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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
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28,021-28,050 of 60,568
15
The slide uses a table structure to categorize holdings into high-quality businesses (~80%), higher-risk smaller investments (~20%), and a short position (~-9%).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
100
Uses a contrast-pairs framework to highlight the Board's failure to consider relevant financial and influence-based relationships.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
109
Highlights a specific lack of industry expertise among recent board appointees.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
110
Uses red 'X' icons to visually represent the failure to enforce policy.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
114
Uses a 'pay-for-performance' alignment framework common in activist investor decks.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
120
The slide uses a bar chart for the target reduction and a table to highlight the peer group's lack of reduction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
122
Uses a line chart to visualize the 'skew' in incentive compensation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
126
The slide uses a checkmark/cross matrix to visualize peer group volatility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
136
Uses a before-and-after visual comparison to imply poor governance and reactive decision-making.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
138
The slide uses a red dashed box to highlight a specific nominee targeted for replacement.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
152
The slide uses a red 'x' and green checkmark system to highlight Huntsman's deficiencies in ESG metrics.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
154
The slide uses a checkmark/cross system to highlight the gap between Huntsman and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
176
The table categorizes companies based on the Company's 2021 Proxy Statement.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
180
The table categorizes companies into Proxy Peers, Performance Peers, and Primary Peers with corresponding market capitalization data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
189
Uses a 'failed' status callout for each row to emphasize the gap between promise and reality.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
190
Uses a 'Commitment vs. Result' framework to expose management credibility gaps.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
192
The slide uses a clear 'failed' status indicator to undermine management credibility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
203
The slide uses a table to highlight a pattern of executive compensation that the activist investor deems misaligned with shareholder interests.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
234
Uses a three-part structure: Background, Problem, and Proposed Solution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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 Moment1 hit
04
Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The slide uses a checkmark/cross matrix to visually demonstrate the lack of overlap between peer sets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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 Test1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
19
Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
Uses a qualitative scoring system (full circle, half circle) to assess Valeant against specific criteria.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
20
The slide uses a valuation bridge format to justify the acquisition value creation.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
11
Uses a rhetorical question to cast doubt on the legitimacy of the company's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Villain CritiqueLoop · Pattern Hunter1 hit