slides · global inventory
Breakup Spinoff
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Matching slides 329
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Framework
121-150 of 329
122
This slide argues for the divestiture of the Publishing unit by highlighting its lack of integration with the parent company.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
263
The slide uses a sum-of-parts valuation logic to justify a higher implied share price compared to the current trading price.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
264
Includes citations for quotes from former executives supporting the 'stand-alone' business argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
265
The slide uses analyst quotes to justify the thesis that the conglomerate structure destroys value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
267
The slide uses a numbered list to detail the specific benefits of a corporate separation (breakup/spinoff).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
269
The slide uses historical data (2001-2005) and current peer benchmarking to argue that TWX's shareholder base is misaligned with its divisions, supporting a spin-off strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
273
This is a page from a Lazard activist deck, likely advocating for a breakup of Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
275
The slide uses a 'sum of the parts' argument to justify corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
283
The slide uses a value-chain style diagram to argue for corporate decoupling (spinoffs) based on the Viacom precedent.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
289
This is a text-heavy slide from a Lazard presentation advocating for the separation of TWC from TWX.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
290
This is a text-heavy slide detailing the valuation approach, including comparable company analysis, precedent transactions, and DCF analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
293
The slide illustrates the 'conglomerate discount' removal via corporate breakup.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
356
Part of a Lazard report on corporate restructuring/breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
358
The slide uses a hierarchical org chart to illustrate the current state before the proposed restructuring.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
359
The slide outlines a corporate restructuring strategy involving multiple spin-offs to unlock shareholder value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
07
Uses a simple additive equation to demonstrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
37
This is an activist investor slide arguing for a breakup or spin-off of business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
01
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
05
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
13
Includes a bridge from Enterprise Value to Equity Value per share.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
19
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses color-coded boxes (green/red) to map current organizational structure to duplication requirements.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
35
The chart uses the Bloomberg ticker BNSPIN to track spin-off performance.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 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
08
Includes a timeline of key events (Icahn stake, spin-off announcement, completion) overlaid on a 5-year TSR line chart.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
68
The slide summarizes a specific activist proposal from Starboard Value regarding Yahoo's corporate structure.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit