Huntsman Corporation (HUN)

Jeffrey C. Smith · 2022-01

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

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Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Solution & Approach 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits

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Slide inventory

every slide · same image gating as the playbook

This is the first page of a shareholder letter. It establishes the activist's thesis regarding the company's valuation discount and historical failure to meet fframe_problem

Open slide detailBeat · Situation & Context

This is a page from a shareholder letter (activist investor Starboard Value). It uses narrative to expose management's broken promises and the Board's defensiveexpose_contradiction

Open slide detailBeat · Problem & ComplicationLoop · Anchor

This is the final page of a shareholder letter, serving as a call to action for the upcoming annual meeting.closing_ask