slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
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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
114,061-114,120 of 319,975
329
Includes two tables: Exhibit 4.72 (Summary of implied valuation) and Exhibit 4.73 (Detailed list of selected transactions).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
330
The slide argues that the Publishing division is undervalued as part of TWX and should command a premium multiple.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
331
The slide outlines three standard valuation approaches: Comparable Company Analysis, Discounted Cash Flow Analysis, and Precedent Transaction Analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
332
Includes a visual range chart (floating bar) for each valuation method.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
333
Includes a table of Broadband Asset Value (BAV) multiples and a line chart of peer share price performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
334
The slide justifies TWC's valuation multiple by highlighting its industry-leading OIBDA growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
335
Includes adjustments for tax benefits and joint venture interests.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
336
Includes detailed footnotes defining financial metrics used in the calculation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
337
Includes sensitivity tables for discount rates vs. exit multiples and implied growth rates.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
338
Includes two distinct tables: Exhibit 4.84 (Transaction list) and Exhibit 4.85 (Valuation summary).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
339
Page 314 from a Lazard document, Chapter 4: Valuation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
340
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
341
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
342
Time Warner Inc. (TWX)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
344
Includes detailed footnotes explaining the construction of the 'TWX Comp Weighted Index'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
345
This is a page from a Lazard activist report criticizing Time Warner's management.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
346
This page appears to be from a formal report or activist presentation, likely authored by Lazard, detailing the operational failures of the AOL/TW merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
347
The slide uses a narrative structure to expose management failures, citing specific examples like CNNfn, CNNSI, and the sale of Comedy Central/WMG.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
349
The slide uses specific case studies to highlight management's indecision and strategic failures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
350
This is a page from an activist investor deck (Lazard) targeting Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
351
This is a text-heavy slide from a Lazard activist deck, likely part of a larger report on Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
352
The slide compares a 'Management Repurchase Plan' vs a '$20.0b Repurchase Plan' across two different consolidation scopes.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
353
Includes two tables: Exhibit 5.4 (Debt Capacity) and Exhibit 5.5 (Other Assets).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
355
This slide continues a numbered list (starting at 3) detailing the rationale for corporate spin-offs.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
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
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
361
Page 333 of a Lazard document, likely part of a larger tax or restructuring analysis.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
363
Includes a footnote regarding TWC debt and a source citation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
364
Includes a table (Exhibit 5.11) detailing debt, cash, and net debt adjustments for the repurchase.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
365
Includes detailed footnotes explaining the assumptions behind the debt allocation and OIBDA figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
366
Includes detailed footnotes (a-h) explaining the methodology for enterprise value, debt allocation, and leverage calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
367
The chart illustrates a downward trend in debt multiples across all segments, with AOL reaching 0.0x by 2008.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
368
Includes detailed footnotes (a-g) explaining adjustments for NOLs, intersegment eliminations, and transaction-specific debt/cash impacts.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
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
371
Page 343 of a larger document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
01
Includes TPG-Axon Capital logo.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor 1 hit
02
SandRidge Energy (SD)SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor 1 hit
03
This slide uses a 'preempt_rebuttal' strategy by quoting the company's own accusations against the activist and then reframing the activist's position as a principled defense of shareholder value.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
04
Uses a rhetorical questioning technique to build a case for conflict of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
05
The slide uses direct quotes from a 2012 proxy statement to highlight potential conflicts of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a bulleted list to build a narrative of investigative discovery.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
07
This is a classic activist 'villain' slide, specifically focusing on governance failure and potential fraud.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
08
The slide uses a list-based approach to systematically dismantle a corporate disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
09
The slide uses a series of rhetorical questions to frame a governance and conflict-of-interest narrative.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
10
SandRidge Energy (SD)SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
11
Uses a timeline diagram to visualize the 'flipping' of assets between WCT Resources and SandRidge.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
12
Uses a timeline diagram to visualize the discrepancy between the acquisition dates and the subsequent sale/disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
13
Uses a timeline diagram to visualize the discrepancy between the company's stated acquisition date and the actual transaction history.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
14
Uses a timeline diagram to visualize the contradiction between official disclosure and actual events.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
15
Uses a timeline diagram to visualize the discrepancy between the disclosed narrative and the actual transaction sequence.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
16
Uses a timeline diagram to visualize the discrepancy between public disclosure and private transaction history.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
17
Uses a visual grid to represent land parcels changing hands between WCT, SandRidge, and Shell.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit