slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 12,511-12,540
Pages 473
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Slide function
12,511-12,540 of 14,162
40
The slide uses a timeline-annotated line chart to correlate specific corporate events with share price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · Evidence1 hit
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 Inaction1 hit
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 Inaction1 hit
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
214
The chart uses a dual-axis style visualization (bar for internal consumption, line for EBITDA margin) to show the stagnation of internal consumption since 2017 and the subsequent decline in margins.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
218
Uses a CEO quote to highlight the contradiction between stated strategy and actual financial performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
219
The slide uses a line chart to contrast Huntsman's performance against peers, specifically calling out the contradiction between expected stability and observed volatility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
222
Uses a process flow diagram to illustrate the pricing discrepancy between a vertically integrated producer and a non-integrated competitor.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
225
The slide highlights a strategic pivot from integrated to stand-alone margin reporting.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
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
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 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
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 Moment1 hit
09
Uses red callout boxes to highlight specific deceptive practices in the chart.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
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 Moment1 hit
11
Uses aggressive, accusatory language typical of activist investor presentations.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
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 Moment1 hit
13
The slide uses a 'FAILED' callout repeatedly to emphasize the lack of execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a bar chart to visually highlight the 'apples-to-oranges' comparison of 2020 targets vs 2021 actuals.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a red dashed oval to highlight the 'organic growth' and 'no M&A' claims as part of an activist campaign to expose broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
16
The slide uses a waterfall bridge to visually subtract M&A impacts from reported EBITDA.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
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 Breakdown1 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
13
The slide uses a list format to build a case for regulatory scrutiny.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
14
The slide uses color-coding to distinguish between Valeant and Philidor entities, with a focus on the timeline of their business relationship.Valeant Pharmaceuticals International (VRX) · 01_Pershing_Square
Activist deck Activist investor 1 hit
06
Uses a hub-and-spoke diagram to show the duality of the company's messaging.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit
332
The slide uses a dual-axis combo chart to correlate executive selling behavior with stock performance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit