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Jeffrey C. Smith · shareholder-letter

Huntsman Corporation (HUN)

5 pages · 3 arc beats · 2 loops

Shareholder-Letter Download JSON
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Huntsman Corporation (HUN)

Jeffrey C. Smith · 2022-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 4 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits
— 0/2 slides
50% 1/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

5
every slide · same image gating as the playbook
01
Slide 1
This is a classic activist investor solicitation letter.closing_ask
Open slide detail
02
The slide uses a bar chart to highlight significant negative performance gaps.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
04
The slide uses a 'villain' narrative framing the board's compensation decisions as a failure.compare_peers
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
05
introduce_nominees
Open slide detailBeat · SolutionLoop · Quick Win Big Bet