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Slide 1
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
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Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
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This is a clean, minimalist section divider slide.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
119
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
02
Includes a mock-up of an eBay Board of Directors meeting agenda item regarding the Skype divestiture.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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This is a press release document serving as an executive summary for the activist campaign.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
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This is a formal press release document.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
70
This is a standard press release document formatted as a slide.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
78
This is a standard activist investor press release/disclosure page.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
02
The slide uses a bold yellow background with the Elliott logo and a stylized '66' branding.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
10
Includes a valuation bridge showing potential upside from $103 to $183.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a 'before-after' or 'contradiction' framing to show how the company shifts definitions between pages of their own presentation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a screenshot of the company's own presentation as a 'villain' exhibit to expose a contradiction.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a 'before-after' framing to highlight the gap between original and revised project costs.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a numbered callout system (01-04) to map specific claims in the company's presentation to the activist's rebuttals.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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This is a screenshot of a tweet/post from the 'Streamline 66' account.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
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This is a screenshot of a tweet/social post from the Streamline 66 campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
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This is a screenshot of a website landing page for an activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
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The '66' refers to Phillips 66. The date is May 12, 2025.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
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This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
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The background features an upward-trending arrow graphic, symbolizing growth or improvement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
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The slide uses a 'before-after' style valuation chart to justify the activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
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The slide is a direct screenshot of a tweet/post used as a credibility signal.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
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This is a social media advertisement (LinkedIn) for the Streamline 66 campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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This is a social media ad creative (likely LinkedIn) used for an activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide deck page.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
01
Slide 1
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a 'social proof' strategy by aggregating positive analyst sentiment to validate the 'crown jewel' thesis.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
14
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit