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Slide 1
This is a formal shareholder letter from Christopher Hohn (TCI) to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup1 hit
162
The map uses color coding to distinguish between existing TWC systems, acquired Adelphia systems, and Comcast swap systems.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
197
Date stamp indicates this is a historical document from 2006.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
261
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
341
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
371
Page 343 of a larger document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
01
Slide 1
Includes TPG-Axon Capital logo.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor 1 hit
04
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
07
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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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 Inaction1 hit
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Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
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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 Inaction1 hit
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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 Inaction1 hit
01
Slide 1
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 1 hit
12
Uses a book cover as a visual anchor for historical context.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
01
Slide 1
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
04
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a map to show plant locations and a bar chart to show industry-wide capacity growth.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
04
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
01
Slide 1
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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The slide uses irony/satire to frame the CEO's appointment as a failed promise.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
34
Uses a quote-based approach to frame the narrative of corporate bloat.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
37
The slide uses a 'logo-grid' to overwhelm the viewer with the sheer volume of failed or underperforming acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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The slide uses a news screenshot to illustrate the hype vs. reality of the product launch.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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Uses a timeline-based comparison table to expose Yahoo's failure to pivot to mobile compared to peers.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
57
Uses headshots of Tim Armstrong, Nikesh Arora, Marissa Mayer, and Henrique De Castro to visually reinforce the contrast.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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The slide uses red circles to draw attention to the Q3 performance discrepancy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
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Uses a quote from Marissa Mayer to contrast with the rising cost trend line.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit
85
The slide uses a list format to outline specific tactical changes to improve shareholder value.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit