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02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
09
This appears to be a collage of various slide layouts or assets from an activist investor presentation (Elliott Investment Management).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
12
The slide is divided into two sections: a grid of nominee headshots with professional backgrounds, and a 'Materials' section with links to regulatory filings/letters.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
16
The slide serves as a landing page or cover letter for a shareholder activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next StepsLoop · Tale Two Worlds1 hit
10
This is a screenshot of a webpage, likely from an activist investor campaign site.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
04
This is an email newsletter format from an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
11
This is the final page of a regulatory filing deck, containing mandatory legal disclosures and contact details.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
01
The slide uses a Route 66 road imagery as a visual metaphor for the company name.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
03
Includes a bar chart comparing TSR performance before and after Elliott's involvement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
04
The slide lists six categories of advisors/experts used to validate the activist thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
23
Uses a visual metaphor of a hand crushing a Phillips 66 sign to represent management's grip on the company structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
37
Includes a map of Permian assets and a donut chart showing market share in the DJ Basin.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
41
The slide uses a screenshot of a previous Elliott presentation as evidence of their original thesis, then contrasts it with a table of actual results.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
01
Includes a quote from Bill Darden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a 'Great brands' and 'Valuable assets' structure to justify the investment.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
19
The slide uses a dashed border to frame the quote, emphasizing the endorsement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
23
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
65
The slide uses a causal chain model to link leadership to financial outcomes.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
70
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
01
This is the first page of a shareholder letter. It establishes the activist's thesis regarding the company's valuation discount and historical failure to meet financial targets.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Anchor1 hit
01
This is a formal activist investor letter.Mercury Systems Inc. (MRCY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
Uses a visual metaphor of Route 66 to align with the company name.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
03
Includes a bar chart comparing TSR performance before and after Elliott's involvement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
04
The slide uses a list of checkmarks to emphasize the thoroughness of the due diligence process.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
23
Uses a visual metaphor of a hand crushing a road sign to represent management's stubbornness.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
The slide uses a 'before-after' framing to contrast past projections with current reality, highlighting the success of the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit