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This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
03
The slide uses negative performance data to argue for management change.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor 2 hits
06
Page 6 of a shareholder letter/proposal document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)2 hits
02
This is page 2 of a shareholder letter, focusing on credibility and context-setting.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context2 hits
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 Inaction2 hits
03
This is a proxy solicitation slide from an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing Ask2 hits
15
This appears to be a screenshot of a webpage rather than a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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The slide uses a 'villain' framing to contrast executive pay with shareholder losses.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
20
The slide uses a dual-axis chart to contrast cost target misses with bonus payouts, followed by a testimonial from an institutional investor.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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Includes a call to action for voting and a link to a 'How To Vote' video transcript.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
05
The slide uses a 'before and after' narrative to justify activist intervention.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Benchmark Gap2 hits
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This is a screenshot of a social media post (likely X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action2 hits
03
Includes a QR code and proxy solicitation disclaimer.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
05
Includes a QR code for voting instructions and mandatory SEC disclosure text.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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This is a web-based landing page layout rather than a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle2 hits
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This is a screenshot of a campaign website for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Golden Circle2 hits
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This slide acts as a navigation hub for a series of detailed issue briefs.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
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Includes a visual representation of the proxy card and specific voting recommendations for board nominees and proposals.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
38
This is a classic activist investor rebuttal slide, framing the company's governance stance as a defensive tactic against shareholder oversight.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 2 hits
18
Uses a 'box' to isolate the opponent's text for direct refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
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This is a web-based navigation slide acting as a hub for detailed campaign arguments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
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 Inaction2 hits
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Includes a secondary section below the main chart titled 'WHY PHILLIPS 66'S CONGLOMERATE STRUCTURE DOESN'T WORK' which contrasts the business models of midstream vs refining assets.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction2 hits
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This slide acts as a summary/closing page for an activist campaign deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 2 hits
06
This is a screenshot of a social media post/ad campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AttentionLoop · Cost Of Inaction2 hits
03
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 · Villain Critique2 hits
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This is a landing page screenshot from a campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Executive SummaryLoop · Golden Circle2 hits
03
Includes headshots of four nominees, specific voting instructions for proposals 2 and 6, and a QR code for voting information.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction2 hits
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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 Inaction2 hits
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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 · Action2 hits