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Elliott · activist-deck

Phillips 66 (PSX)

10 pages · 2 arc beats · 2 loops

Activist-Deck Download JSON
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Phillips 66 (PSX)

Elliott · 2025-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

2
coverage by narrative range · generated from this deck JSON
Narrative range 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Cite Precedent 3 slides 100% 3/3 slides 100% 3/3 slides · 30 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides
— 0/3 slides

Slide inventory

10
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
Uses a series of quotes from the former CEO to establish a baseline of management resistance, followed by a summary of the successful outcome.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Tale Two Worlds
04
Uses CEO and executive quotes to highlight the contradiction between management's prior warnings and the actual outcome of the transaction.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Tale Two Worlds
05
Uses a before-and-after framing to contrast CEO quotes with operational reality.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Tale Two Worlds
06
Uses a combination of bar chart (EBITDA) and area chart (TSR underperformance) to show the inverse relationship between the pivot strategy and shareholder returexpose_contradiction
Open slide detailLoop · Cost Of Inaction
07
Includes a quote from Phillips 66 Investor Relations justifying the 2012-2019 period as the appropriate mid-cycle baseline.analyze_data
Open slide detailLoop · Cost Of Inaction
08
The slide uses external analyst validation to build credibility for the activist's position.cite_precedent
Open slide detailBeat · Cite Precedent
09
The slide presents a curated list of sell-side analyst opinions to validate the activist's thesis.cite_precedent
Open slide detailBeat · Cite Precedent
10
The slide uses authority bias by citing major investment banks to validate the activist's thesis.cite_precedent
Open slide detailBeat · Cite Precedent