slides · global inventory
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Matching slides 110,355
Current window 35,191-35,220
Pages 3,679
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35,191-35,220 of 110,355
04
The slide highlights the performance of specific stocks presented at a previous investor summit.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
06
The slide uses a 'Growth + Profitability' metric defined differently for each company as per their own reporting standards.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a 'Rule of 40' style metric (Growth + Profitability) to benchmark performance. GoDaddy is highlighted with a red dashed box to emphasize its negative trend.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
10
Includes a donut chart showing revenue split between Applications & Commerce and Core Platform.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 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
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
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
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
22
The slide uses a dual-chart layout to contrast missed FCF targets with on-track FCF per share targets.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · 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.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · 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).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
25
The slide argues that the actual spend on specific business units is likely higher than the aggregate ratio shown.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · 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
03
This is the final page of a shareholder letter from Starboard Value LP.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
The slide uses a timeline graphic to frame the original 3-year plan, followed by text detailing the failure to meet these targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
The slide uses a 'villain critique' style to frame the company's failure to meet its own stated long-term targets.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
04
The slide argues that GoDaddy's poor performance is linked to a deteriorating growth and profitability profile compared to peers.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
05
The slide argues that management's focus on revenue growth is unrealistic and that margin expansion is a more viable path to performance improvement.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap1 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