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85,051-85,080 of 118,471

filter-aware
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as a villain.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
04
Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
08
The slide uses a waterfall-style bridge to adjust the original target for divestitures, then compares the pro-forma target to the actual result.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
10
Uses a waterfall-style logic to show how 'fictional' numbers are derived from actuals by removing business units.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
12
Uses a contrast-pair framework to highlight management's alleged dishonesty.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
13
The slide uses a 'FAILED' callout repeatedly to emphasize the lack of execution.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
14
Uses a side-by-side comparison of a chart and a list of bulleted critiques to dismantle management's narrative.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
17
Uses a 'bridge' visualization to expose the gap between management's claims and actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
19
The slide uses a 'FAILED' callout repeatedly to emphasize the gap between promise and performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
21
Uses a before-after framing to highlight the gap between management promises and actual results.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
22
The slide uses a 'failed' label to emphasize the gap between management promises and actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
24
Uses a 'before-after' style juxtaposition of the company's claim vs. the reality of the cited analyst reports.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
31
Uses a highlighted excerpt from a 2006 press release to establish the baseline promise.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
37
Uses a 'The Truth' vs 'Huntsman's Misleading Tactics' comparison frame.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
39
The slide uses a visual timeline of headshots to demonstrate that board 'refreshment' was actually just board expansion.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
41
Uses a visual timeline of headshots to demonstrate lack of board turnover prior to activist involvement.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
43
Uses red dashed boxes to highlight specific criticisms of the board appointments.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
48
Uses a CEO quote from 2007 to contrast with 2021 data.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
49
The slide uses a 'before-after' framing to expose a contradiction in the company's long-term messaging.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
50
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to highlight the widening performance gap.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
01
Slide 1
Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
07
Uses a network diagram to visualize board interconnections and proxy report excerpts to substantiate claims of poor governance.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
13
Uses a 'failed' table to establish a pattern of broken promises, followed by a line chart showing ESG rating decline.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
14
Page 14 of a shareholder letter/presentation.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
16
Includes a footnote regarding historical performance metrics.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
02
The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
Citron Research report on Snapchat.Snap Inc. (SNAP) · Citron Research
Research note Short seller Loop · Golden Circle1 hit