slides · global inventory
Problem Agitate Solution
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 26,550
Current window 18,571-18,600
Pages 885
Rows per page 30
Arc
18,571-18,600 of 26,550
03
The slide uses a combination of bar and line charts to illustrate the widening gap between the company and its peers.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a 'before-after' style comparison of targets vs actuals to frame the company's failure to deliver.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
06
The slide uses a line chart to visualize the gap between the $60 target and actual stock performance over time.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
07
Uses a network diagram to visualize board interconnections and proxy report excerpts to substantiate claims of poor governance.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
08
The slide uses a visual diagram to illustrate the conflict of interest between the CEO and the board member.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
09
The slide uses a line chart to visualize the decline in share price and annotates specific dates of board actions and subsequent employment.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
14
Page 14 of a shareholder letter/presentation.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
15
Image file not found at /tmp/legacy-images/c0d1fbb8f6d8/slides/015.jpg; unable to inspect.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
16
Includes a footnote regarding historical performance metrics.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
03
Uses a 'before' snapshot to set up a future turnaround narrative.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Problem1 hit
04
Uses a before-after bridge to visualize the reclassification of EBITDA components.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Problem1 hit
05
Uses a before-after-bridge framework to contrast historical problems with current successes.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
06
The slide uses a causal link between strategic initiatives and stock price appreciation.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
07
Uses a 'before-after' framing technique to suggest Wendy's is at a similar inflection point as McDonald's was in 2002.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
08
Pershing Square | Activist Presentation Deck | 31 slidesPershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
07
This is a classic activist investor critique of corporate-owned assets vs. franchised assets.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a bar chart to highlight the performance gap between company-operated stores and franchised stores.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
Pershing Square | Activist Presentation Deck | 58 slidesPershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide uses a process flow diagram to illustrate the capital allocation strategy.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
Pershing Square | Activist Presentation Deck | 58 slidesPershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a list-based structure to present qualitative feedback from franchisees.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
This slide illustrates the structural separation proposed by the activist investor to highlight the value of the real estate and franchise components.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The slide uses a list of bullet points to enumerate the competitive advantages of the McDonald's business model.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
19
The slide uses a callout box to emphasize the primary demand for transparent segment financials.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
Uses a before-after bridge to illustrate the impact of accounting adjustments on EBITDA attribution.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
38
Pershing Square activist deck slide. Uses sum-of-the-parts valuation logic to justify a higher multiple.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
39
The slide uses a bridge diagram to illustrate the transition from 'As Reported' financials to 'Adjusting for Market Rent' and finally to 'IPO of 20% of McOpCo' valuation.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
40
Includes a callout box highlighting the $46-$50 per share valuation range and a footnote detailing allocation and debt assumptions.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
41
The slide uses a specific definition of FCF: After-Tax Levered Operating Cash Flow less Growth and Maintenance Capital Expenditures.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit