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slides · global inventory

Comparison Frame

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

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Matching slides 6,294
Current window 1,171-1,200
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

1,171-1,200 of 6,294

filter-aware
04
The slide uses a negative performance table to argue for management change.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
Includes survey data and AGM approval rate context.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide highlights a lack of ROE targets at Sumitomo Realty compared to peers and illustrates a multi-year decline in ROE.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication1 hit
04
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle1 hit
11
Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
22
The slide uses a 'before-after' or 'precedent' logic to validate the activist's proposed strategy by showing successful execution at a peer company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The table highlights consistent underperformance against refining and midstream peers, with some outperformance against chemicals peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a comparison table to expose the discrepancy in peer selection between the activist and the company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a negative framing to highlight underperformance, contrasting two different benchmarking methodologies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a contrast-pairs framework to highlight the 'conglomerate discount' or structural misalignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart illustrates the 'dilutive' nature of acquisitions by showing that the acquisition multiples are higher than the company's own trading multiple.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
43
The chart highlights a performance gap between PSX and its peers, contradicting management's claims of cost-cutting progress.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
72
The slide uses stacked bar charts to demonstrate that PSX's midstream portfolio is high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
77
The chart highlights a valuation gap between PSX and its peers/precedent transactions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
The slide uses a bar chart to support the thesis that PSX has a superior crude slate compared to its competitors.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
The slide uses a bar chart to show net cash margins and a line chart to show historical performance trends between PSX and VLO.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
91
Uses a directional arrow metaphor to contrast two paths.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
100
The slide uses a clear visual contrast (red vs white bars) to distinguish the target company's peer group from the larger, more relevant peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
143
This is a social media ad creative (LinkedIn) used by an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
12
This is a screenshot of a social media post (Twitter/X) from the Streamline 66 campaign by Elliott Management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
03
This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
12
The slide uses a red color scheme for Phillips 66 to emphasize negative sentiment compared to green/blue for peers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
04
The chart uses a red line to emphasize the negative performance trend.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
08
Uses color contrast (red vs yellow) to frame the incumbent as negative and the activist as positive.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a 'before-after' logic applied to a peer comparison framework.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit