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The slide uses stacked bar charts for revenue and simple bar charts for EBITDA, highlighting CAGR and margin trends.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
Bloomin' Brands (BLMN)Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
36
CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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The table lists transaction types, share counts, prices per share, and dates for early 2023.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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CUSIP No. 775133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
39
CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
40
CUSIP No. 75133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
41
CUSIP No. 775133101Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
42
CUSIP No. 775133101 is listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
43
CUSIP No. 775133101 listed at the top.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
05
The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses two bar charts to demonstrate growth metrics over a 5-year period.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
20
The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
22
The slide uses a dual-chart layout to contrast missed FCF targets with on-track FCF per share targets.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
24
The slide uses a stacked bar chart to visualize the components of the 'Rule of 40' metric (Revenue Growth + EBITDA Margin).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
33
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 Steps1 hit
43
Includes CAGR annotations for revenue segments and EBITDA growth.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The slide uses a 'Growth + Profitability' metric defined differently for each company as per the footnote.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
17
The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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 & Approach1 hit
04
The chart uses IGV (iShares Expanded Tech-Software Sector) as the benchmark for software industry growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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The chart highlights a clear inflection point around late 2021 where high-growth valuations converged significantly with mid and low-growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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Includes a valuation bridge table and a historical bar chart showing revenue growth from 2003 to 2026.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a before-after comparison of financial metrics to explain stock performance.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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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
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Includes company logo and source attribution.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
17
The slide uses two bar charts side-by-side to demonstrate growth trends in both volume (customers) and value (ARPU).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
20
The slide uses a timeline-based visual to present a 3-year plan (2022-2024).GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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 1 hit