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Matching slides 96,741
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8,461-8,490 of 96,741
01
This is a formal shareholder letter serving as an executive summary for an accompanying presentation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
07
Includes detailed footnotes regarding accounting adjustments for turnaround expenses and pro-rata MLP EBITDA.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain2 hits
20
Includes a scatter plot showing 2017 LP Yield vs 2017-2020 LP Distribution CAGR for peer MLPs.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation2 hits
21
Includes a callout box highlighting the percentage of market cap represented by LP units and cash.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation2 hits
27
Uses peer multiples (VLO/HFC) to value Marathon's refining segment.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
28
Includes two scatter plots comparing Distribution CAGR vs. Yield for GP and MLP peers, with Elliott Management's assumptions highlighted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
32
Includes a callout box critiquing Marathon's stated profitability metrics.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
03
Includes a direct quote from a Cowen analyst regarding the failure of the 2019 AdvantEdge66 program.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
11
This is a page from a shareholder letter advocating for a change in capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
06
The slide uses a process diagram for the timeline and an area chart for the value increase.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
12
The slide uses a waterfall-style distribution chart to highlight TICO as an extreme outlier.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
27
The chart highlights that the current TOB offer represents a 0.88x PBR, which the activist argues is an undervaluation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 2 hits
28
Uses waterfall charts to demonstrate the discrepancy between IFRS book value deductions and actual tax plans.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade2 hits
32
The slide uses a clear call-to-action structure to direct shareholder behavior.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution2 hits
06
The slide uses a timeline framework to document the escalation of activist involvement and market reaction.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
07
The slide uses a red callout box on the left to emphasize the negative impact of the TOB, contrasted with a list of governance and valuation concerns on the right.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
12
The slide uses a combination of a chart showing TICO's outlier status and three quotes from asset managers to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication2 hits
07
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction2 hits
47
Includes a secondary section below the main chart titled 'WHY PHILLIPS 66'S CONGLOMERATE STRUCTURE DOESN'T WORK' which contrasts the business models of midstream vs refining assets.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction2 hits
04
This is a screenshot of a tweet/social media post used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique2 hits
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
03
Includes headshots of four nominees, specific voting instructions for proposals 2 and 6, and a QR code for voting information.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
08
This is a screenshot of a LinkedIn-style sponsored post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
09
This is a screenshot of a video advertisement on LinkedIn.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
10
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
16
This appears to be a web-page capture or a 'hub' slide for an activist investor campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
18
This is a screenshot of a campaign website (Streamline 66) by Elliott Management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
02
This is a screenshot of a social media post (X/Twitter) used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · InterestLoop · Cost Of Inaction2 hits
04
The content is a screenshot of a social media post (likely X/Twitter) promoting a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action2 hits