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Development
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Matching slides 11,188
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Pages 373
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3,811-3,840 of 11,188
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Uses a before-after-bridge framework to contrast historical performance, current management failure, and future potential under Elliott's nominees.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Before After1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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This is a screenshot of a website landing page for a corporate campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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This is a screenshot of a campaign website page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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This appears to be a screenshot of a webpage rather than a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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The slide is presented as a social media post from 'Streamline 66' (an Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Escalating ChaosLoop · Benchmark Gap1 hit
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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
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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
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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
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
04
This is a screenshot of a website landing page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Development1 hit
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This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a social media advertisement/promotional graphic for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
01
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 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
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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
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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
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The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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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
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Uses a padlock visual metaphor to represent the 'trapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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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
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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
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Uses a classic 'Management vs. Reality' framing to expose a contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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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
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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
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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
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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