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 50,761-50,790
Pages 3,679
Rows per page 30
Component
50,761-50,790 of 110,355
33
Uses a waterfall chart to show net divestitures and a table to detail asset dispositions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a red 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
The slide uses a quote to highlight market skepticism regarding the company's current structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
Uses a before-after framing to contrast current state (inefficiencies) with future state (value unlocking).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Includes a map of Permian assets and a donut chart showing market share in the DJ Basin.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple potential acquirers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
39
The slide uses a comparative framework to suggest a path for Phillips 66 based on Marathon's historical success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
41
The slide uses a screenshot of a previous Elliott presentation as evidence of their original thesis, then contrasts it with a table of actual results.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
42
The slide uses a waterfall-style bridge to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes detailed footnotes regarding adjustments for specific companies like PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses a 'Potential Defense vs. Counterpoint' structure to systematically dismantle management's likely arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a weighted average calculation to justify the company's leverage profile.Phillips 66 (PSX) · Elliott
Activist deck 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 chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a red color palette to emphasize negative performance and urgency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
Uses a waterfall-bridge chart to illustrate value creation from current price to target price.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
12
The slide uses a navigation bar at the top and a footer with the activist firm name (Elliott) and campaign name (Streamline 66).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a 'Valuable Assets' theme to argue for the potential of the refining business under Elliott's proposed management.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a comparative benchmarking approach to justify the valuation of the midstream segment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
16
Includes a cost curve chart showing CPChem's competitive advantage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
20
Includes a CEO quote used to contrast with the market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing by highlighting the 'Phillips Today' column with red 'X' marks to emphasize negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'dilutive vs accretive' framework to argue against the conglomerate's M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a red banner motif to highlight negative performance areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 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 · Agitate1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management credibility issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit