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Matching slides 79,264
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65,551-65,580 of 79,264
01
This is a formal shareholder letter from Christopher Hohn (TCI) to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup1 hit
14
The chart highlights CN's negative performance relative to all other peers shown.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
16
The chart highlights a clear divergence where CNI (yellow line) lags behind the other four major North American railroads.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
17
The slide uses historical precedent to argue for the efficacy of specific management styles in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
18
The slide uses Union Pacific's historical performance as a proxy for the potential success of Jim Vena at Canadian National.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
19
The slide title 'Canadian National' seems to be a mislabel or context header for a broader deck, as the content focuses on Union Pacific.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
25
The slide highlights the correlation between TCI's investment and the subsequent stock price appreciation.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 1 hit
05
Includes financial metrics and a brief business description.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The chart highlights the significant underperformance of Viacom compared to CBS and the S&P 500 over the specified period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The chart uses a dual-line format to contrast the sharp decline of Viacom (-46.9%) against the relatively flat performance of the S&P 500 (-1.2%).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
The table highlights Viacom's significant underperformance relative to its peer group across all time horizons.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
VIAB is highlighted in yellow, suggesting it is the subject of the activist campaign.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a red circle to emphasize the 3.6x valuation gap in the current period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
19
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a comparative valuation approach to justify potential share price increases.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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)1 hit
22
The chart shows a bridge from current value to potential total value.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and investments, then adjusts for capital structure to arrive at an implied share price.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a 'Too X' structure to categorize board failures.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide highlights the disconnect between executive pay and company performance, specifically targeting Viacom (VIAB).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
The slide uses a rhetorical question and a French idiom in a thought bubble to emphasize the perceived excess of the CEO's pay.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Uses a thought bubble and a callout box to emphasize the absurdity of the compensation levels.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Viacom (VIAB) is circled in red in both charts to emphasize its poor performance relative to peers.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
The slide uses arrows to group the pie segments into 'Cash' and 'Non-Cash' categories to emphasize the thesis.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The slide uses specific data points (65%, 46%, $40m, $39m, 62%) to highlight the disconnect between executive pay and company performance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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 Breakdown1 hit
52
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