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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 · Setup1 hit
01
Slide 1
This is a formal shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
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This is the final page of a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
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This is a continuation of a list (starts at item 4).Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
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This is the final page of a formal letter, including signature and contact footer.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
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Slide 1
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)1 hit
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Slide 1
The letter establishes TCI's investment philosophy regarding climate risk as a material financial factor.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · AttentionLoop · Voice Of Customer1 hit
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Slide 1
This is a shareholder letter/engagement document.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · Problem1 hit
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Includes a photo of the CEO and COO.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a provocative question to imply corporate excess or misalignment.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a celebrity image to frame the individual as the 'face' of the governance issue, likely as part of an activist campaign.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a pop culture metaphor to frame the governance failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a satirical image (Weekend at Bernie's) to mock the CEO's absence/incapacity.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a quote from Sumner Redstone to highlight potential contradictions in corporate governance and decision-making authority.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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The slide uses a pop-culture reference to imply that the subject was incapacitated or deceased at the time of signing.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Includes a Wizard of Oz image as a metaphor for 'the man behind the curtain' controlling the situation.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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The slide uses a background image of a group of people at the NASDAQ, overlaid with a blue tint and the section title.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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The slide uses a contrast-based argument to highlight Viacom's strategic inertia.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Uses a process diagram to show the sequence of events leading to the loss of value.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
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The slide uses a bar chart to contrast Vice's valuation against competitors, using a CEO quote to frame the company's ambition.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Uses a quote-contradiction framework to undermine management's public stance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Uses a quote from 2012 to establish a pattern of behavior (contradiction).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Uses a cartoon character (SpongeBob) to illustrate the point about over-reliance on a single franchise.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Uses a visual timeline of show launch dates to contrast with the CEO start date.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Uses a 'villain' framing by characterizing the company's performance as 'creatively bankrupt' and using a photo of a slimed celebrity to mock the brand.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Uses an analogy to Kodak to frame Viacom's strategic failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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The slide uses visual juxtaposition to criticize the executive's priorities.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 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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Features a photo of a speaker at a podium with a 'HER' branding in the background.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit