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Matching slides 41,127
Current window 17,491-17,520
Pages 1,371
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Component
17,491-17,520 of 41,127
03
The slide combines a bubble chart for compensation comparison and a bar chart for historical EBIT margins.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
03
This is the final page of a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
297
Includes footnotes (a) through (d) detailing comparable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
299
Includes detailed footnotes explaining financial methodology for beta, debt, and WACC calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
309
Includes footnotes (a) and (b) regarding unconsolidated assets and corporate expenses.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
310
Page 285 from a Lazard valuation report; contains detailed financial assumptions and sensitivity matrices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
311
Includes detailed financial projections from 2005PF to 2010PF and sensitivity tables for Enterprise Value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
317
Contains three distinct exhibits (4.54, 4.55, 4.56) summarizing peer valuation metrics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
318
Includes footnotes (a), (b), and (c) detailing the composition of peer groups and OIBDA adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
324
Includes a floating bar chart visualization of the valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
328
Includes a memo line for implied forward PF OIBDA multiples.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
366
Includes detailed footnotes (a-h) explaining the methodology for enterprise value, debt allocation, and leverage calculations.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
26
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor 1 hit
32
The slide uses a 'Relational Method' to contrast with the company's reported 'Timken Method'.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
06
The chart highlights the significant underperformance of Viacom compared to CBS and the S&P 500 over the specified period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The chart uses a dual-line format to contrast the sharp decline of Viacom (-46.9%) against the relatively flat performance of the S&P 500 (-1.2%).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
22
The chart shows a bridge from current value to potential total value.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Uses a thought bubble and a callout box to emphasize the absurdity of the compensation levels.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
70
Uses a red circle annotation to highlight the average price paid for buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
91
The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and adjustments for JVs, debt, and cash.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
98
Data as of 31 Dec 2014, sourced from ISS Report.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
02
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
65
The chart highlights the divergence between the Americas region and the declining EMEA and Asia Pacific regions post-hiring.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
93
The chart uses a waterfall bridge to demonstrate value creation, contrasting a negative impact from Starboard's plan with positive contributions from core business improvements, tax savings, and share count reduction.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
97
Data sourced from ISS Proxy Advisory Services as of April 1, 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
98
Data as of 01 Apr 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit