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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 65,221-65,250
Pages 2,643
Rows per page 30
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18 30 60

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65,221-65,250 of 79,264

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05
The slide uses an organizational chart to break down the five main operating units of Time Warner.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
06
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
09
The slide uses a narrative-driven approach to frame the company's performance issues as a result of poor management and corporate mythology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
10
The slide uses indexed performance to show relative growth/decline over a specific CEO tenure period.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
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 Chain1 hit
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 & Complication1 hit
26
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
27
Includes a bar chart showing the decline in domestic subscribers from 2001 to 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
30
Contains two exhibits: subscriber count bar chart and a valuation table for the Bertelsmann put option.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
48
The slide includes text describing Yahoo's business strategy and performance, alongside a stock performance chart for Google and TWX.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
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 & Proof1 hit
51
Part of a chapter on AOL/eBay analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
53
Includes footnotes regarding accounting changes and non-recurring charges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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 Steps1 hit
55
Part of a series of exhibits (2A.19, 2A.20, 2A.21) documenting subscriber attrition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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
28
The slide highlights a failure to meet self-imposed targets and a decline in performance compared to a previous period under specific leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
29
The slide uses a vertical red dashed line to mark the departure of Jim Vena as a causal event for the subsequent performance degradation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
30
The chart highlights a -15% performance for UNP compared to a +2% for Canadian peers, with a clear visual gap of ~17% and ~10% respectively.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
31
The chart uses a waterfall structure to bridge current EPS to potential pro-forma EPS based on specific operational improvements and capital allocation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
33
Uses a before-after framing to contrast companies with and without specific operational leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
35
The chart uses a bridge format to illustrate the delta between current consensus and the activist's projected upside.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
36
Includes a line chart showing historical NTM P/E and a table showing peer group multiples.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
37
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
38
Includes specific callouts for investor day guidance and a potential EPS upside scenario.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
40
Includes a comparative bar chart of cost structures and three trend charts for trucking headwinds.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Mece Breakdown1 hit
42
Includes a table of specific Class I railroad emissions savings and a visual comparison of the total savings impact.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
43
The chart highlights a significant gap between current consensus projections and potential upside scenarios.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit