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Matching slides 96,741
Current window 80,641-80,670
Pages 3,225
Rows per page 30
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80,641-80,670 of 96,741

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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
47
This is a page from a regulatory filing (proxy contest letter).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
55
This appears to be a continuation of a legal agreement, likely a Non-Disclosure Agreement (NDA).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
56
Standard legal signature block for Starboard Value and Opportunity Master Fund Ltd.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 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
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
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
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
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
278
The slide explicitly mentions a 'Real Estate Primer' URL and provides specific financial assumptions for the REIT spinoff model.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
282
This slide details the mechanics of a proposed corporate restructuring (spinoff) as part of an activist campaign.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
286
The slide uses a two-column layout to contrast the 'Why' (thesis) with the 'How' (priorities/plan).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
287
The slide uses a grid layout to showcase headshots, brief bios, and company logos associated with each nominee.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
291
The slide uses a series of pull-quotes from various financial institutions to build a narrative of market disapproval.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
292
The slide uses a grid of quotes to build a narrative of consensus regarding the poor quality of the transaction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
293
The slide uses external analyst reports to validate the activist's thesis.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