slides · global inventory
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Matching slides 118,471
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Pages 3,950
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32,611-32,640 of 118,471
04
Includes a footnote (a) detailing the specific Icahn-affiliated parties involved in the engagement.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context2 hits
11
The slide uses a table for performance benchmarking and a stacked bar chart for shareholder base composition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain2 hits
12
The slide uses a timeline diagram to illustrate corporate restructuring events for five major media companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain2 hits
17
The slide uses historical data to justify the need for corporate restructuring and cost-cutting, citing peer examples like DaimlerChrysler and Sony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication2 hits
18
The slide serves as a narrative bridge, using industry examples (Tribune, Knight Ridder, HP, IBM) to frame a critique of TWX's conglomerate structure.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication2 hits
31
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 Moment2 hits
32
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 Moment2 hits
34
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 Moment2 hits
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 Moment2 hits
38
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 & Proof2 hits
43
This is a text-heavy slide from a Lazard presentation, likely part of a larger case study or activist deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof2 hits
45
This is a text-heavy slide from a Lazard report analyzing AOL's strategic missteps.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof2 hits
49
The slide also provides descriptive summaries of Microsoft/MSN and IAC/InterActiveCorp business models.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof2 hits
50
This slide provides context on IAC's growth through acquisitions and its search strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof2 hits
54
Contains three distinct data tables (Exhibits 2A.16, 2A.17, 2A.18) detailing AOL's historical performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 hits
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 Steps2 hits
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 Steps2 hits
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 Steps2 hits
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 Steps2 hits
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 Steps2 hits
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 Steps2 hits
66
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle2 hits
73
Includes detailed footnotes regarding data sources and ownership structures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
80
This slide appears to be an appendix page from a Lazard presentation, likely detailing business segments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
32
This is a standard footer/contact page for an activist investor campaign website.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 2 hits
34
This is a campaign microsite landing page layout.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 2 hits
05
Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
14
This is the final page of a shareholder letter from Elliott Management to Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain2 hits