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Table

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Matching slides 60,568
Current window 20,191-20,220
Pages 2,019
Rows per page 30
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18 30 60

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20,191-20,220 of 60,568

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38
Uses a central column for 'Turnaround Best Practices' with Suncor (left) and Phillips 66 (right) as the comparison subjects.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Uses a 'villain' framing technique to highlight management's broken promises regarding capital allocation.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a red header to emphasize 'DAMAGED MANAGEMENT CREDIBILITY' as the primary theme.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
The slide uses a checkmark matrix to demonstrate strategic alignment across key operational areas.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
46
The slide uses a 'Streamline 66' branding theme to advocate for a specific corporate strategy.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
48
Uses a 'before' screenshot from a 2019 presentation to contrast with 'actual results' in a table.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
52
Part of an activist investor deck (Elliott Management) targeting Streamline 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
53
The table uses 2026E EBITDA and various trading multiples to derive equity value and share price upside across multiple scenarios.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
54
Contains detailed footnotes explaining valuation assumptions and tax treatments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
65
Includes footnotes 5 and 6 detailing assumptions for capex, share count, and Valero comparison.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
93
This is a screenshot of a campaign website (Streamline 66).Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
04
Uses a before-after bar chart to demonstrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
05
Includes historical background, segment EBITDA, key financial metrics, and three charts detailing business unit mix, product/regional capacity, and revenue exposure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Call to Adventure1 hit
13
Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
17
The slide uses a grid layout to map specific board candidates to strategic focus areas (Refining, Portfolio, Midstream, Investor Credibility).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
21
The slide uses a comparison framework to validate the activist's proposed strategy by showing historical success at Marathon.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
23
The table highlights significant underperformance across most peer groups and timeframes, with negative values in parentheses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
30
The slide uses a comparison framework to argue for structural separation by contrasting the operational and financial metrics of two business segments against the current company's performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
46
Uses analyst quotes to frame the earnings miss as a catalyst for the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
50
Uses a contrast-pairs framework to highlight the difference in investor transparency between the two companies.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
Uses a 'Goal vs. Reality' structure to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
54
The slide uses a 'Shortfalls' column to systematically dismantle the company's stated targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
63
Uses a classic 'They say / We say' structure to expose contradictions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
74
Uses a 'Company Claim' vs 'Reality' structure to systematically dismantle management's arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
78
Uses a before-after framing to contrast current failures with proposed corrective actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
92
The slide uses a 'Claim vs Reality' structure to systematically dismantle management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit