anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 6,294
Current window 1,141-1,170
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

1,141-1,170 of 6,294

filter-aware
02
The slide is presented as a social media post from 'Streamline 66' (an Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Escalating ChaosLoop · Benchmark Gap1 hit
28
The slide uses a 'villain' framing by highlighting 'Phillips Today' as the underperforming entity compared to the distinct characteristics of the two segments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
29
The slide uses a bar chart to show that Phillips' acquisitions are priced at multiples higher than its own trading multiple, effectively destroying value.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
31
The slide uses a red-highlighted header to emphasize 'POOR OPERATING PERFORMANCE'.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a central column for 'Turnaround Best Practices' with Suncor (left) and Phillips 66 (right) as the comparison subjects.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a red header to emphasize 'DAMAGED MANAGEMENT CREDIBILITY' as the primary theme.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
The slide uses a checkmark matrix to demonstrate strategic alignment across key operational areas.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
46
The slide uses a 'Streamline 66' branding theme to advocate for a specific corporate strategy.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
52
Part of an activist investor deck (Elliott Management) targeting Streamline 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
59
The slide uses a peer-based weighted average to argue that PSX's current leverage is appropriate.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
63
The slide uses a combination of a bar chart for TSR and a line chart for Opex/bbl to build a case for management underperformance.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
02
The slide is presented as a social media post from 'Streamline66' advocating for change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
21
The slide uses a comparison framework to validate the activist's proposed strategy by showing historical success at Marathon.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
23
The table highlights significant underperformance across most peer groups and timeframes, with negative values in parentheses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
24
The slide uses a contrast-pairs framework to justify why certain companies included by Phillips 66 should be excluded from the peer group.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a 'correct way' framing to preemptively invalidate the company's own performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
30
The slide uses a comparison framework to argue for structural separation by contrasting the operational and financial metrics of two business segments against the current company's performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
35
The chart illustrates the 'conglomerate discount' by showing that acquisitions priced at midstream peer levels are dilutive to the lower-multiple Phillips 66 parent company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
42
The slide highlights a contradiction between management's claims of cost-cutting progress and the actual performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
Uses a 'Goal vs. Reality' structure to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
71
The slide uses stacked bar charts to demonstrate that PSX's midstream assets are high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
72
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
76
The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
97
The table highlights the discrepancy between the 'appropriate' large-cap peers and the 'inappropriate' small-cap peers, noting the use of median TSR calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
99
The slide uses a visual grouping strategy to separate the two 'sensible' peers (VLO, MPC, PSX) from the smaller peers (DINO, PBF, CVR, DK).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
112
The slide uses a 'Claim vs. Reality' framing to preemptively rebut the idea that Phillips 66's assets are inferior.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
122
The slide uses a red-text convention for negative values. The bottom section provides a summary comparison against SOTP weighted peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit