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Breakup Spinoff
Framework collection for the active corpus filters, with each row opening the slide detail view.
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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
83
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
10
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
03
This is the final page of a shareholder letter from Elliott Management to Marathon Petroleum.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
04
The slide uses a clear 'problem-solution' structure, identifying the cost of undervaluation and proposing specific tactical actions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
13
Includes a diagram showing the parent-subsidiary structure before and after the dropdown, alongside detailed pro forma financial tables.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
25
Includes detailed footnotes regarding EBITDA estimates, multiples, and tax assumptions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
45
Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
05
This is a classic activist 'villain' framing where management is accused of acting in their own interest rather than for shareholders.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
08
The slide uses a 'rule of three' rhetorical device in the subtitle and emphasizes the urgency of shareholder intervention.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
12
The slide uses a break-even analysis to argue that a spin-off is value-destructive unless the remaining Darden entity sees significant multiple expansion.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'irreversible') to frame the management's proposal as a threat to shareholder value.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
47
The slide uses a 'break-even' analysis to argue that the remaining Darden entity would need to trade at a higher multiple to offset the discount applied to the spun-off Red Lobster.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
50
Uses a simple additive equation to illustrate the 'rent subsidy' concept.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
57
Includes a visual poll result graphic showing 84.17% 'NO' vote.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 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
03
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
07
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
18
The slide uses a 'before/after' visual convention to show corporate separations.Keynote address · J.P. Morgan
Consulting deck Equity research Beat · Outlook1 hit
14
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
29
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
31
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
73
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
64
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