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59
Uses a before-after bridge style to visualize value creation for employees.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
60
Uses a before-after-bridge framework to contrast current state with proposed future state.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
65
This is the first page of a letter from Elliott Investment Management to the Board of Southwest Airlines.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
67
This is a text-heavy executive summary slide from an activist investor deck.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
05
The chart highlights a massive negative performance gap, with specific underperformance percentages cited for Valero and Marathon.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Uses a torn-paper visual effect to frame the company's original slide, contrasting it with a rebuttal callout box.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The chart is presented as a torn-paper cutout to emphasize it is an excerpt from the company's own report.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)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
11
The slide uses a 'before-after' logic applied to a peer comparison to justify the activist thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Uses a red-to-blue color contrast to frame the 'Status Quo' as negative and the 'Streamline 66' proposal as positive.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
Uses a 4-part comparative structure to debunk specific management claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses a 'before-after' or 'expose' structure by showing the company's claim on the left and the activist's rebuttal on the right.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
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
19
The slide uses a 'before-after' framing to expose the contradiction between company claims and actual performance metrics.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The slide uses a red-bordered box to highlight the contradiction and a blue-bordered box to provide supporting evidence.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
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
22
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
23
Uses a 'Correcting the Narrative' table and a 'True PSX Trading Value' waterfall chart to discredit management's accounting.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
Uses a scatter plot to compare separation costs as a percentage of equity value against peer transactions to highlight the outlier status of management's projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Uses a red 'X' overlay on a competitor's table to visually debunk their claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
Uses a combination of bar charts and box plots to demonstrate peer comparability.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
The slide uses a combination of a bar chart for performance metrics and a list-based case study table for operational achievements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
06
Includes historical context, segment EBITDA breakdown, key financial metrics, and operational mix charts.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
09
The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
10
The chart uses a negative y-axis to visualize underperformance, with callouts attributing the decline to specific strategic decisions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses a combination of a bar chart for EBITDA and a mirrored bar chart for TSR underperformance to visually demonstrate the failure of the midstream strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
12
The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
13
Uses a combination of line charts and bar charts to highlight operational underperformance.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit