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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 31-60
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
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Slide function

31-60 of 14,162

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51
Uses a 'Goal vs. Reality' structure to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a bar chart to show PSX vs VLO margins over time, with callouts pointing to specific management quotes that contradict the data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
53
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management rhetoric and financial reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
54
The slide uses a 'Shortfalls' column to systematically dismantle the company's stated targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts to demonstrate management's failure to meet financial and operational targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
56
Uses a waterfall-style bridge to show the flow of funds from divestitures to acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
57
Uses market performance data to argue that the board failed to act on a midstream sale at an optimal time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
59
The slide uses a 'villain' narrative by highlighting specific quotes criticizing the CEO and board.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
60
The slide uses direct quotes from shareholders to build a case for management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
63
Uses a classic 'They say / We say' structure to expose contradictions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
64
Uses a series of five identical text blocks to emphasize the repetitive nature of the failed votes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
65
Uses two pull-quotes from academic sources to validate the activist's position.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
66
Uses a 'before-after' style logic to contrast performance vs. pay.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
92
The slide uses a 'Claim vs Reality' structure to systematically dismantle management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
93
Uses a 'Claim vs Reality' framing to systematically dismantle the opponent's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
94
The slide uses a 'villain' framing by labeling the company's methodology as 'intellectually dishonest'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
95
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
96
Uses a line chart to show historical underperformance and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
100
The slide uses a 'synthetic basket' of peers to manipulate performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
101
Uses a bar chart to expose the contradiction between management's narrative and relative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
102
Uses a CEO quote to set up a direct contradiction with a bar chart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
103
The chart uses a callout to highlight that the baseline for cost reduction was set at a peak in natural gas prices.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
106
Uses a contrast-based framing to debunk a specific company claim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
107
Uses a two-column 'rebuttal' structure to contrast the company's claim against the reality of the situation.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
110
Uses a waterfall-bridge chart to debunk a specific management claim regarding cost allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
113
Uses a waterfall bridge to adjust the 2025E TEV/EBITDA multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit