slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 61-90
Pages 473
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Slide function
61-90 of 14,162
19
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
27
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
03
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
12
The chart uses a red background and aggressive callouts to frame the underperformance as a direct result of management's strategic focus on midstream over refining.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
14
Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
20
The chart uses a timeline to correlate specific management statements with stock price movements.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Uses a direct quote from the CEO to set up a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
Uses a 'ripped paper' visual effect to contrast the company's narrative vs. reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses dual-axis charts to overlay share price performance against a refining margin proxy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
Uses a padlock icon to symbolize 'trapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
Uses a 'before-after' style framing to contrast management's narrative with reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
Uses CEO quote to contrast with poor financial performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
The slide uses qualitative feedback from former employees to support the claim that consultant-driven cost savings are illusory.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
42
The slide uses a 'villain critique' style to contrast management's claims with hard data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
47
Uses analyst quotes to frame the poor performance as a catalyst for the activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
48
The chart uses a dashed red line for PSX and solid lines for peer averages, with a shaded region indicating the period of preview calls.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
49
Uses a 'Management Entrenchment' vs 'Reality' framework to highlight credibility gaps.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
50
Uses a 'before-after' style contradiction framework to undermine management credibility.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
51
Uses a contrast-pairs framework to highlight the difference in investor transparency between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
52
Uses a 'before-after' style comparison to highlight management failure.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
114
Uses a quote from Greg Goff to establish credibility and personal stance.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
116
Uses a 'Claim vs. Reality' structure to preemptively rebut company attacks on board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
117
Uses a 'Claim vs. Reality' structure to preemptively address and dismantle company arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
118
Uses a 'before-after' style contradiction to undermine the credibility of a specific director.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
119
Uses a 'Claim vs Reality' framing to discredit specific board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
120
Uses a 'X' mark to denote lack of experience; highlights long tenure for specific directors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
123
The slide uses direct quotes to build a narrative of leadership failure and governance issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
124
The slide uses direct investor feedback to build a case for divestment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit