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Matching slides 110,355
Current window 37,801-37,830
Pages 3,679
Rows per page 30
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37,801-37,830 of 110,355

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21
Uses a screenshot of the company's own presentation as a 'villain' exhibit to expose a contradiction.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a 'before-after' framing to highlight the gap between original and revised project costs.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
Uses a numbered callout system (01-04) to map specific claims in the company's presentation to the activist's rebuttals.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
Uses a scatter plot to compare separation costs as a percentage of equity value against peer transactions to highlight the outlier status of management's projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Uses a red 'X' overlay on a competitor's table to visually debunk their claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
05
The slide uses a combination of a bar chart for performance metrics and a list-based case study table for operational achievements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
06
Includes historical context, segment EBITDA breakdown, key financial metrics, and operational mix charts.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
09
The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
10
The chart uses a negative y-axis to visualize underperformance, with callouts attributing the decline to specific strategic decisions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses a combination of a bar chart for EBITDA and a mirrored bar chart for TSR underperformance to visually demonstrate the failure of the midstream strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
12
The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
13
Uses a combination of line charts and bar charts to highlight operational underperformance.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
18
The slide uses a 'before-after' style valuation chart to justify the activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
28
This is a screenshot of a promoted social media post (likely LinkedIn) by an activist investor (Elliott).Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
This is a text-heavy shareholder letter page focusing on capital allocation and board refreshment.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
03
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
04
Includes a dual-axis chart showing historical investment value and percentage of AUM.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
05
The slide uses a hub-and-spoke diagram to demonstrate stakeholder alignment.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
09
Includes a specific valuation bridge/table showing potential stock price doubling.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
10
The slide uses a 'social proof' strategy by aggregating positive analyst sentiment to validate the 'crown jewel' thesis.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
12
The table highlights UNP's consistent 'WORST' ranking across all categories.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
13
The chart uses a smoothed line representation of annual data points.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
14
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit