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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

138,541-138,600 of 319,975

filter-aware
32
This is a web-page style slide from a proxy campaign site.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
33
Standard legal disclaimer for proxy solicitation materials.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
34
This appears to be a screenshot of a website navigation page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
35
This appears to be the footer section of a campaign website for Elliott Investment Management's proxy contest against Southwest Airlines.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
36
Standard legal disclosure text regarding beneficial ownership and derivative agreements.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
01
Slide 1
The slide uses a Route 66 road imagery as a visual metaphor for the company name.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
02
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
03
Includes a bar chart comparing TSR performance before and after Elliott's involvement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
04
The slide lists six categories of advisors/experts used to validate the activist thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a three-column structure to frame the activist thesis: Assets, Problems, and Proposed Solution.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
07
The slide uses a waterfall-style bar chart to visualize cumulative negative returns over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
08
Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a waterfall-style valuation bridge to show how specific operational and portfolio actions contribute to share price appreciation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a before-after framing to justify a similar intervention for Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
12
The slide uses a section-divider style navigation bar at the top. The bottom footer indicates this is part of an Elliott Management activist deck.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
13
Includes a watermark 'EXHIBIT 1' and 'BITDA' partially visible.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
15
The slide uses a 'Streamline 66' branding, likely an activist campaign by Elliott Management against Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
16
Includes a cost curve chart showing CPChem's position relative to global competitors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
17
Includes a quote from TD Cowen as external validation of the underperformance thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 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
19
The slide uses a three-column layout to categorize the problems, with a summary paragraph at the top.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.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
23
Uses a visual metaphor of a hand crushing a Phillips 66 sign to represent management's grip on the company structure.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
25
The slide uses a red banner theme to highlight negative performance areas, consistent with activist investor messaging.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a 'villain' framing by attributing poor performance to management's reliance on consultants rather than internal expertise.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
Uses a bar chart to compare PSX and VLO margins over time, highlighting the 2012-2019 average as a benchmark.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
30
Uses a contrast-pairs framework to highlight the difference between a 'High-Performing' and 'Underperforming' company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 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
32
Uses a red-highlighted 'communicated' box to expose a discrepancy in M&A valuation and red arrows to show cost overruns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
Uses a waterfall chart to show net divestitures and a table to detail asset dispositions.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
35
The slide uses a quote to highlight market skepticism regarding the company's current structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
Uses a before-after framing to contrast current state (inefficiencies) with future state (value unlocking).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
37
Includes a map of Permian assets and a donut chart showing market share in the DJ Basin.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 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
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
41
The slide uses a screenshot of a previous Elliott presentation as evidence of their original thesis, then contrasts it with a table of actual results.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
42
The slide uses a waterfall-style bridge to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
43
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Contains detailed footnotes explaining the derivation of EBITDA and refining metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes detailed footnotes regarding adjustments for specific companies like PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
The table uses a 6.6x EBITDA multiple as a baseline for valuation, with specific adjustments for asset sales and debt paydowns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
Includes detailed footnotes explaining valuation assumptions, tax basis, and synergy estimates.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Includes detailed footnotes explaining assumptions for leverage, share price upside, and pro-rata debt.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Includes specific valuation multiples for business segments and a step-by-step derivation of Opex/bbl decline based on natural gas price changes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
50
The slide uses a structured 'Potential Excuse' vs 'Counterpoints' format to systematically dismantle management's likely defensive arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses a 'Potential Defense vs. Counterpoint' structure to systematically dismantle management's likely arguments.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
53
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
01
Slide 1
Uses a visual metaphor of Route 66 to align with the company name.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
02
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit