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Peter A. Feld · shareholder-letter

GoDaddy Inc. (GDDY)

4 pages · 4 arc beats · 1 loops

Shareholder-Letter Download JSON
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GoDaddy Inc. (GDDY)

Peter A. Feld · 2024-01
arc beats above · slides in the middle · loops below · scroll → 1 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

4
coverage by narrative range · generated from this deck JSON
Narrative range 4 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Interest 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Desire 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Action 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides

Slide inventory

4
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 · AttentionLoop · Cost Of Inaction
02
The slide argues for a 40% growth plus profitability target for FY2025.compare_peers
Open slide detailBeat · InterestLoop · Cost Of Inaction
03
The slide uses a bar chart to compare current price against two future upside scenarios for FY2026.show_valuation_bridge
Open slide detailBeat · DesireLoop · Cost Of Inaction
04
closing_ask
Open slide detailBeat · ActionLoop · Cost Of Inaction