slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 50,731-50,760
Pages 3,679
Rows per page 30
Component
50,731-50,760 of 110,355
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
49
The slide uses a combination of a peer benchmark table and qualitative testimonials to build a case for management removal.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
50
The slide uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
53
Uses icon-grid to visualize board composition and a table to highlight tenure.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Propose Solution1 hit
57
The slide uses a 'before-after' framing to illustrate the margin improvement potential.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Propose Solution1 hit
58
Includes two distinct tables: a valuation sensitivity analysis and a margin performance comparison.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
59
Uses a before-after bridge visualization to highlight the delta in employee benefits.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
60
Uses a before-after-bridge framework to contrast current state with proposed future state.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
01
This is a classic activist investor 'Dear Fellow Shareholders' letter.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor 1 hit
03
Includes a bar chart comparing TSR performance before and after Elliott's involvement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
07
The slide uses a waterfall-style bar chart to visualize cumulative negative returns over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a waterfall-style valuation bridge to show how specific operational and portfolio actions contribute to share price appreciation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide uses a section-divider style navigation bar at the top. The bottom footer indicates this is part of an Elliott Management activist deck.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
15
The slide uses a 'Streamline 66' branding, likely an activist campaign by Elliott Management against Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
16
Includes a cost curve chart showing CPChem's position relative to global competitors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
17
Includes a quote from TD Cowen as external validation of the underperformance thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'conglomerate discount' argument to critique M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a red banner theme to highlight negative performance areas, consistent with activist investor messaging.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a 'villain' framing by attributing poor performance to management's reliance on consultants rather than internal expertise.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
Uses a bar chart to compare PSX and VLO margins over time, highlighting the 2012-2019 average as a benchmark.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
31
Uses a 'best practice' framework to contrast two companies. Includes a footer section with market sentiment quotes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a red-highlighted 'communicated' box to expose a discrepancy in M&A valuation and red arrows to show cost overruns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit