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 12,301-12,330
Pages 473
Rows per page 30
Slide function
12,301-12,330 of 14,162
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Uses a split-screen layout (blue top, red bottom) to visually represent the 'before' and 'after' states.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
34
Uses numbered callouts on a line chart to correlate specific events with share price drops.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
Uses a before-after framing to contrast 2019 performance with 2023/current performance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a quote to frame the activist's argument that management is resistant to change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Uses a color-coded bar chart within a table to visualize the increasing severity of financial decline alongside contradictory quotes.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
Uses authority-citation to build a case against management.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a contrast-pairs framework to highlight the gap between Southwest and its competitors.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Uses a 'CEO vs Analyst' contradiction framework to undermine management's narrative.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
Uses CEO quotes to contrast management's optimistic claims with the reality of the 90% lower consensus EBIT.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The chart uses a color gradient to emphasize the worsening cost performance over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
Uses a 'before-after' style contradiction framework to highlight management's failure to meet cost guidance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
47
Uses a quote from a competitor CEO to validate the activist's critique of Southwest's strategy.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
72
This is a text-heavy slide outlining the activist's case against the Board's recent defensive maneuvers.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
03
This is a text-heavy slide from an activist investor letter (Elliott Management) criticizing Southwest Airlines leadership.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
20
The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a visual metaphor of a hand crushing a Phillips 66 sign to represent management's grip on the company structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a 'villain' framing by attributing poor performance to management's reliance on consultants rather than internal expertise.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
28
Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
29
Uses a bar chart to compare PSX and VLO margins over time, highlighting the 2012-2019 average as a benchmark.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
32
Uses a red-highlighted 'communicated' box to expose a discrepancy in M&A valuation and red arrows to show cost overruns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
33
Uses a waterfall chart to show net divestitures and a table to detail asset dispositions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
35
The slide uses a quote to highlight market skepticism regarding the company's current structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
41
The slide uses a screenshot of a previous Elliott presentation as evidence of their original thesis, then contrasts it with a table of actual results.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
20
Includes a CEO quote used to contrast with the market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a visual metaphor of a hand crushing a road sign to represent management's stubbornness.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management credibility issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
29
Uses quotes from management to expose a gap between historical performance and current excuses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
30
Uses a side-by-side comparison to frame Suncor as the 'High-Performing Company' and Phillips 66 as the 'Underperforming Company'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit