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Conglomerate Discount
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Includes a secondary section below the main chart titled 'WHY PHILLIPS 66'S CONGLOMERATE STRUCTURE DOESN'T WORK' which contrasts the business models of midstream vs refining assets.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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This is a classic 'conglomerate discount' argument used by activist investors to justify a breakup or restructuring.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The chart illustrates the 'conglomerate discount' phenomenon, a common activist argument for divestiture or restructuring.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit