slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 73,711-73,740
Pages 3,950
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73,711-73,740 of 118,471
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Contains a watermark 'STARBOARD VALUE' across the center.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
03
The slide uses a simple visual layout with logos inside dashed boxes to represent the three companies.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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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
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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
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Includes a watermark 'WWW.1KEYDATA.COM' across the center.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
17
The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 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
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Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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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
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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
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
36
The slide uses a hub-and-spoke diagram to illustrate the corporate structure of News Corp.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a simple arithmetic bridge to highlight the hidden value of the stake.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
40
The slide uses a simple arithmetic bridge to highlight undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 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
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The slide uses a simple multiplication bridge to justify a $7B+ valuation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
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Uses a simple subtraction bridge to highlight undervaluation.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
50
Uses a sum-of-the-parts valuation logic to argue for undervaluation.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
55
Includes company logo and revenue split donut chart.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
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