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Complication
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Matching slides 25,056
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9,481-9,510 of 25,056
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This is a formal shareholder letter/correspondence document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a negative performance table to argue for management change.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'before-after' framing to highlight the deterioration of the company's financial health.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a 2x2 matrix to frame Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is the first page of an activist investor open letter.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
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This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
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The slide uses a peer PNAV multiple analysis to argue for undervaluation and includes a narrative summary of investor sentiment.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a formal shareholder letter serving as an executive summary for an accompanying presentation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication1 hit
09
This is a screenshot of a social media post from an activist campaign (Streamline 66).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
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This is a screenshot of a social media post (likely X/Twitter) from the Streamline 66 campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
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This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
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This is a screenshot of a social media advertisement (likely Twitter/X) used in an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
03
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Pattern Hunter1 hit
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This is a screenshot of a campaign website (Streamline66) serving as a regulatory disclosure hub.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Pattern Hunter1 hit
05
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Pattern Hunter1 hit
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This is a screenshot of a campaign website landing page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Pattern Hunter1 hit
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This appears to be a 'News' or 'Updates' section of a campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Pattern Hunter1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Pattern Hunter1 hit
04
Uses quotes from former CEO Gary Heminger to demonstrate management's previous resistance to activist demands.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
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The slide uses a 'villain' narrative (prior management) vs 'hero' outcome (value creation via contracts).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
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Uses a 'before vs after' structure to frame the Elliott intervention as a catalyst for positive change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
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This is a screenshot of a campaign website, not a traditional slide deck page, but it functions as a cover/introductory page for the campaign materials.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
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This is a web-based investor relations page for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
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Contains contact information, subscription form, and legal disclaimer regarding proxy solicitation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.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 screenshot of a social media post (X/Twitter) used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction1 hit