1 deck published between 2024-09-13 and 2024-09-13 — 7 pages, 7 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Engine argues Upwork is undervalued at ~6.5x EBITDA and that a refreshed board plus fixing the marketplace, focusing Enterprise, cutting bloat and aggressive buybacks unlocks substantial upside.