Matching slides 96,741
Current window 8,791-8,820
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all

Component

8,791-8,820 of 96,741

filter-aware
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 & Context2 hits
20
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 & Approach2 hits
21
The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
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 & Proof2 hits
25
The slide argues for cost rationalization by highlighting the divergence between revenue growth and T&D spend, further contextualized by a note on business segment composition.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof2 hits
38
The slide uses a split-screen layout to contrast market position with financial growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
43
The slide uses a stacked bar chart for revenue and a standard bar chart for EBITDA, highlighting CAGR and margin percentages.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After2 hits
44
The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After2 hits
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.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
56
The slide uses a value chain framework to contextualize the CRO business model.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
67
The chart uses a dashed blue line to indicate the peer median multiple of 13x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 2 hits
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 After2 hits
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 After2 hits
38
The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
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 2 hits
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 2 hits
52
The chart uses a waterfall-bridge format to illustrate the valuation gap.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
56
The slide uses a value chain diagram to map the drug development process from discovery to approval, highlighting the 'Core Fortrea Business' area.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
63
The slide uses a dashed line to indicate the peer median of 18%.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 2 hits
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 2 hits
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 2 hits
21
The slide highlights the specific growth drivers that underpin the 15-19% revenue CAGR target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle2 hits
33
Uses red dashed boxes to emphasize lowered guidance for Revenue Growth and Revenue Growth + FCF Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle2 hits
43
The slide uses a red callout box to contrast the company's narrative of 'job cuts' with the actual net increase in headcount.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
64
The slide highlights Autodesk's outlier status regarding mid-year compensation adjustments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
75
Uses a quote from a company filing to frame management as deceptive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal2 hits
77
Uses a causal chain diagram to link metric manipulation to financial outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal2 hits
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 2 hits
85
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory2 hits
87
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory2 hits