slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,251-20,280
Pages 2,019
Rows per page 30
Component
20,251-20,280 of 60,568
52
Uses a 'before-after' style comparison to highlight management failure.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
55
The slide uses a 'Damaged Credibility' framing to undermine management's forward-looking guidance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
59
Uses a before-after framing to contrast management's initial promises with current reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
64
Uses a contrast-pairs framework to systematically debunk management claims.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
73
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
Uses a 'Company Claim' vs 'Reality' framework to systematically dismantle management's arguments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Uses a before-after/problem-solution framing to advocate for leadership and cultural changes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
The slide uses a bar chart to support the thesis that PSX has a superior crude slate compared to its competitors.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
83
The slide uses a matrix structure to contrast operational strengths and weaknesses by region.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
93
Uses a classic 'Claim vs Reality' structure to systematically dismantle management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
97
Uses a line chart to show performance during COO tenure and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
99
The table contrasts 'Company's Flawed Methodology' with 'Correct Methodology' across various timeframes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
105
Uses a 'Claim vs Reality' framework to systematically dismantle corporate messaging.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
109
Uses a 'Claim vs Reality' framing to directly refute a company statement.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
117
Uses a red/blue contrast to frame the company's claims as false and the reality as favorable.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
118
Uses a 'Claim vs Reality' structure to debunk specific allegations.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
121
Uses red X icons to visually represent a lack of experience.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
123
The table highlights underperformance of Phillips 66 relative to core and midstream peers across most time periods.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
126
The slide uses a series of case studies to establish credibility and counter potential arguments against the activist's proposed strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
129
Contains detailed footnotes explaining the methodology for refining adjustments and peer comparisons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
130
The table is segmented by industry: Refining, M&S, Midstream MLP, Midstream: NGL C-Corp, and Chemicals.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
131
The table uses a 6.1x EBITDA multiple as a baseline for valuation across different business segments and scenarios.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
132
Includes detailed tax leakage and net proceeds calculations for each transaction scenario.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
135
The table provides the specific weightings used for TSR calculations across different historical valuation dates.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
136
This slide provides the mathematical derivation for the claim that 65% of the Opex decline is due to natural gas price changes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
11
Includes a visual representation of a proxy card voting guide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
Uses a 'before-after' logic applied to a peer comparison framework.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses a 'before-after' style critique of a company's own presentation materials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit