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
Pending
1

Slide type composition

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Slide type

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Slide collection

138,601-138,660 of 319,975

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01
Slide 1
This is the first page of a press release document.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · SetupLoop · Golden Circle1 hit
02
The text includes a list of seven nominees and a summary of a corporate governance proposal regarding board declassification.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Evidence1 hit
03
This appears to be a continuation page from a larger document, as it starts mid-sentence for the first nominee.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Evidence1 hit
04
This appears to be a continuation page of a longer list of nominees.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Evidence1 hit
05
This is a standard legal disclosure page for a proxy contest.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Evidence1 hit
06
This is a standard regulatory disclosure page often found at the end of a press release or 13D filing.Phillips 66 (PSX) · Elliott Investment Management
Press release Activist investor Beat · Appendix & Disclosure1 hit
01
Slide 1
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
03
Standard legal disclaimer for proxy solicitation filings.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 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 uses a list of checkmarks to emphasize the thoroughness of the due diligence process.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a three-column structure to contrast current state with proposed future state.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
06
The chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
07
The slide uses a red color palette to emphasize negative performance and urgency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
Uses a waterfall-bridge chart to illustrate value creation from current price to target price.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
10
Uses a before-after-bridge structure to contrast performance periods.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After1 hit
12
The slide uses a navigation bar at the top and a footer with the activist firm name (Elliott) and campaign name (Streamline 66).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
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage over time.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
16
Includes a cost curve chart showing CPChem's competitive advantage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
17
This slide uses a quote to establish the 'underperforming' thesis point.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
Uses a three-column layout to categorize the problems.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes a CEO quote used to contrast with the market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing by highlighting the 'Phillips Today' column with red 'X' marks to emphasize negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'dilutive vs accretive' framework to argue against the conglomerate's M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a visual metaphor of a hand crushing a road sign to represent management's stubbornness.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
24
The slide uses a 'villain' framing by highlighting the gap between management claims and actual performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a red banner motif to highlight negative performance areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 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 · Agitate1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management credibility issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
29
Uses quotes from management to expose a gap between historical performance and current excuses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a side-by-side comparison to frame Suncor as the 'High-Performing Company' and Phillips 66 as the 'Underperforming Company'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Uses a 'best practice' framework to contrast two companies; includes a section of analyst quotes to validate Suncor's success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
32
Uses a 'villain' framing technique to attack management's track record on capital allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a waterfall chart to illustrate the net impact of divestitures vs acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a red-themed 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
35
The slide uses a quote to highlight market skepticism regarding the company's conglomerate structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses a before-after framing to justify a valuation uplift.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
37
Includes a map of Permian NGL assets, a market share pie chart for the DJ Basin, and a sensitivity analysis for standalone valuation based on EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple criteria.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
The slide uses a comparison framework to validate the proposed strategy by citing a successful precedent (Marathon).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
The slide uses a 'before-after' framing to contrast past projections with current reality, highlighting the success of the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
42
The slide uses a waterfall-bridge chart to illustrate the value creation potential of the proposed plan.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
43
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Contains detailed footnotes explaining adjustments for turnaround expenses and peer comparability.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes footnotes detailing specific adjustments for PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
Includes detailed footnotes explaining specific adjustments for debt, cash, and asset divestitures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
Includes detailed footnotes explaining valuation assumptions, tax rates, and synergy calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Contains multiple tables detailing asset divestiture proceeds, share buyback scenarios, debt allocation, and cash adjustments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Contains detailed financial modeling assumptions and sensitivity calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
50
The slide uses a classic 'excuse vs. counterpoint' structure to dismantle potential management defenses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses a 'Potential Defense vs. Counterpoint' structure to systematically dismantle arguments for maintaining the status quo.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
The slide uses a weighted average calculation to argue that PSX's current leverage is appropriate given its diversified business mix.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
53
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit