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The red slash graphic serves as a visual separator between the two metrics.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
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
04
The slide uses a red diagonal line to visually separate the text list from the chart, emphasizing the disconnect.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
Uses a visual contrast between an upward trend line (investment) and a downward bar chart (margins) to illustrate the disconnect.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
The red slash graphic visually emphasizes the disconnect between 'paid' and 'earned'.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
07
The red slash graphic serves as a visual separator between the failure points and the reward point.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
08
The red slash graphic visually emphasizes the 'disconnect' or conflict.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
09
The red slash is a stylistic graphic element, not a data chart.BFC Financial | Activist Presentation Deck | 15 slides · bfc-financial
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
36
Uses red boxes to highlight the contradiction between management's stated intent and the final transaction price.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 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
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 Struggle1 hit
40
Uses red 'X' icons to visually represent the failure to enforce policy.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
41
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 Struggle1 hit
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 Struggle1 hit
44
Uses a comparison table to frame management's actions as a recurring pattern of deception.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
45
Uses a red arrow and dashed circle to highlight the discrepancy between the company's cherry-picked data and the full report.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
46
Uses a contrast-pair framework to highlight the discrepancy between management's claims and the truth.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
48
Uses a CEO quote from 2007 to contrast with 2021 data.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
51
Uses a bar chart to show Huntsman's SG&A ratio compared to peers, highlighting the discrepancy in peer selection.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
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 Struggle1 hit
53
Uses a contrast-pair structure to highlight management's alleged deception versus the truth.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
55
Uses CEO quotes to undermine the company's narrative of unique operational success.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
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 Struggle1 hit
59
Uses a 'Truth vs. Tactics' comparison frame to highlight management's alleged dishonesty.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
65
Uses a case study format to preemptively rebut claims about Starboard's lack of chemical industry experience.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory1 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
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 Order1 hit
90
The slide uses a checkmark/cross matrix to visually demonstrate the lack of consistency in peer selection.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The New Order1 hit