slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 74,281-74,310
Pages 2,643
Rows per page 30
Component
74,281-74,310 of 79,264
02
Standard SEC Schedule 13G/A reporting table format.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
03
Standard SEC Schedule 13G filing table.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
04
Standard SEC Schedule 13G filing table format.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
05
Standard SEC Schedule 13G filing table.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
06
Standard SEC Schedule 13G filing format.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
07
Standard SEC Schedule 13G reporting table.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
229
Uses a bar chart to compare EBITDA margins on a fully-leased basis, highlighting Darden (DRI) as an outlier.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
232
The slide uses a table format to compare operational metrics and growth trajectories across a portfolio of restaurant brands.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
233
Includes a valuation bridge calculation for SRG and a peer benchmarking table.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
234
The slide uses a scatter plot to visualize demographic clustering, supporting an activist argument for a corporate split.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
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 1 hit
242
The slide uses grouped bar charts to show the correlation between store count and revenue growth across four competitors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
243
The slide uses a red oval to emphasize the 'Total' row, highlighting the disparity in store counts.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
245
The table highlights specific high-potential cells with green circles.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
261
The slide uses a Gantt-style visualization to show assessment vs. implementation phases for 8 distinct business initiatives.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
276
The slide uses a conservative $350M figure for the illustrative sale, referencing a broader Real Estate Primer.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
277
Includes three distinct tables: Portfolio Sale Assumptions, Remaining Real Estate, and Illustrative Impact of Portfolio Sale on Leverage.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
279
Part of a multi-step proposal for real estate separation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
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 1 hit
281
Includes a peer benchmark chart for NNN REIT payout ratios and a pro forma table comparing current vs. separated dividend metrics.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
284
Includes a waterfall-style bar chart and a scenario table comparing payout ratios under different EBITDA improvement assumptions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
02
The slide uses a bar chart to highlight significant negative performance gaps.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
04
The slide uses a 'villain' narrative framing the board's compensation decisions as a failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit