slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 48,631-48,660
Pages 2,605
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Component
48,631-48,660 of 78,129
05
The slide uses a 'before-after' framing to highlight the deterioration of the company's financial health.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
09
The chart uses a waterfall-bridge structure to reconcile operating business value and financial assets to arrive at a post-tax NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
10
The chart uses a waterfall-bridge structure to reconcile operating business values, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
11
The chart tracks two components: Stakes in Publicly Listed Companies and Operating Business and Other.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
12
The slide includes a disclaimer that book value is an inadequate metric for TICO's valuation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
12
This is a screenshot of a social media post (Twitter/X) from the Streamline 66 campaign by Elliott Management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
19
The slide uses a 'villain' framing to contrast executive pay with shareholder losses.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 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
02
Includes a performance chart comparing Andeavor to XLE and a personal letter from Gregory Goff.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
04
Activist investor campaign material targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Quick Win Big Bet1 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
02
Includes quotes from ISS and Egan-Jones and a call to action to vote the Gold Proxy Card.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Hook1 hit
18
This is a screenshot of a campaign website for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Golden Circle1 hit
22
This is a screenshot of a webpage for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit
23
The slide uses a 'before-after' style narrative to show the failure of management to act on investor feedback.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 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
28
Includes a call-to-action for proxy voting at the bottom.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
47
Includes a secondary section below the main chart titled 'WHY PHILLIPS 66'S CONGLOMERATE STRUCTURE DOESN'T WORK' which contrasts the business models of midstream vs refining assets.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction1 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
10
Uses a 'before-after' logic applied to a peer comparison framework.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 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
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
22
Uses a 'before-after' style comparison of management's claims vs. reality, specifically targeting the CEO's accounting for turnarounds.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