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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 63,271-63,300
Pages 2,643
Rows per page 30
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63,271-63,300 of 79,264

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32
The chart highlights the gap between BILL's 4% incremental margin and the 32% peer median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
33
The chart uses a red bar to highlight BILL, distinguishing it from the blue bars representing peers.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'pro forma' valuation for BILL in the second chart to illustrate the impact of reaching the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
40
The slide uses a dashed green box to emphasize the subject company (TRIP) and dashed horizontal lines to indicate peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
48
The slide highlights the 'Experiences Businesses' (Viator and TheFork) as a distinct grouping within the portfolio.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
49
The slide uses a before-after pie chart comparison to illustrate business transformation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
50
The chart uses an indexed baseline of 100% at 19-Jan.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
51
The slide uses a bar chart to illustrate the 'opportunity gap' for the Experiences category.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
52
The slide uses two bar charts to support the thesis: one showing low penetration in travel and one showing high growth in experiences.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
53
The slide uses a three-part structure to justify the investment thesis in the 'Experiences' vertical.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
54
The chart uses a dashed green box to emphasize Tripadvisor's 6.5x multiple against the peer group averages.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
59
MSD stands for Mid-Single Digit.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
60
Uses a pro forma valuation bridge to demonstrate the impact of a divestiture on the remaining company's trading multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
64
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
65
The slide uses a bar chart to contrast growth rates, framing the performance gap as a key issue.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
66
LSD likely refers to Low Single Digits.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a 'Rule of 40' reference as a benchmark for SaaS/platform performance.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
68
Uses a quote from the Tripadvisor CFO to validate the thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
69
The slide uses a pro forma analysis to argue for a lower valuation multiple for Tripadvisor, suggesting it is undervalued.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
72
The chart uses a green highlight for Tripadvisor to distinguish it from other general web domains.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
74
The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
76
The chart uses a waterfall-style logic to show the impact of specific strategic actions on the valuation multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
78
Uses news headlines as social proof/authority citation for the valuation claim.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
79
The slide uses a waterfall-style logic to show multiple compression through asset sale and margin improvement.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
85
The slide uses a grid-based segmentation to map sub-sectors to three main business units.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
88
The slide uses a line chart to correlate specific activist interventions with share price growth.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The slide uses a negative framing of past management's strategic choices to justify a need for change.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
90
The slide uses a combination of a bar chart for project losses and a line chart for stock performance to build a case for management failure.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
92
The green box highlights the period starting from David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit