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Matching slides 110,355
Current window 37,981-38,010
Pages 3,679
Rows per page 30
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37,981-38,010 of 110,355

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211
Includes detailed footnotes regarding pro forma adjustments for Adelphia/Comcast transactions and shareholder litigation settlements.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
212
Includes two exhibits: debt maturity profile and net debt/OIBDA peer comparison.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
213
Includes credit ratings from Moody's and S&P for each entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
214
The slide uses a comparative table/list structure to show that peers have been more active in returning capital to shareholders.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
215
The slide uses two exhibits to argue that Time Warner's capital allocation (specifically buybacks) has been historically ineffective compared to peers and in its own past performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
216
This is a text-heavy slide from an activist investor presentation (Lazard) critiquing Time Warner's capital allocation strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
217
Includes a line chart showing spread volatility over time and a detailed table comparing credit ratings, yields, and outstanding debt for Time Warner, Disney, News Corp, and Viacom.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
218
Includes detailed credit statistics for TWX Consolidated, TWX (ex. TWC), and TWC, plus cumulative incremental debt capacity scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
219
Includes two line charts comparing Management Repurchase Plan vs $20.0b Repurchase Plan.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
221
Includes two exhibits: a table comparing accretion/dilution and a bar chart comparing FCF per share over time.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
222
Includes detailed footnotes regarding methodology and assumptions for TWX and peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
224
The slide argues that restructuring into separate entities allows for higher aggregate debt capacity than the consolidated entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
225
The slide provides a valuation table for non-core assets and discusses the feasibility of a $20B share repurchase program.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
227
This slide outlines a specific capital allocation strategy (debt vs. dividend) for a standalone entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
229
Includes detailed footnotes regarding interest rates, tax rates, and debt adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
230
Includes detailed footnotes regarding debt adjustments and credit ratings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
231
Page 209 from a Lazard financial strategy document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
232
Includes a detailed table of considerations for the financial strategy and a footnote explaining specific debt and liability calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
233
Page 211 of a Lazard presentation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
234
Includes footnotes regarding OIBDA definition, interest rates, tax rates, and adjusted credit statistics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
237
Includes detailed footnotes (a-h) explaining assumptions for interest, dividends, and corporate expenses.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
238
Includes detailed footnotes (a-h) explaining assumptions for interest, corporate expenses, and debt repayment.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
241
Page 219 from a Lazard financial strategy document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
244
The slide provides a detailed organizational chart showing ownership percentages and debt obligations, followed by a paragraph summarizing financial projections.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
245
Includes footnotes (a), (b), and (c) detailing data sources and context.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
250
Page 228 of a larger document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
252
Contains specific financial benchmarks for TWC, CVC, CSC Holdings, and Insight Communications.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
253
The slide provides competitive context for TWC's market position relative to RBOCs and other cable operators.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
256
Includes a comparison of 4.75x vs 6.0x leverage scenarios in the text.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
264
Includes citations for quotes from former executives supporting the 'stand-alone' business argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit