Matching slides 78,129
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16,471-16,500 of 78,129

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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 Contradiction2 hits
69
Uses a 'before-after' style comparison to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
84
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to visualize the widening gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
177
The slide uses visual callouts (red arrows) to point to specific data points in historical charts to prove a point about peer selection consistency.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
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 2 hits
220
Uses two line charts to contrast pricing volatility with margin stability.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
236
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
237
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 2 hits
59
Uses a before-after bridge visualization to highlight the delta in employee benefits.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem2 hits
24
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
32
Uses a red-highlighted 'communicated' box to expose a discrepancy in M&A valuation and red arrows to show cost overruns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
37
Includes a map of Permian assets and a donut chart showing market share in the DJ Basin.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
29
Uses red arrows to indicate negative trends (downward for performance, upward for turnover).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
34
The slide uses a dual-chart layout to show the inverse relationship between capital deployment and return on capital.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
57
Uses a combination of a comparison table and two bar charts to illustrate the performance gap.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle2 hits
161
The slide uses a causal argument linking price hikes to traffic decline.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
176
Uses two line charts to show search frequency trends; one absolute and one adjusted for store count.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
177
Uses Brinker's historical turnaround as a precedent for Darden's potential.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
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
254
Includes specific callouts for Northern CA, Northeast corridor, and Philadelphia market performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.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
06
The chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
32
Uses a 'villain' framing technique to attack management's track record on capital allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits