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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 1,081-1,110
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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1,081-1,110 of 10,649

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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.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds1 hit
04
Uses CEO and executive quotes to highlight the contradiction between management's prior warnings and the actual outcome of the transaction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds1 hit
05
Uses a before-and-after framing to contrast CEO quotes with operational reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds1 hit
08
The slide uses external analyst validation to build credibility for the activist's position.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Cite Precedent1 hit
09
The slide presents a curated list of sell-side analyst opinions to validate the activist's thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Cite Precedent1 hit
10
The slide uses authority bias by citing major investment banks to validate the activist's thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Cite Precedent1 hit
04
The slide uses direct quotes from the Special Committee to highlight the inadequacy of the offer price.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
07
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
08
Page 8 of a shareholder letter.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
09
The chart uses a waterfall-bridge structure to reconcile operating business value and financial assets to arrive at a post-tax NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
10
The chart uses a waterfall-bridge structure to reconcile operating business values, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
11
The chart tracks two components: Stakes in Publicly Listed Companies and Operating Business and Other.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
12
The slide includes a disclaimer that book value is an inadequate metric for TICO's valuation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
76
The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
78
Uses a before-after framing to contrast current failures with proposed corrective actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
79
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
80
The slide uses a process diagram to frame the upcoming analysis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
83
Includes specific commentary on Lake Charles and Sweeny refineries.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
84
The slide uses a proprietary 'PRISM' model to compare refining margins across peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
85
Includes a bar chart of 5-year average net cash margins and a line chart of historical USWC PRISM NCM.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
86
The slide uses a bar chart to show 5-year average net cash margins and a line chart to compare PSX and VLO performance over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
87
Includes two sell-side quotes as supporting evidence for asset quality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
88
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
89
The slide uses a hub-and-spoke style layout to connect individual nominee perspectives to a collective action plan.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
90
Uses a directional arrow graphic to frame the choice.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit