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slides · global inventory

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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 61,891-61,920
Pages 2,643
Rows per page 30
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61,891-61,920 of 79,264

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58
The slide uses market performance data to argue that management failed to capitalize on a high-value asset, contrasting PSX performance with the strong performance of midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
59
Uses a before-after framing to contrast management's initial promises with current reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
60
The slide uses a 'villain' framing by highlighting negative investor quotes about the CEO and board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
62
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor interest.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
67
Uses a combination of bar charts and a callout quote to highlight the misalignment between performance and pay.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
69
Uses a waterfall-bridge chart to illustrate value creation from specific strategic initiatives.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
71
Includes a testimonial quote from the nominee regarding his past experience with corporate spin-offs.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
The slide uses stacked bar charts to demonstrate that PSX's midstream portfolio is high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
76
Includes a quote from the nominee regarding midstream asset strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
77
The chart highlights a valuation gap between PSX and its peers/precedent transactions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
The slide uses a bar chart to support the thesis that PSX has a superior crude slate compared to its competitors.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
84
Includes specific asset-level performance commentary and comparative margin charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
Includes a bar chart of PRISM Five-Year Average Net Cash Margin and a line chart of MidCon PRISM NCM.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
Includes a bar chart comparing 5-year average net cash margins and a line chart showing annual performance trends by company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
The slide uses a bar chart to show net cash margins and a line chart to show historical performance trends between PSX and VLO.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
95
The slide uses a direct quote from the CEO to set up a contradiction with the activist's analysis of the company's methodology.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
96
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
97
Uses a line chart to show performance during COO tenure and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
99
The table contrasts 'Company's Flawed Methodology' with 'Correct Methodology' across various timeframes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
100
The slide uses a clear visual contrast (red vs white bars) to distinguish the target company's peer group from the larger, more relevant peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
102
Uses CEO quotes to establish the 'claim' and a bar chart to establish the 'reality'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
103
Uses a CEO quote as the 'Claim' and a bar chart as the 'Reality' to expose a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
104
The slide uses a dual-axis chart to overlay commodity prices on company opex to demonstrate that management is taking credit for market-driven cost reductions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
107
Uses a 'Claim vs Reality' framing to directly refute a management assertion.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
109
Uses a 'Claim vs Reality' framing to directly refute a company statement.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
110
Uses a dual-chart comparison to show that while gross margin improves with allocation, the opex gap widens, contradicting the company's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
111
Uses a waterfall-bridge style chart to normalize cost comparisons between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
112
Uses a dual-chart layout to contrast throughput scale with TEV/EBITDA multiples.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
113
Uses a 'Claim vs Reality' framing to directly refute a management narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit