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The slide uses a hub-and-spoke style diagram connecting the nominees to a set of strategic pillars.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The slide uses a 'Claim vs Reality' structure to frame the narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
97
Uses a line chart to show performance during COO tenure and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
101
The slide highlights a specific technical manipulation in peer group benchmarking.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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Uses CEO quotes to establish the 'claim' and a bar chart to establish the 'reality'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
103
Uses a CEO quote as the 'Claim' and a bar chart as the 'Reality' to expose a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
104
The slide uses a dual-axis chart to overlay commodity prices on company opex to demonstrate that management is taking credit for market-driven cost reductions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
105
Uses a 'Claim vs Reality' framework to systematically dismantle corporate messaging.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
106
Uses a three-column structure to address specific business segments: Midstream/Refining, Chemicals/Midstream, and Refining/M&S.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
109
Uses a 'Claim vs Reality' framing to directly refute a company statement.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
110
Uses a dual-chart comparison to show that while gross margin improves with allocation, the opex gap widens, contradicting the company's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
111
Uses a waterfall-bridge style chart to normalize cost comparisons between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
113
Uses a 'Claim vs Reality' framing to directly refute a management narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
114
Uses a waterfall-bridge chart to reconcile the CEO's claimed multiple with the 'true' trading value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
115
Uses a quote-based rebuttal structure to defend a nominee's integrity.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
119
Uses a 'Claim vs Reality' framing to expose hypocrisy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
120
Uses a 'Claim vs Reality' framing to discredit board nominees.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
126
The slide uses a series of case studies to establish credibility and counter potential arguments against the activist's proposed strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
127
Uses a before-after framing to contrast executive quotes with post-separation performance/strategic outcomes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
128
Includes a timeline of key events (IPO, settlement, CEO appointment, spin-off) overlaid on a TSR chart.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
139
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
141
This is a screenshot of a LinkedIn or similar social media advertisement.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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This is a screenshot of a LinkedIn/social media ad campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
143
This is a social media ad creative (LinkedIn) used by an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
144
This is a social media advertisement (LinkedIn) from the 'Streamline 66' activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
145
This is a screenshot of a social media post (Streamline 66) featuring a quote card.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
151
This is a screenshot of a webpage, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
This is a social media advertisement (LinkedIn) used in a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask1 hit
04
This is a social media advertisement (LinkedIn) used as a proxy for a regulatory filing slide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit