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Matching slides 118,471
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35,611-35,640 of 118,471
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer2 hits
198
The slide uses a waterfall-style logic to demonstrate value destruction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
202
The slide uses a red bar to highlight the target company (HUN) and a callout box to emphasize the disparity.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
224
The slide uses a comparison frame to validate the activist's proposal for Huntsman by citing peer precedents.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
235
Uses geographic maps to visualize the current R&D footprint and identify consolidation targets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
01
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as untrustworthy.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
06
The slide uses a checkmark/cross matrix to visually demonstrate the lack of overlap between peer sets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
09
Uses red callout boxes to highlight specific deceptive practices in the chart.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
11
Uses aggressive, accusatory language typical of activist investor presentations.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
16
The slide uses a waterfall bridge to visually subtract M&A impacts from reported EBITDA.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
18
Uses a red bar to visually emphasize the gap between the target and the consensus estimate.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
20
Uses a contrast-pair structure to highlight specific misleading claims vs. the truth.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
27
Uses a contrast-pairs framework to highlight the gap between management claims and reality.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
29
Uses a 'before-after' framing to expose management's misleading use of 2011 as a baseline.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
30
The slide uses a highlighted excerpt from a 2006 press release to provide evidence for the acquisition metrics.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Cite PrecedentLoop · Aha Moment2 hits
33
Uses red dashed boxes and callouts to highlight specific periods of decline and management's cherry-picking of data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
34
Uses a contrast-pairs framework to highlight the discrepancy between management's narrative and the reality of the 2006 acquisition.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
40
Uses a table to visualize the repeated policy waivers for specific directors.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
42
Uses a red dashed box to highlight a specific nominee targeted for replacement.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
44
Uses a 'Truth vs. Tactics' comparison table to frame management as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
45
Uses a 'before-after' style comparison to expose corporate deception.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
46
Uses a 'Truth vs. Tactics' comparison table to frame management as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
53
Uses a contrast-pair framework to highlight management's alleged deception versus the truth.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
54
The slide uses a red bar for Huntsman to emphasize its poor performance relative to the peer group.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
55
Uses a 'rising tide lifts all boats' metaphor to undermine the company's narrative of superior execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
01
The quote is used to contrast the 'String of Pearls' strategy with the current merger strategy.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
06
Uses a hub-and-spoke diagram to show the duality of the company's messaging.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter2 hits