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Matching slides 118,471
Current window 75,331-75,360
Pages 3,950
Rows per page 30
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75,331-75,360 of 118,471

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185
Includes CAGR calculations for the 2005-2010 period.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
188
Includes pro forma adjustments for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
189
Includes pro forma note regarding Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
193
Part of a Lazard activist deck, page 174.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
196
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
197
Date stamp indicates this is a historical document from 2006.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
204
Includes detailed credit metrics for TWX consolidated, TWX ex-TWC, and TWC, along with sensitivity analysis for incremental debt capacity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
207
The slide uses two line charts to contrast bondholder returns against shareholder returns, supporting an activist argument regarding capital allocation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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
213
Includes credit ratings from Moody's and S&P for each entity.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
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
229
Includes detailed footnotes regarding interest rates, tax rates, and debt adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
235
The slide uses a table to compare credit ratings, FCF statistics, and leverage ratios across multiple entities.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
239
The slide argues that despite higher initial leverage, the company's scale and competitive position justify an investment-grade rating.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
243
Includes footnotes (a) and (b) regarding revolver details and AOL merger adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
257
Includes detailed footnotes regarding leverage assumptions, interest rates, and covenant amendments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
259
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
261
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
262
Time Warner Inc. (TWX)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
267
The slide uses a numbered list to detail the specific benefits of a corporate separation (breakup/spinoff).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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