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Icahn · activist-deck

Phillips 66 (PSX)

35 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Phillips 66 (PSX)

Icahn · 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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 23 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 8 slides 100% 8/8 slides 100% 8/8 slides · 59 hits
— 0/8 slides
12.5% 1/8 slides 100% 8/8 slides 100% 8/8 slides
— 0/8 slides
The Struggle 7 slides 100% 7/7 slides 100% 7/7 slides · 42 hits
— 0/7 slides
42.9% 3/7 slides 100% 7/7 slides · 8 hits 100% 7/7 slides 85.7% 6/7 slides The Victory 8 slides 100% 8/8 slides 100% 8/8 slides · 35 hits
— 0/8 slides
— 0/8 slides
62.5% 5/8 slides 100% 8/8 slides 25% 2/8 slides

Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
transition
Open slide detail
02
The '66' refers to Phillips 66. The date is May 12, 2025.front_matter
Open slide detail
03
other
Open slide detail
04
This slide serves as a corporate profile/credibility statement for the activist investor.summarize
Open slide detail
05
The slide uses a combination of a bar chart for performance metrics and a list-based case study table for operational achievements.summarize
Open slide detail
06
Includes historical context, segment EBITDA breakdown, key financial metrics, and operational mix charts.establish_context
Open slide detail
07
The background features an upward-trending arrow graphic, symbolizing growth or improvement.summarize
Open slide detail
08
The slide uses a narrative structure to build a case for activist intervention.frame_problem
Open slide detailBeat · The Monster
09
The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.expose_gap
Open slide detailBeat · The Monster
10
The chart uses a negative y-axis to visualize underperformance, with callouts attributing the decline to specific strategic decisions.expose_contradiction
Open slide detailBeat · The Monster
11
The slide uses a combination of a bar chart for EBITDA and a mirrored bar chart for TSR underperformance to visually demonstrate the failure of the midstream stexpose_contradiction
Open slide detailBeat · The Monster
12
The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.compare_peers
Open slide detailBeat · The Monster
13
Uses a combination of line charts and bar charts to highlight operational underperformance.expose_contradiction
Open slide detailBeat · The Monster
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.expose_contradiction
Open slide detailBeat · The Monster
15
The slide is designed to be juxtaposed with future slides showing poor performance metrics to highlight a disconnect between management's narrative and reality.expose_contradiction
Open slide detailBeat · The Monster
16
Uses a classic 'A vs B' contrast frame to simplify the proxy vote.closing_ask
Open slide detailBeat · The Struggle
17
Uses a classic before-after framing to contrast current failures with proposed improvements.frame_problem
Open slide detailBeat · The StruggleLoop · Tale Two Worlds
18
The slide uses a 'before-after' style valuation chart to justify the activist campaign.introduce_nominees
Open slide detailBeat · The StruggleLoop · Tale Two Worlds
19
Uses a series of quotes from the former CEO to establish a historical narrative that is later refuted by the outcome.expose_contradiction
Open slide detailBeat · The StruggleLoop · Tale Two Worlds
20
The slide highlights how contractual supply agreements preserved integration benefits despite management's initial warnings.expose_contradiction
Open slide detailBeat · The StruggleLoop · Tale Two Worlds
21
Uses a before-after framework to demonstrate that perceived asset quality is often a function of management quality.expose_contradiction
Open slide detailBeat · The StruggleLoop · Tale Two Worlds
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.compare_peers
Open slide detailBeat · The StruggleLoop · Tale Two Worlds
23
The slide uses a grid layout to map specific board candidates to strategic imperatives.introduce_nominees
Open slide detailBeat · The Victory
24
transition
Open slide detailBeat · The Victory
25
The slide is a direct screenshot of a tweet/post used as a credibility signal.cite_precedent
Open slide detailBeat · The Victory
26
This is a social media advertisement (LinkedIn) for the Streamline 66 campaign.name_villain
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
27
This is a social media ad creative (likely LinkedIn) used for an activist campaign.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
28
This is a screenshot of a promoted social media post (likely LinkedIn) by an activist investor (Elliott).compare_peers
Open slide detailBeat · The Victory
29
transition
Open slide detailBeat · The Victory
30
This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide deck page.summarize
Open slide detailBeat · The Victory
31
This appears to be a landing page or microsite rather than a traditional slide, but it functions as a nominee introduction page.introduce_nominees
Open slide detail
32
This is a standard footer/contact page for an activist investor campaign website.other
Open slide detail
33
This is a screenshot of a webpage acting as a repository for campaign materials.appendix
Open slide detail
34
This is a campaign microsite landing page layout.summarize
Open slide detail
35
other
Open slide detail