Contrarian Corpus
TCI Fund vs. Airbus SE

Airbus SE · AIR

1 deck published between 2023-02-20 and 2023-02-20 — 6 pages, 6 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-02-20 initial thesis

    2023 02 20th February 2023

    6pp · letter

    TCI urges Airbus to abandon the 29.9% Evidian stake — a value-destructive, politically-motivated bailout of Atos that distracts management from fixing aircraft delivery shortfalls.