slides · global inventory
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Matching slides 118,471
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8,551-8,580 of 118,471
02
The slide uses a combination of narrative text and a bar chart to argue for operational efficiency.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction4 hits
65
This slide serves as the concluding argument for the activist case against the AOL-Time Warner merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle4 hits
69
Includes an organizational chart of the Content business unit.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle4 hits
71
This is a page from a financial analysis report (Lazard).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
109
The chart highlights 'Home video' and 'Box Office' in red, likely to emphasize the filmed entertainment sector.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
121
Includes multiple citations for CEO quotes and corporate actions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
138
Includes details on put/call options for Synapse and joint venture termination clauses for Book-of-the-Month Club.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
156
Part of a Lazard presentation, likely related to a spin-off or divestiture analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
169
Includes a line chart comparing DBS and Cable net subscriber additions from 2002A to 2009E.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
200
This slide serves as a detailed financial narrative supporting a capital allocation argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
255
Includes a table of TWE bond spreads as of 1/27/06.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
269
The slide uses historical data (2001-2005) and current peer benchmarking to argue that TWX's shareholder base is misaligned with its divisions, supporting a spin-off strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
275
The slide uses a 'sum of the parts' argument to justify corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
279
Includes footnotes regarding corporate expenses and NOLs.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
282
This slide is a text-heavy argument against vertical integration in media, specifically targeting Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
349
The slide uses specific case studies to highlight management's indecision and strategic failures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
357
The slide uses a Morgan Stanley quote to support the thesis that vertical integration is rarely successful.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
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 Inaction4 hits
03
This is a page from an activist investor letter (TCI) to Canadian Pacific.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer4 hits
01
This is an activist investor letter from Ancora to Forward Air shareholders.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
23
The slide uses a combination of a data table and a dual-axis line chart to show the correlation between Luxor's increasing RBA stake and their increasing short position in IAA.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction4 hits
02
Page 2 of a shareholder letter, focusing on ESG/Climate stewardship.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Interest4 hits
03
The slide is a continuation of a letter, focusing on corporate sustainability strategy and policy advocacy.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Desire4 hits
69
Uses juxtaposition of disaster imagery and executive compensation data to frame a governance critique.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · SolutionLoop · David Goliath4 hits
123
The slide uses historical examples (Goldwater-Nichols, Balanced Budget Act, Ohio economic performance) to establish the nominee's credentials as a change agent.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution4 hits
128
Includes a headshot and the XPO logo.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution4 hits
177
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 4 hits
03
This is a page from a shareholder letter advocating for ESG transparency.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction4 hits
68
Uses headshots and career transition summaries to frame executive turnover as a negative signal.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 4 hits
72
Uses a 'what-if' scenario to critique capital allocation strategy.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 4 hits