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Slide 1
Includes legal exhibit stamp (PENGAD-Bayonne, N.J. EXHIBIT 1036) and confidentiality markings.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Situation & Context2 hits
02
The agenda skips item 7.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Situation & Context2 hits
03
The slide is marked 'Apple Confidential Need to know only' and dated August 21, 1996.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Situation & Context2 hits
05
Document is marked 'Apple Confidential Need to know only' and dated August 21, 1996.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Problem & Complication2 hits
06
Historical document from 1996.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Problem & ComplicationLoop · Golden Circle2 hits
09
Historical document from 1996 regarding Apple-Microsoft strategic alignment.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Problem & Complication2 hits
12
Uses a contrast-pair framework to highlight management's alleged dishonesty.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
15
Uses a red dashed callout to emphasize the 'organic' and 'no M&A' constraints of the original promise.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
17
Uses a 'bridge' visualization to expose the gap between management's claims and actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
21
Uses a before-after framing to highlight the gap between management promises and actual results.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
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Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
24
Uses a 'before-after' style juxtaposition of the company's claim vs. the reality of the cited analyst reports.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
31
Uses a highlighted excerpt from a 2006 press release to establish the baseline promise.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
37
Uses a 'The Truth' vs 'Huntsman's Misleading Tactics' comparison frame.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
39
The slide uses a visual timeline of headshots to demonstrate that board 'refreshment' was actually just board expansion.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
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Uses a visual timeline of headshots to demonstrate lack of board turnover prior to activist involvement.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
43
Uses red dashed boxes to highlight specific criticisms of the board appointments.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
48
Uses a CEO quote from 2007 to contrast with 2021 data.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
49
The slide uses a 'before-after' framing to expose a contradiction in the company's long-term messaging.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
50
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to highlight the widening performance gap.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 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) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
57
The slide includes a callout box specifically addressing and preempting a potential rebuttal regarding the company's cherry-picked performance metrics.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
58
Uses a 'before-after' style critique of a specific corporate slide excerpt.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
61
The slide uses a 'Background' structure to frame the GCP engagement as a precedent for the current activist campaign.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory2 hits
64
Uses a lettered list (A, B, C) to structure the rebuttal points.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory2 hits
73
The slide uses a quote from a competitor (Huntsman) to validate the nominee's performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory2 hits
79
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory2 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) · 03_Starboard_Value
Activist deck Activist investor Beat · The New Order2 hits
88
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The New Order2 hits