Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide collection

114,301-114,360 of 319,975

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01
Slide 1
This is a formal shareholder letter from Christopher Hohn (TCI) to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup1 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
26
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 1 hit
01
Slide 1
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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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
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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
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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
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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
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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
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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
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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
24
The slide outlines specific assumptions and risks related to corporate overhead, tax treatment, and strategic control stock sales.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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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
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Uses a provocative question to imply corporate excess or misalignment.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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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
29
The slide uses a celebrity image to frame the individual as the 'face' of the governance issue, likely as part of an activist campaign.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses rhetorical questioning to frame the contradiction of director independence.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
34
The slide uses a negative trend line to visually emphasize underperformance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
The chart uses a line graph to emphasize the decline from 2014 to 2015, contrasting it with a 0% growth callout.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
The slide uses a downward trend line to visually emphasize the negative performance.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
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Uses a pop culture metaphor to frame the governance failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
Uses a satirical image (Weekend at Bernie's) to mock the CEO's absence/incapacity.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a quote from Sumner Redstone to highlight potential contradictions in corporate governance and decision-making authority.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
42
The slide uses a pop-culture reference to imply that the subject was incapacitated or deceased at the time of signing.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
43
Includes a Wizard of Oz image as a metaphor for 'the man behind the curtain' controlling the situation.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
44
The slide uses a background image of a group of people at the NASDAQ, overlaid with a blue tint and the section title.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 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
46
Uses a quote to frame the strategic failure as a 'short-term financial gain' that backfired.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
47
The slide uses a quote from a news source to frame Viacom's management as reactive and out of touch with consumer preferences.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
48
The slide uses a contrast-pairs framework to highlight the strategic failure of Viacom's management.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
49
The slide uses a contrast-based argument to highlight Viacom's strategic inertia.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
50
Uses a 'villain' narrative to highlight management failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
51
Uses a process diagram to show the sequence of events leading to the loss of value.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
53
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
54
Uses specific examples of Cable One and Suddenlink to illustrate the broader trend of carriage disputes and subscriber churn.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
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 Breakdown1 hit
56
The slide uses a 'villain critique' approach to frame Viacom's lack of top-tier content as a failure of corporate culture.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
57
Uses a quote-contradiction framework to undermine management's public stance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit