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Table

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

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Matching slides 60,568
Current window 21,901-21,930
Pages 2,019
Rows per page 30
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21,901-21,930 of 60,568

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335
Includes adjustments for tax benefits and joint venture interests.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
339
Page 314 from a Lazard document, Chapter 4: Valuation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
343
The slide uses a valuation bridge format to justify the recommendation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
354
Part of a Lazard activist deck; uses a valuation multiple comparison to justify a breakup strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
360
The table uses a visual 'fill' indicator (circles) to represent the degree of alignment with strategic goals.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
363
Includes a footnote regarding TWC debt and a source citation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
364
Includes a table (Exhibit 5.11) detailing debt, cash, and net debt adjustments for the repurchase.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
365
Includes detailed footnotes explaining the assumptions behind the debt allocation and OIBDA figures.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
368
Includes detailed footnotes (a-g) explaining adjustments for NOLs, intersegment eliminations, and transaction-specific debt/cash impacts.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
370
Includes a specific exhibit (5.18) showing valuation impact of share repurchases at different price points.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
08
Includes footnotes regarding 2013 pro-forma estimates and OPEB liability.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a map to show plant locations and a bar chart to show industry-wide capacity growth.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a table to expose the contradiction in TKR's peer selection, specifically calling out companies that are commoditized or have different production methods.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 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
33
The slide uses a 'TKR' (Timken) vs 'RI' (Relational Investors) methodology comparison to argue that management's premium valuation claims are misleading.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
40
The slide uses historical spin-off data to justify the assumptions made for the TKR spin-off model.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
42
The slide highlights TKR (Timken Co) in orange to emphasize the outlier status of the compensation.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
05
Includes a footnote regarding the EV/EBITDA Ex-Asia Stakes calculation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
10
The slide uses a trend line to highlight a 55% decline in EBITDA over the period.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
11
The chart highlights a negative trend line over a 5-year period, emphasizing the need for strategic intervention.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
15
Data as of 12/09/2015; source Bloomberg.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
27
The slide uses a matrix to map product categories against user engagement types.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
38
The slide provides a granular breakdown of M&A activity to support a broader argument about capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
39
This is a continuation slide detailing specific M&A transactions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
40
The slide uses a contrast-pairs framework to illustrate the disparity in value creation between two similar-sized acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit