Matching slides 118,471
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72,391-72,420 of 118,471

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This is a screenshot of a digital interface (likely a podcast platform) used as part of an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
03
This is a screenshot of a digital platform (likely Spotify) used as a communication channel in a regulatory/activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
04
This is a digital asset/webpage screenshot used as part of an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
08
This is a landing page/transcript slide for an activist campaign podcast.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
12
This is a transcript slide from a proxy contest presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
14
This is a transcript slide from a proxy contest presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
15
This slide presents a transcript of a conversation, likely used to humanize a board nominee.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
17
This is a screenshot of a social media post (likely X/Twitter) featuring a podcast guest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
93
Uses a 'Claim vs Reality' framing to systematically dismantle the opponent's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
94
The slide uses a 'villain' framing by labeling the company's methodology as 'intellectually dishonest'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
96
Uses a line chart to show historical underperformance and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
97
The table highlights the discrepancy between the 'appropriate' large-cap peers and the 'inappropriate' small-cap peers, noting the use of median TSR calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
101
Uses a bar chart to expose the contradiction between management's narrative and relative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
102
Uses a CEO quote to set up a direct contradiction with a bar chart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
103
The chart uses a callout to highlight that the baseline for cost reduction was set at a peak in natural gas prices.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
104
Uses a classic 'Claim vs. Reality' framework to dismantle corporate narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
105
Uses a three-column structure to address specific business unit combinations (Midstream/Refining, Chemicals/Midstream/Refining, Refining/M&S).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
108
Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
109
Uses a 'before-after' logic to debunk a specific management claim regarding segment accounting.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
110
Uses a waterfall-bridge chart to debunk a specific management claim regarding cost allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
111
Uses a dual-chart layout to correlate scale (throughput) with valuation multiples, specifically highlighting PBF's outlier status.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
112
The slide uses a 'Claim vs. Reality' framing to preemptively rebut the idea that Phillips 66's assets are inferior.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
114
Uses a quote from Greg Goff to establish credibility and personal stance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
118
Uses a 'before-after' style contradiction to undermine the credibility of a specific director.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
119
Uses a 'Claim vs Reality' framing to discredit specific board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
124
The slide uses direct investor feedback to build a case for divestment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
125
Uses a series of case studies to counter the narrative that management resistance is a valid reason to avoid engagement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
126
Uses a 'Before/After' framing to expose the contradiction between past management rhetoric and subsequent strategic actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
127
Includes a bar chart for EBITDA margin and a line chart for TSR performance relative to XAR index.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
131
The slide provides a granular breakdown of net proceeds for three distinct divestiture scenarios, including adjustments for synergies, tax basis, and debt allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit