slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,091-27,120
Pages 10,126
Rows per page 30
Component
27,091-27,120 of 303,780
233
Page 211 of a Lazard presentation.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
251
Includes specific credit rating history table and details on debt financing and covenant structures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
252
Contains specific financial benchmarks for TWC, CVC, CSC Holdings, and Insight Communications.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
261
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
264
Includes citations for quotes from former executives supporting the 'stand-alone' business argument.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
284
Includes two exhibits: projected financials and peer ranking table.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
287
The table uses ordinal rankings (1-6) rather than raw financial data, which is a common technique in activist decks to simplify relative performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
316
Includes a box-and-whisker style chart for valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
322
Page 297 from a Lazard presentation deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
326
Includes a section on Discounted Cash Flow Analysis methodology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
330
The slide argues that the Publishing division is undervalued as part of TWX and should command a premium multiple.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
339
Page 314 from a Lazard document, Chapter 4: Valuation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
341
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
345
This is a page from a Lazard activist report criticizing Time Warner's management.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
347
The slide uses a narrative structure to expose management failures, citing specific examples like CNNfn, CNNSI, and the sale of Comedy Central/WMG.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
350
This is a page from an activist investor deck (Lazard) targeting Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
352
The slide compares a 'Management Repurchase Plan' vs a '$20.0b Repurchase Plan' across two different consolidation scopes.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
356
Part of a Lazard report on corporate restructuring/breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
362
Page 334 of a Lazard report; contains specific tax basis figures for TWX, AOL, and Publishing.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
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 2 hits
371
Page 343 of a larger document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
01
Includes TPG-Axon Capital logo.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor 2 hits
01
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem2 hits
19
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
04
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
12
The chart highlights an 88% increase in expenses, framing it as a problem requiring a turnaround.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement2 hits