GoDaddy, News Corp, Fortrea · page 19 of 70
Uses a simple additive framework to illustrate value creation.
Conference presentation · thesis_headline · present_solution · overcrowded density
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Thesis: Activist defense (for management) slide · 70%
We believed that GoDaddy had significant opportunities to deliver on strong revenue growth, meaningful margin expansion, and a more appropriate capital allocation strategy, which, collectively, would
Thesis archetype slide · 80%Starboard's Investment Thesis
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