slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 74,131-74,160
Pages 2,643
Rows per page 30
Component
74,131-74,160 of 79,264
10
Uses a before-after-bridge structure to contrast performance periods.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
13
The slide uses a 'Valuable Assets' theme to argue for the potential of the refining business under Elliott's proposed management.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a comparative benchmarking approach to justify the valuation of the midstream segment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
16
Includes a cost curve chart showing CPChem's competitive advantage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes a CEO quote used to contrast with the market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing by highlighting the 'Phillips Today' column with red 'X' marks to emphasize negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'dilutive vs accretive' framework to argue against the conglomerate's M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.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 · Agitate1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management credibility issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
29
Uses quotes from management to expose a gap between historical performance and current excuses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a side-by-side comparison to frame Suncor as the 'High-Performing Company' and Phillips 66 as the 'Underperforming Company'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
32
Uses a 'villain' framing technique to attack management's track record on capital allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a waterfall chart to illustrate the net impact of divestitures vs acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a red-themed 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
36
The slide uses a before-after framing to justify a valuation uplift.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple criteria.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
The slide uses a comparison framework to validate the proposed strategy by citing a successful precedent (Marathon).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
The slide uses a 'before-after' framing to contrast past projections with current reality, highlighting the success of the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
42
The slide uses a waterfall-bridge chart to illustrate the value creation potential of the proposed plan.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
44
Contains detailed footnotes explaining adjustments for turnaround expenses and peer comparability.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes footnotes detailing specific adjustments for PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
Includes detailed footnotes explaining specific adjustments for debt, cash, and asset divestitures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
Includes detailed footnotes explaining valuation assumptions, tax rates, and synergy calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Contains multiple tables detailing asset divestiture proceeds, share buyback scenarios, debt allocation, and cash adjustments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit