slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
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29,851-29,880 of 303,780
07
The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight past management over-promising.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 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
08
The chart uses a waterfall-style bridge to adjust the original target for divestitures, then compares the pro-forma target to the actual result.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
10
Uses a waterfall-style logic to show the subtraction of business units from actuals/targets.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
17
The slide uses a 'bridge' metaphor to expose a contradiction in the company's public claims.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
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
24
Uses a 'before-after' or 'expose' style layout where the company's own source material is used against them.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
26
Uses the 'definition of insanity' trope to frame management's repeated failures.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
36
Uses red text and boxes to highlight the contradiction between management's promises and the final outcome.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
39
Uses a grid of headshots to demonstrate board expansion vs. lack of turnover.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
41
Uses headshots to visualize board composition changes over time.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
43
Uses a timeline from a Huntsman investor deck as the primary evidence to be debunked.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
48
Uses a 2007 CEO quote to contrast with 2021 data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
49
The slide uses a 'before-after' framing to expose a contradiction in the company's long-term messaging.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
52
Uses a visual flow diagram to highlight the discrepancy between official proxy peers and the peers used for SG&A analysis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
57
The slide uses a red callout box to preemptively rebut the company's potential cherry-picking of data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
58
Uses a screenshot of a competitor's presentation to highlight the 'arbitrary' nature of their data selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
61
The slide uses a 'Background' structure to frame the GCP engagement as a precedent for the current activist campaign.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
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)2 hits
16
The slide uses a bar chart to show historical revenue concentration and an area chart to show the projected revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
20
Uses a waterfall-style bridge to reallocate synergies from marketed products to the pipeline.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
24
Uses a timeline visualization to highlight the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
08
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'permanently impaired') to frame the management's proposal as a threat to shareholder value.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