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Matching slides 96,741
Current window 81,121-81,150
Pages 3,225
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Component
81,121-81,150 of 96,741
10
Includes an annotation regarding an offer price of 5.6x on 6/13/11.Evercore | Investment Banking Pitch Book | 12 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
26
The slide outlines a four-pillar process: Fundamental Valuation, Evaluate Strategic Alternatives, Maximize Special Committee Negotiating Leverage, and Enhance Certainty of Close.Evercore | Investment Banking Pitch Book | 31 slides · Evercore
Consulting deck Investment bank Beat · Problem & Complication1 hit
27
Evercore Partners slide 20. Lists Public Comps, Precedent Transactions, PV of Future Equity, DCF, SOTP, and LBO analysis.Evercore | Investment Banking Pitch Book | 31 slides · Evercore
Consulting deck Investment bank Beat · Problem & Complication1 hit
29
The slide uses a Gantt chart format to visualize the project schedule.Evercore | Investment Banking Pitch Book | 31 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
30
The slide highlights specific data points with red circles around 41.5% and (5.2%).Evercore | Investment Banking Pitch Book | 31 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
18
Includes a specific callout for the 6/13/11 offer price event.Evercore | Investment Banking Pitch Book | 32 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
09
The slide highlights a 41.5% premium to the unaffected price and a (4.1%) discount to the 1-year average price.Evercore | Investment Banking Pitch Book | 38 slides · Evercore
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Logic Chain1 hit
11
Includes a specific callout for the MacAndrews & Forbes offer date on 6/13/11.Evercore | Investment Banking Pitch Book | 38 slides · Evercore
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Logic Chain1 hit
12
The slide includes a specific callout for an offer event on 6/13/11.Evercore | Investment Banking Pitch Book | 38 slides · Evercore
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Logic Chain1 hit
29
Includes two sensitivity tables with highlighted rows for the $160mm cost savings scenario.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Solution1 hit
30
The slide highlights upside potential not included in the core analysis.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Solution1 hit
20
Uses a comparison table to contrast a profitable peer with the target company's loss-making segments.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses CNET as a precedent for profitability in display-heavy business models.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
22
The slide uses a red circle annotation to emphasize the $1.1B expense figure.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
23
Includes a CEO quote used to support the activist's argument.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
28
The slide uses a table to compare 'Display - Free Premium Content' against 'Display - Patch' to isolate the negative impact of the Patch acquisition.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
31
Uses a series of quotes from earnings calls to highlight the discrepancy between guidance and actual spend.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
35
Includes a screenshot of Google AdWords interface showing specific Patch placements.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
44
Uses a series of bulleted arguments to dismantle management's claims regarding revenue and profitability.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
46
Includes a specific callout to the $300M loss figure and a table comparing Display vs Display+Search performance.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
47
Uses a hub-and-spoke diagram to visualize traffic flow to AOL.com.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
48
Uses a simple flow diagram to illustrate the lack of connection between Patch and AOL search traffic.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
50
The slide uses a rhetorical question to challenge the assumption that content ownership is a prerequisite for search utility.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
52
The slide uses a red box to highlight the negative EBITDA and margins of the Display segments.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
55
Uses authority-citation to validate the activist's claims against the target company.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
56
Includes a screenshot of an ISS Proxy Alert report from 2010.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses red circles to highlight the 'Multiple of AOL' for market cap, emphasizing the extreme disparity.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
63
The chart uses a broken axis for the Y-axis (Revenue) and X-axis (Market Cap) to accommodate outliers like Microsoft and Google.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
65
Uses red circles to highlight the extreme market cap multiples.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
05
The slide uses a pie chart to illustrate the sum-of-the-parts valuation, highlighting that the 'Core Yahoo' business is only a fraction of the total value.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit