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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,387
Current window 2,101-2,130
Pages 3,680
Rows per page 30
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2,101-2,130 of 110,387

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12
The slide uses a timeline diagram to illustrate corporate restructuring events for five major media companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain2 hits
17
The slide uses historical data to justify the need for corporate restructuring and cost-cutting, citing peer examples like DaimlerChrysler and Sony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication2 hits
25
The slide uses a table to categorize AOL's business units (Access, Audience, Digital Services, International) and their respective brands.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication2 hits
63
The slide highlights AOL's declining market share in search compared to Google's growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 hits
64
The slide uses a table to contrast AOL's search monetization against Google, Yahoo, MSN, and Ask Jeeves, while also noting AOL's strength in Instant Messaging.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 hits
82
The slide includes a detailed footnote regarding corporate expense allocation methodology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
100
Includes a breakdown by sub-segment (Turner, HBO, WB) and a pro-forma column excluding WB.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
108
Part of a chapter on content assets; includes footnote references (a) and (b).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
130
Page 114 of a Lazard activist deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
143
Contains two distinct exhibits: 2C.22 (Subscription/Single Copy Sales) and 2C.23 (Total Paid Circulation by Publication).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
155
Includes extensive footnotes regarding normalization and specific financial adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
167
The slide uses a before-after comparison to justify the acquisition by showing the gap between current TWC performance and the acquired systems' performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
174
Includes pro forma adjustments for deconsolidation and consolidation events in 2002.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
180
Includes data for 2003A, 2004A, and 2005E.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test2 hits
08
The slide uses a quote to build credibility by showing alignment between the activist's views and internal perspectives.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
11
The slide uses a quote to validate the activist's thesis by citing external insider sentiment.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
22
The slide uses a direct quote to highlight a perceived management failure.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
48
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
19
The slide uses a 'before-after' framing to expose the contradiction between company claims and actual performance metrics.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
20
The slide uses a red-bordered box to highlight the contradiction and a blue-bordered box to provide supporting evidence.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
36
Includes detailed footnotes explaining valuation assumptions and methodology.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
46
Includes detailed footnotes explaining the methodology for the Sandell estimate of the UK Bus pension deficit.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
14
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
50
The page contains only header/footer information and a reference to a tax rate footnote.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons2 hits
17
The table includes a footnote referencing a 2006 Goldman Sachs report for historical context.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
20
Includes a specific callout regarding a 2006 Goldman Sachs valuation of the Kukui'ula project.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
39
The valuation methodology uses specific cap rates and per-acre estimates for different assets.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits