slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 84,571-84,600
Pages 3,950
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84,571-84,600 of 118,471
04
The slide uses a precedent to argue for the efficacy of Elliott's activist strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & ContextLoop · Tale Two Worlds1 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
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
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
16
Includes a cost curve chart showing CPChem's competitive advantage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
17
This slide uses a quote to establish the 'underperforming' thesis point.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
Uses a three-column layout to categorize the problems.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
23
Uses a visual metaphor of a hand crushing a road sign to represent management's stubbornness.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
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
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
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
49
Contains detailed financial modeling assumptions and sensitivity calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
The slide uses a weighted average calculation to argue that PSX's current leverage is appropriate given its diversified business mix.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit