◆ Contrarian Corpus
Campaigns / Starboard Value → Multiple (Wix, Salesforce, Splunk, Vertiv)
Starboard Value vs. Multiple (Wix, Salesforce, Splunk, Vertiv)

Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT

1 deck published between 2022-10-19 and 2022-10-19 — 51 pages, 51 analysed slides total.

follow up

Timeline

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

  1. 2022-10-19 follow up

    2022 10 Starboard Value Multiple TMT Starboard Capitalize for Kids Presentation Oct 2022

    51pp · conference_presentation

    Four high-quality TMT names (Wix, Salesforce, Splunk, Vertiv) trade at multi-year-low valuations; closing the margin gap to peers as the market shifts from growth to profitability unlocks substantial FCF/share upside.