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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 27,091-27,120
Pages 1,315
Rows per page 30
Arc: Consultants Gambitclear collectionreset all
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27,091-27,120 of 39,432

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Slide 1
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
03
The slide is a template with three empty placeholders for the agenda items.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
The slide highlights the decline in performance metrics post-COVID for specific companies targeted by Starboard Value.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
Uses stacked bar charts to show the composition of Rule of 40 (Growth + Margin) over time for Splunk, Wix, Salesforce, and GoDaddy.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The chart uses a red arrow to visually emphasize the downward trend in the Rule of 40 score.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
07
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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 valuation benchmarks.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
26
The slide uses screenshots to demonstrate the user flow.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
27
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
28
The slide uses a direct comparison to establish market leadership.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a bar chart to contrast growth rates, supporting an activist investor's argument for operational improvement.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
LSD likely refers to Low Single Digits.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The slide uses a 'Rule of 40' framework reference to argue for better performance.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
32
The slide uses a quote from the Tripadvisor CFO to validate the investment thesis regarding margin expansion.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
33
The chart highlights the potential valuation upside for Tripadvisor based on specific operational and divestiture assumptions.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses a mix of qualitative brand highlights and quantitative performance data.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
36
The chart highlights Tripadvisor with a green dashed border to distinguish it from other general web domains.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
37
The slide uses screenshots of OpenAI announcements to validate the partnership claim.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses two bar charts to contrast margin decline with expense growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
39
Uses news headlines as social proof/precedent for a business strategy.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
40
The chart uses a waterfall-style logic to show the impact of specific strategic actions on the valuation multiple.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
41
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
42
Uses news headlines as social proof/precedent for valuation and market interest.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
43
The slide uses a waterfall-style logic to show multiple compression based on hypothetical business improvements and asset sales.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
44
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit