anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Problem Agitate Solution

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

Search Insights JSON Unlock
Matching slides 26,550
Current window 14,431-14,460
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

14,431-14,460 of 26,550

filter-aware
21
Uses a screenshot of the company's own presentation as a 'villain' exhibit to expose a contradiction.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a 'before-after' framing to highlight the gap between original and revised project costs.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a 'Correcting the Narrative' table and a 'True PSX Trading Value' waterfall chart to discredit management's accounting.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
Uses a numbered callout system (01-04) to map specific claims in the company's presentation to the activist's rebuttals.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
Uses a scatter plot to compare separation costs as a percentage of equity value against peer transactions to highlight the outlier status of management's projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Uses a red 'X' overlay on a competitor's table to visually debunk their claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses a three-column comparison structure to debunk specific synergy claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
The slide uses a three-column comparison structure to systematically dismantle specific corporate claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
30
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
Uses a combination of bar charts and box plots to demonstrate peer comparability.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
The slide uses the 'ceo-quote-contradiction' pattern to highlight management's past resistance to shareholder-friendly actions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
Uses executive quotes to expose contradiction in management's previous narrative regarding integration synergies.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
35
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
This is a formal activist investor letter (Exhibit 99.2).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
02
This is page 2 of a shareholder letter. It establishes credibility by detailing Elliott's research process and historical investment experience.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
03
This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
This is a text-heavy shareholder letter page outlining the activist's proposed strategic changes.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
11
This is a text-heavy page from a shareholder letter, likely an activist investor proposal.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
12
This is a text-heavy shareholder letter page focusing on capital allocation and board refreshment.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
13
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott Management.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
14
This is the final page of a shareholder letter from Elliott Management to Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
06
The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit