Starboard Value · conference-presentation
GoDaddy Inc. (GDDY)
70 pages · 5 arc beats · 3 loops
GoDaddy Inc. (GDDY)
Starboard Value · 2023-10 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 30 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 6 slides 100% 6/6 slides 100% 6/6 slides · 43 hits — 0/6 slides
— 0/6 slides
33.3% 2/6 slides 100% 6/6 slides — 0/6 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 28 hits — 0/6 slides
— 0/6 slides
33.3% 2/6 slides 100% 6/6 slides 83.3% 5/6 slides Solution & Approach 6 slides 100% 6/6 slides 100% 6/6 slides · 33 hits — 0/6 slides
50% 3/6 slides 33.3% 2/6 slides 100% 6/6 slides — 0/6 slides
Evidence & Proof 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits — 0/6 slides
— 0/6 slides
100% 6/6 slides 100% 6/6 slides — 0/6 slides
Impact & Next Steps 6 slides 100% 6/6 slides 100% 6/6 slides · 32 hits — 0/6 slides
33.3% 2/6 slides · 3 hits 66.7% 4/6 slides 100% 6/6 slides — 0/6 slides
Slide inventory
70 every slide · same image gating as the playbook
03
The slide uses a simple visual layout with logos inside dashed boxes to represent the three companies.transition
Open slide detailBeat · Situation & Context
04
The slide highlights the performance of specific stocks presented at a previous investor summit.compare_peers
Open slide detailBeat · Situation & Context
05
The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.analyze_data
Open slide detailBeat · Situation & Context
06
The slide uses a 'Growth + Profitability' metric defined differently for each company as per the footnote.analyze_data
Open slide detailBeat · Situation & Context
07
The slide uses placeholders for the other two opportunities, likely to be revealed or discussed in subsequent sections.transition
Open slide detailBeat · Situation & Context
08
The slide uses a red dashed box to highlight GoDaddy's negative performance relative to peers.compare_peers
Open slide detailBeat · Situation & Context
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.expose_gap
Open slide detailBeat · Problem & Complication
10
Includes a watermark 'WWW.1KEYDATA.COM' across the center.summarize
11
The slide uses a green bar for GoDaddy to visually distinguish it from the blue bars of its competitors.compare_peers
12
The slide is a direct screenshot of a website interface.other
13
The slide content seems disconnected from the title; the image shows 13D Monitor, not GoDaddy.establish_context
14
The slide uses a screenshot of a third-party website (13D Monitor) to illustrate the type of business that relies on GoDaddy's services.illustrate_case
15
This slide appears to be part of a presentation arguing for the value of GoDaddy's services by showing a professional-looking site (13D Monitor) as a case studyother
Open slide detailBeat · Solution & Approach
17
The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).analyze_data
Open slide detailBeat · Solution & Approach
19
Uses a simple additive logic flow to represent the investment thesis.frame_situation
Open slide detailBeat · Solution & Approach
20
The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).analyze_data
Open slide detailBeat · Solution & Approach
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.expose_contradiction
Open slide detailBeat · Evidence & Proof
22
The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to argue that the company is engineering its per-share metrics.expose_contradiction
Open slide detailBeat · Evidence & Proof
23
The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.compare_peers
Open slide detailBeat · Evidence & Proof
24
The slide uses a stacked bar chart to visualize the components of the 'Rule of 40' metric (Revenue Growth + EBITDA Margin).analyze_data
Open slide detailBeat · Evidence & Proof
25
The slide argues for cost rationalization by highlighting the divergence between revenue growth and T&D spend, further contextualized by a note on business segmexpose_contradiction
Open slide detailBeat · Evidence & Proof
26
Uses a simple additive framework to show how cost reductions and operating leverage lead to a specific financial outcome.propose_solution
Open slide detailBeat · Evidence & Proof
27
Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).quantify_opportunity
Open slide detailBeat · Impact & Next Steps
28
The chart highlights GoDaddy's current position (red) versus a projected position (green) relative to the median of the peer group.compare_peers
Open slide detailBeat · Impact & Next Steps
29
The slide uses a 'before-after' bridge structure to illustrate value creation potential.quantify_opportunity
Open slide detailBeat · Impact & Next Steps
30
The chart highlights GoDaddy (red) and a potential future state 'PF GDDY' (green) against a peer group median of 17.7x.compare_peers
