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Matching slides 11,188
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7,081-7,110 of 11,188
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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
41
Uses a Yogi Berra quote to frame the repetition of history as a negative.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
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Uses a 'before-after' visual comparison for two different restaurant chains to highlight a recurring strategic error.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
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Uses a 'before-after' style comparison of two failed/flawed corporate initiatives to highlight a pattern of poor capital allocation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
44
The slide uses a yellow highlight to identify specific directors nominated for the 2014 Annual Meeting.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
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Uses strong contrast language to frame the incumbent board as the villain and the activist slate as the hero.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
46
Uses a classic activist 'expose contradiction' structure, contrasting company claims (continuity/experience) with specific historical failures (Red Lobster/Smokey Bones, related party transactions).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
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Uses a matrix-like structure to link specific directors to governance failures.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
48
Uses a 'villain' framing to discredit the company's proposed board slate.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
49
Uses a contrast-based argument to frame the activist slate as more qualified for the specific task of CEO succession.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
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This slide uses a quote to establish the 'underperforming' thesis point.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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Uses a three-column layout to categorize the problems.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes a CEO quote used to contrast with the market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'villain' framing by highlighting the 'Phillips Today' column with red 'X' marks to emphasize negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'dilutive vs accretive' framework to argue against the conglomerate's 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 road sign to represent management's stubbornness.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a red banner motif to highlight negative performance areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 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 · Agitate1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management credibility issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses quotes from management to expose a gap between historical performance and current excuses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a side-by-side comparison to frame Suncor as the 'High-Performing Company' and Phillips 66 as the 'Underperforming Company'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a 'best practice' framework to contrast two companies; includes a section of analyst quotes to validate Suncor's success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a 'villain' framing technique to attack management's track record on capital allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a waterfall chart to illustrate the net impact of divestitures vs acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a red-themed 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit