slides · global inventory
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Matching slides 118,471
Current window 16,651-16,680
Pages 3,950
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16,651-16,680 of 118,471
14
The slide uses a timeline to illustrate management instability following the AOL-Time Warner merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain3 hits
16
The slide uses a narrative format to expose management's strategic missteps and the resulting financial underperformance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context3 hits
36
The slide uses a narrative structure to critique management's strategic choices and disclosure practices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof3 hits
46
This is a text-heavy slide from a Lazard investment deck, likely part of a larger report.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof3 hits
47
This slide functions as a narrative competitive landscape analysis rather than a visual chart.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof3 hits
70
Includes financial mix breakdown by revenue and OIBDA.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle3 hits
79
Part of a larger Lazard deck; includes CAGR calculations for subscribers, revenue, and affiliate fees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 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 3 hits
91
Includes a bar chart showing subscriber counts from 2001-2005 and text describing licensing agreements and original programming.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
106
Contains footnote (a) referencing company filings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
107
Contains two exhibits detailing show distribution by network and specific highlights for Telepictures shows.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
108
Part of a chapter on content assets; includes footnote references (a) and (b).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
113
The slide also includes a brief text section highlighting Home Video's market leadership.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
122
This slide argues for the divestiture of the Publishing unit by highlighting its lack of integration with the parent company.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
134
This is a text-heavy page from a Lazard report, likely part of a larger industry analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
142
Includes a data table (Exhibit 2C.21) and qualitative analysis of industry challenges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
171
The slide provides a narrative summary of the cable industry landscape, including regulatory history (FCC vs. Brand X) and strategic trends like bundling and consolidation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
183
This slide serves as a section introduction for a financial analysis deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
203
Includes detailed footnotes regarding credit rating agency comments and cross-guarantees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
02
This is page 1 of an activist investor letter/deck.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem3 hits
03
This is a text-heavy page serving as an introduction/executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem3 hits
04
This is the final page of a letter, likely part of an activist campaign deck.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem3 hits
66
This appears to be a page from an activist investor letter (likely Elliott Management) regarding Southwest Airlines.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution3 hits
76
This is the second page of a letter, continuing from a previous page (starts at point 2).Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution3 hits
02
This is page 2 of a shareholder letter. It establishes credibility by detailing Elliott's research process and historical investment experience.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain3 hits
03
This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain3 hits
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain3 hits
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain3 hits
12
This is a text-heavy shareholder letter page focusing on capital allocation and board refreshment.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain3 hits
13
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott Management.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain3 hits