Slide inventory

Matching slides 1,114

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Framework

1-30 of 1,114

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Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott

Shareholder letter Activist investor Beat · Agitate1 hit

Uses a before-after framing to highlight a valuation disconnect.Marathon Petroleum Corporation (MPC) · Elliott Management

Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit

This is a page from an activist investor letter (Elliott) criticizing Phillips 66 management and board structure.Phillips 66 (PSX) · Elliott Investment Management

Shareholder letter Activist investor Beat · AgitateLoop · The Reveal1 hit

The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn

Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit

Uses a waterfall-style comparison to show how the 'minority' calculation is manipulated to lower the threshold.Toyota Industries Corporation (6201.T) · Elliott Management

Activist deck Activist investor Beat · Evidence & Proof1 hit

This is a screenshot of a social media post (likely X/Twitter) used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management

Regulatory filing Activist investor Loop · Golden Circle1 hit

The slide uses market performance data to argue that management failed to capitalize on a high-value asset, contrasting PSX performance with the strong performance of midstream peers.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

Uses a series of five identical text blocks from proxy statements to show the Board's repetitive, non-responsive stance over nearly a decade.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

Uses a 'Company Claim' vs 'Reality' framework to systematically dismantle management's arguments.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor Beat · Solution (Provide relief)1 hit

105

Uses a 'Claim vs Reality' framework to systematically dismantle corporate messaging.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

112

Uses a dual-chart layout to contrast throughput scale with TEV/EBITDA multiples.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

116

Uses a 'Claims vs Reality' structure to debunk a specific legal argument made by the target company.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

120

Uses a 'Claim vs Reality' framing to discredit board nominees.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

The slide uses a 'villain' framing for Phillips 66, highlighting their lack of disclosure as a failure of accountability.Phillips 66 (PSX) · John Pike

Activist deck Activist investor Loop · Cost Of Inaction1 hit

Uses a 'box' to isolate the opponent's text for direct refutation.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

The slide uses a 'preempt_rebuttal' structure by quoting the opponent's letter and then providing a direct factual refutation.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

The slide uses a red-bordered callout box to quote the opposing party's argument before systematically dismantling it.Phillips 66 (PSX) · 02_Elliott_Management

Activist deck Activist investor 1 hit

Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith

Activist deck Activist investor Loop · Cost Of Inaction1 hit

Uses a comparison between actual DSP performance and hypothetical SiTel margins to illustrate the opportunity cost of R&D spending.DSP Group, Inc. (DSPG) · Starboard Value

Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit

The chart on the right uses a 'goal post' metaphor to visualize the shifting target dates for revenue.DSP Group, Inc. (DSPG) · Starboard Value

Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit

Uses a table to visually demonstrate the exclusion of specific directors.DSP Group, Inc. (DSPG) · Starboard Value

Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit

The slide uses a 'Shortfalls' column to systematically dismantle the company's stated targets.Phillips 66 (PSX) · Elliott

Activist deck Activist investor 1 hit

104

Uses a classic 'Claim vs. Reality' framework to dismantle corporate narrative.Phillips 66 (PSX) · Elliott

Activist deck Activist investor 1 hit

108

Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott

Activist deck Activist investor 1 hit

109

Uses a 'before-after' logic to debunk a specific management claim regarding segment accounting.Phillips 66 (PSX) · Elliott

Activist deck Activist investor 1 hit

115

Uses a 'X' vs 'Check' visual contrast to frame the argument.Phillips 66 (PSX) · Elliott

Activist deck Activist investor 1 hit

Uses a 'Villain Critique' style to contrast management claims with market performance data.Phillips 66 (PSX) · Elliott

Activist deck Activist investor Beat · Expose Contradiction1 hit

The slide uses a 'before-after' or 'refutation' structure, mapping specific claims (01-04) to rebuttals on the right.Phillips 66 (PSX) · Elliott

Activist deck Activist investor Beat · Expose Contradiction1 hit

Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost assumptions.Phillips 66 (PSX) · Elliott

Activist deck Activist investor Beat · Expose Contradiction1 hit

Uses a three-column comparison structure to systematically dismantle corporate claims.Phillips 66 (PSX) · Elliott

Activist deck Activist investor Beat · Expose Contradiction1 hit