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Matching slides 110,471
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34,981-35,010 of 110,471
02
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 Inaction2 hits
03
TCI likely refers to a specific investor coalition or initiative.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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 Inaction2 hits
05
Page 5 of a shareholder-letter deck.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor 2 hits
11
Uses a timeline diagram to visualize the 'flipping' of assets between WCT Resources and SandRidge.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
12
Uses a timeline diagram to visualize the discrepancy between the acquisition dates and the subsequent sale/disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
13
Uses a timeline diagram to visualize the discrepancy between the company's stated acquisition date and the actual transaction history.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
14
Uses a timeline diagram to visualize the contradiction between official disclosure and actual events.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
15
Uses a timeline diagram to visualize the discrepancy between the disclosed narrative and the actual transaction sequence.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
16
Uses a timeline diagram to visualize the discrepancy between public disclosure and private transaction history.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
17
Uses a visual grid to represent land parcels changing hands between WCT, SandRidge, and Shell.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
29
Uses a grid-based visual representation to show the transfer of acreage between entities over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
32
Uses a 4x4 grid to represent a 640-acre section divided into 40-acre units.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
20
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 After2 hits
23
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 2 hits
18
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
24
Uses a combination of growth trend analysis and relative valuation multiple to argue against the conglomerate discount/synergy thesis.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution2 hits
26
Uses color-coded boxes (green/red) to map current organizational structure to duplication requirements.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution2 hits
13
The slide uses a two-section structure to attack the board and the Chair separately.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
21
Includes a specific valuation target range of $65-95.90/share.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)2 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
45
The slide uses a bar chart to highlight the discrepancy in SG&A efficiency between Viacom and its competitors (CBS, TWX, Disney).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown2 hits
70
Uses a red circle annotation to highlight the average price paid for buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
92
The slide outlines assumptions and risks related to a valuation model, specifically mentioning Jefferies report, corporate overhead, tax implications, and control stock dynamics.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
18
The slide uses a 'Why not instead' framing to pivot from a critique of management's plan to a proposed alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
33
Uses a contrast-pairs framework to highlight the differences between two leadership candidates.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
46
Uses a combination of qualitative quotes and quantitative benchmarking to undermine management's strategic narrative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
71
This is a classic activist investor rebuttal slide, framing the opponent's proposal as a 'fire sale' and positioning the author's plan as the superior alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
72
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
82
Uses a 'reductio ad absurdum' argument regarding the $3B M&A write-off compared to a $42M content write-off.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits