slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 6,601-6,630
Pages 355
Rows per page 30
Component
6,601-6,630 of 10,645
04
Includes survey data and AGM approval rate context.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Includes a quote from the MPLX CFO and specific annotations regarding growth drivers and dividend expectations.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
47
Includes a small inset image of a table from a previous slide (Elliott Perspectives on Management Commentary) to highlight the specific point being rebutted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
01
This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
14
The slide uses a stacked bar chart combined with a process flow to demonstrate the lack of customer diversification.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
05
Uses a before-and-after framing to contrast CEO quotes with operational reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds1 hit
07
Includes a quote from Phillips 66 Investor Relations justifying the 2012-2019 period as the appropriate mid-cycle baseline.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
02
Uses a 'villain' framing to contrast CEO pay with company underperformance.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
11
This is a screenshot of a social media post (likely X/Twitter) used in a proxy contest campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
20
The slide uses a dual-axis chart to contrast cost target misses with bonus payouts, followed by a testimonial from an institutional investor.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
02
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
03
This is a screenshot of a tweet/post used as a regulatory communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
04
Includes two area charts showing stock performance relative to peers and a quote from the Phillips 66 CEO.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
10
This is a screenshot of a social media post (likely X/Twitter) from the Streamline 66 campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
18
This is a screenshot of a campaign website for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Golden Circle1 hit
23
The slide uses a 'before-after' style narrative to show the failure of management to act on investor feedback.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit
04
Uses quotes from former CEO Gary Heminger to demonstrate management's previous resistance to activist demands.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
08
The slide uses a bar chart to contrast historical actuals with forward projections, specifically critiquing the company's mid-cycle methodology.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
25
Uses a callout box to highlight the contradiction and another to quote the company's letter.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
28
Includes a call-to-action for proxy voting at the bottom.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
48
This slide acts as a summary/closing page for an activist campaign deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
05
This is a screenshot of a social media post (X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
05
The slide is a screenshot of a tweet/X post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The slide is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
19
This slide appears to be a compilation of three distinct sections from a campaign website or presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
05
Uses a quote from a director to set up a contradiction regarding peer group selection.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost assumptions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a combination of bar charts, scatter plots, and box plots to demonstrate peer parity.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Uses the 'ceo-quote-contradiction' pattern to highlight management's past resistance to shareholder-friendly actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit