Matching slides 9,820
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Slide function

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The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
10
The chart shows Pershing Square significantly outperforming the S&P 500 over the period, despite a sharp decline after 2015.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · SetupLoop · Logic Chain1 hit
08
The slide uses a combination of a summary table and three line charts to demonstrate underperformance across different time horizons.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses a combination of a summary table and three line charts to illustrate long-term value destruction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a red dashed box to visually isolate Huntsman as the 'worst among primary peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
The chart highlights Huntsman's stagnation and recent downgrade compared to the upward trajectory of its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The slide uses a red 'x' to highlight deficiencies in Huntsman's ESG reporting, specifically calling out the Board's ESG Committee.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a checkmark/cross comparison matrix to highlight disclosure gaps.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The slide uses a red arrow to visually emphasize the performance gap between the company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
The chart uses a red line to emphasize the company's negative performance relative to the positive performance of peers and indices.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a red dashed box to visually isolate Huntsman as the worst performer among the primary peer group.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a red dashed box to highlight Huntsman as the 'Worst among Primary Peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
61
The slide uses a red-line vs blue-line comparison to emphasize the 'failure' to close the valuation gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
116
The slide uses a scatter plot to visualize the disconnect between company size and executive compensation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
123
The chart uses a specific calculation for skewness: (100% less minimum percentage) / (maximum percentage less 100%).Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
127
The chart uses a blue dashed line to indicate the peer group average of $0.3M, with HUN highlighted in red.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
151
The chart highlights a ratings downgrade for Huntsman while peers have maintained or improved their ratings.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
200
The chart uses a red bar to highlight the target company (HUN) against grey bars for peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
202
The slide uses a red bar to highlight the target company (HUN) and a callout box to emphasize the disparity.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
204
The chart uses a red bar to highlight the subject company (HUN) against peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
207
The slide uses a red dashed box to isolate Huntsman and a red bar to emphasize its low margin relative to the peer average line.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
217
The chart highlights Huntsman's strategic positioning relative to peers like BASF, Dow, Covestro, and Wanhua.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
224
The slide uses a comparison frame to validate the activist's proposal for Huntsman by citing peer precedents.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
229
The slide uses a red bar for Huntsman to visually distinguish it from the grey peer bars.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
236
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
237
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
54
The slide uses a red bar for Huntsman to emphasize its poor performance relative to the peer group.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 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