slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 61,831-61,860
Pages 2,643
Rows per page 30
Component
61,831-61,860 of 79,264
02
The slide is presented as a social media post from 'Streamline 66' (an Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Escalating ChaosLoop · Benchmark Gap1 hit
02
This is a screenshot of a social media post (likely X/Twitter).Phillips 66 (PSX) · 02_Elliott_Management
Other Activist investor Beat · What Is1 hit
04
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle1 hit
05
The slide uses a bar chart to show pre- vs post-engagement TSR and a list-based case study table for specific energy investments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
06
Includes a mix of historical narrative, segment-level financial performance, and operational charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
11
Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
03
This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
This is a social media advertisement (promoted post) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
12
The slide uses a red color scheme for Phillips 66 to emphasize negative sentiment compared to green/blue for peers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
13
The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
106
Uses a contrast-based framing to debunk a specific company claim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
107
Uses a two-column 'rebuttal' structure to contrast the company's claim against the reality of the situation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
108
Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
109
Uses a 'before-after' logic to debunk a specific management claim regarding segment accounting.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
110
Uses a waterfall-bridge chart to debunk a specific management claim regarding cost allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
111
Uses a dual-chart layout to correlate scale (throughput) with valuation multiples, specifically highlighting PBF's outlier status.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
112
The slide uses a 'Claim vs. Reality' framing to preemptively rebut the idea that Phillips 66's assets are inferior.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
113
Uses a waterfall bridge to adjust the 2025E TEV/EBITDA multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
122
The slide uses a red-text convention for negative values. The bottom section provides a summary comparison against SOTP weighted peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
127
Includes a bar chart for EBITDA margin and a line chart for TSR performance relative to XAR index.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
128
Contains detailed footnotes explaining adjustments for turnaround expenses and methodology for per-barrel calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
129
Includes consensus estimates for 2025 and 2026 for EBITDA, Net Leverage, and TEV/EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
130
The table uses a 6.1x EBITDA multiple as a baseline, with specific adjustments for midstream and asset sales.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
131
The slide provides a granular breakdown of net proceeds for three distinct divestiture scenarios, including adjustments for synergies, tax basis, and debt allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
132
Includes detailed footnotes explaining pro-rata debt and share repurchase calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
133
Includes multiple tables: SOTP Valuation, SOTP Weighted Avg Multiple, Implied Value of Refining, SOTP Unlock, and Implied Value of Midstream.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
135
The slide calculates the percentage of 2022-2024 Opex decline attributable to natural gas price changes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
136
Data tables show EBITDA, D&A, Tax, NOPAT, Net PP&E, NWC, Invested Capital, and ROC.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
137
Part of a two-page series on Return on Capital metrics for peer companies.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit