slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 61,771-61,800
Pages 2,643
Rows per page 30
Component
61,771-61,800 of 79,264
02
The slide uses a bar chart to highlight cumulative total return underperformance over 1, 3, 5, and 10-year periods.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor 1 hit
03
The slide uses a 'before-after' framework to argue that Elliott's intervention leads to superior shareholder returns.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
04
The slide uses a before-after valuation bridge to illustrate the potential upside of the proposed plan.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
09
This is a promotional slide from an activist campaign (Streamline66/Elliott) targeting Phillips 66 management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
02
The slide is presented as a social media post from 'Streamline66' advocating for change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
04
Uses a before-after bar chart to demonstrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
05
Includes historical background, segment EBITDA, key financial metrics, and three charts detailing business unit mix, product/regional capacity, and revenue exposure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
10
Uses a weight-based metaphor for valuation gap (failed governance as a weight).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
11
The chart uses a highway sign motif to emphasize the -450% underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a circular 'cycle of failure' diagram to connect the four problem areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a puzzle-piece visual to represent the conglomerate structure being broken apart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
15
Uses red 'X' icons to denote negative performance points. Includes a line chart for refining opex and a bar chart for midstream growth.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
18
The slide uses a waterfall-bridge chart to visualize the value creation potential of the proposed strategic initiatives.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
19
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
20
Uses a before-after-bridge narrative structure to justify activist intervention.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
21
The slide uses a comparison framework to validate the activist's proposed strategy by showing historical success at Marathon.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
23
The table highlights significant underperformance across most peer groups and timeframes, with negative values in parentheses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a 'correct way' framing to preemptively invalidate the company's own performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
27
Uses a 'ripped paper' visual effect to frame the two conflicting data sources.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
28
Uses dual charts to contrast management's stated 'best of both worlds' claim with actual market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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 Struggle1 hit
31
The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
32
Uses a waterfall-bridge chart to demonstrate the 'conglomerate discount' or 'trapped value' thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
35
The chart illustrates the 'conglomerate discount' by showing that acquisitions priced at midstream peer levels are dilutive to the lower-multiple Phillips 66 parent company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
37
Includes a CEO quote juxtaposed against the performance data to highlight the contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
40
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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 1 hit
42
The slide highlights a contradiction between management's claims of cost-cutting progress and the actual performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Uses a combination of map visualization and bar chart to highlight underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
Uses analyst quotes to frame the earnings miss as a catalyst for the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit