slides · global inventory
27 Cost Of Inaction
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 31,900
Current window 10,411-10,440
Pages 1,064
Rows per page 30
Loop
10,411-10,440 of 31,900
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 Inaction1 hit
03
The slide combines a bubble chart for compensation comparison and a bar chart for historical EBIT margins.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · EvidenceLoop · Cost Of Inaction1 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 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 Inaction1 hit
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 Inaction1 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
01
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
02
This appears to be a page from a shareholder letter or ESG report.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
01
This is a shareholder activist letter sent to the CEO of Canadian Pacific Railway.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter detailing ESG engagement policies and a specific case study on Canadian Pacific.Canadian Pacific Railway (CP) · Chris Hohn
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
Page 2 of a shareholder letter.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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 Inaction1 hit
04
Page 4 of a letter signed by Chris Hohn, Philip Green, and Alex Baring.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
03
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
01
This is a formal activist investor letter.Cellnex Telecom, S.A. (CLNX) · Christopher Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
18
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 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
13
The slide uses a two-section structure to attack the board and the Chair separately.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
15
The slide uses a series of bulleted arguments to frame the CEO's past decisions as the primary cause of the company's decline.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
Viacom (VIAB)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
62
The slide uses a red oval to highlight the specific rows (2013-2014) that constitute the 'last 2 years' of buybacks mentioned in the title.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit
63
Uses a quote from Marissa Mayer to contrast with the rising cost trend line.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit