Matching slides 10,645
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8,821-8,850 of 10,645

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16
This is a promotional email/press release regarding an activist campaign.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
22
This is a web-based regulatory filing landing page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Core Insight1 hit
12
This is a promotional email from Elliott Investment Management regarding their proxy contest for Southwest Airlines.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
02
This is a screenshot of a social media post (likely X/Twitter) used as a slide in an activist presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Setup1 hit
04
This is an email newsletter format from an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
08
Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
16
Includes a cost curve chart showing CPChem's position relative to global competitors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
17
Includes a quote from TD Cowen as external validation of the underperformance thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses a quote from management to contrast with the quantitative shortfall.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
35
The slide uses a quote to highlight market skepticism regarding the company's current structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 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
Includes a quote from Bill Darden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
18
Includes a quote from The Activist Report and a performance chart comparing TSRA to S&P 500.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
19
The slide uses a dashed border to frame the quote, emphasizing the endorsement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
48
Uses a 'villain' framing to discredit the company's proposed board slate.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
54
Includes a quote from Glass Lewis to bolster the argument.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 hit
55
Uses a combination of a table for bonus history and a comparative performance table to highlight the misalignment between pay and performance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle1 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
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
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 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
20
Includes a CEO quote used to contrast with the market performance data.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
35
The slide uses a quote to highlight market skepticism regarding the company's conglomerate structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 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