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Framework: Expose Contradictionclear collectionreset all

Framework

841-870 of 1,114

filter-aware
03
The red slash is a visual indicator of the disconnect/negative impact.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
47
Uses authority-citation to validate the activist's thesis by leveraging competitor sentiment.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
04
This slide is a text-heavy narrative page from a presentation, likely by David Einhorn (Greenlight Capital), discussing the short position on Lehman Brothers.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
Uses a before-after framing to contrast Marathon's performance during engagement vs. post-retention of retail assets.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
04
Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
19
The slide uses a 'FAILED' callout repeatedly to emphasize the gap between promise and performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
37
Uses a 'The Truth' vs 'Huntsman's Misleading Tactics' comparison frame.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
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 Struggle1 hit
86
The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The New Order1 hit
21
Uses a red bar for the target and a dark blue bar for the actual performance to emphasize the shortfall.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a chronological sequence to highlight corporate inaction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
Uses a 'before-after' style comparison of stated targets vs actual performance to highlight management failure.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
73
The slide uses a red dashed box to highlight the contradiction between the two targets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
81
Uses red dashed boxes to highlight 'Failed' status of previous targets.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
183
The slide uses a CEO quote to establish a baseline expectation that the company later failed to meet, serving as a classic 'expose contradiction' activist tactic.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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 1 hit
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
09
The slide uses a dialogue format to expose a contradiction between Allied's claims and SEC regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
16
The slide uses a point-counterpoint structure to highlight a disagreement on accounting practices for distressed debt.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 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
19
The slide uses a 'FAILED' callout repeatedly to emphasize the gap between promise and performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
37
Uses a 'The Truth' vs 'Huntsman's Misleading Tactics' comparison frame.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
46
Uses a 'Truth vs. Tactics' comparison table to frame management as deceptive.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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 Moment1 hit
86
The slide uses visual callouts (red arrows) to point to specific data points in the charts that support the thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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 Inaction1 hit
43
Uses a 'before-after' style comparison of two failed/flawed corporate initiatives to highlight a pattern of poor capital allocation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
132
Uses a combination of bar chart for spend and line chart for traffic to highlight the inverse relationship.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
33
Uses former employee quotes to validate the performance gap.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit