Matching slides 6,294
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1,411-1,440 of 6,294

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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
09
The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a green bar for GoDaddy to visually distinguish it from the blue bars of its competitors.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 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
30
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
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 After1 hit
57
The slide uses a checkmark matrix to validate that CROs address specific industry pain points and that scale further enhances this capability.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
63
The chart highlights that even when controlling for revenue scale, Fortrea's margins (13% and 8.8%) are significantly lower than the peer median of 18%.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
66
The slide uses a performance comparison to build credibility for a leadership candidate.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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 1 hit
28
The chart uses a 'Rule of 40' style metric (Growth + Margin). GoDaddy is represented twice (current and projected).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
30
The chart highlights GoDaddy (red) and a hypothetical 'PF GDDY' (green) against a peer group, showing the valuation gap.GoDaddy, News Corp, Fortrea · 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 relative to NYT.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
57
The slide uses checkmarks to indicate that CROs address all listed challenges and that scale is a critical factor in doing so.GoDaddy, News Corp, Fortrea · 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, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
63
The slide uses a dashed line to indicate the peer median of 18%.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
08
Highlights a ~21 percentage point gap between Autodesk and the Dow Jones US Software index.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 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
10
Uses red annotations to emphasize the 'gap' or underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses red bars to highlight 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
12
The slide uses red annotations to explicitly quantify the 'points below' performance gap for each period.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide highlights the performance gap between Autodesk and relevant software indices during the CEO's tenure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The chart highlights the underperformance of Autodesk (red line) relative to software indices (green and light blue lines) and the broader market (dark blue line).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
25
The slide highlights a reduction in non-GAAP operating margin targets and an increase in the Rule of 40 metric (Revenue Growth + FCF Margin) following M&A.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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The chart uses a 'Rule of 40' style metric (Growth + Margin) to benchmark performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a 'before-after' style logic to expose a contradiction in financial performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
40
ADSK is highlighted in red to show it is an outlier compared to the peer median.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit