slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 72,331-72,360
Pages 3,950
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72,331-72,360 of 118,471
04
The slide uses a before-after valuation bridge to illustrate the potential upside of the proposed plan.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
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Includes a call to action for a proxy vote and highlights the qualifications of four specific director nominees.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Closing Ask1 hit
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This is a social media post/ad graphic used in an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Closing Ask1 hit
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Includes headshots of nominees, links to campaign materials, and legal disclaimer footer.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor 1 hit
15
This is a screenshot of a campaign website landing page.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor 1 hit
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This is a screenshot of a campaign website (Streamline 66).Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor 1 hit
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This is a screenshot of a campaign website (Streamline 66) used by Elliott Investment Management.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor 1 hit
02
The slide is presented as a social media post from 'Streamline66' advocating for change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
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The slide uses a social media post format to present a critique of corporate strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
03
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
04
Uses a before-after bar chart to demonstrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
05
Includes historical background, segment EBITDA, key financial metrics, and three charts detailing business unit mix, product/regional capacity, and revenue exposure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
06
The slide uses a 3x3 grid layout to categorize different workstreams of due diligence.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
12
Uses a circular 'cycle of failure' diagram to connect the four problem areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
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Uses a puzzle-piece visual to represent the conglomerate structure being broken apart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a grid layout to map specific board candidates to strategic focus areas (Refining, Portfolio, Midstream, Investor Credibility).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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Uses a before-after-bridge narrative structure to justify activist intervention.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
24
The slide uses a contrast-pairs framework to justify why certain companies included by Phillips 66 should be excluded from the peer group.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a 'correct way' framing to preemptively invalidate the company's own performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
28
Uses dual charts to contrast management's stated 'best of both worlds' claim with actual market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
29
The slide uses a quote from Sigmund Cornelius to validate the thesis of splitting the company to unlock value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
30
The slide uses a comparison framework to argue for structural separation by contrasting the operational and financial metrics of two business segments against the current company's performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
34
Includes a quote from the nominee and a summary of his professional credentials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
35
The chart illustrates the 'conglomerate discount' by showing that acquisitions priced at midstream peer levels are dilutive to the lower-multiple Phillips 66 parent company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
36
Uses a classic 'Management vs. Reality' framing to expose a contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
37
Includes a CEO quote juxtaposed against the performance data to highlight the contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
39
The slide uses expert testimony and financial data to frame the consulting spend as wasteful.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
40
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
42
The slide highlights a contradiction between management's claims of cost-cutting progress and the actual performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit