four-column layout to categorize survey feedback.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
54
The slide uses a 4-column layout to present survey findings, combining verbatim investor feedback with pie charts and gauge charts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
55
The slide uses a chevron process diagram to structure the activist narrative.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
56
Includes a timeline of events from Sep-2023 to Mar-2025, a list of defensive responses by Kao, and testimonials from other analysts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
57
The slide uses a chevron process flow to visualize the campaign's narrative arc.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
58
Uses a custom skills matrix to highlight board deficiencies and potential 'magical' skill acquisition between reports.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
59
The slide uses a heatmap-style table to highlight Kao's 'worst-in-class' performance in specific skill categories.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
60
The slide uses a table to highlight a deficiency in the board's composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
61
The slide highlights a suspicious 'sudden' acquisition of skills by directors to meet governance requirements.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
62
The slide uses a comparison table to highlight a leadership gap, specifically focusing on the R&D-heavy background of Kao's presidents versus the broader commercial experience of peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
63
Uses a three-column layout with numbered headers to structure the argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
64
The diagram uses a star-like network graph to visualize peer talent exchange, while the table lists recent internal promotions.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
65
The slide uses a vertical chevron stack to represent a sequence of campaign phases.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
66
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
67
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
68
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 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
70
The slide uses a funnel-like progression (223 -> 32 -> 5) to demonstrate the thoroughness of the search process.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
71
Uses a red dashed box to group counter-arguments against Kao's board statement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
72
The slide uses a table to highlight the anomaly of the December 2025 AGM board director changes compared to the historical February cadence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
73
The slide uses a process diagram to contrast the stated procedure with the specific step (interview) that was allegedly bypassed or improperly executed.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
74
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
75
Includes a timeline of career highlights and key areas of expertise.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
76
The slide uses a bar chart to show Kao's 73.8 days vs peers, with a dashed arrow indicating 'Growth Potential' for improvement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
77
The chart shows a downward trend in working capital metrics (both percentage and absolute value) from 2023 to 2027.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
78
Uses quotes from Jefferies and a former Kao executive to validate the thesis of SKU bloat.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
79
Uses a contrast-pairs framework to systematically dismantle board arguments.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit