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 5,701-5,730
Pages 619
Rows per page 30
Component
5,701-5,730 of 18,554
04
Includes survey data and AGM approval rate context.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
16
Includes a quote from the MPLX CFO and specific annotations regarding growth drivers and dividend expectations.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation2 hits
47
Includes a small inset image of a table from a previous slide (Elliott Perspectives on Management Commentary) to highlight the specific point being rebutted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
03
Includes a direct quote from a Cowen analyst regarding the failure of the 2019 AdvantEdge66 program.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
01
This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context2 hits
14
The slide uses a stacked bar chart combined with a process flow to demonstrate the lack of customer diversification.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
49
The slide demonstrates how tax-efficient unwinding of cross-shareholdings increases the net value realized by TICO.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 2 hits
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
03
This is a screenshot of a tweet/post used as a regulatory communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Cost Of Inaction2 hits
04
Includes two area charts showing stock performance relative to peers and a quote from the Phillips 66 CEO.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
10
This is a screenshot of a social media post (likely X/Twitter) from the Streamline 66 campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication2 hits
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 Circle2 hits
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 Inaction2 hits
04
Uses quotes from former CEO Gary Heminger to demonstrate management's previous resistance to activist demands.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal2 hits
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 · Agitate2 hits
25
Uses a callout box to highlight the contradiction and another to quote the company's letter.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
28
Includes a call-to-action for proxy voting at the bottom.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
05
This is a screenshot of a social media post (X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AttentionLoop · Cost Of Inaction2 hits
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
11
The slide is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
19
This slide appears to be a compilation of three distinct sections from a campaign website or presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
11
Includes a quote from CFO Arthur Minson regarding the growth strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
19
Uses a waterfall-style bar chart to show revenue vs EBITDA losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
23
Uses a CEO quote to highlight the gap between current performance and potential.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
29
The slide uses a combination of bulleted arguments and an expert testimonial to build a case against the business model.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
30
Includes a testimonial/quote from a former employee to support the thesis.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
28
The slide uses a quote box to highlight the specific terms of the expired agreement.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits