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Matching slides 41,127
Current window 17,011-17,040
Pages 1,371
Rows per page 30
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17,011-17,040 of 41,127

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Slide 1
Fortrea Holdings Inc. (FTRE)Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor 1 hit
02
Fortrea Holdings Inc. (FTRE)Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor 1 hit
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalued.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
The slide uses a comparison table to show how closing the margin gap to peer levels could increase the implied share price from $47 to $72.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
01
Slide 1
News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
02
News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
01
Slide 1
Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor 1 hit
09
The slide uses a before-after framing to establish credibility for Starboard's activist strategy.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
The slide uses a bar chart to highlight valuation disparity and brand logos to establish quality.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
141
The slide uses a color-coded system (red, grey, green) to indicate performance relative to benchmarks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
01
Slide 1
Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE)Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Includes a watermark 'STARBOARD VALUE' in the center.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 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
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
02
Contains a watermark 'STARBOARD VALUE' across the center.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
62
The chart uses color coding (blue for peers, red for Fortrea) to emphasize the performance gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
64
Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
01
Slide 1
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor 1 hit
18
The chart uses a 'Rule of 40' framework to benchmark performance. CRM is highlighted with a red dashed box.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
25
The slide uses two bar charts to compare valuation metrics across two peer groups defined by growth rates (20%+ vs 10-20%).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
01
Slide 1
GoDaddy, News Corp, FortreaGoDaddy, 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
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
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
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 1 hit
02
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a grouped bar chart to show Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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This is a text-heavy shareholder letter page outlining a strategic plan.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit