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Campaigns / Starboard Value → Multiple (GoDaddy, News Corp, Fortrea)
Starboard Value vs. Multiple (GoDaddy, News Corp, Fortrea)

Multiple (GoDaddy, News Corp, Fortrea) · GDDY, NWSA, FTRE

1 deck published between 2023-10-13 and 2023-10-13 — 70 pages, 70 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-10-13 initial thesis

    2023 10 Starboard Value Fortrea Healthcare Starboard Fortrea Presentation Oct 2023

    70pp · conference_presentation

    Starboard pitches three activist ideas at the 2023 13D Monitor Summit — GoDaddy margin expansion, News Corp digital-real-estate separation, and Fortrea CRO profitability fix — each with 50%+ upside.