TCI Airbus Letter February 2023

This is a formal shareholder letter/activist communication.

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Thesis: Activist defense (for management) slide · 80%

paragraph/paragraph: Evidian is a low-quality, highly levered company, with 60,000 employees... A minority 29.9% stake in Evidian would be an illiquid and distressed asset.

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activist-defense 90%

Shareholder letter urging management to change strategic direction