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Matching slides 37,461
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13,591-13,620 of 37,461
10
This is page 10 of a shareholder letter, focusing on management change and operational improvement.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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Page 11 of a shareholder letter; focuses on operational efficiency and capital allocation.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
12
This is a page from an activist investor letter (likely Starboard Value or similar) targeting Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
13
Page 13 of a shareholder letter.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
09
The chart uses a waterfall-bridge structure to reconcile operating business value and financial assets to arrive at a post-tax NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
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The chart uses a waterfall-bridge structure to reconcile operating business values, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
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The chart tracks two components: Stakes in Publicly Listed Companies and Operating Business and Other.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
12
The slide includes a disclaimer that book value is an inadequate metric for TICO's valuation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
06
This is a screenshot of a campaign website (Streamline 66) for an activist investor campaign.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Situation & Context1 hit
70
Includes a testimonial/quote from the nominee regarding his past experience with spin-offs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The slide uses stacked bar charts to demonstrate that PSX's midstream assets are high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
73
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Uses a 'Company Claim' vs 'Reality' structure to systematically dismantle management's arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
75
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
78
Uses a before-after framing to contrast current failures with proposed corrective actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
79
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a process diagram to frame the upcoming analysis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
83
Includes specific commentary on Lake Charles and Sweeny refineries.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
84
The slide uses a proprietary 'PRISM' model to compare refining margins across peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
85
Includes a bar chart of 5-year average net cash margins and a line chart of historical USWC PRISM NCM.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
86
The slide uses a bar chart to show 5-year average net cash margins and a line chart to compare PSX and VLO performance over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
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Includes two sell-side quotes as supporting evidence for asset quality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
88
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
89
The slide uses a hub-and-spoke style layout to connect individual nominee perspectives to a collective action plan.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
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Uses a directional arrow graphic to frame the choice.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit