Matching slides 42,035
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18,091-18,120 of 42,035

filter-aware
295
Includes footnotes regarding NOLs and pro forma corporate expense adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
301
The slide explicitly dismisses precedent transactions due to lack of comparability.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
324
Includes a floating bar chart visualization of the valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
348
This slide appears to be an appendix or summary page from a larger report, likely a case study on Time Warner's corporate 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
357
The slide uses a Morgan Stanley quote to support the thesis that vertical integration is rarely successful.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
03
This is the final page of a shareholder letter, featuring signatures from Chris Hohn, Philip Green, and Sourav Choudhary.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · Action1 hit
09
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
06
This slide is part of a series documenting a shareholder activism campaign.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
30
This is a classic activist investor 'conclusion' slide, framing the incumbent board as the villain and the activist as the solution.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
04
The slide uses a three-part structure: support for the deal, rationale for value creation, and a direct attack on the opposing activist (Luxor).Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
07
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
15
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
16
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
17
The slide uses a split-layout to contrast market insulation with business model attractiveness, supported by a map and a bar chart.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
18
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
20
The slide uses a quote from a CNBC Mad Money interview to validate management's strategic direction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
30
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Resolution1 hit
05
United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
07
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
12
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Action1 hit
05
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
07
This slide is from an activist investor presentation (CalSTRS) advocating for a corporate split.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
38
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
24
The slide outlines specific assumptions and risks related to corporate overhead, tax treatment, and strategic control stock sales.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
93
Data sourced from ISS Report dated 03/16/15.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
21
The slide outlines a specific activist thesis for value creation at Yahoo.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
95
Data sourced from ISS Proxy Advisory Services as of April 1, 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit