slides · global inventory
Evidence
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 40,452
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Beat
14,011-14,040 of 40,452
11
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to correlate operational failure with market valuation.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
12
The slide uses a logo-grid to categorize competitors into 'Current' and 'Past' (Bankruptcy/Distressed or Exit/Scaled Back).Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
27
Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
28
The chart uses a 'Rule of 40' style metric (Growth + Margin).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
29
The slide uses a 'before-after' bridge structure to illustrate value creation potential.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
30
The chart highlights GoDaddy (red) and a 'PF GDDY' (green) projection against a peer group (blue).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to argue that the company is engineering its per-share metrics.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
23
The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
24
The slide uses a stacked bar chart to visualize the components of the 'Rule of 40' metric (Revenue Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide argues for cost rationalization by highlighting the divergence between revenue growth and T&D spend, further contextualized by a note on business segment composition.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
26
Uses a simple additive framework to show how cost reductions and operating leverage lead to a specific financial outcome.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
21
Uses a side-by-side bar chart comparison to highlight performance gaps.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
22
The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to highlight financial engineering.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
23
The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the peer group median.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
24
The slide uses a 'before-after' framing to contrast historical performance with a future target, while simultaneously critiquing the target as insufficient.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
25
The slide uses a dual-bar chart to illustrate the inverse relationship between revenue growth and T&D expense ratios.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
26
Uses a simple additive framework to justify a financial target.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
27
Uses the 'Rule of 40' framework (Growth + EBITDA Margin).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
28
The chart uses a 'Rule of 40' style metric (Growth + Margin). GoDaddy is represented twice (current and projected).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
29
Uses a before-after bridge visual to imply value creation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
30
The chart highlights GoDaddy (red) and a hypothetical 'PF GDDY' (green) against a peer group, showing the valuation gap.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
05
The chart compares actual historical performance against prior consensus estimates to demonstrate margin outperformance.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The chart highlights the 'Rule of 50' metric, showing CRM's improvement compared to a prior period.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
07
The slide uses a stock performance chart to validate the thesis that strategic changes have driven shareholder value.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
03
The slide uses a bar chart to compare current price against two future upside scenarios for FY2026.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
04
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