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Matching slides 118,471
Current window 75,391-75,420
Pages 3,950
Rows per page 30
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75,391-75,420 of 118,471

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335
Includes adjustments for tax benefits and joint venture interests.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
336
Includes detailed footnotes defining financial metrics used in the calculation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
337
Includes sensitivity tables for discount rates vs. exit multiples and implied growth rates.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
341
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
351
This is a text-heavy slide from a Lazard activist deck, likely part of a larger report on Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
352
The slide compares a 'Management Repurchase Plan' vs a '$20.0b Repurchase Plan' across two different consolidation scopes.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
353
Includes two tables: Exhibit 5.4 (Debt Capacity) and Exhibit 5.5 (Other Assets).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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
355
This slide continues a numbered list (starting at 3) detailing the rationale for corporate spin-offs.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
358
The slide uses a hierarchical org chart to illustrate the current state before the proposed restructuring.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
359
The slide outlines a corporate restructuring strategy involving multiple spin-offs to unlock shareholder value.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
369
Includes detailed footnotes explaining the assumptions behind the valuation scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
371
Page 343 of a larger document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
08
The slide uses a list-based approach to systematically dismantle a corporate disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
01
Slide 1
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 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
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
28
The slide uses a table to expose the contradiction in TKR's peer selection, specifically calling out companies that are commoditized or have different production methods.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
29
Uses a direct quote from a Group President to expose the contradiction.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 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
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
05
Includes a footnote regarding the EV/EBITDA Ex-Asia Stakes calculation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
17
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
22
The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
23
The chart uses a waterfall-bridge structure to show value creation components.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
26
The slide uses a dual-row timeline to emphasize the chaotic nature of Yahoo's corporate governance.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit