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Slide 1
This is an activist investor letter from TCI to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup5 hits
03
This is the final page of a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 5 hits
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This is a page from an activist investor letter (Bluebell Capital Partners) criticizing BP's climate strategy.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & Complication5 hits
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This slide continues a numbered list of arguments (vii and viii) and includes detailed footnotes regarding valuation data and board member qualifications.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment5 hits
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The slide serves as a concluding summary of the activist investor's thesis regarding BP's underinvestment in oil and gas.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction5 hits
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This is the final page of a formal letter, including signatures and contact information.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach5 hits
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Includes signatures of Giuseppe Bivona and Marco Tarrico, and contact details for Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · ActionLoop · Aha Moment5 hits
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This is a formal shareholder communication letter.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor Loop · Analogy5 hits
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Slide 1
This is a formal correspondence document acting as a cover letter for a list of shareholder questions.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Situation & Context5 hits
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The slide uses a narrative structure to expose corporate misconduct and legal failure.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Struggle5 hits
05
This is a text-heavy slide from a shareholder letter, functioning as an expose of corporate hypocrisy.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Struggle5 hits
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The slide uses a narrative structure to expose potential conflicts of interest and poor capital allocation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Cost Of Inaction5 hits
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The slide uses a 'ceo-quote-contradiction' framework to contrast the director's stated values with her actions.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 5 hits
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BP plc (BP)BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Victory5 hits
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Part of a chapter titled 'The Context'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication5 hits
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This is a text-heavy slide serving as an introduction to a chapter on AOL's business performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication5 hits
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This slide is part of a larger Lazard report on Time Warner (TWX). It critiques management's failure to explore alternatives to the Google partnership.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof5 hits
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This is a text-heavy slide from a Lazard presentation, likely part of a larger report or deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof5 hits
227
This slide outlines a specific capital allocation strategy (debt vs. dividend) for a standalone entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 5 hits
241
Page 219 from a Lazard financial strategy document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 5 hits
251
Includes specific credit rating history table and details on debt financing and covenant structures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 5 hits
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Page 261 from a Lazard activist deck regarding Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 5 hits
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Includes a table (Exhibit 5.11) detailing debt, cash, and net debt adjustments for the repurchase.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 5 hits
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 Now5 hits
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Page number 6 is present at the bottom right.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Loop · Why Now5 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 Inaction5 hits
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This is a text-heavy slide outlining the rationale for board reconstitution.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution5 hits
06
The slide uses a series of callout boxes to present a narrative argument against board members.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 5 hits
02
This is a page from an SEC comment letter addressed to Crown Castle Inc.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 5 hits
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Victory5 hits