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Starboard Value · conference-presentation

News Corporation (NWSA)

23 pages · 3 arc beats · 2 loops

Conference-Presentation Download JSON
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News Corporation (NWSA)

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.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 23 hits
— 0/3 slides
33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Agitate (Make it worse) 6 slides 100% 6/6 slides 100% 6/6 slides · 36 hits
— 0/6 slides
33.3% 2/6 slides 66.7% 4/6 slides 100% 6/6 slides 100% 6/6 slides Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

23
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a donut chart to visualize revenue segmentation and highlights key valuation metrics.summarize
Open slide detailBeat · Problem (Identify pain)
04
The slide uses a hierarchical structure to display the corporate portfolio.establish_context
Open slide detailBeat · Problem (Identify pain)
05
show_valuation_bridge
Open slide detailBeat · Problem (Identify pain)
06
The slide uses a hierarchy diagram to illustrate the corporate structure of News Corp.establish_context
Open slide detail
07
front_matter
Open slide detail
08
The slide highlights market dominance (#1 position) alongside a 10% revenue CAGR and EBITDA margins.establish_context
Open slide detail
09
Uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to highlight undervaluation.show_valuation_bridge
Open slide detail
10
Uses a simple subtraction bridge to highlight undervaluation.show_valuation_bridge
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
11
The slide uses a hierarchical structure to emphasize the importance of Dow Jones within the broader News Corp portfolio.establish_context
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
12
This slide serves as a brand identity or portfolio overview for Dow Jones.establish_context
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
13
The slide uses stacked bar charts for revenue and simple bar charts for EBITDA, highlighting CAGR and margin trends.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
14
The slide uses a bar chart comparison to argue for a premium valuation for Dow Jones.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
15
The slide uses a visual bridge/decomposition to isolate the 'RemainCo' valuation.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
16
The slide uses a simple multiplication bridge to justify a $7B+ valuation.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
17
Uses a simple subtraction bridge to highlight undervaluation.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
18
The slide uses an org-chart structure to visualize the corporate structure of News Corp.establish_context
Open slide detailLoop · Cost Of Inaction
19
Uses a summation/bridge visual to imply value creation.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
20
Uses a sum-of-the-parts (SOTP) valuation framework to highlight undervaluation.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
21
The chart uses a waterfall-style bridge to show how the total enterprise value is composed of the REA Group stake, RemainCo EV, Dow Jones, and other assets.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Before After
22
The chart uses a waterfall bridge to reconcile current market price with estimated SOTP value.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Before After
23
front_matter
Open slide detail