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slides · global inventory

Problem Agitate Solution

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

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Matching slides 26,550
Current window 11,941-11,970
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

11,941-11,970 of 26,550

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15
Includes a callout box detailing a specific meeting with Elliott Management to expose management's lack of strategic alignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
Uses a combination of line charts for opex and bar charts for growth comparison to frame the problem.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
Uses a visual metaphor of a climber (CEO/Board) hanging from a weight to represent the burden of poor performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The valuation bridge uses a waterfall-bridge chart to show value creation from $103 to $183 (base) and then to $350+.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The chart uses a timeline to correlate specific management statements with stock price movements.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a bar chart to show TSR performance across three distinct time periods related to activist involvement and leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a 'before-after' or 'precedent' logic to validate the activist's proposed strategy by showing successful execution at a peer company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Includes Elliott Management branding and a stylized graphic of a hand crushing a Phillips 66 logo.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The table highlights consistent underperformance against refining and midstream peers, with some outperformance against chemicals peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a comparison table to expose the discrepancy in peer selection between the activist and the company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a negative framing to highlight underperformance, contrasting two different benchmarking methodologies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Uses a direct quote from the CEO to set up a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
Uses a 'ripped paper' visual effect to contrast the company's narrative vs. reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses dual-axis charts to overlay share price performance against a refining margin proxy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide uses a line chart to demonstrate the valuation gap between PSX and midstream peers, supported by a testimonial from Sigmund Cornelius.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
31
Uses a contrast-pairs framework to highlight the 'conglomerate discount' or structural misalignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
32
The slide uses analyst quotes to reinforce the 'conglomerate discount' thesis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
33
Uses a waterfall-style bridge to show implied value of specific segments based on market multiples of other segments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
Uses a padlock icon to symbolize 'trapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Includes a biographical summary of Greg Goff's credentials to establish authority.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
The chart illustrates the 'dilutive' nature of acquisitions by showing that the acquisition multiples are higher than the company's own trading multiple.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
Uses a 'before-after' style framing to contrast management's narrative with reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
Uses CEO quote to contrast with poor financial performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses a two-column layout to contrast commercial and cost issues, followed by a bottom callout highlighting leadership's lack of refining expertise.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
The slide uses qualitative feedback from former employees to support the claim that consultant-driven cost savings are illusory.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
68
Features a visual metaphor of industrial valves labeled 'undermined', 'untapped', and 'undervalued'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
69
Uses a waterfall-bridge chart to illustrate value creation from specific strategic initiatives.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
70
The slide uses a staircase diagram to represent a sequence of actions following the election of nominees.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
71
Includes a testimonial quote from the nominee regarding his past experience with corporate spin-offs.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit