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1,981-2,010 of 5,545

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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)1 hit
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The slide highlights market dominance (#1 position) alongside a 10% revenue CAGR and EBITDA margins.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
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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 & Context1 hit
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Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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The slide uses a structured layout to compare three distinct business units under the Tripadvisor umbrella.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a numbered list format to present a series of grievances against the current leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
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Slide 1
This is a formal shareholder letter, not a slide deck page, but it functions as the executive summary/thesis statement for the activist campaign.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
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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 & Complication1 hit
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The slide highlights market dominance (#1 in Australia) alongside a 10% revenue CAGR and consistent EBITDA margins.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a hierarchical structure to categorize News Corp's assets into five main segments: Digital Real Estate Services, Dow Jones, Book Publishing, News Media, and Subscription Video Services.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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Includes a watermark 'www.10x EBITDA' across the center.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a split-screen layout to contrast market position with financial growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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Includes a thesis statement regarding the investment opportunity in AerCap.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
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Includes a historical photo of a Consolidation Coal Co. facility.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Highlights the razor/razor blade business model and key growth statistics.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business1 hit
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Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
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Includes enterprise value calculation and two pie charts showing ARR mix and product segment mix.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Includes valuation metrics (EV/EBITDA) and basic capital structure.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 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
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GoDaddy, News Corp, FortreaGoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a dashboard-style layout for key financial metrics followed by a narrative summary.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials1 hit
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Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
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Slide 1
This is a formal shareholder letter from Starboard Value to Autodesk's Board.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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Slide 1
This is the first page of a shareholder letter from Starboard Value to GoDaddy.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
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Slide 1
This is the first page of a shareholder letter from Starboard Value to Match Group.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is a text-heavy page from a shareholder letter, likely from an activist investor (Elliott Management or similar) analyzing Match Group's performance.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Loop · Benchmark Gap1 hit
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Slide 1
This is the first page of a shareholder letter from Starboard Value.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AttentionLoop · Logic Chain1 hit
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Slide 1
This is the first page of a formal shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit