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Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment2 hits
12
The chart uses a red background and aggressive callouts to frame the underperformance as a direct result of management's strategic focus on midstream over refining.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment2 hits
15
Includes a callout box detailing a specific meeting with Elliott Management to expose management's lack of strategic alignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
35
Includes a biographical summary of Greg Goff's credentials to establish authority.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
40
The slide uses qualitative feedback from former employees to support the claim that consultant-driven cost savings are illusory.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
51
Uses a contrast-pairs framework to highlight the difference in investor transparency between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
53
Uses a callout box to link the chart data to the management's shifting narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
57
Uses a waterfall-style bridge to show the flow of capital from divestitures to acquisitions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
58
The slide uses market performance data to argue that management failed to capitalize on a high-value asset, contrasting PSX performance with the strong performance of midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
69
Uses a waterfall-bridge chart to illustrate value creation from specific strategic initiatives.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
81
Uses a process flow framework to justify the validity of the subsequent analysis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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 2 hits
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 2 hits
101
The slide highlights a specific technical manipulation in peer group benchmarking.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
108
Uses a contrast-pair framework to dismantle the company's argument.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
109
Uses a 'Claim vs Reality' framing to directly refute a company statement.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
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 Ask2 hits
03
This is a social media advertisement (LinkedIn) for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
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 Inaction2 hits
05
This is a social media advertisement (likely LinkedIn) acting as a proxy solicitation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
06
This is a social media advertisement (LinkedIn) used as a proxy for a regulatory filing campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
08
This appears to be a collection of campaign assets or mockups for proxy materials.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
09
This appears to be a collection of campaign assets or social media tiles for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
10
The slide is presented in two color variations (dark and light mode).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
11
The slide uses aggressive, confrontational language typical of activist investor proxy fights.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
06
This is a screenshot of a campaign website (Streamline 66) for an activist investor campaign.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Situation & Context2 hits
05
This is a screenshot of a LinkedIn-style promoted post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)2 hits
07
This is a screenshot of a campaign website (Streamline 66) used in a proxy fight.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
08
This appears to be a web page or digital document rather than a traditional slide deck page, but it functions as a summary of an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
21
Includes a visual representation of a 'Gold Proxy Card' and contact information for media and investors.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution2 hits