Matching slides 6,329
Current window 2,311-2,340
Pages 211
Rows per page 30

Beat

2,311-2,340 of 6,329

filter-aware
01
Slide 1
This is the first page of a 10-page research note.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · HookLoop · Aha Moment1 hit
05
Uses a Venn diagram to visually demonstrate the lack of overlap between two peer groups.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
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
33
Uses a two-column layout to present historical data vs. forward-looking guidance manipulation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
34
The slide uses a dual-chart layout to show the inverse relationship between capital deployment and return on capital.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
36
Uses strong, accusatory language to frame the Board's actions as a breach of fiduciary duty.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
37
Uses a waterfall bridge to isolate the implied value of the operating business.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
38
Uses a contrast-pairs framework to highlight the discrepancy between public and private messaging.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
39
The slide uses the Red Lobster transaction as a 'case study' to reinforce the broader activist campaign against the Darden board.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
40
Uses a matrix-like structure to contrast capital investment against operational success and value destruction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AttentionLoop · Golden Circle1 hit
01
Slide 1
This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Hook1 hit