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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 33,961-33,990
Pages 3,679
Rows per page 30
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33,961-33,990 of 110,355

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03
The slide uses a 'before-after' framework to argue that Elliott's intervention leads to superior shareholder returns.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
04
The slide uses a before-after valuation bridge to illustrate the potential upside of the proposed plan.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
06
Includes a call to action for a proxy vote and highlights the qualifications of four specific director nominees.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Closing Ask1 hit
07
This is a shareholder letter page advocating for corporate governance reform (de-staggering the board) and soliciting votes for a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Closing Ask1 hit
03
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
04
Uses a before-after bar chart to demonstrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
05
Includes historical background, segment EBITDA, key financial metrics, and three charts detailing business unit mix, product/regional capacity, and revenue exposure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
11
The chart uses a highway sign motif to emphasize the -450% underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a circular 'cycle of failure' diagram to connect the four problem areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
15
Uses red 'X' icons to denote negative performance points. Includes a line chart for refining opex and a bar chart for midstream growth.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a visual metaphor of a climber (management) hanging from a cliff with weights labeled CEO and BOARD.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
18
The slide uses a waterfall-bridge chart to visualize the value creation potential of the proposed strategic initiatives.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
19
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
23
The table highlights significant underperformance across most peer groups and timeframes, with negative values in parentheses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a 'correct way' framing to preemptively invalidate the company's own performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 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
29
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
30
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
31
The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
34
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
35
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
37
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
39
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
40
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
41
The slide uses a 'villain critique' style to highlight underperformance while juxtaposing it with a nominee's optimistic quote.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
42
The slide highlights a contradiction between management's claims of cost-cutting progress and the actual performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Uses a combination of map visualization and bar chart to highlight underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes a testimonial/quote from shareholder nominee Mike Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
The chart uses a dashed red line for Phillips 66 to emphasize its divergence from the peer averages.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Uses a 'Management Entrenchment' vs 'Reality' contrast structure to undermine company credibility.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit