Phillips 66 (PSX)

Icahn · 2025-04

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 7 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 25 hits

— 0/3 slides

100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Agitate 3 slides 66.7% 2/3 slides 66.7% 2/3 slides · 16 hits

— 0/3 slides

33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

Slide inventory

154

every slide · same image gating as the playbook

Open slide detail

The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.frame_problem

Open slide detailBeat · ProblemLoop · Cost Of Inaction

The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.diagnose_problem

Open slide detailBeat · ProblemLoop · Cost Of Inaction

The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.diagnose_problem

Open slide detailBeat · ProblemLoop · Cost Of Inaction

Open slide detailLoop · Cost Of Inaction

The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.expose_contradiction

Open slide detailBeat · AgitateLoop · Cost Of Inaction

introduce_nominees

Open slide detailBeat · AgitateLoop · Cost Of Inaction

Open slide detailLoop · Cost Of Inaction