slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
Current window 1,051-1,080
Pages 355
Rows per page 30
Arc
1,051-1,080 of 10,649
20
Uses a before-after-bridge narrative structure to justify activist intervention.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
21
The slide uses a comparison framework to validate the activist's proposed strategy by showing historical success at Marathon.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
22
Features the Elliott Management logo and a stylized fist crushing a Phillips 66 logo.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
23
The table highlights significant underperformance across most peer groups and timeframes, with negative values in parentheses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
24
The slide uses a contrast-pairs framework to justify why certain companies included by Phillips 66 should be excluded from the peer group.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a 'correct way' framing to preemptively invalidate the company's own performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
26
The slide uses a 'ceo-quote-contradiction' framework to undermine management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
27
Uses a 'ripped paper' visual effect to frame the two conflicting data sources.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
28
Uses dual charts to contrast management's stated 'best of both worlds' claim with actual market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
29
The slide uses a quote from Sigmund Cornelius to validate the thesis of splitting the company to unlock value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
30
The slide uses a comparison framework to argue for structural separation by contrasting the operational and financial metrics of two business segments against the current company's performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
31
The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
32
Uses a waterfall-bridge chart to demonstrate the 'conglomerate discount' or 'trapped value' thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
33
Uses a padlock visual metaphor to represent the 'trapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
34
Includes a quote from the nominee and a summary of his professional credentials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
35
The chart illustrates the 'conglomerate discount' by showing that acquisitions priced at midstream peer levels are dilutive to the lower-multiple Phillips 66 parent company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
36
Uses a classic 'Management vs. Reality' framing to expose a contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
37
Includes a CEO quote juxtaposed against the performance data to highlight the contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
38
The slide uses a contrast-based diagnosis to frame the problem as both operational and cultural.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
39
The slide uses expert testimony and financial data to frame the consulting spend as wasteful.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
40
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
67
The slide uses a visual metaphor of industrial piping to represent the company, with labels 'UNDERMINED' and 'UNDERVALUED' on the valves.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
68
The slide uses a waterfall-bridge chart to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
69
The slide uses a staircase diagram to represent a sequence of actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
70
Includes a testimonial/quote from the nominee regarding his past experience with spin-offs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
71
The slide uses stacked bar charts to demonstrate that PSX's midstream assets are high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
72
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
73
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
74
Uses a 'Company Claim' vs 'Reality' structure to systematically dismantle management's arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
75
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit