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Matching slides 9,820
Current window 3,181-3,210
Pages 328
Rows per page 30
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Slide function

3,181-3,210 of 9,820

filter-aware
194
The slide uses grouped bar charts to compare financial metrics across five cable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
195
Includes pro forma note for TWC and CMCSA figures.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
209
Contains two exhibits: 3.9 (Comparable Spreads) and 3.10 (Investment Grade Debt Issuance).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
215
The slide uses two exhibits to argue that Time Warner's capital allocation (specifically buybacks) has been historically ineffective compared to peers and in its own past performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
217
Includes a line chart showing spread volatility over time and a detailed table comparing credit ratings, yields, and outstanding debt for Time Warner, Disney, News Corp, and Viacom.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
223
The slide uses a comparison table to justify capital allocation towards share buybacks rather than M&A.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
230
Includes detailed footnotes regarding debt adjustments and credit ratings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
231
Page 209 from a Lazard financial strategy document.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
239
The slide argues that despite higher initial leverage, the company's scale and competitive position justify an investment-grade rating.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
241
Page 219 from a Lazard financial strategy document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
246
Page 224 from a Lazard presentation; includes detailed footnotes regarding financial data and credit ratings.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
278
The table uses ordinal rankings (1-6) rather than raw financial data to compare performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
281
Contains three distinct exhibits (4.13, 4.14, 4.15) summarizing financial performance and rankings.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
302
The slide uses stacked bar charts to segment shareholder bases by investment style.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
306
Page 281 from a Lazard valuation report.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
308
Includes footnotes (a) and (b) regarding OIBDA allocation and data sources.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