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Matching slides 78,129
Current window 49,141-49,170
Pages 2,605
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49,141-49,170 of 78,129
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
27
Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
28
The chart highlights GoDaddy's current position (red) versus a projected position (green) relative to the median of the peer group.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
The chart highlights GoDaddy (red) and a potential future state 'PF GDDY' (green) against a peer group median of 17.7x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
33
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
38
The slide uses a split-screen layout to contrast market position with financial growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
39
The slide uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to argue that News Corp is undervalued.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
44
The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
45
The slide uses a waterfall-style logic to isolate the 'RemainCo' valuation by subtracting the REA Group stake from the total News Corp valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
47
Uses a simple subtraction bridge to highlight undervaluation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
51
The slide uses a waterfall-style bridge to show how the sum of parts (REA Group stake, RemainCo, Dow Jones, and other assets) exceeds the current enterprise value.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
52
The chart uses a waterfall-bridge format to illustrate the valuation gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
55
The slide uses a donut chart to show revenue split between Clinical and Enabling services.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
56
The slide uses a value chain framework to contextualize the CRO business model.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
58
Includes annotations regarding ownership status (Acquired by TMO, PE Consortium, Private) for specific firms.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
60
Includes a map showing global operating facilities and subcontractors, plus key metrics on staff, trials, and therapeutic areas.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
62
The chart uses color coding (blue for peers, red for Fortrea) to emphasize the performance gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
63
The chart highlights that even when controlling for revenue scale, Fortrea's margins (13% and 8.8%) are significantly lower than the peer median of 18%.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a 'before-after' framing to establish credibility for the CEO's ability to drive profitability.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
66
The slide uses a performance comparison to build credibility for a leadership candidate.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
67
The chart uses a dashed blue line to indicate the peer median multiple of 13x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
68
The chart includes a horizontal dashed line representing the median multiple of 14x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
08
Highlights a ~21 percentage point gap between Autodesk and the Dow Jones US Software index.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a grouped bar chart to show Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
10
Uses red annotations to emphasize the 'gap' or underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses red bars to highlight Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit