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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 61,741-61,770
Pages 2,643
Rows per page 30
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61,741-61,770 of 79,264

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29
The slide uses a bar chart to show that Phillips' acquisitions are priced at multiples higher than its own trading multiple, effectively destroying value.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
31
The slide uses a red-highlighted header to emphasize 'POOR OPERATING PERFORMANCE'.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
33
Part of an activist investor deck (Elliott Management) targeting Phillips 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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 Inaction1 hit
36
The slide uses a bar chart to contrast historical performance with management's stated targets, supported by quotes from management.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
Uses a 'Damaged Management Credibility' banner to frame the argument.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Uses a 'villain' framing technique to highlight management's broken promises regarding capital allocation.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a red header to emphasize 'DAMAGED MANAGEMENT CREDIBILITY' as the primary theme.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
43
Uses a waterfall-bridge chart to illustrate value creation levers.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
44
Part of the 'Streamline 66' activist campaign deck.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
45
The slide uses a checkmark matrix to demonstrate strategic alignment across key operational areas.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
46
The slide uses a 'Streamline 66' branding theme to advocate for a specific corporate strategy.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
47
Includes a sensitivity table for share buyback premiums and their impact on stock price upside.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
48
Uses a 'before' screenshot from a 2019 presentation to contrast with 'actual results' in a table.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
49
The slide uses a waterfall-style bridge to illustrate value creation from $120 to $300+ per share.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
51
Contains detailed footnotes explaining the methodology for EBITDA adjustments and consensus estimates.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
52
Part of an activist investor deck (Elliott Management) targeting Streamline 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
53
The table uses 2026E EBITDA and various trading multiples to derive equity value and share price upside across multiple scenarios.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
54
Contains detailed footnotes explaining valuation assumptions and tax treatments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
55
Contains four distinct data tables related to capital allocation and balance sheet restructuring.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
56
Contains two distinct tables: one for SOTP valuation and one for Opex sensitivity analysis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
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 1 hit
62
This is the first page of an activist letter, serving as an executive summary of the thesis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
63
The slide uses a combination of a bar chart for TSR and a line chart for Opex/bbl to build a case for management underperformance.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
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 1 hit
65
Includes footnotes 5 and 6 detailing assumptions for capex, share count, and Valero comparison.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
67
Includes a signature block from Elliott Investment Management.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
02
This is a screenshot of a Facebook page created by Elliott Investment Management to promote their activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
This appears to be a screenshot of a LinkedIn company page created by Elliott for their activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Cost Of Inaction1 hit
08
The slide highlights the conglomerate discount by comparing the current trading multiple (6.6x) to the SOTP valuation (8.4x) and peer segment multiples.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit