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

GoDaddy, News Corp, Fortrea

1 deck published between 2023-10-17 and 2023-10-17 — 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. 2023-10-17 initial thesis

    2023 10 Starboard Value News Corp TMT Starboard News Corp Presentation Oct 2023

    70pp · conference_presentation

    Starboard pitches three ideas: News Corp should separate Digital Real Estate to unlock ~50% upside, GoDaddy should expand margins to 33%+, and Fortrea can hit 18% peer margins under Tom Pike.