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Problem Agitate Solution
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18,001-18,030 of 26,550
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This is a web-style navigation page for a regulatory-filing campaign site.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Standard SEC proxy solicitation disclosure page.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This appears to be a screenshot of a website navigation page.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes specific share ownership data for various participants in the proxy solicitation.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a three-column structure to frame the activist thesis: Assets, Problems, and Proposed Solution.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a waterfall-style bar chart to visualize cumulative negative returns over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a waterfall-style valuation bridge to show how specific operational and portfolio actions contribute to share price appreciation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a before-after framing to justify a similar intervention for Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a section-divider style navigation bar at the top. The bottom footer indicates this is part of an Elliott Management activist deck.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a watermark 'EXHIBIT 1' and 'BITDA' partially visible.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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The slide uses a 'Streamline 66' branding, likely an activist campaign by Elliott Management against Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a cost curve chart showing CPChem's position relative to global competitors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a quote from TD Cowen as external validation of the underperformance thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a three-column layout to categorize the problems, with a summary paragraph at the top.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'conglomerate discount' argument to critique M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a visual metaphor of a hand crushing a Phillips 66 sign to represent management's grip on the company structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a red banner theme to highlight negative performance areas, consistent with activist investor messaging.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a 'villain' framing by attributing poor performance to management's reliance on consultants rather than internal expertise.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Uses a 'Promises vs. Reality' framework to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
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Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit