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Resolution
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18,631-18,660 of 42,534
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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
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Page 4 of a shareholder letter; contains specific critiques of Airbus's R&D and hydrogen/electric strategy.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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
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This is the final page of a shareholder letter, featuring signatures from Chris Hohn, Philip Green, and Sourav Choudhary.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · Action1 hit
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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
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Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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The slide uses a table to highlight the lack of 'skin in the game' for legacy directors.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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The slide uses a narrative structure to build a case against the current Board's competence.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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The slide uses a bar chart to contrast revenue growth against specific acquisition spending events.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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This is the final page of a shareholder letter, including signatures.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Action1 hit
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This is a page from a shareholder letter advocating for ESG transparency.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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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
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The slide title 'Canadian National' seems to be a mislabel or context header for a broader deck, as the content focuses on Union Pacific.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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The slide uses a strong accusatory tone to frame the board and management as incompetent.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Solution1 hit
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TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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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
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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
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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
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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
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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
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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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
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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
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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