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The slide uses a simple hub-and-spoke style diagram to show the corporate restructuring.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Problem2 hits
85
The slide illustrates the 'platform strategy' model where parent AI companies spin off specific drug assets into independent entities.2020 Air Street Capital The State of AI Report 2020 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses circles to group potential divestiture candidates for Google, Facebook, Amazon, and Apple.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Loop · Mece Breakdown1 hit
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The slide uses a split-view comparison table to contrast the two business units post-spin-off.2025 Investor Day · Aptiv
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Pivot1 hit
39
The slide uses a case study to support the recommendation of evaluating whether to integrate or spin off innovations.Breakthrough Brigade Innovation Growth · PA Consulting
Consulting deck Strategy consulting Beat · Solution & Approach1 hit
30
The slide uses a line chart to demonstrate the valuation gap between PSX and midstream peers, supported by a testimonial from Sigmund Cornelius.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
73
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a social media post format to present a critique of corporate strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
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This is a screenshot of a social media post (Twitter/X) from the 'Streamline 66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses a combination of a bar chart showing P/E differentials by segment count and two waterfall-style charts showing pre- and post-spin valuation multiples.Keynote address · J.P. Morgan
Consulting deck Equity research Beat · Outlook1 hit
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The slide uses a 'before/after' visual convention to show corporate separations.Keynote address · J.P. Morgan
Consulting deck Equity research Beat · Outlook1 hit
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Uses a puzzle-piece visual to represent the conglomerate structure being broken apart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a quote from Sigmund Cornelius to validate the thesis of splitting the company to unlock value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
70
Includes a testimonial/quote from the nominee regarding his past experience with spin-offs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
124
The slide uses direct investor feedback to build a case for divestment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a list of case studies to support the thesis of corporate spin-offs.The overall positive sentiment was also reflected in the supplier valuation levels that still trade above their long-term average · Roland Berger
Consulting deck Strategy consulting Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit