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Matching slides 110,355
Current window 33,991-34,020
Pages 3,679
Rows per page 30
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33,991-34,020 of 110,355

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51
Uses a 'Goal vs. Reality' structure to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a bar chart to show PSX vs VLO margins over time, with callouts pointing to specific management quotes that contradict the data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
53
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management rhetoric and financial reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
54
The slide uses a 'Shortfalls' column to systematically dismantle the company's stated targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts to demonstrate management's failure to meet financial and operational targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
56
Uses a waterfall-style bridge to show the flow of funds from divestitures to acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
57
Uses market performance data to argue that the board failed to act on a midstream sale at an optimal time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
59
The slide uses a 'villain' narrative by highlighting specific quotes criticizing the CEO and board.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
60
The slide uses direct quotes from shareholders to build a case for management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
61
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor sentiment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
65
Uses two pull-quotes from academic sources to validate the activist's position.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
66
Uses a 'before-after' style logic to contrast performance vs. pay.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
68
The slide uses a waterfall-bridge chart to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
71
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
75
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
76
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
77
Includes a testimonial/quote from shareholder nominee Michael Heim.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
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
97
The table highlights the discrepancy between the 'appropriate' large-cap peers and the 'inappropriate' small-cap peers, noting the use of median TSR calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
98
The slide uses a table to expose a contradiction in the company's reporting methodology.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
99
The slide uses a visual grouping strategy to separate the two 'sensible' peers (VLO, MPC, PSX) from the smaller peers (DINO, PBF, CVR, DK).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
101
Uses a bar chart to expose the contradiction between management's narrative and relative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
102
Uses a CEO quote to set up a direct contradiction with a bar chart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
103
The chart uses a callout to highlight that the baseline for cost reduction was set at a peak in natural gas prices.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
106
Uses a contrast-based framing to debunk a specific company claim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit