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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 96,741
Current window 80,401-80,430
Pages 3,225
Rows per page 30
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80,401-80,430 of 96,741

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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
27
Uses a 'Promises vs. Reality' framework to highlight management failure.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
31
Uses a 'best practice' framework to contrast two companies. Includes a footer section with market sentiment quotes.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
34
The slide uses a red 'shortfalls' column to emphasize negative performance gaps.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
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
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
50
The slide uses a structured 'Potential Excuse' vs 'Counterpoints' format to systematically dismantle management's likely defensive arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses a 'Potential Defense vs. Counterpoint' structure to systematically dismantle management's likely arguments.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
01
Slide 1
Uses a visual metaphor of Route 66 to align with the company name.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
04
The slide uses a list of checkmarks to emphasize the thoroughness of the due diligence process.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
10
Uses a before-after-bridge structure to contrast performance periods.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
12
The slide uses a navigation bar at the top and a footer with the activist firm name (Elliott) and campaign name (Streamline 66).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 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