Alphabet (GOOGL)

Christopher Hohn · 2022-11

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

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Setup 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides Evidence 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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100% 1/1 slides 100% 1/1 slides Resolution 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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every slide · same image gating as the playbook

This is an activist investor letter from TCI to Sundar Pichai.state_demand

The slide uses a combination of narrative text and a bar chart to argue for operational efficiency.name_villain

Open slide detailBeat · ComplicationLoop · Cost Of Inaction

The slide combines a bubble chart for compensation comparison and a bar chart for historical EBIT margins.compare_peers

Open slide detailBeat · EvidenceLoop · Cost Of Inaction

This is a formal letter from TCI Fund Management to Alphabet's board.state_demand

Open slide detailBeat · ResolutionLoop · Cost Of Inaction