Matching slides 9,820
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4,471-4,500 of 9,820

filter-aware
28
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
38
The slide uses a 'villain' framing by highlighting the CEO as the primary obstacle to value creation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
28
The chart uses a negative-value bar structure to emphasize underperformance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
29
The slide uses a red bar for 'Today' to emphasize the critical valuation gap.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
31
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble for the -1,300 bps delta.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
32
The slide uses a bar chart to show relative performance against peers and a waterfall-style bar chart to show long-term decline.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
33
The slide uses a combination of quantitative benchmarking and qualitative 'villain' critique via quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
49
The slide uses a combination of a peer benchmark table and qualitative testimonials to build a case for management removal.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
50
The slide uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
13
Includes a watermark 'EXHIBIT 1' and 'BITDA' partially visible.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
15
The slide uses a 'Streamline 66' branding, likely an activist campaign by Elliott Management against Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
21
The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'conglomerate discount' argument to critique M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a contrast-pairs framework to highlight the difference between a 'High-Performing' and 'Underperforming' company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
31
Uses a 'best practice' framework to contrast two companies. Includes a footer section with market sentiment quotes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple potential acquirers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
39
The slide uses a comparative framework to suggest a path for Phillips 66 based on Marathon's historical success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
45
Includes detailed footnotes regarding adjustments for specific companies like PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a weighted average calculation to justify the company's leverage profile.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a 'Valuable Assets' theme to argue for the potential of the refining business under Elliott's proposed management.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
15
The slide uses a comparative benchmarking approach to justify the valuation of the midstream segment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
18
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a 'villain' framing by highlighting the 'Phillips Today' column with red 'X' marks to emphasize negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'dilutive vs accretive' framework to argue against the conglomerate's M&A strategy.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Uses a 'best practice' framework to contrast two companies; includes a section of analyst quotes to validate Suncor's success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
17
The chart uses a grouped bar structure to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
19
Includes a quote from Deutsche Bank emphasizing the margin gap.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
20
The slide highlights a significant margin contraction for Southwest compared to its peers, specifically calling out a 1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
28
The chart uses red bars for underperformance and blue bars for outperformance, emphasizing the negative trend.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
38
The slide uses a 'Worst-in-Class' framing to justify a call for management change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit