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The slide uses a network graph to visualize the concentration of ad traffic, highlighting the 'abnormal' nature of QTT's ecosystem compared to a control group.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 2 hits
25
The slide uses a visual network diagram to expose undisclosed related-party transactions or ownership structures.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 2 hits
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Slide 1
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call2 hits
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 Monster2 hits
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Uses a waterfall-bridge style to reconcile original targets with actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
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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 Monster2 hits
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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 Monster2 hits
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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 Monster2 hits
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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 Monster2 hits
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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 Monster2 hits
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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 Monster2 hits
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Uses a 'before-after' framing to expose a contradiction in corporate narrative.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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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 Struggle2 hits
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Uses a bar chart to contrast a CEO quote/promise against actual performance data.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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The slide uses a red dashed box to frame the entire period and red callouts to highlight the 'decline' and the 'deceptive' baseline selection.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses a comparison table to frame management's narrative as a 'misleading tactic'.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses red boxes to highlight the contradiction between management's stated intent and the final transaction price.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses red 'X' icons to visually represent the failure to enforce policy.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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The slide uses a red dashed box to indicate a director Starboard is seeking to replace.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses a comparison table to frame management's actions as a recurring pattern of deception.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses a red arrow and dashed circle to highlight the discrepancy between the company's cherry-picked data and the full report.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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)2 hits
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 In2 hits
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 In2 hits
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 In2 hits
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 In2 hits
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The slide uses a 'villain' framing to discredit specific board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
03
The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
07
Uses a historical precedent (Arthrocare) to frame the current Valeant investigation.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
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The slide uses a historical analogy (Enron/Lay/Skilling) to frame the current Valeant situation as a deception.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller 2 hits