Matching slides 6,294
Current window 1,861-1,890
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all

Framework

1,861-1,890 of 6,294

filter-aware
89
The chart uses red dots to specifically call out Turner-owned channels, contrasting them with other industry channels.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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 1 hit
212
Includes two exhibits: debt maturity profile and net debt/OIBDA peer comparison.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
213
Includes credit ratings from Moody's and S&P for each entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
214
The slide uses a comparative table/list structure to show that peers have been more active in returning capital to shareholders.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
221
Includes two exhibits: a table comparing accretion/dilution and a bar chart comparing FCF per share over time.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
222
Includes detailed footnotes regarding methodology and assumptions for TWX and peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
296
Includes a table comparing AOL's valuation multiples (Revenue, OIBDA, P/E) against IAC, Media, Google, and Yahoo.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
298
Data as of 1/27/06. Includes median calculations for each sector.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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 1 hit
317
Contains three distinct exhibits (4.54, 4.55, 4.56) summarizing peer valuation metrics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
318
Includes footnotes (a), (b), and (c) detailing the composition of peer groups and OIBDA adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
325
Includes two tables: Exhibit 4.66 (Magazine Publishing) and Exhibit 4.67 (Book Publishing).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
369
Includes detailed footnotes explaining the assumptions behind the valuation scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
04
The chart uses a contrasting color (yellow) for the underperforming subject (CN) compared to the blue bars of the peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
07
The chart highlights CN's underperformance relative to peers in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
08
The table highlights CN's row in yellow to emphasize its negative performance relative to peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
08
Includes footnotes regarding 2013 pro-forma estimates and OPEB liability.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
09
TKR Bearings shows a significant upward trend in EBIT margin, surpassing peers by 2012.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 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
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 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
14
The slide highlights that Yahoo spends a higher percentage of revenue on R&D compared to peers despite lower absolute dollar amounts.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 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
52
Uses a timeline-based comparison table to expose Yahoo's failure to pivot to mobile compared to peers.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
53
Uses a radial bar chart to visualize the performance gap.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
99
The chart uses a dot plot to show revenue size relative to the target company.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit