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Uses a 'lips' graphic to symbolize silence or refusal to act, contrasting with external analyst pressure.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a red-highlighted header to emphasize 'POOR OPERATING PERFORMANCE'.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a three-part diagnostic framework to categorize operational failures.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Part of an activist investor deck (Elliott Management) targeting Phillips 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a 'Promises vs. Reality' framework to undermine management credibility.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a 'villain' framing technique by juxtaposing management's optimistic quote against quantitative performance data.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a bar chart to contrast historical performance with management's stated targets, supported by quotes from management.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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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
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Uses a central column for 'Turnaround Best Practices' with Suncor (left) and Phillips 66 (right) as the comparison subjects.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a 'Damaged Management Credibility' banner to frame the argument.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a 'villain' framing technique to highlight management's broken promises regarding capital allocation.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a red header to emphasize 'DAMAGED MANAGEMENT CREDIBILITY' as the primary theme.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a 'problem-cause-solution' narrative structure to frame the investment thesis.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a 2x2 grid of bar charts to compare four specific refining metrics across three peer companies.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide highlights PSX's competitive advantage in crude sourcing compared to VLO and MPC.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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This is a screenshot of a Facebook page created by Elliott Investment Management to promote their activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a social media profile page used as a communication channel for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This appears to be a screenshot of a LinkedIn company page created by Elliott for their activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Cost Of Inaction1 hit
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This is a screenshot of a Twitter/X profile page used as a campaign landing page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Cost Of Inaction1 hit
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This is a social media advertisement (promoted post) for the 'Streamline66' activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
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The slide highlights the conglomerate discount by comparing the current trading multiple (6.6x) to the SOTP valuation (8.4x) and peer segment multiples.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
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This is a promotional slide from an activist campaign (Streamline66/Elliott) targeting Phillips 66 management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
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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
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Slide 1
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is an email/web-based shareholder communication from an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a structured layout to map specific value propositions to customer quotes and quantitative results.Simon Data: Marketing tech company raises $54 million Series D · Simon Data
Pitch deck Strategy consulting Loop · Cost Of Inaction1 hit
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Uses a two-part grouping (Simon Core vs Future category & platform development) to align market drivers with company actions.Simon Data: Marketing tech company raises $54 million Series D · Simon Data
Pitch deck Strategy consulting Beat · AgitationLoop · Cost Of Inaction1 hit
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Uses a wave metaphor to represent technological eras.SupportLogic used this pitch deck to win $12 million in funding · SupportLogic
Pitch deck Strategy consulting Beat · AgitateLoop · Cost Of Inaction1 hit