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Matching slides 118,471
Current window 35,551-35,580
Pages 3,950
Rows per page 30
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35,551-35,580 of 118,471

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01
Slide 1
Standard SEC regulatory filing cover page.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
08
Standard SEC Schedule 13G filing table.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
33
Regulatory filing page 33, detailing share ownership, voting power, and disposition power.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
34
Page 34 of a regulatory filing (likely Schedule 13D/A).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
35
Page 35 of a regulatory filing detailing share ownership and power for Starboard L Master, Starboard L GP, and Starboard R GP.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
36
Page 36 of a regulatory filing.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
38
Page 38 of a regulatory filing, likely a Schedule 13D amendment.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
45
This is a formal activist investor letter. The content focuses on the gap between management's stated aspirations and actual financial delivery.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap2 hits
49
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Voice Of Customer2 hits
16
The slide uses a screenshot of an investor presentation to imply a narrative of entrenched leadership.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
18
Uses a red bar to emphasize the target and a dashed box to highlight the pre-COVID consensus miss.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
19
Uses a before-after framing to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
20
Uses a line chart with annotated callouts to highlight the gap between stated intent and actual execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
148
Uses callout boxes to highlight successful precedents (Brinker, TGI Friday's, Olive Garden).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
153
Includes screenshots of mobile apps and a callout box highlighting TGI Friday's success.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
164
Uses a combination of anecdotal evidence (cookbook quote) and quantitative data (Yelp reviews) to frame a management failure.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
171
Includes a table of past presidents and a callout box justifying the nomination of Brad Blum.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
173
Uses external media quotes and social media screenshots to validate the critique of the logo change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
184
The framework is presented as a list of four criteria, supplemented by a quote from Joe Lee and a final 'authentically Italian' check.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
190
The slide uses historical performance to argue for current leadership change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
193
The slide uses a quote from a 2004 Darden Annual Report to validate the activist's focus on leadership.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
197
Includes a 'Proved successful for Olive Garden before' callout, likely referencing a historical turnaround.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
204
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
205
Includes a historical quote from Joe Lee (2005) to support the argument for valuing GMs.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
210
Uses a 'problem vs solution' split layout.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
215
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
216
The slide uses a 'problem-solution' structure, contrasting high labor costs with specific tactical interventions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
219
Includes a callout box explaining the logic of the valuation bridge.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
241
Uses peer benchmarking (Brinker, TGI Friday's) to expose management's lack of focus.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits