slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 3,031-3,060
Pages 210
Rows per page 30
Framework
3,031-3,060 of 6,294
48
The slide uses a bar chart to contrast the cost basis of fiber investments against the implied value and the potential returns of alternative investments.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses peer benchmarking to argue for operational improvements at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
17
The chart uses a grouped bar format to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bar chart to contrast historical performance with consensus estimates, emphasizing a 48% decline for Southwest.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble indicating a -1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a bar chart for peer comparison and a waterfall-style bar chart to show the long-term decline in relative unit revenue.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
28
The chart uses a negative-value bar structure to emphasize underperformance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
32
The slide uses a bar chart to show relative performance against peers and a waterfall-style bar chart to show long-term decline.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
39
The chart uses red bars for negative performance and blue bars for positive performance, emphasizing the frequency of negative outcomes.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
49
The slide uses a combination of a peer benchmark table and qualitative testimonials to build a case for management removal.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
50
The slide uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'conglomerate discount' argument to critique M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Uses a 'best practice' framework to contrast two companies. Includes a footer section with market sentiment quotes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a red 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple potential acquirers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
39
The slide uses a comparative framework to suggest a path for Phillips 66 based on Marathon's historical success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a weighted average calculation to justify the company's leverage profile.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a 'Valuable Assets' theme to argue for the potential of the refining business under Elliott's proposed management.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a comparative benchmarking approach to justify the valuation of the midstream segment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
17
The chart uses a grouped bar structure to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
19
Includes a quote from Deutsche Bank emphasizing the margin gap.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
20
The slide highlights a significant margin contraction for Southwest compared to its peers, specifically calling out a 1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
21
The slide uses a waterfall-style trend line to emphasize the widening gap in PRASM performance over a decade.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
The chart uses red bars for underperformance and blue bars for outperformance, emphasizing the negative trend.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit