"Which of the Board options is best aligned with peers"
Kao Corporation · 4452.JP
Oasis Management · p. 9
Callouts & quotes from 676+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"GoDaddy has 3-5x more customers than its public peers"
Multiple (GoDaddy, News Corp, Fortrea) · GDDY, NWSA, FTRE
Starboard Value · p. 11
"PSX R&M RemainCo is a similar size as its core peers"
Phillips 66 · PSX
Elliott Management · p. 30
"PSX R&M RemainCo is a similar size as its core peers"
Phillips 66 · PSX
Carl Icahn · p. 31
"Zillow Leads Its Peers In Stock-Based Comp Dilution"
Zillow Group, Inc. · Z
Spruce Point Capital · p. 84
"Wix’s margins are significantly lower than peers."
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 12
"GoDaddy is significantly larger than its peers"
GoDaddy Inc. · GDDY
Starboard Value · p. 8
"PPG's two closest peers have leverage of ~4x"
PPG Industries, Inc. · PPG
Trian Partners · p. 22
"~26% Deficit to the Performance Peers"
Huntsman Corporation · HUN
Starboard Value · p. 43
"Mobis Discount vs. peers: (57%)"
Hyundai Motor Group
Elliott Management · p. 25
"Kia Discount vs. peers: (63%)"
Hyundai Motor Group
Elliott Management · p. 29
"Discount vs. peers: 68%"
Samsung Electronics Co., Ltd. · 005930.KS
Elliott Management · p. 13
"Discount vs. peers: 34%"
Samsung Electronics Co., Ltd. · 005930.KS
Elliott Management · p. 11
"Discount vs. peers: 48%"
Samsung Electronics Co., Ltd. · 005930.KS
Elliott Management · p. 12
"~2x BELOW Proxy Peers!"
LivePerson, Inc. · LPSN
Starboard Value · p. 4
"~3x LOWER than peers"
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 45