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Matching slides 96,741
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12,721-12,750 of 96,741
07
The slide uses a red double-headed arrow to visually emphasize the performance gap between the company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
08
The slide uses a combination of a summary table and three line charts to demonstrate underperformance across different time horizons.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
09
The slide uses a combination of a summary table and three line charts to illustrate long-term value destruction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
11
Includes a summary table of average margins over different time periods and a combo chart showing annual performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
12
Uses a red dashed box to visually isolate Huntsman as the 'worst among primary peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
25
Uses a visual comparison of red (Investor Day) vs blue (Management Bonus) bars to highlight the gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
26
The slide uses a bar chart to show the target reduction and a table to show peer behavior.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
27
Uses a bar chart to compare original targets, threshold, revised targets, and actual performance to highlight the contradiction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
29
Uses visual headshots to demonstrate board composition changes over time.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
34
Uses a waterfall-bridge chart to visualize margin expansion.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
214
The slide uses screenshots of TGI Fridays' mobile app as a precedent for the proposed technology.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
215
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
219
Includes a callout box explaining the logic of the valuation bridge.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
220
Includes a reference to an external 'Real Estate Primer' URL.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
223
The slide uses a waterfall-style bar chart and a pie chart to visualize the asset split.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
228
The slide explicitly excludes the value of Darden's headquarters complex.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
241
Uses peer benchmarking (Brinker, TGI Friday's) to expose management's lack of focus.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
244
Includes a 'Global Development Trends' chart showing market maturity levels for various countries.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
247
The slide uses a comparison table structure to map strategic pillars against specific actions and success factors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
264
The slide uses a Gantt-style visualization to map labor-related tasks over a 14-week period.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
277
Includes three distinct tables: Portfolio Sale Assumptions, Remaining Real Estate, and Illustrative Impact of Portfolio Sale on Leverage.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
281
Includes a peer benchmark chart for NNN REIT payout ratios and a pro forma table comparing current vs. separated dividend metrics.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
289
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
01
This is a classic activist investor solicitation letter.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits