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Chart

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Matching slides 78,129
Current window 50,161-50,190
Pages 2,605
Rows per page 30
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50,161-50,190 of 78,129

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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
247
Contains a line chart comparing credit spreads of various Comcast bonds and text summaries of Comcast and Cablevision financial positions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
248
Contains historical credit spread data for Cablevision and leverage/operational metrics for Charter Communications.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
263
The slide uses a sum-of-parts valuation logic to justify a higher implied share price compared to the current trading price.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
293
The slide illustrates the 'conglomerate discount' removal via corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
295
Includes footnotes regarding NOLs and pro forma corporate expense adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
303
Includes two exhibits: a valuation range chart and a peer comparison table.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
305
Includes footnotes (a), (b), and (c) detailing adjustments and asset valuations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
306
Page 281 from a Lazard valuation report.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
316
Includes a box-and-whisker style chart for valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
324
Includes a floating bar chart visualization of the valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
332
Includes a visual range chart (floating bar) for each valuation method.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
333
Includes a table of Broadband Asset Value (BAV) multiples and a line chart of peer share price performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
344
Includes detailed footnotes explaining the construction of the 'TWX Comp Weighted Index'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
367
The chart illustrates a downward trend in debt multiples across all segments, with AOL reaching 0.0x by 2008.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
21
Uses a grid-based visual to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Uses a grid-based visual representation to show land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
24
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
26
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses a visual grid to represent land parcels changing hands over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
09
TKR Bearings shows a significant upward trend in EBIT margin, surpassing peers by 2012.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
10
The chart clearly shows the Steel segment's margin collapse during the 2009 period compared to the more stable Bearings segment.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
12
The chart uses a timeline of events (13D filing, letter to board) to correlate stock performance with activist intervention.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 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
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
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
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit