Slide inventory

Matching slides 18,554

Current window 11,161-11,190

Pages 619

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11,161-11,190 of 18,554

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Includes footnotes (a), (b), and (c) detailing data sources and context.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

Page 224 from a Lazard presentation; includes detailed footnotes regarding financial data and credit ratings.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

Includes specific credit rating history table and details on debt financing and covenant structures.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide uses analyst quotes to justify the thesis that the conglomerate structure destroys value.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide demonstrates how specific operational adjustments (conglomerate discount removal and cost rationalization) bridge the gap between current analyst SOTP estimates and a higher implied value.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

Uses a table to demonstrate the lack of overlap between TWX analysts and pure-play internet analysts.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

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

The slide contains two main sections: financial strategy for separate entities and incentives for cost streamlining, using TWC and WMG as case examples.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide uses a 'sum of the parts' argument to justify corporate breakup.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide uses a value-chain style diagram to argue for corporate decoupling (spinoffs) based on the Viacom precedent.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

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

The slide uses a valuation bridge format to justify the recommendation.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

Includes detailed footnotes explaining the construction of the 'TWX Comp Weighted Index'.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

This page appears to be from a formal report or activist presentation, likely authored by Lazard, detailing the operational failures of the AOL/TW merger.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide uses a narrative structure to expose management failures, citing specific examples like CNNfn, CNNSI, and the sale of Comedy Central/WMG.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

This slide appears to be an appendix or summary page from a larger report, likely a case study on Time Warner's corporate strategy.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide uses specific case studies to highlight management's indecision and strategic failures.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

This is a page from an activist investor deck (Lazard) targeting Time Warner (TWX).Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

The slide uses a Morgan Stanley quote to support the thesis that vertical integration is rarely successful.Time Warner Inc. (TWX) · Lazard

Activist deck Activist investor 1 hit

This slide uses a 'preempt_rebuttal' strategy by quoting the company's own accusations against the activist and then reframing the activist's position as a principled defense of shareholder value.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit

Uses a rhetorical questioning technique to build a case for conflict of interest.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit

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

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

Uses a timeline diagram to visualize the 'flipping' of assets between WCT Resources and SandRidge.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit

Uses a timeline diagram to visualize the discrepancy between the acquisition dates and the subsequent sale/disclosure.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit

Uses a timeline diagram to visualize the discrepancy between the company's stated acquisition date and the actual transaction history.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit

Uses a timeline diagram to visualize the contradiction between official disclosure and actual events.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit

Uses a timeline diagram to visualize the discrepancy between the disclosed narrative and the actual transaction sequence.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit

Uses a timeline diagram to visualize the discrepancy between public disclosure and private transaction history.SandRidge Energy (SD) · Dinakar Singh

Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit

The slide uses anecdotal evidence and industry quotes to undermine management's claims about Gemini's success.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC

Activist deck Activist investor 1 hit