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Matching slides 10,645
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2,221-2,250 of 10,645
04
Uses authority bias by citing academic experts and industry veterans to discredit the company's board.Phillips 66 (PSX) · Elliott Investment Management
Shareholder letter Activist investor Beat · AgitateLoop · The Reveal2 hits
04
Uses CEO and executive quotes to highlight the contradiction between management's prior warnings and the actual outcome of the transaction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds2 hits
27
Uses a before-after-bridge structure to highlight the shift in analyst sentiment and propose a turnaround.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After2 hits
20
The chart uses a timeline to correlate specific management statements with stock price movements.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
21
Uses a bar chart to show TSR performance across three distinct time periods related to activist involvement and leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
29
Uses dual-axis charts to overlay share price performance against a refining margin proxy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
32
The slide uses analyst quotes to reinforce the 'conglomerate discount' thesis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg2 hits
34
Uses a padlock icon to symbolize 'trapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg2 hits
37
Uses a 'before-after' style framing to contrast management's narrative with reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
41
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
51
Uses a contrast-pairs framework to highlight the difference in investor transparency between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
53
Uses a callout box to link the chart data to the management's shifting narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
54
Uses a bar chart to visually demonstrate the gap between management rhetoric and financial reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
66
Uses two pull-quotes from academic experts to frame the board's actions as a distraction tactic.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
88
The slide uses a 'problem-solution' framing where the asset quality is the 'good' and the operational execution is the 'bad' (the problem to be solved).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
119
Uses a 'Claim vs Reality' framing to expose hypocrisy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
127
Uses a before-after framing to contrast executive quotes with post-separation performance/strategic outcomes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
02
Includes quotes from ISS and Egan-Jones and a call to action to vote the Gold Proxy Card.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Hook2 hits
21
Includes standard proxy solicitation disclaimer and contact details for Elliott Investment Management and Okapi Partners.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction2 hits
13
The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction2 hits
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 Inaction2 hits
05
The slide uses a 'villain' narrative (prior management) vs 'hero' outcome (value creation via contracts).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal2 hits
53
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management rhetoric and financial reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
56
Uses a waterfall-style bridge to show the flow of funds from divestitures to acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
65
Uses two pull-quotes from academic sources to validate the activist's position.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
87
Includes two sell-side quotes as supporting evidence for asset quality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory2 hits
118
Uses a 'before-after' style contradiction to undermine the credibility of a specific director.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
126
Uses a 'Before/After' framing to expose the contradiction between past management rhetoric and subsequent strategic actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
25
Uses a scatter plot to show the correlation between SpinCo equity value and separation costs as a percentage of equity value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
33
Uses a 'villain' framing by contrasting management's past claims with subsequent successful outcomes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits