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Matching slides 78,129
Current window 15,781-15,810
Pages 2,605
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15,781-15,810 of 78,129
72
Includes organizational structure of Turner Networks and HBO, plus financial pie charts for 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
85
Includes two bar charts comparing absolute EBITDA and EBITDA margins for a set of networks.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
110
Contains two exhibits: Exhibit 2B.49 (Area chart of market growth) and Exhibit 2B.50 (Pie charts of revenue sources).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
123
Page 107 of a Lazard presentation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
151
Contains three exhibits: Exhibit 2C.31 (Pie chart of top 200 magazines by publisher), Exhibit 2C.32 (Table of circulation market share 2002-2004), and Exhibit 2C.33 (Pie chart of consumer magazine advertising by volume).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
164
Includes descriptive text regarding TWC's service offerings and business model.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
175
Includes Lazard branding and chapter reference.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
176
Includes two bar charts comparing industry peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
177
Includes two bar charts comparing industry peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
178
The slide compares TWC's performance metrics against industry peers to establish competitive positioning.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
179
Includes two bar charts showing penetration and growth rates.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
180
Includes data for 2003A, 2004A, and 2005E.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
182
The slide highlights TWC's strong margin performance and consistent growth compared to peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
186
Includes pro forma note for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
187
Includes pro forma note for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
188
Includes pro forma adjustments for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
189
Includes pro forma note regarding Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
190
Includes pro forma note regarding Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
191
Includes pro forma note regarding Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
192
Includes pro forma note for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
194
The slide uses grouped bar charts to compare financial metrics across five cable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
195
Includes pro forma note for TWC and CMCSA figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
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 2 hits
209
Contains two exhibits: 3.9 (Comparable Spreads) and 3.10 (Investment Grade Debt Issuance).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
212
Includes two exhibits: debt maturity profile and net debt/OIBDA peer comparison.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
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 2 hits
219
Includes two line charts comparing Management Repurchase Plan vs $20.0b Repurchase Plan.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
249
Contains two line charts showing credit spreads over US Treasuries for various debt instruments, alongside descriptive financial summaries for Cox and Mediacom.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
269
The slide uses historical data (2001-2005) and current peer benchmarking to argue that TWX's shareholder base is misaligned with its divisions, supporting a spin-off strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
284
Includes two exhibits: projected financials and peer ranking table.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits