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13,651-13,680 of 37,461
09
The slide uses a before-after framing to establish credibility for Starboard's activist strategy.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
10
The slide uses a bar chart to highlight the valuation gap between the subject company and its peers.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
11
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
11
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
14
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
15
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
16
The slide uses a grid layout to showcase product screenshots as evidence of the 'one-stop shop' thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
17
The slide uses two bar charts to demonstrate growth metrics over a 5-year period.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
18
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
19
Uses a simple additive logic flow to represent the investment thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
20
The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
15
This slide appears to be part of a presentation arguing for the value of GoDaddy's services by showing a professional-looking site (13D Monitor) as a case study.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
11
The slide uses a green bar for GoDaddy to emphasize its leadership position compared to the blue bars for competitors.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
12
The slide is a direct screenshot of a website interface.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
13
The slide content seems disconnected from the title; it shows a screenshot of a website (13D Monitor) without explicit GoDaddy branding or data.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
14
The slide uses a screenshot of a website to demonstrate the subject matter.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
15
The slide uses a screenshot of a third-party website to demonstrate the capability of the GoDaddy platform.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
16
The slide uses a grid layout to categorize offerings into four pillars: Domains, Hosting, Web Presence, and Applications & Commerce.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
17
The slide uses two bar charts side-by-side to demonstrate growth trends in both volume (customers) and value (ARPU).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
18
GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
19
Uses a simple additive framework to illustrate value creation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
20
The slide uses a timeline-based visual to present a 3-year plan (2022-2024).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
14
The slide uses annotations to link specific clinical trial events (KEYNOTE-189, CHECKMATE-331, CHECKMATE-451) to share price volatility.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
02
This is the final page of a shareholder letter, including a signature and a transition note to the appendix.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
03
Corteva, Inc. (CTVA)Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
04
Page number 4 at the bottom.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
06
The slide advocates for a 'growth + profitability' metric of 40% by end of 2024.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
07
The slide uses a bar chart to highlight a valuation gap, then transitions into an activist investor's demand for board representation.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit