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"slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a line chart with annotations to correlate specific management statements with stock price movement.", "imagePath": null, "matchCount": 1, "evidence": "Contrasting management's public statements with negative market performance.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/19", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 26, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'ceo-quote-contradiction' framework to undermine management's narrative.", "imagePath": null, "matchCount": 1, "evidence": "Direct juxtaposition of CEO quote with list of methodological distortions", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/26", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'ripped paper' visual effect to frame the two conflicting data sources.", "imagePath": null, "matchCount": 1, "evidence": "Contrasts company proxy claims against 10-K data to expose misleading narrative.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/27", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses dual charts to contrast management's stated 'best of both worlds' claim with actual market performance data.", "imagePath": null, "matchCount": 1, "evidence": "Contrasts management's claim of stability with market performance data showing volatility.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/28", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a padlock visual metaphor to represent the 'trapped' value.", "imagePath": null, "matchCount": 1, "evidence": "Contrasting analyst quotes with CEO quote to highlight strategic disagreement.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/33", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 36, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a classic 'Management vs. Reality' framing to expose a contradiction.", "imagePath": null, "matchCount": 1, "evidence": "Direct juxtaposition of management quote against investor feedback to highlight a lie or delusion.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/36", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 37, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a CEO quote juxtaposed against the performance data to highlight the contradiction.", "imagePath": null, "matchCount": 1, "evidence": "Juxtaposition of CEO quote claiming success against quantitative performance data showing failure.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/37", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 40, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's claims.", "imagePath": null, "matchCount": 1, "evidence": "Contrasts management quotes with actual performance data.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/40", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 17, "beatId": "fe40cbf3-50cc-45b1-8939-25400e8e8bb7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Struggle", "beatSlug": "overcoming-monster-the-struggle", "evidence": "The document presents evidence of Phillips 66's poor operating performance and undervaluation", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 41, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'villain critique' style to highlight underperformance while juxtaposing it with a nominee's optimistic quote.", "imagePath": null, "matchCount": 1, "evidence": "Juxtaposition of poor performance data with a nominee's claim of asset quality.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/41", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-41", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6d8-dad031a83edd", "docSlug": "843b712a7e02", "documentTitle": "Phillips 66 (PSX)", "authorId": 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"documentTitle": "Phillips 66 (PSX)", "authorId": "02_Elliott_Management", "authorName": "Elliott", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2025-04-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 47, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The chart uses a dashed red line for Phillips 66 to emphasize its divergence from the peer averages.", "imagePath": null, "matchCount": 1, "evidence": "Contrasts company narrative with actual EPS performance data.", "slideHref": "/slides/019dd923-622b-71dc-a6d8-dad031a83edd/47", "deckHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d8-dad031a83edd#slide-47", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }