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 34,141-34,170
Pages 3,679
Rows per page 30
Component
34,141-34,170 of 110,355
03
The slide uses negative performance data to argue for management change.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor 1 hit
04
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
06
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
07
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
08
The slide uses a bar chart to highlight Commvault's low valuation relative to the median of 60 software companies.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Loop · Cost Of Inaction1 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
02
This is a page from a shareholder letter, likely from an activist investor.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
04
The slide uses direct quotes from the Special Committee to highlight the inadequacy of the offer price.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
20
The slide uses a dual-axis chart to contrast cost target misses with bonus payouts, followed by a testimonial from an institutional investor.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
05
The slide uses a 'before and after' narrative to justify activist intervention.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Benchmark Gap1 hit
08
This is a screenshot of a social media post (X/Twitter) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
10
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
07
The slide uses a combination of a bar chart (EBITDA) and an area chart (TSR underperformance) to illustrate the failure of the midstream pivot strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
08
The slide uses a bar chart to contrast historical actuals with forward projections, specifically critiquing the company's mid-cycle methodology.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
13
This is a cover letter/introductory page for an activist investor deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
15
This is a text-heavy slide from an activist investor deck (Elliott) criticizing Phillips 66 leadership and governance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
16
The slide functions as a character critique of the board's defensive tactics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
27
Uses a before-after-framing style to contrast CEO rhetoric with market performance data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
21
The slide uses a 'problem-solution' structure, contrasting poor historical returns with a proposed strategic plan.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
17
Uses screenshots of the target company's own presentation to demonstrate the inconsistency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses a 'before-after' style critique of a company's own presentation materials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
Uses two distinct charts to prove the same point: one focusing on correlation with MPC, the other on VLO/MPC peer group performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a 'before-after' or 'claim-vs-reality' structure to debunk corporate messaging.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a 'before-after' framing to highlight the gap between original and revised project costs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a 'before-after' or 'refutation' structure, mapping specific claims (01-04) to rebuttals on the right.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost assumptions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses a scatter plot to show the correlation between SpinCo equity value and separation costs as a percentage of equity value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a red 'X' overlay on the original company's table to visually invalidate their claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a combination of bar charts, scatter plots, and box plots to demonstrate peer parity.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit