Matching slides 78,129
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48,601-48,630 of 78,129

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Includes a quote from Phillips 66 Investor Relations justifying the 2012-2019 period as the appropriate mid-cycle baseline.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
54
Uses a bar chart to visually demonstrate the gap between management rhetoric and financial reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
57
Uses a waterfall-style bridge to show the flow of capital from divestitures to acquisitions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
58
The slide uses market performance data to argue that management failed to capitalize on a high-value asset, contrasting PSX performance with the strong performance of midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
59
Uses a before-after framing to contrast management's initial promises with current reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
60
The slide uses a 'villain' framing by highlighting negative investor quotes about the CEO and board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
69
Uses a waterfall-bridge chart to illustrate value creation from specific strategic initiatives.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
71
Includes a testimonial quote from the nominee regarding his past experience with corporate spin-offs.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
76
Includes a quote from the nominee regarding midstream asset strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
77
The chart highlights a valuation gap between PSX and its peers/precedent transactions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
The slide uses a bar chart to support the thesis that PSX has a superior crude slate compared to its competitors.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
102
Uses CEO quotes to establish the 'claim' and a bar chart to establish the 'reality'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
103
Uses a CEO quote as the 'Claim' and a bar chart as the 'Reality' to expose a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
104
The slide uses a dual-axis chart to overlay commodity prices on company opex to demonstrate that management is taking credit for market-driven cost reductions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
107
Uses a 'Claim vs Reality' framing to directly refute a management assertion.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
109
Uses a 'Claim vs Reality' framing to directly refute a company statement.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
111
Uses a waterfall-bridge style chart to normalize cost comparisons between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
113
Uses a 'Claim vs Reality' framing to directly refute a management narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
114
Uses a waterfall-bridge chart to reconcile the CEO's claimed multiple with the 'true' trading value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
142
This is a screenshot of a LinkedIn/social media ad campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
143
This is a social media ad creative (LinkedIn) used by an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
10
Includes a stock performance chart comparing PSX to peers (MPC, VLO).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a 'before-after' narrative structure to validate the activist investor's strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
20
The slide uses a 'sandbagging' narrative to frame management's communication with analysts as a defensive tactic.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
04
This is a screenshot of a social media post (Twitter/X) used as a regulatory-style communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Precedent1 hit
04
The chart uses a red line to emphasize the negative performance trend.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
05
Uses a quote from a director to set up a contradiction regarding peer group selection.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
06
The chart shows Phillips 66 underperforming relative to the peer group and S&P 500 over the 2020-2024 period.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
09
The slide uses a 'before-after' style bar chart to illustrate potential value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit