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Matching slides 18,554
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11,191-11,220 of 18,554
01
This is an activist investor letter from TCI to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup1 hit
04
This is a formal letter from TCI Fund Management to Alphabet's board.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
02
This is a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
05
This is a continuation of a list (starts at item 4).Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
04
Page 4 of a shareholder letter; contains specific critiques of Airbus's R&D and hydrogen/electric strategy.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
Includes a Reuters news clipping as a visual anchor for the transaction announcement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
06
The slide uses a timeline to establish a narrative of value creation through activism.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
09
This is a page from a shareholder letter/presentation, likely part of a proxy contest.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
21
Uses direct quotes from CEO and CFO to undermine management credibility.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
The slide uses a narrative structure to build a case against the current Board's competence.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
20
The slide uses a quote from a CNBC Mad Money interview to validate management's strategic direction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
24
Uses a side-by-side comparison of a quote from an activist letter and a stock performance chart to discredit the activist's narrative.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
25
Uses a side-by-side comparison framework to debunk a specific activist claim.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
26
The slide uses a 'Luxor's Claim' vs 'The Facts' structure to directly counter an activist's argument.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
27
Uses a screenshot of the original Luxor letter as a visual anchor for the critique.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
28
Uses a 'Luxor's Claim' vs 'The Facts' structure to directly refute a specific investor argument.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
07
The slide uses a 'villain' framing by labeling the CEO as 'Chief Value Destroyer' and citing negative press coverage.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 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
08
Uses a screenshot from CNBC's Mad Money to highlight the disconnect between management rhetoric and performance.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
18
Uses a line chart with callout boxes to correlate specific management/board actions with stock price drops.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
20
Uses a timeline to contrast repeated management rhetoric with lack of results.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 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
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
61
Uses a French proverb to emphasize the cyclical nature of the company's failure to improve.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
93
Data sourced from ISS Report dated 03/16/15.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
48
Uses a bulleted list to build a logical argument against management's capital allocation strategy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
49
The slide uses a mix of logos and ranking badges to illustrate Yahoo's mobile footprint.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
68
The slide summarizes a specific activist proposal from Starboard Value regarding Yahoo's corporate structure.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
80
Uses peer benchmarking to justify a specific headcount target.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit