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Slide 1
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses placeholders for the second and third ideas, suggesting a progressive disclosure or teaser approach.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide appears to be the start of a timeline sequence, though the timeline itself is currently empty.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Includes a screenshot of a news article from Skift regarding the merger.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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Includes a bar chart showing revenue growth from FY19 to FY26E.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide highlights the brand's scale (users, markets, members, reviews) while acknowledging a modest decline in revenue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
83
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a logo grid to represent the competitive landscape and a line chart to show market growth trends.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a logo-grid to categorize competitors, framing the market as inherently challenging and unprofitable.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
94
The slide uses a visual contrast between the greyed-out 'Prior EPCM Players' and the highlighted green 'Current EPCM Players' to emphasize market consolidation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
95
The slide uses a combination of a line chart and a logo cloud to illustrate market fragmentation and competition.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
96
The slide highlights a consolidation of the competitive landscape in the EPCM sector.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
102
The calculation methodology is provided in the footnote.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
114
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
07
The slide serves as a setup for a broader argument about corporate control, using a news clipping as a historical anchor.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Includes a screenshot of a news article as evidence.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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This is a transition or thesis slide in an activist investor presentation.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide uses a combination of key performance indicators and a bar chart to demonstrate market leadership and growth.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
34
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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Uses news headlines as social proof/precedent for valuation and market interest.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
44
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Action1 hit
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Slide 1
This is the first page of an activist investor letter.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor 1 hit
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Slide 1
This is the first page of a shareholder letter from Starboard Value to CarMax's incoming CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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Slide 1
This is the first page of a shareholder letter, serving as an executive summary of the activist investor's thesis.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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Slide 1
This is the first page of a shareholder letter from Starboard Value to Tripadvisor.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit