Matching slides 79,264
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10,921-10,950 of 79,264

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Fortrea Holdings Inc. (FTRE)Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor 3 hits
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The slide uses a donut chart to visualize revenue segmentation and highlights key valuation metrics.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)3 hits
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News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)3 hits
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Uses a sum-of-the-parts (SOTP) valuation framework to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
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The slide uses a central hub-and-spoke diagram to show the integration of Data Cloud, Customer 360, and various agent types.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success3 hits
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The slide uses a donut chart to represent the breakdown of the $28B YTD backlog by business segment.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context3 hits
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The calculation is presented as a simple arithmetic bridge: Market Cap * Ownership = Value.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Loop · Iceberg3 hits
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication3 hits
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The slide uses a donut chart to show revenue contribution from Tripadvisor, Viator, and TheFork.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context3 hits
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Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In3 hits
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Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
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Uses CEO quotes as authority citations to support the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
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Includes a donut chart showing revenue split between Applications & Commerce and Core Platform.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication3 hits
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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 Steps3 hits
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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 Steps3 hits
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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 Steps3 hits
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The slide uses a visual bridge to contrast current market valuation with estimated intrinsic value.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
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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 In3 hits
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GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 3 hits
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GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 3 hits
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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 3 hits
50
The slide uses a simple bridge diagram to highlight the gap between current market valuation and estimated asset value.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 3 hits
55
The slide uses a donut chart to show revenue split between Clinical and Enabling services.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 3 hits
10
Includes company logo and source attribution.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In3 hits
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GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
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GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
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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 Steps3 hits
50
Uses a sum-of-the-parts valuation logic to argue for undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 3 hits
55
Includes company logo and revenue split donut chart.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 3 hits
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The slide uses a central hub-and-spoke diagram to illustrate the Salesforce platform architecture.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction3 hits