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Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
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9,721-9,750 of 10,649
01
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
02
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as a villain.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
04
Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a checkmark/cross matrix to visually expose the lack of consistency in peer benchmarking.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
07
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
08
The slide uses a waterfall-style bridge to adjust the original target for divestitures, then compares the pro-forma target to the actual result.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
09
Uses red callout boxes and arrows to highlight specific deceptive elements in a chart.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
10
Uses a waterfall-style logic to show how 'fictional' numbers are derived from actuals by removing business units.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
11
Uses a waterfall-bridge style to reconcile original targets with actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
12
Uses a contrast-pair framework to highlight management's alleged dishonesty.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
13
The slide uses a 'FAILED' callout repeatedly to emphasize the lack of execution.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
14
Uses a side-by-side comparison of a chart and a list of bulleted critiques to dismantle management's narrative.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
15
Uses a red dashed callout to emphasize the 'organic' and 'no M&A' constraints of the original promise.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
16
The slide uses a waterfall bridge to visually subtract M&A impacts from reported EBITDA.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
17
Uses a 'bridge' visualization to expose the gap between management's claims and actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
18
Uses a waterfall-style comparison to highlight the gap between the target and the consensus estimate.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
19
The slide uses a 'FAILED' callout repeatedly to emphasize the gap between promise and performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
20
Uses a contrast-pair structure to highlight specific misleading claims vs. the truth.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
21
Uses a before-after framing to highlight the gap between management promises and actual results.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
22
The slide uses a 'failed' label to emphasize the gap between management promises and actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
24
Uses a 'before-after' style juxtaposition of the company's claim vs. the reality of the cited analyst reports.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
26
Uses the 'definition of insanity' trope to frame management's repeated failures as a systemic issue requiring oversight.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
27
Uses a contrast-pairs framework to highlight the gap between management claims and reality.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
28
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
29
Uses a 'before-after' framing to expose a contradiction in corporate narrative.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
30
The slide uses a highlighted excerpt from a 2006 press release to provide evidence for the acquisition metrics.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
31
Uses a highlighted excerpt from a 2006 press release to establish the baseline promise.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit