slides · global inventory
Resolution
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,534
Current window 18,601-18,630
Pages 1,418
Rows per page 30
Beat
18,601-18,630 of 42,534
56
Includes a table showing revenue breakdown by segment and year.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
57
The slide is part of a Lazard presentation, likely related to the Time Warner/AOL spin-off analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
58
Contains two distinct financial tables showing revenue, OIBDA, and operating income projections.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
59
The table uses placeholder numbers (1-6) instead of actual financial data, likely for illustrative purposes in the deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
60
Includes two tables (Exhibit 2A.27 and 2A.28) and supporting commentary on subscriber trends and profitability challenges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
61
Contains two exhibits: OIBDA Margin Benchmarking (Subscription) and AOL Peer Benchmarking (Advertising).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
62
The slide uses two tables to benchmark AOL's performance against peers, followed by qualitative analysis of why AOL underperformed.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
63
The slide highlights AOL's declining market share in search compared to Google's growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
64
The slide uses a table to contrast AOL's search monetization against Google, Yahoo, MSN, and Ask Jeeves, while also noting AOL's strength in Instant Messaging.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
65
This slide serves as the concluding argument for the activist case against the AOL-Time Warner merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
17
The slide uses historical precedent to argue for the efficacy of specific management styles in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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 Worlds1 hit
21
The slide uses a 'gotcha' quote from the company's own marketing materials to contradict the strategic value of their business structure.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
22
The slide uses a map to show plant locations and a bar chart to show industry-wide capacity growth.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
23
The chart illustrates a long-term structural shift in the company's vertical integration.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
24
Uses a combination of growth trend analysis and relative valuation multiple to argue against the conglomerate discount/synergy thesis.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
25
The chart highlights TKR's higher volatility relative to its industry peers.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
26
Uses color-coded boxes (green/red) to map current organizational structure to duplication requirements.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
27
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a table to expose the contradiction in TKR's peer selection, specifically calling out companies that are commoditized or have different production methods.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
29
Uses a direct quote from a Group President to expose the contradiction.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
30
Includes historical financial data (2006-2013) and a valuation bridge to arrive at a 22% upside.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
31
This slide serves as a section divider or thesis statement for a valuation analysis section.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
32
The slide uses a 'Relational Method' to contrast with the company's reported 'Timken Method'.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
33
The slide uses a 'TKR' (Timken) vs 'RI' (Relational Investors) methodology comparison to argue that management's premium valuation claims are misleading.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
34
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
35
The chart uses the Bloomberg ticker BNSPIN to track spin-off performance.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses external analyst validation to build credibility for the activist's thesis.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a list-based argument to build a case against the current board's independence and alignment with shareholders.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
38
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit