slides · global inventory
Hook
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Matching slides 6,329
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1,261-1,290 of 6,329
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The letter establishes TCI's investment philosophy regarding climate risk as a material financial factor.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · AttentionLoop · Voice Of Customer1 hit
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This is a formal letter of support used as a testimonial/precedent in a proxy battle.Norfolk Southern Corporation (NSC) · Lourenco Goncalves
Shareholder letter Activist investor Beat · Attention1 hit
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Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Hook1 hit
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United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Hook1 hit
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United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Hook1 hit
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The slide uses a narrative structure to build a case for activist intervention.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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The chart uses a negative y-axis to visualize underperformance, with callouts attributing the decline to specific strategic decisions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a combination of a bar chart for EBITDA and a mirrored bar chart for TSR underperformance to visually demonstrate the failure of the midstream strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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Uses a combination of line charts and bar charts to highlight operational underperformance.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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The slide is designed to be juxtaposed with future slides showing poor performance metrics to highlight a disconnect between management's narrative and reality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
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This is a formal shareholder letter from TCI Fund Management to Ferrovial S.A. regarding ESG and climate disclosure requirements.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Attention1 hit
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This is a classic activist investor letter, framing the current management as failing and proposing a specific alternative leadership team.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
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Includes a specific target for operating ratio (62-63%) and a timeline for implementation.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
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The slide uses a structured table format to map specific actions to desired outcomes for the 13-24 month, 25-36 month, and 'thereafter' periods.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Attention1 hit
03
This slide uses a 'preempt_rebuttal' strategy by quoting the company's own accusations against the activist and then reframing the activist's position as a principled defense of shareholder value.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a rhetorical questioning technique to build a case for conflict of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses direct quotes from a 2012 proxy statement to highlight potential conflicts of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a bulleted list to build a narrative of investigative discovery.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
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This is a classic activist 'villain' slide, specifically focusing on governance failure and potential fraud.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a list-based approach to systematically dismantle a corporate disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a series of rhetorical questions to frame a governance and conflict-of-interest narrative.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
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This is a classic activist 'case for change' slide, framing the incumbent board as the villain and the activist as the catalyst for accountability.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
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The chart uses a red circle to emphasize Elanco's (ELAN) negative return of (45.5)%.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
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Uses a screenshot from CNBC's Mad Money to highlight the disconnect between management rhetoric and performance.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
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Uses red 'X' icons to denote negative performance indicators for each director.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
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Uses a grid of six 'X' marked boxes to highlight specific failures.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit