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This is a standard regulatory disclosure page often found at the end of a press release or 13D filing.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Appendix & Disclosure2 hits
02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context2 hits
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Standard legal disclosure text for a proxy solicitation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next StepsLoop · Tale Two Worlds2 hits
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Standard legal disclaimer for proxy solicitation materials.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
08
This is a standard legal disclaimer page for a proxy contest filing.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
06
This is a screenshot of an Apple Podcasts page hosting a regulatory-related podcast episode.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer2 hits
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This is a promotional email/press release regarding an activist campaign.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer2 hits
18
Southwest Airlines (LUV)Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer2 hits
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This appears to be the footer section of a campaign website for Elliott Investment Management's proxy contest against Southwest Airlines.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications2 hits
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Includes a podcast player embed for the nominee's interview.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution2 hits
06
This is a screenshot of a campaign website, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution2 hits
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This is a classic activist investor 'villain' slide, framing management as incompetent and self-interested.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence2 hits
50
The slide uses a structured 'Potential Excuse' vs 'Counterpoints' format to systematically dismantle management's likely defensive arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
08
Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call2 hits
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
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Uses strong, accusatory language to frame the Board's actions as a breach of fiduciary duty.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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Uses a Yogi Berra quote to frame the repetition of history as a negative.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle2 hits
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Uses a 'before-after' style comparison of two failed/flawed corporate initiatives to highlight a pattern of poor capital allocation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle2 hits
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The slide uses a 'villain' framing to characterize the Board's actions as self-serving.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle2 hits
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Uses specific historical anecdotes (2002, 2014) to build a pattern of behavior.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle2 hits
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The slide uses a numbered list to define the core pillars of a successful restaurant company.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
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Uses a historical quote to frame the current management as having strayed from the company's own stated values.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
97
Includes photos of the corporate office to emphasize 'lavish excess'.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
120
Includes a red circle annotation highlighting the 138 total menu items for Red Lobster.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
133
Includes a secondary table for total LTM advertising spend and a callout box emphasizing the median comparison.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
135
Includes a visual critique of an Olive Garden advertisement with a red 'no' symbol overlay.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
138
Uses a peer-benchmark comparison to justify the reduction in marketing spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
139
Includes a small table calculating potential savings from reducing advertising weeks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory2 hits
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Anchor2 hits
50
The slide uses a classic 'excuse vs. counterpoint' structure to dismantle potential management defenses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits