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Matching slides 118,471
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Pages 3,950
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32,731-32,760 of 118,471
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This is a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 2 hits
04
This is a formal shareholder activist letter.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 2 hits
343
The slide uses a valuation bridge format to justify the recommendation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
344
Includes detailed footnotes explaining the construction of the 'TWX Comp Weighted Index'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
356
Part of a Lazard report on corporate restructuring/breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
360
The table uses a visual 'fill' indicator (circles) to represent the degree of alignment with strategic goals.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
361
Page 333 of a Lazard document, likely part of a larger tax or restructuring analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
363
Includes a footnote regarding TWC debt and a source citation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
366
Includes detailed footnotes (a-h) explaining the methodology for enterprise value, debt allocation, and leverage calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
368
Includes detailed footnotes (a-g) explaining adjustments for NOLs, intersegment eliminations, and transaction-specific debt/cash impacts.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
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)2 hits
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 Inaction2 hits
04
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 Customer2 hits
01
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor 2 hits
10
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)2 hits
01
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 · Attention2 hits
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 Inaction2 hits
03
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction2 hits
01
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
14
Includes a photo of the CEO and COO.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
24
The slide outlines specific assumptions and risks related to corporate overhead, tax treatment, and strategic control stock sales.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
61
Uses a French proverb to emphasize the cyclical nature of the company's failure to improve.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
69
The slide uses a dialogue format to highlight the tension between a long-term partnership and deteriorating ratings/alternative content sources.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
75
Includes a quote from Rupert and Lachlan Murdoch and a line chart showing stock performance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
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 Bet2 hits
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 Bet2 hits
01
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
27
The slide uses a matrix to map product categories against user engagement types.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
47
The slide uses anecdotal evidence and industry quotes to undermine management's claims about Gemini's success.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
59
Uses visual juxtaposition to criticize management's fiscal responsibility.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits