slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 5,611-5,640
Pages 619
Rows per page 30
Component
5,611-5,640 of 18,554
15
Uses a sum-of-the-parts (SOTP) valuation bridge to highlight market undervaluation.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
17
The slide uses a before-and-after narrative to justify the activist's intervention in Phillips 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
18
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
23
The slide uses a cost curve to demonstrate competitive advantage and cites Wells Fargo to support the M&A thesis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
24
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
27
The slide uses a quote from the CEO to contrast with the market's valuation behavior.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
35
Uses a 'villain' framing technique by juxtaposing management's optimistic quote against quantitative performance data.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction2 hits
38
Uses a central column for 'Turnaround Best Practices' with Suncor (left) and Phillips 66 (right) as the comparison subjects.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction2 hits
42
The slide uses a quote to frame the activist's argument that the company is undervalued due to complexity.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
59
The slide uses a peer-based weighted average to argue that PSX's current leverage is appropriate.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
64
The slide uses a narrative structure to contrast Phillips 66's performance with Marathon and cites an analyst quote to demonstrate credibility loss.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 2 hits
07
This is a social media advertisement (promoted post) for the 'Streamline66' activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction2 hits
10
This is a social media advertisement (promoted post) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution2 hits
11
This is a social media ad (promoted post) from Elliott Investment Management's 'Streamline66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution2 hits
16
Uses a visual metaphor of a climber (management) hanging from a cliff with weights labeled CEO and BOARD.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Monster2 hits
20
Uses a before-after-bridge narrative structure to justify activist intervention.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle2 hits
26
The slide uses a 'ceo-quote-contradiction' framework to undermine management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle2 hits
29
The slide uses a quote from Sigmund Cornelius to validate the thesis of splitting the company to unlock value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle2 hits
34
Includes a quote from the nominee and a summary of his professional credentials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle2 hits
37
Includes a CEO quote juxtaposed against the performance data to highlight the contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle2 hits
41
The slide uses a 'villain critique' style to highlight underperformance while juxtaposing it with a nominee's optimistic quote.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
44
Uses a combination of map visualization and bar chart to highlight underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
45
Includes a testimonial/quote from shareholder nominee Mike Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
62
Includes a direct quote from the Lead Independent Director to expose contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
64
Uses a series of five identical text blocks to emphasize the repetitive nature of the failed votes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
66
Uses a 'before-after' style logic to contrast performance vs. pay.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
70
Includes a testimonial/quote from the nominee regarding his past experience with spin-offs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
75
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory2 hits