Matching slides 78,129
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50,071-50,100 of 78,129

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33
Uses a combination of quantitative performance data and qualitative external criticism to frame the company's cost management as a failure.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
34
Uses a line chart with numbered annotations to correlate specific events with stock performance drops.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
39
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
40
Uses a color-coded bar chart within a table to visualize the increasing severity of financial decline alongside contradictory quotes.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
44
Uses CEO quotes to contrast management optimism with market consensus reality.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
45
The chart uses a color gradient to emphasize the worsening cost performance over time.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
46
Uses a 'before-after' style contradiction framework to highlight management's failure to meet cost guidance.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
55
The slide uses a quote from the CEO to demonstrate the 'stagnation' by showing his commitment to the status quo.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
57
The slide uses a 'before-after' framing to illustrate the margin improvement potential.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
05
The chart highlights a massive negative performance gap, with specific underperformance percentages cited for Valero and Marathon.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Uses a torn-paper visual effect to frame the company's original slide, contrasting it with a rebuttal callout box.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The chart is presented as a torn-paper cutout to emphasize it is an excerpt from the company's own report.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
Includes a valuation bridge showing potential upside from $103 to $183.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
The slide uses a 'before-after' logic applied to a peer comparison to justify the activist thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses a 'before-after' or 'expose' structure by showing the company's claim on the left and the activist's rebuttal on the right.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The slide uses a 'before-after' or 'contradiction' framing to show how the company shifts definitions between pages of their own presentation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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
23
Uses a 'Correcting the Narrative' table and a 'True PSX Trading Value' waterfall chart to discredit management's accounting.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)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
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
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
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.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
05
Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit