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Matching slides 79,264
Current window 65,461-65,490
Pages 2,643
Rows per page 30
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65,461-65,490 of 79,264

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354
Part of a Lazard activist deck; uses a valuation multiple comparison to justify a breakup strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
363
Includes a footnote regarding TWC debt and a source citation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
364
Includes a table (Exhibit 5.11) detailing debt, cash, and net debt adjustments for the repurchase.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
365
Includes detailed footnotes explaining the assumptions behind the debt allocation and OIBDA figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
366
Includes detailed footnotes (a-h) explaining the methodology for enterprise value, debt allocation, and leverage calculations.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
368
Includes detailed footnotes (a-g) explaining adjustments for NOLs, intersegment eliminations, and transaction-specific debt/cash impacts.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
369
Includes detailed footnotes explaining the assumptions behind the valuation scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
370
Includes a specific exhibit (5.18) showing valuation impact of share repurchases at different price points.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
05
The slide uses direct quotes from a 2012 proxy statement to highlight potential conflicts of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
04
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
08
Includes footnotes regarding 2013 pro-forma estimates and OPEB liability.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 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
11
Reproduction of a historical Relational Investors slide.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
13
Includes a bridge from Enterprise Value to Equity Value per share.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
16
The slide uses a 'Relational and CalSTRS' Response' header to frame the rebuttal.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 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
24
Uses a combination of growth trend analysis and relative valuation multiple to argue against the conglomerate discount/synergy thesis.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
26
Uses color-coded boxes (green/red) to map current organizational structure to duplication requirements.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
30
Includes historical financial data (2006-2013) and a valuation bridge to arrive at a 22% upside.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
32
The slide uses a 'Relational Method' to contrast with the company's reported 'Timken Method'.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
33
The slide uses a 'TKR' (Timken) vs 'RI' (Relational Investors) methodology comparison to argue that management's premium valuation claims are misleading.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 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
40
The slide uses historical spin-off data to justify the assumptions made for the TKR spin-off model.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
41
Includes Income Statement, Balance Sheet, and Cash Flow data for two business units.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
42
The slide highlights TKR (Timken Co) in orange to emphasize the outlier status of the compensation.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit