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Matching slides 10,645
Current window 8,851-8,880
Pages 355
Rows per page 30
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8,851-8,880 of 10,645

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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
19
Uses a before-after framing to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
Includes a pull-quote from Morgan Stanley and a line chart showing indexed performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
58
Uses a 'before-after' style contradiction to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 1 hit
165
The slide uses a testimonial from Peter Huntsman to validate the performance claim.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
62
Uses a historical quote to frame the current management as having strayed from the company's own stated values.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
63
The slide uses a large callout box with a dashed border to frame a historical quote from a respected former executive, contrasting past operational wisdom with current management's mindset.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
64
The slide uses a quote to contrast past successful leadership styles with current perceived disconnects.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
118
Includes a customer testimonial and a bar chart showing variety scores.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
120
Includes a red circle annotation highlighting the 138 total menu items for Red Lobster.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
123
Uses a quote from Joe Lee to highlight the contradiction between historical values and current corporate policy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
124
Includes a testimonial/quote from Brinker regarding Middleby Corporation and a bar chart showing labor hour reduction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
154
Includes a callout box for a CEO quote and a table summarizing the financial opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
164
Uses a combination of anecdotal evidence (cookbook quote) and quantitative data (Yelp reviews) to frame a management failure.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
172
Uses a before-after process flow to contrast current vs. proposed strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
183
Uses a historical narrative to contrast past success with current management failures.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
184
The framework is presented as a list of four criteria, supplemented by a quote from Joe Lee and a final 'authentically Italian' check.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
187
Includes a quote by Sam Walton to reinforce the customer-centric thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
188
The slide highlights the impact of management changes on GM turnover rates and leadership philosophy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
193
The slide uses a quote from a 2004 Darden Annual Report to validate the activist's focus on leadership.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
204
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
205
Includes a historical quote from Joe Lee (2005) to support the argument for valuing GMs.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
273
Uses a quote from Moody's to undermine management's narrative regarding the credit rating impact of the divestiture.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit