Matching slides 60,568
Current window 2,701-2,730
Pages 2,019
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2,701-2,730 of 60,568

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58
Contains two distinct financial tables showing revenue, OIBDA, and operating income projections.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 hits
60
Includes two tables (Exhibit 2A.27 and 2A.28) and supporting commentary on subscriber trends and profitability challenges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 hits
61
Contains two exhibits: OIBDA Margin Benchmarking (Subscription) and AOL Peer Benchmarking (Advertising).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 hits
62
The slide uses two tables to benchmark AOL's performance against peers, followed by qualitative analysis of why AOL underperformed.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps2 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
104
The slide provides historical financial context for Warner Bros. studio performance and its independent film division.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
107
Contains two exhibits detailing show distribution by network and specific highlights for Telepictures shows.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
113
The slide also includes a brief text section highlighting Home Video's market leadership.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
131
The slide uses two tables to demonstrate the lack of material revenue impact from post-2000 launches.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
139
Contains two tables: historical revenue trend (2001-2005) and spending by top 12 categories (2004-2005).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
157
Contains two tables: Exhibit 2C.37 (Projected Financials) and Exhibit 2C.38 (Free Cash Flow).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
299
Includes detailed footnotes explaining financial methodology for beta, debt, and WACC calculations.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
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
310
Page 285 from a Lazard valuation report; contains detailed financial assumptions and sensitivity matrices.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
322
Page 297 from a Lazard presentation deck.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
327
Contains two distinct exhibits (4.69 and 4.70) showing comparable company WACC data and sensitivity tables.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
328
Includes a memo line for implied forward PF OIBDA multiples.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
329
Includes two tables: Exhibit 4.72 (Summary of implied valuation) and Exhibit 4.73 (Detailed list of selected transactions).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
336
Includes detailed footnotes defining financial metrics used in the calculation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
338
Includes two distinct tables: Exhibit 4.84 (Transaction list) and Exhibit 4.85 (Valuation summary).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
353
Includes two tables: Exhibit 5.4 (Debt Capacity) and Exhibit 5.5 (Other Assets).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
11
Reproduction of a historical Relational Investors slide.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
41
Includes Income Statement, Balance Sheet, and Cash Flow data for two business units.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 2 hits
20
Uses a 'Promise vs Result' table structure to build a case for management incompetence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate2 hits
33
Uses a before-after framing to contrast companies with and without specific operational leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits