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Problem Agitate Solution
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14,581-14,610 of 26,550
01
This is an activist investor letter from TCI to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup1 hit
02
The slide uses a combination of narrative text and a bar chart to argue for operational efficiency.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
03
The slide combines a bubble chart for compensation comparison and a bar chart for historical EBIT margins.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
04
This is a formal letter from TCI Fund Management to Alphabet's board.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
01
This is a formal shareholder letter acting as a demand for ESG transparency.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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This is page 2 of a shareholder letter or policy document detailing ESG expectations and voting consequences.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
This is a formal shareholder letter signed by Chris Hohn, Philip Green, and Ben Walker.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Why Now1 hit
01
This is a shareholder activist letter sent to the CEO of Canadian Pacific Railway.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter detailing ESG engagement policies and a specific case study on Canadian Pacific.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
03
This is a page from an activist investor letter (TCI) to Canadian Pacific.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
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This is the final page of a shareholder letter, containing recommendations and signatures.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
01
This is a shareholder letter/engagement document.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · Problem1 hit
04
Page 4 of a letter signed by Chris Hohn, Philip Green, and Alex Baring.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
37
The slide uses arrows to group the pie segments into 'Cash' and 'Non-Cash' categories to emphasize the thesis.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The slide uses specific data points (65%, 46%, $40m, $39m, 62%) to highlight the disconnect between executive pay and company performance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
Uses a pop culture metaphor to frame the governance failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
Uses a satirical image (Weekend at Bernie's) to mock the CEO's absence/incapacity.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
77
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
80
The slide uses a specific valuation argument based on EV/EBITDA multiples to justify the change in leadership.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
81
Includes a valuation upside callout at the bottom.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
82
Part of a multi-step activist plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
83
Uses a quote from Mario Gabelli to build credibility for the proposed strategic partnership.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
84
Includes a quote from Mario Gabelli and images of The Walking Dead and Josh Sapan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
85
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
86
The slide uses a before-after framing to justify cost-cutting measures.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
87
The slide uses a 'Step 8' framing, implying a multi-step strategic plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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This is part of a multi-step value creation plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
89
The chart bridges the current value to a potential total value through additive and subtractive components.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit