Matching slides 118,471
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72,361-72,390 of 118,471

filter-aware
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The stool metaphor is a classic business framework for stability/interdependence.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Uses a combination of map visualization and bar chart to highlight underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
Uses analyst quotes to frame the earnings miss as a catalyst for the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
The chart uses a dashed red line for Phillips 66 to emphasize its divergence from the peer averages.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Uses a 'Management Entrenchment' vs 'Reality' contrast structure to undermine company credibility.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Uses a before-after framing to contrast management's 2019 optimism with 2022 reality, supported by a shareholder nominee testimonial.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
Uses a 'Goal vs. Reality' structure to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a bar chart to show PSX vs VLO margins over time, with callouts pointing to specific management quotes that contradict the data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
53
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management rhetoric and financial reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts to demonstrate management's failure to meet financial and operational targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
56
Uses a waterfall-style bridge to show the flow of funds from divestitures to acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
57
Uses market performance data to argue that the board failed to act on a midstream sale at an optimal time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
59
The slide uses a 'villain' narrative by highlighting specific quotes criticizing the CEO and board.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
60
The slide uses direct quotes from shareholders to build a case for management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
61
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor sentiment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
62
Includes a direct quote from the Lead Independent Director to expose contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
65
Uses two pull-quotes from academic sources to validate the activist's position.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
66
Uses a 'before-after' style logic to contrast performance vs. pay.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
70
Includes a testimonial/quote from the nominee regarding his past experience with spin-offs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
71
The slide uses stacked bar charts to demonstrate that PSX's midstream assets are high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Uses a 'Company Claim' vs 'Reality' structure to systematically dismantle management's arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
75
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
87
Includes two sell-side quotes as supporting evidence for asset quality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
88
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit