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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

113,701-113,760 of 319,975

filter-aware
01
Slide 1
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
02
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
03
This slide serves as a collection of authoritative citations to support the thesis of organizational restructuring.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
04
Includes a footnote (a) detailing the specific Icahn-affiliated parties involved in the engagement.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
05
The slide uses an organizational chart to break down the five main operating units of Time Warner.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
06
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
07
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
08
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
09
The slide uses a narrative-driven approach to frame the company's performance issues as a result of poor management and corporate mythology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
10
The slide uses indexed performance to show relative growth/decline over a specific CEO tenure period.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
11
The slide uses a table for performance benchmarking and a stacked bar chart for shareholder base composition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
12
The slide uses a timeline diagram to illustrate corporate restructuring events for five major media companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
13
This slide serves as a historical narrative background for an activist case study.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
14
The slide uses a timeline to illustrate management instability following the AOL-Time Warner merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
15
The slide provides a narrative background on Richard Parsons, emphasizing his background as a 'consummate politician' rather than a traditional media executive.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
16
The slide uses a narrative format to expose management's strategic missteps and the resulting financial underperformance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
17
The slide uses historical data to justify the need for corporate restructuring and cost-cutting, citing peer examples like DaimlerChrysler and Sony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The slide serves as a narrative bridge, using industry examples (Tribune, Knight Ridder, HP, IBM) to frame a critique of TWX's conglomerate structure.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
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Part of a chapter titled 'The Context'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
20
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
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This is a clean, minimalist section divider slide.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
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This is a text-heavy slide serving as an introduction to a chapter on AOL's business performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
24
This is a text-heavy slide from an activist investor presentation (Lazard) critiquing AOL's management strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
25
The slide uses a table to categorize AOL's business units (Access, Audience, Digital Services, International) and their respective brands.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
26
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
27
Includes a bar chart showing the decline in domestic subscribers from 2001 to 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
28
The slide contains two distinct sections: a narrative analysis of AOL's strategic pivot and an exhibit titled 'Stuck in a Walled Garden' detailing the historical context of the strategy's failure.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The table highlights UNP's consistent 'WORST' ranking across all categories.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
13
The chart uses a smoothed line representation of annual data points.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
14
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
15
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
16
The chart uses a red dashed box to emphasize UNP's poor performance relative to peers.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
17
The chart uses 2014 as the base year (indexed to 100). UNP is visually emphasized with a thicker, darker line.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'worst' framing to call out UNP's poor relative performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a narrative structure to contrast leadership performance, specifically isolating Jim Vena's tenure as a period of improvement.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
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 · Agitate1 hit
21
Uses a timeline-based annotation approach to highlight the gap between management promises and actual guidance revisions.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'before and after' structure centered around Jim Vena's tenure to show that the lack of confidence is a persistent, cyclical issue.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
23
The slide uses a 'Significantly BELOW' callout column to emphasize the gap between guidance and reality.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
24
The slide uses a bar chart to contrast UNP's CEO bonus payout percentages against a peer average, highlighting a persistent gap.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
25
The slide uses a bar chart to highlight UNP's position at the extreme end of the distribution for all three metrics.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
26
The slide uses a combination of qualitative quotes and a quantitative bar chart to build a case against management's operational competence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
27
Uses quotes from STB Chairman Martin Oberman to establish the 'villain' narrative.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
28
The slide highlights a failure to meet self-imposed targets and a decline in performance compared to a previous period under specific leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
29
The slide uses a vertical red dashed line to mark the departure of Jim Vena as a causal event for the subsequent performance degradation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
30
The chart highlights a -15% performance for UNP compared to a +2% for Canadian peers, with a clear visual gap of ~17% and ~10% respectively.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
31
The chart uses a waterfall structure to bridge current EPS to potential pro-forma EPS based on specific operational improvements and capital allocation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
32
The slide uses a 'before-after' logic applied to three distinct case studies to build a precedent for the current activist campaign.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Funnel Analysis1 hit
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 1 hit
34
Uses a causal chain/logical equation structure (A+B+C+D=E).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
35
The chart uses a bridge format to illustrate the delta between current consensus and the activist's projected upside.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
36
Includes a line chart showing historical NTM P/E and a table showing peer group multiples.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
37
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
38
Includes specific callouts for investor day guidance and a potential EPS upside scenario.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
39
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
40
Includes a comparative bar chart of cost structures and three trend charts for trucking headwinds.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Mece Breakdown1 hit
41
The slide uses four charts to establish a narrative of under-investment and the necessity for a catch-up phase.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
42
Includes a table of specific Class I railroad emissions savings and a visual comparison of the total savings impact.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
43
The chart highlights a significant gap between current consensus projections and potential upside scenarios.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit