slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 62,941-62,970
Pages 2,643
Rows per page 30
Component
62,941-62,970 of 79,264
04
The slide highlights the performance of specific stocks presented at a previous investor summit.GoDaddy Inc. (GDDY) · 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.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The slide uses a 'Growth + Profitability' metric defined differently for each company as per the footnote.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
08
The slide uses a red dashed box to highlight GoDaddy's negative performance relative to peers.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 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
43
The slide highlights the shift toward Professional Information Services and the 22% CAGR in EBITDA.GoDaddy, News Corp, Fortrea · 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 relative to NYT.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
45
Uses a waterfall-style visual to decompose the valuation of News Corp.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
49
The slide uses a simple additive visual metaphor to represent the sum of parts valuation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
51
Uses a waterfall-style bridge to show enterprise value components.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
52
The chart uses a waterfall-bridge format to illustrate the valuation gap.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
58
Includes annotations regarding ownership status (Acquired by TMO, PE Consortium, Private) for specific firms.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
59
The slide uses a 'build-up' logic to justify a market growth thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
62
The chart uses color coding (blue for peers, red for Fortrea) to emphasize the performance gap.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
63
The slide uses a dashed line to indicate the peer median of 18%.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
64
Includes a quote from CEO Tom Pike supporting the margin improvement thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
65
The slide uses a 'before-after' framing to establish credibility for the CEO's ability to drive profitability.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
66
The slide uses a historical performance chart as a precedent to argue for future performance at a different company (Fortrea).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
67
The chart uses a 'valuation bridge' logic to show how Fortrea's multiple would compress if it achieved peer-level margins.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
68
The chart compares historical transaction multiples to argue that Fortrea is undervalued.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
69
The slide uses a comparison table to calculate implied share price based on EBITDA margin expansion to peer levels.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit