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Starboard Value · conference-presentation

Fortrea Holdings Inc. (FTRE)

18 pages · 3 arc beats · 2 loops

Conference-Presentation Download JSON
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Fortrea Holdings Inc. (FTRE)

Starboard Value · 2023-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 8 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 4 slides 100% 4/4 slides 100% 4/4 slides · 30 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides 50% 2/4 slides Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides
— 0/2 slides
Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides
— 0/2 slides

Slide inventory

18
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
summarize
Open slide detail
04
The slide uses a value chain framework to highlight the 'Core Fortrea Business' within the clinical trial phases.establish_context
Open slide detail
05
The slide uses a checkmark matrix to validate that CROs address specific industry pain points and that scale enhances this capability.diagnose_problem
Open slide detail
06
Includes annotations regarding acquisition status (TMO, PE Consortium) and ownership (Private) for specific firms.compare_peers
Open slide detailLoop · David Goliath
07
The slide uses a dual-chart approach to justify a thesis on industry growth.size_opportunity
Open slide detailBeat · Problem (Identify pain)Loop · David Goliath
08
The slide uses a map to visualize global reach and highlights key operational statistics.establish_context
Open slide detailBeat · Problem (Identify pain)Loop · David Goliath
09
The slide uses a process flow to illustrate a corporate spin-out.establish_context
Open slide detailBeat · Problem (Identify pain)
10
The chart uses a red color for Fortrea to emphasize the negative performance gap.compare_peers
Open slide detailBeat · Problem (Identify pain)
11
The chart uses a dashed line to indicate the peer median of 18%.compare_peers
Open slide detailBeat · Agitate (Make it worse)
12
The slide uses a waterfall-style bridge to show margin improvement and a gap to peers.present_solution
Open slide detailBeat · Agitate (Make it worse)
13
The slide uses a 'before-after' framing to argue for the CEO's competence in improving profitability.illustrate_case
Open slide detailBeat · Solution (Provide relief)
14
The slide uses historical performance of a CEO at a previous company to argue for his future performance at a new company.illustrate_case
Open slide detailBeat · Solution (Provide relief)
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalushow_valuation_bridge
Open slide detailLoop · Cost Of Inaction
16
The chart compares historical transaction multiples to argue for a higher valuation for Fortrea.cite_precedent
Open slide detailLoop · Cost Of Inaction
17
The slide uses a comparison table to show how closing the margin gap to peer levels could increase the implied share price from $47 to $72.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
18
filler
Open slide detail