Open slide detailBeat · Impact & Next Steps
32
The third box is redacted/empty, suggesting a placeholder or confidential topic.frame_situation
Open slide detailBeat · Impact & Next Steps
34
The slide uses an org-chart structure to visualize the corporate structure of News Corp.establish_context
36
The slide uses a hierarchical structure to display the business portfolio, emphasizing the REA Group segment.establish_context
37
The slide serves as a visual anchor for the company being discussed, likely as part of a company profile or investment thesis.establish_context
38
The slide uses a split-screen layout to contrast market position with financial growth.establish_context
39
The slide uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to argue that News Corp is undervalued.show_valuation_bridge
40
Uses a simple subtraction bridge to highlight undervaluation.show_valuation_bridge
Open slide detailLoop · Before After
41
The slide uses a hierarchical structure to emphasize the importance of Dow Jones within the broader News Corp portfolio.establish_context
Open slide detailLoop · Before After
42
The slide serves as a brand identity or context-setting page for Dow Jones, featuring a newspaper front page, a laptop displaying the website, a mobile phone apestablish_context
Open slide detailLoop · Before After
43
The slide uses a stacked bar chart for revenue and a standard bar chart for EBITDA, highlighting CAGR and margin percentages.analyze_data
Open slide detailLoop · Before After
44
The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.compare_peers
Open slide detailLoop · Before After
45
The slide uses a waterfall-style logic to isolate the 'RemainCo' valuation by subtracting the REA Group stake from the total News Corp valuation.show_valuation_bridge
46
Uses a simple multiplication bridge to derive a $7B+ valuation.show_valuation_bridge
47
Uses a simple subtraction bridge to highlight undervaluation.show_valuation_bridge
48
The slide uses a hierarchical structure to display the company's business units.summarize
49
The slide uses a visual addition structure to imply a sum-of-the-parts valuation.show_valuation_bridge
50
The slide uses a simple bridge diagram to highlight the gap between current market valuation and estimated asset value.show_valuation_bridge
51
The slide uses a waterfall-style bridge to show how the sum of parts (REA Group stake, RemainCo, Dow Jones, and other assets) exceeds the current enterprise valshow_valuation_bridge
52
The chart uses a waterfall-bridge format to illustrate the valuation gap.show_valuation_bridge
53
The slide uses placeholders for three topics, with GoDaddy and News Corp identified, and a third redacted/placeholder block.transition
55
The slide uses a donut chart to show revenue split between Clinical and Enabling services.summarize
56
The slide uses a value chain framework to contextualize the CRO business model.establish_context
57
The slide uses a checkmark matrix to validate that CROs address specific industry pain points and that scale further enhances this capability.present_solution
58
Includes annotations regarding ownership status (Acquired by TMO, PE Consortium, Private) for specific firms.compare_peers
59
The slide uses a combination of historical data and projections (marked with 'E') to support a thesis of long-term industry growth.size_opportunity
60
Includes a map showing global operating facilities and subcontractors, plus key metrics on staff, trials, and therapeutic areas.size_opportunity
Open slide detailLoop · Quick Win Big Bet
61
The slide illustrates a corporate spin-off event using a timeline and logo progression.transition
Open slide detailLoop · Quick Win Big Bet
62
The chart uses color coding (blue for peers, red for Fortrea) to emphasize the performance gap.compare_peers
Open slide detailLoop · Quick Win Big Bet
63
The chart highlights that even when controlling for revenue scale, Fortrea's margins (13% and 8.8%) are significantly lower than the peer median of 18%.compare_peers
Open slide detailLoop · Quick Win Big Bet
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.expose_gap
Open slide detailLoop · Quick Win Big Bet
65
The slide uses a 'before-after' framing to establish credibility for the CEO's ability to drive profitability.illustrate_case
66
The slide uses a performance comparison to build credibility for a leadership candidate.analyze_data
67
The chart uses a dashed blue line to indicate the peer median multiple of 13x.compare_peers
68
The chart includes a horizontal dashed line representing the median multiple of 14x.cite_precedent
69
The slide uses a valuation bridge approach to demonstrate potential share price appreciation through margin expansion.show_valuation_bridge