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Slide 1
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a donut chart to show revenue contribution from Tripadvisor, Viator, and TheFork.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed lines to indicate peer group averages.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide serves as a setup for a broader argument about corporate control, using a news clipping as a historical anchor.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Uses news headlines as evidence for the timeline events.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Includes a screenshot of a news article as evidence.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a structured layout to compare three distinct business units under the Tripadvisor umbrella.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a before-after pie chart comparison to illustrate business transformation.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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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 categories.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a dual-chart layout to support a thesis about market opportunity.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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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.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The chart uses a dashed line to indicate peer group averages (12.4x and 12.3x).Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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This is a transition or thesis slide in an activist investor presentation.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide uses a linear process flow to demonstrate the product's core value proposition.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a combination of key performance indicators and a bar chart to establish market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The chart highlights GoDaddy's current position (red) versus a projected position (green) relative to the median of the peer group.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a 'before-after' bridge structure to illustrate value creation potential.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The chart highlights GoDaddy (red) and a potential future state 'PF GDDY' (green) against a peer group median of 17.7x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The third box is redacted/empty, suggesting a placeholder or confidential topic.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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Slide 1
This is the first page of a shareholder letter from Starboard Value to Match Group.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
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The slide uses a dual-chart approach: a line chart for historical performance and a bar chart for valuation benchmarking.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
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The slide uses a combination of bar and line charts to highlight the discrepancy between consolidated margins and incremental growth.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit