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Starboard Value · conference-presentation

Tripadvisor, Inc. (TRIP)

44 pages · 5 arc beats · 1 loops

Conference-Presentation Download JSON
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Tripadvisor, Inc. (TRIP)

Starboard Value · 2025-10
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

5
coverage by narrative range · generated from this deck JSON
Narrative range 45 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 23 hits
— 0/5 slides
40% 2/5 slides · 3 hits 20% 1/5 slides 100% 5/5 slides · 6 hits
— 0/5 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 36 hits
— 0/6 slides
— 0/6 slides
50% 3/6 slides 100% 6/6 slides · 7 hits
— 0/6 slides
Evidence & Proof 14 slides 100% 14/14 slides 100% 14/14 slides · 83 hits
— 0/14 slides
14.3% 2/14 slides 50% 7/14 slides 100% 14/14 slides 21.4% 3/14 slides Solution & Approach 9 slides 100% 9/9 slides 100% 9/9 slides · 63 hits
— 0/9 slides
55.6% 5/9 slides 66.7% 6/9 slides 100% 9/9 slides
— 0/9 slides
Impact & Next Steps 11 slides 100% 11/11 slides 100% 11/11 slides · 64 hits
— 0/11 slides
18.2% 2/11 slides 36.4% 4/11 slides 100% 11/11 slides
— 0/11 slides

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
The slide uses a donut chart to show revenue contribution from Tripadvisor, Viator, and TheFork.summarize
Open slide detailBeat · Situation & Context
04
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed lines to indicate peer group averages.compare_peers
Open slide detailBeat · Situation & Context
05
transition
Open slide detailBeat · Situation & Context
06
transition
Open slide detailBeat · Problem & Complication
07
The slide serves as a setup for a broader argument about corporate control, using a news clipping as a historical anchor.establish_context
Open slide detailBeat · Problem & Complication
08
Uses news headlines as evidence for the timeline events.establish_context
Open slide detailBeat · Problem & Complication
09
Uses news headlines as evidence for the timeline events.cite_precedent
Open slide detailBeat · Problem & Complication
10
Includes a screenshot of a news article as evidence.summarize
Open slide detailBeat · Problem & Complication
11
transition
Open slide detailBeat · Evidence & Proof
12
The slide uses a structured layout to compare three distinct business units under the Tripadvisor umbrella.establish_context
Open slide detailBeat · Evidence & Proof
13
The slide uses a before-after pie chart comparison to illustrate business transformation.analyze_data
Open slide detailBeat · Evidence & Proof
14
The chart uses a 100% baseline from Jan 2019. The 'Travel Experiences OTAs' line shows a dramatic recovery and growth trajectory compared to other travel categoanalyze_data
Open slide detailBeat · Evidence & Proof
15
size_opportunity
Open slide detailBeat · Evidence & Proof
16
The slide uses a dual-chart layout to support a thesis about market opportunity.size_opportunity
Open slide detailBeat · Evidence & Proof
17
The slide uses three distinct chart types (bar, bar, and combo bar/line) to support a thesis about the growth potential of the 'Experiences' vertical.size_opportunity
Open slide detailBeat · Evidence & Proof
18
The chart uses a dashed line to indicate peer group averages (12.4x and 12.3x).compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
19
transition
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
20
This is a transition or thesis slide in an activist investor presentation.propose_solution
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
21
The slide uses a linear process flow to demonstrate the product's core value proposition.illustrate_case
Open slide detailBeat · Evidence & Proof
22
The slide uses a combination of key performance indicators and a bar chart to establish market leadership and growth.summarize
Open slide detailBeat · Evidence & Proof
23
MSD likely stands for Mid-Single Digit or Multi-Single Digit, though in M&A context often implies a range. The slide uses a comparison frame to establish valuatcite_precedent
Open slide detailBeat · Evidence & Proof
24
The slide uses a bar chart to compare Tripadvisor's current valuation multiple against a pro forma scenario and a set of online travel and marketplace peers.show_valuation_bridge
Open slide detailBeat · Evidence & Proof
25
transition
Open slide detailBeat · Solution & Approach
26
The slide uses screenshots to demonstrate the user flow.illustrate_case
Open slide detailBeat · Solution & Approach
27
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership and growth.summarize
Open slide detailBeat · Solution & Approach
28
The slide uses a direct comparison to establish market leadership.compare_peers
Open slide detailBeat · Solution & Approach
29
The slide uses a bar chart to contrast growth rates, supporting an activist investor's argument for operational improvement.expose_gap
Open slide detailBeat · Solution & Approach
30
LSD likely refers to Low Single Digits.expose_gap
Open slide detailBeat · Solution & Approach
31
The slide uses a 'Rule of 40' framework reference to argue for better performance.expose_gap
Open slide detailBeat · Solution & Approach
32
The slide uses a quote from the Tripadvisor CFO to validate the investment thesis regarding margin expansion.quantify_opportunity
Open slide detailBeat · Solution & Approach
33
The chart highlights the potential valuation upside for Tripadvisor based on specific operational and divestiture assumptions.show_valuation_bridge
Open slide detailBeat · Solution & Approach
34
transition
Open slide detailBeat · Impact & Next Steps
35
The slide uses a mix of qualitative brand highlights and quantitative performance data.establish_context
Open slide detailBeat · Impact & Next Steps
36
The chart highlights Tripadvisor with a green dashed border to distinguish it from other general web domains.analyze_data
Open slide detailBeat · Impact & Next Steps
37
The slide uses screenshots of OpenAI announcements to validate the partnership claim.establish_context
Open slide detailBeat · Impact & Next Steps
38
The slide uses two bar charts to contrast margin decline with expense growth.diagnose_problem
Open slide detailBeat · Impact & Next Steps
39
Uses news headlines as social proof/precedent for a business strategy.cite_precedent
Open slide detailBeat · Impact & Next Steps
40
The chart uses a waterfall-style logic to show the impact of specific strategic actions on the valuation multiple.show_valuation_bridge
Open slide detailBeat · Impact & Next Steps
41
transition
Open slide detailBeat · Impact & Next Steps
42
Uses news headlines as social proof/precedent for valuation and market interest.cite_precedent
Open slide detailBeat · Impact & Next Steps
43
The slide uses a waterfall-style logic to show multiple compression based on hypothetical business improvements and asset sales.show_valuation_bridge
Open slide detailBeat · Impact & Next Steps
44
front_matter
Open slide detailBeat · Impact & Next Steps