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Peter A. Feld · shareholder-letter

GoDaddy Inc. (GDDY)

8 pages · 4 arc beats · 2 loops

Shareholder-Letter Download JSON
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GoDaddy Inc. (GDDY)

Peter A. Feld · 2023-09
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

4
coverage by narrative range · generated from this deck JSON
Narrative range 8 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 26 hits
— 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides Solution & Approach 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits
— 0/2 slides
100% 2/2 slides · 3 hits 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Action 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides
— 0/1 slides

Slide inventory

8
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to GoDaddy.frame_situation
Open slide detailBeat · Situation & Context
02
The slide uses a timeline graphic to frame the original 3-year plan, followed by text detailing the failure to meet these targets.expose_contradiction
Open slide detailBeat · Situation & Context
03
The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.expose_gap
Open slide detailBeat · ComplicationLoop · Benchmark Gap
04
The slide argues that GoDaddy's poor performance is linked to a deteriorating growth and profitability profile compared to peers.compare_peers
Open slide detailBeat · ComplicationLoop · Benchmark Gap
05
The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.expose_gap
Open slide detailBeat · ComplicationLoop · Benchmark Gap
06
The slide advocates for a 'growth + profitability' metric of 40% by end of 2024.propose_solution
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
07
The slide uses a bar chart to highlight a valuation gap, then transitions into an activist investor's demand for board representation.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
08
This is the final page of a shareholder letter, including a signature block.closing_ask
Open slide detailBeat · Action