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Matching slides 79,264
Current window 61,861-61,890
Pages 2,643
Rows per page 30
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61,861-61,890 of 79,264

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12
The chart uses a red background and aggressive callouts to frame the underperformance as a direct result of management's strategic focus on midstream over refining.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
13
The central diagram is a circular process flow representing a negative feedback loop.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
15
Includes a callout box detailing a specific meeting with Elliott Management to expose management's lack of strategic alignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
Uses a combination of line charts for opex and bar charts for growth comparison to frame the problem.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The valuation bridge uses a waterfall-bridge chart to show value creation from $103 to $183 (base) and then to $350+.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The chart uses a timeline to correlate specific management statements with stock price movements.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a bar chart to show TSR performance across three distinct time periods related to activist involvement and leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a 'before-after' or 'precedent' logic to validate the activist's proposed strategy by showing successful execution at a peer company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The table highlights consistent underperformance against refining and midstream peers, with some outperformance against chemicals peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a negative framing to highlight underperformance, contrasting two different benchmarking methodologies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Uses a direct quote from the CEO to set up a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
Uses a 'ripped paper' visual effect to contrast the company's narrative vs. reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses dual-axis charts to overlay share price performance against a refining margin proxy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide uses a line chart to demonstrate the valuation gap between PSX and midstream peers, supported by a testimonial from Sigmund Cornelius.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
31
Uses a contrast-pairs framework to highlight the 'conglomerate discount' or structural misalignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
32
The slide uses analyst quotes to reinforce the 'conglomerate discount' thesis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
33
Uses a waterfall-style bridge to show implied value of specific segments based on market multiples of other segments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart illustrates the 'dilutive' nature of acquisitions by showing that the acquisition multiples are higher than the company's own trading multiple.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
Uses CEO quote to contrast with poor financial performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
42
The slide uses a 'villain critique' style to contrast management's claims with hard data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
43
The chart highlights a performance gap between PSX and its peers, contradicting management's claims of cost-cutting progress.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
45
Uses a bar chart to highlight PSX's negative growth vs. peers and visual asset maps to show lack of expansion.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
47
Uses analyst quotes to frame the poor performance as a catalyst for the activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
48
The chart uses a dashed red line for PSX and solid lines for peer averages, with a shaded region indicating the period of preview calls.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
53
Uses a callout box to link the chart data to the management's shifting narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
54
Uses a bar chart to visually demonstrate the gap between management rhetoric and financial reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
55
The slide uses a 'Damaged Credibility' framing to undermine management's forward-looking guidance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
56
Uses a 'villain' framing by highlighting management's failure to meet financial projections.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
57
Uses a waterfall-style bridge to show the flow of capital from divestitures to acquisitions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit