slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 12,631-12,660
Pages 3,225
Rows per page 30
Component
12,631-12,660 of 96,741
14
The slide uses a combination of a growth profile chart and a valuation bridge table to argue against a corporate separation.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown2 hits
01
This is the first page of a press release document.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · SetupLoop · Golden Circle2 hits
29
The slide uses a red bar for 'Today' to emphasize the critical valuation gap.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
31
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble for the -1,300 bps delta.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
38
Uses an 'EXIT' sign metaphor to suggest investors have lost faith.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction2 hits
45
The chart uses a color gradient to emphasize the worsening cost performance over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction2 hits
56
Includes a sidebar callout for 'Updated Strategy' and a silhouette graphic representing leadership.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Propose Solution2 hits
61
The slide uses a stepped visual to represent a sequential process.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context2 hits
07
This is a screenshot of a social media post (X/Twitter) from an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds2 hits
03
This appears to be a web page footer or 'About' section rather than a traditional slide deck page.Southwest Airlines (LUV) · Elliott Investment Management
Press release Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
17
This is a standard regulatory filing disclosure page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer2 hits
24
This is a web-page style slide from a campaign deck.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Core Insight2 hits
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 · Setup2 hits
06
This is a screenshot of a campaign website, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution2 hits
09
This is a classic activist investor 'villain' slide, framing management as incompetent and self-interested.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence2 hits
05
The slide uses a three-column structure to frame the activist thesis: Assets, Problems, and Proposed Solution.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem2 hits
08
Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
09
The slide uses a waterfall-style valuation bridge to show how specific operational and portfolio actions contribute to share price appreciation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
29
Uses a bar chart to compare PSX and VLO margins over time, highlighting the 2012-2019 average as a benchmark.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple potential acquirers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
08
Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call2 hits
09
The chart uses a waterfall structure to show individual cost-saving/revenue-enhancing opportunities leading to a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call2 hits
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 2 hits
01
This is a formal activist investor letter.Mercury Systems Inc. (MRCY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps2 hits
05
The slide uses a three-column structure to contrast current state with proposed future state.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem2 hits
09
Uses a waterfall-bridge chart to illustrate value creation from current price to target price.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem2 hits
30
Uses a side-by-side comparison to frame Suncor as the 'High-Performing Company' and Phillips 66 as the 'Underperforming Company'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
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 Bet2 hits