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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 10,441-10,470
Pages 619
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Component
10,441-10,470 of 18,554
06
The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
42
Uses a classic 'Management vs. Activist' rebuttal framework.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
01
This is the first page of an activist investor letter. It establishes the 'villain' (poor operational execution) and the 'hero's journey' (the path to 75% upside).Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Setup1 hit
04
Includes footnotes regarding methodology for capex and peer comparison.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
This is page 2 of a shareholder letter from Elliott Investment Management.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
04
The slide uses direct quotes from the Special Committee to highlight the inadequacy of the offer price.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
31
The slide contains a transcript of a Q&A session regarding a proxy vote, followed by a footer with contact details and SEC filing disclaimers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
06
Uses a 'before vs after' structure to frame the Elliott intervention as a catalyst for positive change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
07
The slide uses a combination of a bar chart (EBITDA) and an area chart (TSR underperformance) to illustrate the failure of the midstream pivot strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
15
This is a text-heavy slide from an activist investor deck (Elliott) criticizing Phillips 66 leadership and governance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
18
Uses a 'box' to isolate the opponent's text for direct refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
19
This is a text-heavy rebuttal slide typical of activist investor decks, specifically addressing a conflict between Elliott and Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
20
The slide uses a 'preempt_rebuttal' structure by quoting the opponent's letter and then providing a direct factual refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
22
The slide uses a red-bordered box to highlight the specific claims being rebutted from the opponent's letter.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
23
The slide is a direct quote/excerpt from a Phillips 66 letter to shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
24
Contains two callout boxes: one quoting the proposal and one quoting the company's rebuttal.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
27
Uses a before-after-framing style to contrast CEO rhetoric with market performance data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
30
The slide is a screenshot of a tweet/post from the 'Streamline 66' account.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
31
This is a screenshot of a tweet/social post used as evidence of third-party support.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
46
Uses a 'Claim vs Reality' framework to directly challenge CEO rhetoric.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
48
This slide acts as a summary/closing page for an activist campaign deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
This is a screenshot of a tweet/post from 'Streamline 66' (an activist campaign account) attacking Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
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 Critique1 hit
05
The slide is a screenshot of a tweet/X post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
07
This is a landing page screenshot from a campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Executive SummaryLoop · Golden Circle1 hit
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 Inaction1 hit
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 Inaction1 hit
03
This is a screenshot of a social media post (Twitter/X) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Desire1 hit
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 · Action1 hit