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Matching slides 118,471
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73,681-73,710 of 118,471
36
The slide uses a hierarchical structure to display the business portfolio, with a specific focus on the REA Group segment.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
39
The slide uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to argue for undervaluation.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
40
Uses a simple subtraction bridge to highlight undervaluation.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · The Reveal1 hit
41
The slide uses a hierarchical structure to emphasize the importance of the Dow Jones segment within the broader News Corp portfolio.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · The Reveal1 hit
43
Includes CAGR annotations for revenue segments and EBITDA growth.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 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.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
46
Uses a simple multiplication bridge to derive a $7B+ valuation.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
47
Uses a simple subtraction bridge to highlight undervaluation.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
48
The slide uses a hierarchical structure to categorize News Corp's assets into five main segments: Digital Real Estate Services, Dow Jones, Book Publishing, News Media, and Subscription Video Services.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
49
The slide uses a summation visual to imply the total value of the listed segments.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 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.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
55
Includes a watermark 'www.10x EBITDA' across the center.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
63
The chart highlights that even after adjusting for scale, Fortrea's margins (13% and 8.8%) are lower than the peer median of 18%.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
66
The slide uses a historical performance chart to build credibility for a leadership candidate.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
67
The chart uses a dashed blue line to indicate the peer median multiple of 13x.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
70
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
03
This is a transition slide setting the stage for a review of past investment theses.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
04
The slide highlights the performance of specific investment ideas presented at a previous summit.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The slide uses a 'growth + profitability' metric defined differently for each company, as noted in the footer.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
08
The slide uses a red dashed box to highlight GoDaddy's poor performance relative to peers.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
11
The slide uses a green bar for GoDaddy to emphasize its leadership position compared to the blue bars for competitors.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
17
The slide uses two bar charts side-by-side to demonstrate growth trends in both volume (customers) and value (ARPU).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
19
Uses a simple additive framework to illustrate value creation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
20
The slide uses a timeline-based visual to present a 3-year plan (2022-2024).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 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
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
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
34
The slide uses a hierarchical structure to display the portfolio composition.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
35
GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit