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Uses a 'before-after' framework to contrast analyst views on peer companies before and after Elliott's involvement.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Before After1 hit
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Uses a before-after-bridge framework to contrast historical performance, current management failure, and future potential under Elliott's nominees.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Before After1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
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This is a screenshot of a campaign website, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
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The slide is divided into two main sections: Nominee profiles and supporting materials/links.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
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This is a slide from an activist investor campaign (Elliott Management) targeting Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a before-after-bridge framework to show how management changes/Elliott involvement shifts market perception.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a before-after-bridge structure to highlight the shift in analyst sentiment and propose a turnaround.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
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This is a transcript-based slide used to frame a narrative of management manipulation of performance data.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
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This appears to be a transcript of an investor presentation or interview regarding a proxy fight.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
31
The slide contains a transcript of a Q&A session regarding a proxy vote, followed by a footer with contact details and SEC filing disclaimers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
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This appears to be a screenshot of a website page for 'Streamline 66' podcast.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
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This is a standard proxy solicitation footer/closing page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
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This is a screenshot of a webpage from the Streamline 66 campaign site.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
03
The slide highlights outperformance of specific investment ideas presented at a previous conference.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
04
The chart uses IGV (iShares Expanded Tech-Software Sector) as the benchmark for software industry growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
05
The chart highlights a clear inflection point around late 2021 where high-growth valuations converged significantly with mid and low-growth cohorts.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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The slide uses a simple additive logic flow leading to a conclusion.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
07
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
08
Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT)Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
09
The chart uses a red line for the stock price and a blue arrow to indicate the percentage drop.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
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The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Uses Hudson's Bay as a comparative precedent for real estate monetization.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit