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Matching slides 118,471
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84,931-84,960 of 118,471
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The slide explicitly attributes the negative performance to the Valeant investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
53
The chart uses dual y-axes to correlate discount levels with performance trends.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Development1 hit
206
This is a standard 'constructive engagement' slide used by activists to preempt accusations of hostility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
208
The slide uses a waterfall bridge to visualize the 600bps (6%) margin expansion opportunity.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
212
Uses a structured 'Background-Problem-Solution' layout.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
214
The chart uses a dual-axis style visualization (bar for internal consumption, line for EBITDA margin) to show the stagnation of internal consumption since 2017 and the subsequent decline in margins.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
216
Uses a simple additive diagram to explain chemical synthesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
217
The chart highlights Huntsman's strategic positioning relative to peers like BASF, Dow, Covestro, and Wanhua.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
219
The slide uses a line chart to contrast Huntsman's performance against peers, specifically calling out the contradiction between expected stability and observed volatility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
220
Uses two line charts to contrast pricing volatility with margin stability.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
221
Uses a waterfall-style chart to visualize contribution margins across different end markets, highlighting the low-margin 'red' segment vs high-margin 'green' segment.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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Uses a process flow diagram to illustrate the pricing discrepancy between a vertically integrated producer and a non-integrated competitor.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
223
Uses a structured 'Background-Problem-Solution' framework to advocate for operational/financial restructuring.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
225
The slide highlights a strategic pivot from integrated to stand-alone margin reporting.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
227
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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The slide uses a red bar for Huntsman to visually distinguish it from the grey peer bars.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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The slide uses a color-coded bar chart (green for high margin, yellow for low margin) to advocate for portfolio optimization.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
231
Uses a classic 'Background-Problem-Solution' structure common in activist investor presentations.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
233
Uses a 'Problem-Solution' framework structure. The chart highlights a higher FTE-to-revenue ratio compared to peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
234
Uses a three-part structure: Background, Problem, and Proposed Solution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
236
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
237
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a timeline-annotated line chart to correlate M&A activity with stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · SetupLoop · Before After1 hit
18
Uses a qualitative scoring system (full circle, half circle) to assess Valeant against specific criteria.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
20
The slide uses a valuation bridge format to justify the acquisition value creation.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
01
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
62
The slide highlights specific legal citations (S.E.C. v. International Loan Network and In re Koscot Interplanetary, Inc.) to support the thesis.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Cite PrecedentLoop · Precedent1 hit