Huntsman Corporation (HUN)

Jeffrey C. Smith · 2022-01
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 5
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 61 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 61 slides 100% 61/61 slides 100% 61/61 slides · 226 hits
0/61 slides
13.1% 8/61 slides · 9 hits 3.3% 2/61 slides
0/61 slides
8.2% 5/61 slides

Slide inventory

61
every slide · same image gating as the playbook
01
Slide 1
Standard SEC regulatory filing cover page.front_matter
02
Standard SEC Schedule 13G/A reporting table format.other
03
Standard SEC Schedule 13G filing table.other
04
Standard SEC Schedule 13G filing table format.analyze_data
05
Standard SEC Schedule 13G filing table.summarize
06
Standard SEC Schedule 13G filing format.summarize
07
Standard SEC Schedule 13G reporting table.summarize
08
Standard SEC Schedule 13G filing table.other
09
Standard SEC filing disclosure format for beneficial ownership.other
10
Standard SEC Schedule 13G filing table.summarize
11
Standard SEC Schedule 13G filing table.summarize
12
Standard SEC filing format for beneficial ownership reporting.summarize
13
Standard SEC Schedule 13G filing format.appendix
14
Standard SEC filing disclosure table.appendix
15
Standard SEC Schedule 13G filing table.summarize
16
Standard SEC filing format for beneficial ownership reporting.other
17
Standard SEC Schedule 13G reporting table.analyze_data
18
Standard SEC Schedule 13G filing table.summarize
19
Page 19 of a regulatory filing.other
20
Standard SEC filing disclosure format for reporting persons.summarize
21
Standard SEC Schedule 13G filing format.front_matter
22
Standard SEC Schedule 13G filing table format.summarize
23
Standard SEC Schedule 13G cover page format.other
24
Standard SEC Schedule 13G cover page format.appendix
25
Standard SEC filing disclosure table.other
26
Standard SEC Schedule 13G reporting person table.summarize
27
This is page 27 of a Schedule 13D filing.front_matter
28
Page 28 of a regulatory filing, continuing a list of entities and individuals.appendix
29
Page 29 of a Schedule 13D filing.other
30
Page 30 of a Schedule 13D/A filing.establish_context
31
Page 31 of a regulatory filing.introduce_nominees
32
Page 32 of a regulatory filing.introduce_nominees
33
Regulatory filing page 33, detailing share ownership, voting power, and disposition power.summarize
34
Page 34 of a regulatory filing (likely Schedule 13D/A).other
35
Page 35 of a regulatory filing detailing share ownership and power for Starboard L Master, Starboard L GP, and Starboard R GP.summarize
36
Page 36 of a regulatory filing.appendix
37
Page 37 of a regulatory filing.summarize
38
Page 38 of a regulatory filing, likely a Schedule 13D amendment.summarize
39
Page 39 of a regulatory filing (likely Schedule 13D/A).other
40
Page 40 of a regulatory filing (likely a Schedule 13D/A).summarize
41
Page 41 of a Schedule 13D/A filing.other
42
Page 42 of a regulatory filing.appendix
43
Page 43 of a regulatory filing document.other
44
CUSIP No. 447011107analyze_data
45
This is a formal activist investor letter. The content focuses on the gap between management's stated aspirations and actual financial delivery.frame_problem
Open slide detailLoop · Benchmark Gap
46
This is a text-heavy page from a regulatory filing (likely an activist investor letter).expose_contradiction
Open slide detailLoop · Benchmark Gap
47
This is a page from a regulatory filing (proxy contest letter).closing_ask
Open slide detailLoop · Benchmark Gap
48
introduce_nominees
Open slide detailLoop · Voice Of Customer
49
introduce_nominees
Open slide detailLoop · Voice Of Customer
50
Exhibit 99.2 document.front_matter
51
This is a continuation of a legal filing (Schedule 13D), specifically clauses 4 through 12.other
52
This is a standard legal signature block page from a regulatory filing.other
53
Contains signatures of James L. Gallogly, Sandra Beach Lin, and Susan C. Schnabel.front_matter
54
This is a legal document template for director nominee indemnification.front_matter
55
This appears to be a continuation of a legal agreement, likely a Non-Disclosure Agreement (NDA).other
56
Standard legal signature block for Starboard Value and Opportunity Master Fund Ltd.other
57
This is a legal compensation agreement for a director nominee, detailing payment milestones and stock purchase requirements.front_matter
58
front_matter
59
Exhibit 99.5 regulatory filing.other
60
Standard legal disclosure document for regulatory filings.other
61
Signed by Susan C. Schnabel on January 11, 2022.front_matter