Matching slides 39,432
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39
The slide uses a donut chart to show revenue contribution by segment (Tripadvisor, Viator, TheFork).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
40
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed horizontal lines to indicate peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
41
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
42
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
43
The slide appears to be the start of a timeline sequence, though the timeline itself is currently empty.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
44
Uses news headlines as evidence for historical corporate events.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
45
Uses news headlines as evidence for the timeline events.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
46
Includes a screenshot of a news article from Skift regarding the merger.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
47
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
48
The slide highlights the 'Experiences Businesses' (Viator and TheFork) as a distinct grouping within the portfolio.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
49
The slide uses a before-after pie chart comparison to illustrate business transformation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
50
The chart uses an indexed baseline of 100% at 19-Jan.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
51
The slide uses a bar chart to illustrate the 'opportunity gap' for the Experiences category.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
52
The slide uses two bar charts to support the thesis: one showing low penetration in travel and one showing high growth in experiences.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
53
The slide uses a three-part structure to justify the investment thesis in the 'Experiences' vertical.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
54
The chart uses a dashed green box to emphasize Tripadvisor's 6.5x multiple against the peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
55
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
56
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
57
The slide uses a linear process flow to demonstrate the ease of use of the application.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
58
Includes a bar chart showing revenue growth from FY19 to FY26E.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
59
MSD stands for Mid-Single Digit.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
60
Uses a pro forma valuation bridge to demonstrate the impact of a divestiture on the remaining company's trading multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
61
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
62
The slide uses a process flow diagram to demonstrate the user experience.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
63
The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
64
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
65
The slide uses a bar chart to contrast growth rates, framing the performance gap as a key issue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
66
LSD likely refers to Low Single Digits.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a 'Rule of 40' reference as a benchmark for SaaS/platform performance.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
68
Uses a quote from the Tripadvisor CFO to validate the thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit