slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
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Pages 210
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Framework
1,381-1,410 of 6,294
14
The slide uses a bar chart comparison to argue for a premium valuation for Dow Jones.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
The slide uses a split-screen layout to compare two corporate portfolios.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
08
The chart uses a line graph to visualize the divergence in traffic performance between Outback and its primary competitors.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
10
The slide uses a bar chart to highlight the valuation gap between the subject company and its peers.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg1 hit
11
The chart highlights BLMN's significantly higher FCF yield compared to its peers, suggesting undervaluation.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Iceberg1 hit
13
The chart uses a split-axis approach to show positive and negative same-store sales growth.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
14
The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 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
06
The slide uses a 'Growth + Profitability' metric defined differently for each company as per their own reporting standards.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
08
The slide uses a 'Rule of 40' style metric (Growth + Profitability) to benchmark performance. GoDaddy is highlighted with a red dashed box to emphasize its negative trend.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
11
The slide uses a green bar for GoDaddy to visually distinguish it from the blue bars of its competitors.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
23
The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
30
The chart highlights GoDaddy (red) and a 'PF GDDY' (green) projection against a peer group (blue).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
44
The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
57
The slide uses a checkmark matrix to validate the hypothesis that scale is a key differentiator for CROs.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
62
The slide uses a red color for Fortrea to emphasize its underperformance relative to the blue-colored peers.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 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
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
43
The slide uses a red line to highlight the underperforming subject (Vertiv) against blue/grey lines for benchmarks.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
44
The slide uses a red-shaded area to visually emphasize the performance gap between the two indices.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
45
The slide uses a red bar for the subject company (Vertiv) to emphasize the valuation gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
46
The chart uses a stacked bar approach to show the components of performance (growth vs margin) relative to a peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
47
The slide uses a red bar for Vertiv Today to emphasize the gap relative to the peer median.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 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
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
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.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
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
07
The slide uses a bar chart to highlight a valuation gap, then transitions into an activist investor's demand for board representation.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit