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Starboard Value · conference-presentation

Fluor Corporation (FLR)

35 pages · 4 arc beats · 1 loops

Conference-Presentation Download JSON
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Fluor Corporation (FLR)

Starboard Value
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 2
— 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 14 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 25 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides
— 0/4 slides
Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 26 hits
— 0/4 slides
— 0/4 slides
75% 3/4 slides 100% 4/4 slides
— 0/4 slides
Evidence & Proof 4 slides 100% 4/4 slides 100% 4/4 slides · 26 hits
— 0/4 slides
75% 3/4 slides · 5 hits 75% 3/4 slides 100% 4/4 slides
— 0/4 slides
Solution & Approach 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides
— 0/2 slides

Slide inventory

35
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 represent the breakdown of the $28B YTD backlog by business segment.establish_context
Open slide detailBeat · Situation & Context
04
present_framework
Open slide detailBeat · Situation & Context
05
The slide uses a grid-based layout to categorize business units and sub-sectors.present_framework
Open slide detailBeat · Situation & Context
06
The slide uses a grid-based segmentation to categorize business units.decompose_segments
Open slide detailBeat · Situation & Context
07
The slide uses a line chart to show market growth trends while listing competitors to illustrate market fragmentation.compare_peers
Open slide detailBeat · Problem & Complication
08
The slide uses a categorization framework to frame the market as inherently flawed and overly competitive.name_villain
Open slide detailBeat · Problem & Complication
09
The chart uses a line graph with green and grey segments to denote different periods of Starboard's involvement.illustrate_case
Open slide detailBeat · Problem & Complication
10
The slide uses data to argue that previous management's strategy was unsuccessful.expose_contradiction
Open slide detailBeat · Problem & Complication
11
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to correlate operational failure with market valuation.expose_contradiction
Open slide detailBeat · Evidence & Proof
12
The slide uses a logo-grid to categorize competitors into 'Current' and 'Past' (Bankruptcy/Distressed or Exit/Scaled Back).compare_peers
Open slide detailBeat · Evidence & Proof
13
The chart highlights the period from FY21 onwards in green to signify the tenure of the new CEO.analyze_data
Open slide detailBeat · Evidence & Proof
14
The chart tracks two metrics: 'Backlog for Ongoing Legacy Projects in Loss Position' and 'Estimated Unfunded Losses Associated with Ongoing Legacy Projects'.analyze_data
Open slide detailBeat · Evidence & Proof
15
The slide uses a visual contrast between 'Prior EPCM Players' (greyed out/categorized by distress/exit) and 'Current EPCM Players' (highlighted in green).compare_peers
Open slide detail
16
The slide uses a line chart to illustrate market size trends while listing logos of competitors to establish the 'fragmented' nature of the market.compare_peers
Open slide detail
17
The slide uses a visual 'before and after' comparison of the competitive landscape to argue for Fluor's improved market position.compare_peers
Open slide detail
18
The chart illustrates a strategic shift in contract mix under CEO David Constable.analyze_data
Open slide detail
19
The chart uses CAGR annotations to show growth rates between periods.analyze_data
Open slide detail
20
The slide uses a before-after comparison of pie charts to illustrate strategic portfolio shift.analyze_data
Open slide detail
21
The slide uses a 'Truth Social' post as a form of authority citation to support the investment thesis.cite_precedent
Open slide detail
22
The chart uses two distinct median lines for different peer groups. The footer contains a detailed disclaimer regarding methodology and data sources.compare_peers
Open slide detail
23
The calculation is presented as a simple arithmetic bridge: Market Cap * Ownership = Value.show_valuation_bridge
Open slide detailLoop · Iceberg
24
The slide uses a waterfall-style bridge to demonstrate the impact of the NuScale stake on the valuation multiple.show_valuation_bridge
Open slide detailLoop · Iceberg
25
The slide uses a timeline framework to establish the long-term strategic relationship between Fluor and NuScale.establish_context
Open slide detail
26
The slide uses a process flow to explain the technology, highlighting the modular nature (77MW per module).present_solution
Open slide detail
27
The slide uses a green dashed box to highlight NuScale as the primary subject of the comparison.compare_peers
Open slide detail
28
The slide uses the performance data to justify a divestment argument by labeling the asset 'non-strategic'.analyze_data
Open slide detail
29
The slide uses a causal link (arrow) between rising data center power consumption and SMR investment.size_opportunity
Open slide detail
30
The chart highlights a significant valuation gap between Fluor and its peers, with median multiples shown for different peer groups.compare_peers
Open slide detail
31
The chart specifically excludes the NuScale stake post-tax to isolate Fluor's core valuation.show_valuation_bridge
Open slide detail
32
Uses a combination of a line chart showing stock performance and direct quotes from executives to frame the problem.diagnose_problem
Open slide detail
33
The slide uses a binary classification (Taxable vs Tax-Free) to categorize strategic alternatives.propose_solution
Open slide detailBeat · Solution & Approach
34
The chart uses a bridge/waterfall structure to show the impact of removing the SMR stake on the EV/EBITDA multiple.show_valuation_bridge
Open slide detailBeat · Solution & Approach
35
front_matter
Open slide detail