slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 33,931-33,960
Pages 3,679
Rows per page 30
Component
33,931-33,960 of 110,355
02
The slide uses a bar chart to highlight cumulative total return underperformance over 1, 3, 5, and 10-year periods.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor 1 hit
27
The slide uses a quote from the CEO to contrast with the market's valuation behavior.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
28
The slide uses a 'villain' framing by highlighting 'Phillips Today' as the underperforming entity compared to the distinct characteristics of the two segments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
29
The slide uses a bar chart to show that Phillips' acquisitions are priced at multiples higher than its own trading multiple, effectively destroying value.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
32
Uses a three-part diagnostic framework to categorize operational failures.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
33
Part of an activist investor deck (Elliott Management) targeting Phillips 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
The slide uses a 'Promises vs. Reality' framework to undermine management credibility.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a bar chart to contrast historical performance with management's stated targets, supported by quotes from management.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a central column for 'Turnaround Best Practices' with Suncor (left) and Phillips 66 (right) as the comparison subjects.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
Uses a 'Damaged Management Credibility' banner to frame the argument.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
42
The slide uses a quote to frame the activist's argument that the company is undervalued due to complexity.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
43
Uses a waterfall-bridge chart to illustrate value creation levers.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
45
The slide uses a checkmark matrix to demonstrate strategic alignment across key operational areas.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
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The slide uses a 'Streamline 66' branding theme to advocate for a specific corporate strategy.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Includes a sensitivity table for share buyback premiums and their impact on stock price upside.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
48
Uses a 'before' screenshot from a 2019 presentation to contrast with 'actual results' in a table.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
49
The slide uses a waterfall-style bridge to illustrate value creation from $120 to $300+ per share.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
54
Contains detailed footnotes explaining valuation assumptions and tax treatments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
55
Contains four distinct data tables related to capital allocation and balance sheet restructuring.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
56
Contains two distinct tables: one for SOTP valuation and one for Opex sensitivity analysis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
59
The slide uses a peer-based weighted average to argue that PSX's current leverage is appropriate.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
62
This is the first page of an activist letter, serving as an executive summary of the thesis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
63
The slide uses a combination of a bar chart for TSR and a line chart for Opex/bbl to build a case for management underperformance.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
67
Includes a signature block from Elliott Investment Management.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
08
The slide highlights the conglomerate discount by comparing the current trading multiple (6.6x) to the SOTP valuation (8.4x) and peer segment multiples.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
09
This is a promotional slide from an activist campaign (Streamline66/Elliott) targeting Phillips 66 management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
10
This is a social media advertisement (promoted post) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution1 hit
11
This is a social media ad (promoted post) from Elliott Investment Management's 'Streamline66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution1 hit
02
The slide is presented as a social media post from 'Streamline66' advocating for change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
03
The slide uses a social media post format to present a critique of corporate strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit