slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,121-27,150
Pages 10,126
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Component
27,121-27,150 of 303,780
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 Inaction2 hits
02
This is a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 2 hits
03
TCI likely refers to a specific investor coalition or initiative.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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 Inaction2 hits
06
Page number 6 is present at the bottom right.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Loop · Why Now2 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 Customer2 hits
05
Page 5 of a shareholder-letter deck.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor 2 hits
02
The slide introduces the activist investor (TCI) and their thesis on CN.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 2 hits
06
The chart uses a contrast-color strategy (yellow for CN, blue for others) to isolate the subject company.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem2 hits
12
Uses a book cover as a visual anchor for historical context.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate2 hits
15
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate2 hits
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 · Agitate2 hits
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 Worlds2 hits
21
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Solution2 hits
23
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 2 hits
24
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 2 hits
02
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer2 hits
03
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction2 hits
55
The slide uses a negative framing to highlight poor performance, consistent with an activist investor's critique.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown2 hits
14
The slide highlights that Yahoo spends a higher percentage of revenue on R&D compared to peers despite lower absolute dollar amounts.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction2 hits
18
The slide uses a 'Why not instead' framing to pivot from a critique of management's plan to a proposed alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
24
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
31
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
47
The slide uses anecdotal evidence and industry quotes to undermine management's claims about Gemini's success.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
53
Uses a radial bar chart to visualize the performance gap.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
67
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
72
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
73
Section VYahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
94
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
96
The slide categorizes directors into Executive and Non-Executive groups and provides key metrics like age, tenure, and committee assignments.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits