Matching slides 110,355
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32
Page 32 of a regulatory filing.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
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 Gap1 hit
46
This is a text-heavy page from a regulatory filing (likely an activist investor letter).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
06
The slide uses color-coded boxes (blue vs red) to distinguish between general company milestones and specific family leadership milestones.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
07
The slide uses a red double-headed arrow to visually emphasize the performance gap between the company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
08
The slide uses a combination of a summary table and three line charts to demonstrate underperformance across different time horizons.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses a combination of a summary table and three line charts to illustrate long-term value destruction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
The slide uses a simple list-based structure to categorize the primary drivers of the investment thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
Includes a summary table of average margins over different time periods and a combo chart showing annual performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
The slide uses a 'failed' label to highlight a pattern of broken promises to shareholders.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Uses a 'before-after' style comparison to highlight management failure to meet stated financial goals.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a CEO quote to preemptively explain away the 'actual' results as temporary spikes.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
17
The slide uses a 'FAILED' callout repeatedly to emphasize the lack of performance against stated goals.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
19
Uses a before-after framing to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
21
Uses a red bar for the target and a dark blue bar for the actual performance to emphasize the shortfall.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a red-line vs blue-line contrast to emphasize the gap between the target company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses red annotations to emphasize the gap between the target and actual performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a series of bar charts to visualize the gap between management targets and actual results.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses a visual comparison of red (Investor Day) vs blue (Management Bonus) bars to highlight the gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
Uses a network diagram to visualize conflicts of interest.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses visual headshots to demonstrate board composition changes over time.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
The slide uses a list of promises to set up a critique of the Board's lack of independence.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Uses the 'definition of insanity' quote as a rhetorical device to undermine management credibility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
Includes a pull-quote from Morgan Stanley and a line chart showing indexed performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
Uses a waterfall-bridge chart to visualize margin expansion.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
The chart highlights Huntsman's stagnation and recent downgrade compared to the upward trajectory of its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit