slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
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Pages 3,225
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Component
12,781-12,810 of 96,741
195
The slide uses direct quotes to establish a baseline of management's past promises, likely to be contrasted with actual performance in subsequent slides.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
196
The slide uses a 'before-after' style framing to highlight the gap between management promises and actual performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
208
The slide uses a waterfall bridge to visualize the 600bps (6%) margin expansion opportunity.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
210
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
225
The slide highlights a strategic pivot from integrated to stand-alone margin reporting.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
228
The slide uses color-coded background shading to highlight different strategic phases (green for 'voluntary reduction' and red for 'regressed' performance).Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
230
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 2 hits
235
Uses geographic maps to visualize the current R&D footprint and identify consolidation targets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as untrustworthy.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
05
The slide uses a Venn diagram to visually demonstrate the discrepancy between two peer groups, supporting the activist's claim of manipulative peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
12
Uses a contrast-pair framework to highlight management's alleged dishonesty.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
18
Uses a red bar to visually emphasize the gap between the target and the consensus estimate.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
20
Uses a contrast-pair structure to highlight specific misleading claims vs. the truth.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
21
Uses a before-after framing to highlight the gap between management promises and actual results.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
32
Uses a bar chart to contrast historical performance against a specific management quote.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
34
Uses a contrast-pairs framework to highlight the discrepancy between management's narrative and the reality of the 2006 acquisition.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
37
Uses a 'The Truth' vs 'Huntsman's Misleading Tactics' comparison frame.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
44
Uses a 'Truth vs. Tactics' comparison table to frame management as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
55
Uses a 'rising tide lifts all boats' metaphor to undermine the company's narrative of superior execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
59
Uses a contrast-pair structure to frame management as deceptive and the board as incompetent/fooled.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
64
Uses a lettered list (A, B, C) to structure the rebuttal points.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
80
The chart highlights a +92% return for VSM compared to +45% for the S&P 500 and +30 for the S&P Chemicals Index, resulting in a ~63% surplus.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment2 hits
87
The slide uses quotes to establish a baseline for peer comparison, likely to contrast with current management behavior or valuation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
88
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test2 hits
107
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
11
Uses a red arrow to visually connect the chart to the contextualizing bullet points.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Agitate2 hits
332
The slide uses a dual-axis combo chart to correlate executive selling behavior with stock performance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction2 hits