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slides · global inventory

Consultants Gambit

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 39,432
Current window 26,911-26,940
Pages 1,315
Rows per page 30
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26,911-26,940 of 39,432

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The slide uses a logo grid to establish credibility in the restaurant industry.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses a split-screen layout to compare two corporate portfolios.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
08
The chart uses a line graph to visualize the divergence in traffic performance between Outback and its primary competitors.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
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The chart highlights BLMN's significantly higher FCF yield compared to its peers, suggesting undervaluation.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Iceberg1 hit
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The slide uses arrows to highlight the growth in DRI's multiple and the decline in BLMN's multiple.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The chart uses a split-axis approach to show positive and negative same-store sales growth.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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The slide uses a waterfall-style logic to derive discretionary cash flow from free cash flow.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a 'win-win' framing to argue that expansion targets are beneficial for shareholders regardless of whether they are met (via high ROI or capital return).Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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The slide uses a bar chart to highlight valuation disparity and brand logos to establish quality.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
01
Slide 1
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Includes a watermark 'STARBOARD VALUE' in the center.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
03
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
The slide highlights the performance of specific stocks presented at a previous investor summit.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'Growth + Profitability' metric defined differently for each company as per their own reporting standards.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
07
The slide uses placeholders for the other two opportunities, likely to be revealed or discussed in subsequent sections.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a 'Rule of 40' style metric (Growth + Profitability) to benchmark performance. GoDaddy is highlighted with a red dashed box to emphasize its negative trend.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Includes a donut chart showing revenue split between Applications & Commerce and Core Platform.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a green bar for GoDaddy to visually distinguish it from the blue bars of its competitors.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
12
The slide is a direct screenshot of a website interface.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
13
The slide content seems disconnected from the title; the image shows 13D Monitor, not GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses a screenshot of a third-party website (13D Monitor) to illustrate the type of business that relies on GoDaddy's services.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide title describes GoDaddy, but the content is a screenshot of 13D Monitor. This appears to be an example of a website built using GoDaddy tools.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
01
Slide 1
This is a formal shareholder letter from Starboard Value to the Board of Algonquin Power & Utilities Corp.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is a text-heavy shareholder letter page outlining a strategic plan.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is the final page of a shareholder letter from Starboard Value LP.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit