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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 74,101-74,130
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

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74,101-74,130 of 79,264

filter-aware
20
The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'conglomerate discount' argument to critique M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a 'villain' framing by attributing poor performance to management's reliance on consultants rather than internal expertise.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
Uses a bar chart to compare PSX and VLO margins over time, highlighting the 2012-2019 average as a benchmark.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
30
Uses a contrast-pairs framework to highlight the difference between a 'High-Performing' and 'Underperforming' company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a red-highlighted 'communicated' box to expose a discrepancy in M&A valuation and red arrows to show cost overruns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
Uses a waterfall chart to show net divestitures and a table to detail asset dispositions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
Uses a before-after framing to contrast current state (inefficiencies) with future state (value unlocking).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 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
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple potential acquirers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
39
The slide uses a comparative framework to suggest a path for Phillips 66 based on Marathon's historical success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
40
Includes a sensitivity analysis table for share repurchases at various premiums.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
42
The slide uses a waterfall-style bridge to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Contains detailed footnotes explaining the derivation of EBITDA and refining metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes detailed footnotes regarding adjustments for specific companies like PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
The table uses a 6.6x EBITDA multiple as a baseline for valuation, with specific adjustments for asset sales and debt paydowns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
Includes detailed footnotes explaining valuation assumptions, tax basis, and synergy estimates.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Includes detailed footnotes explaining assumptions for leverage, share price upside, and pro-rata debt.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Includes specific valuation multiples for business segments and a step-by-step derivation of Opex/bbl decline based on natural gas price changes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a weighted average calculation to justify the company's leverage profile.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
05
The slide uses a three-column structure to contrast current state with proposed future state.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
06
The chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a red color palette to emphasize negative performance and urgency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
Uses a waterfall-bridge chart to illustrate value creation from current price to target price.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit