slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,131-2,160
Pages 3,680
Rows per page 30
Component
2,131-2,160 of 110,387
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
189
Includes pro forma note regarding 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
204
Includes detailed credit metrics for TWX consolidated, TWX ex-TWC, and TWC, along with sensitivity analysis for incremental debt capacity.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
208
The slide includes a broken axis on the bar chart to accommodate the 'Thereafter' value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
235
The slide uses a table to compare credit ratings, FCF statistics, and leverage ratios across multiple entities.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
239
The slide argues that despite higher initial leverage, the company's scale and competitive position justify an investment-grade rating.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
242
Contains detailed financial data for five peer companies over a six-year period.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
246
Page 224 from a Lazard presentation; includes detailed footnotes regarding financial data and credit ratings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
257
Includes detailed footnotes regarding leverage assumptions, interest rates, and covenant amendments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
258
This is a financial disclosure slide from a Lazard presentation, likely part of an activist campaign or M&A advisory deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
268
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 2 hits
270
The slide provides context for investor demand and market concentration in the cable sector.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
279
Includes footnotes regarding corporate expenses and NOLs.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
280
The slide uses a 'thesis-headline' structure where the top box acts as the governing thought for the subsequent arguments and data.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
291
Includes a secondary analysis section on the impact of NOL usage and timing post-breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
293
The slide illustrates the 'conglomerate discount' removal via corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
300
Includes a memo section on implied forward PF OIBDA multiples and a text summary regarding the impact of NOLs on enterprise value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
301
The slide explicitly dismisses precedent transactions due to lack of comparability.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
303
Includes two exhibits: a valuation range chart and a peer comparison table.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
306
Page 281 from a Lazard valuation report.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
307
Includes two exhibits: 4.42 (Networks peer group) and 4.43 (Turner Networks valuation range).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
308
Includes footnotes (a) and (b) regarding OIBDA allocation and data sources.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
314
The table provides a peer benchmark of analyst estimates to support a valuation thesis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
319
Contains two distinct tables (Exhibit 4.58 and 4.59) showing WACC sensitivity to capital structure and cost of debt.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
320
Includes chapter header 'CHAPTER 4: VALUATION' and page number '295'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
325
Includes two tables: Exhibit 4.66 (Magazine Publishing) and Exhibit 4.67 (Book Publishing).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits