slides · global inventory
Evidence
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 40,452
Current window 14,251-14,280
Pages 1,349
Rows per page 30
Beat
14,251-14,280 of 40,452
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The slide uses historical stock charts to frame a narrative of corporate malfeasance and SEC scrutiny.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide contains two exhibits: a timeline (Exhibit 2A.7) and a data table (Exhibit 2A.8).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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This slide serves as a historical narrative context for the activist case against AOL Time Warner.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide uses the eBay partnership as a case study to illustrate the opportunity cost of outsourcing core capabilities.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
35
The slide uses a narrative structure to highlight how AOL's 'walled garden' strategy led to missed opportunities in high-growth sectors like search and job listings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
36
The slide uses a narrative structure to critique management's strategic choices and disclosure practices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This slide is part of a larger Lazard report on Time Warner (TWX). It critiques management's failure to explore alternatives to the Google partnership.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This slide appears to be a continuation of a previous page, focusing on strategic opportunities for AOL's AIM platform.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This is a text-heavy slide from a Lazard presentation, likely part of a larger report or deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This slide provides a detailed narrative account of market dynamics, regulatory hurdles, and competitive disadvantages faced by AOL.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
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This is a text-heavy slide providing historical context on AOL's market position and regulatory environment.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
42
This slide functions as a case study analysis of a failed corporate strategy, highlighting the gap between the merger's stated goals and the actual market outcome.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
03
This is a text-heavy shareholder letter page.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
03
This is a text-heavy shareholder letter document.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
20
The chart uses a regression line to show the expected relationship between growth and yield, with an arrow indicating the target compression for PF CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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The slide uses a peer group to justify a valuation framework for tower companies by drawing parallels to energy infrastructure.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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The slide uses peer data to justify a shift in capital allocation and valuation methodology for CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
The slide argues that towers (CCI) should be valued as 'utilities of the 21st century' due to superior growth profiles.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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The chart explicitly excludes towers from the REIT average calculation.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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The chart highlights CCI at 1.10x coverage in purple to contrast with other high-yield peers.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
11
Includes a direct quote from a Xerox director (Charles Prince) to support the claim of deceit.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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Uses a causal chain/logic flow to show how specific actions lead to a desired outcome (renegotiation).Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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Uses a process-flow diagram to contrast board claims with expert testimony.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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The slide uses a hierarchical bulleted list to systematically dismantle the credibility of the current management team.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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The slide uses a table-like structure to list specific grievances against the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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Uses a multi-stage process flow to demonstrate the circular nature of the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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Uses a comparison table to expose a valuation gap.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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The slide highlights the discrepancy in valuation multiples between Fuji Xerox and Xerox as presented by management.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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Includes a news clipping image and footnotes referencing specific investigative reports and SEC filings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit