slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 65,401-65,430
Pages 2,643
Rows per page 30
Component
65,401-65,430 of 79,264
270
The slide provides context for investor demand and market concentration in the cable sector.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
272
Part of a larger chapter on valuation, specifically focusing on operational efficiencies and capital allocation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
278
The table uses ordinal rankings (1-6) rather than raw financial data to compare performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
279
Includes footnotes regarding corporate expenses and NOLs.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
280
The slide uses a 'thesis-headline' structure where the top box acts as the governing thought for the subsequent arguments and data.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
281
Contains three distinct exhibits (4.13, 4.14, 4.15) summarizing financial performance and rankings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
284
Includes two exhibits: projected financials and peer ranking table.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
285
The slide uses data to challenge the justification for keeping the Publishing division within the TWX portfolio.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
286
Page 261 from a Lazard activist deck regarding Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
287
The table uses ordinal rankings (1-6) rather than raw financial data, which is a common technique in activist decks to simplify relative performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
288
The slide includes a financial projection table and a list of strategic benefits of scale, using Comcast as a precedent.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
291
Includes a secondary analysis section on the impact of NOL usage and timing post-breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
292
Includes detailed footnotes (a-f) explaining pro forma adjustments, NOLs, and transaction assumptions.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
296
Includes a table comparing AOL's valuation multiples (Revenue, OIBDA, P/E) against IAC, Media, Google, and Yahoo.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
297
Includes footnotes (a) through (d) detailing comparable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
298
Data as of 1/27/06. Includes median calculations for each sector.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
299
Includes detailed footnotes explaining financial methodology for beta, debt, and WACC calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
300
Includes a memo section on implied forward PF OIBDA multiples and a text summary regarding the impact of NOLs on enterprise value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
301
The slide explicitly dismisses precedent transactions due to lack of comparability.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
307
Includes two exhibits: 4.42 (Networks peer group) and 4.43 (Turner Networks valuation range).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
308
Includes footnotes (a) and (b) regarding OIBDA allocation and data sources.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
309
Includes footnotes (a) and (b) regarding unconsolidated assets and corporate expenses.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
310
Page 285 from a Lazard valuation report; contains detailed financial assumptions and sensitivity matrices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
311
Includes detailed financial projections from 2005PF to 2010PF and sensitivity tables for Enterprise Value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
312
Includes mean and median calculations for transaction multiples.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit