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Matching slides 18,554
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7,891-7,920 of 18,554
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique2 hits
70
The slide uses authority-citation to validate the quality of the nominees.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory2 hits
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight past management over-promising.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
65
Uses a CEO quote and a waterfall chart to establish a baseline expectation that the activist intends to contradict later.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
76
Uses a direct quote to establish the promise, followed by a bar chart showing the failure to meet the GDP benchmark.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
77
Uses a waterfall-style bridge to show the gap between targets and actuals, adjusted for divestitures and one-time gains.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
80
Uses a CEO quote and a screenshot of a slide from the company's own presentation to frame the narrative of broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
89
Includes a quote from Barclays (Nov 2021) highlighting historical skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
165
The slide uses a testimonial from Peter Huntsman to validate the performance claim.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
183
The slide uses a CEO quote to establish a baseline expectation that the company later failed to meet, serving as a classic 'expose contradiction' activist tactic.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
186
Uses a CEO quote to establish the initial target, then contrasts it with actual performance data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
187
Uses a bar chart to contrast a dashed target line with actual performance metrics.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
188
Uses a CEO quote to establish a baseline expectation, then uses a bar chart to show the failure to meet that expectation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
213
Uses a CEO quote to support the hypothesis that the company prioritizes volume over differentiation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
218
Uses a CEO quote to highlight the contradiction between stated strategy and actual financial performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
225
The slide highlights a strategic pivot from integrated to stand-alone margin reporting.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
08
The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
14
Includes footnotes 15 and 16 detailing valuation discrepancies and pari passu status.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
18
This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.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
32
Uses a bar chart to contrast historical performance against a specific management quote.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
48
Uses a 2007 CEO quote to contrast with 2021 data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
73
The slide uses a quote from a competitor (Huntsman) to validate the nominee's performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment2 hits
33
Uses former employee quotes to validate the performance gap.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 2 hits
34
Uses testimonials to humanize the data point.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 2 hits
51
Uses the ceo-quote-contradiction framework to undermine management's narrative.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 2 hits
62
Uses direct quotes from a proxy paper to establish a precedent for peer group scrutiny.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 2 hits