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 151-180
Pages 473
Rows per page 30
Slide function
151-180 of 14,162
20
The slide uses a dual-axis chart to contrast cost target misses with bonus payouts, followed by a testimonial from an institutional investor.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
23
The slide uses a 'before-after' style narrative to show the failure of management to act on investor feedback.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit
29
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
04
Uses quotes from former CEO Gary Heminger to demonstrate management's previous resistance to activist demands.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
05
The slide uses a 'villain' narrative (prior management) vs 'hero' outcome (value creation via contracts).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
06
Uses a 'before vs after' structure to frame the Elliott intervention as a catalyst for positive change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
07
The slide uses a combination of a bar chart (EBITDA) and an area chart (TSR underperformance) to illustrate the failure of the midstream pivot strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
14
This slide serves as a narrative-heavy 'villain critique' or 'expose contradiction' piece, focusing on the board's lack of transparency and accountability.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
15
This is a text-heavy slide from an activist investor deck (Elliott) criticizing Phillips 66 leadership and governance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
16
The slide functions as a character critique of the board's defensive tactics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
18
Uses a 'box' to isolate the opponent's text for direct refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
20
The slide uses a 'preempt_rebuttal' structure by quoting the opponent's letter and then providing a direct factual refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
21
The slide uses a red-bordered callout box to quote the opposing party's argument before systematically dismantling it.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
25
Uses a callout box to highlight the contradiction and another to quote the company's letter.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
17
Uses screenshots of the target company's own presentation to demonstrate the inconsistency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The slide uses a 'before-after' style critique of a company's own presentation materials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
Uses two distinct charts to prove the same point: one focusing on correlation with MPC, the other on VLO/MPC peer group performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a 'before-after' or 'claim-vs-reality' structure to debunk corporate messaging.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a 'before-after' framing to highlight the gap between original and revised project costs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
Uses a 'before-after' style comparison of management's claims vs. reality, specifically targeting the CEO's accounting for turnarounds.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a 'before-after' or 'refutation' structure, mapping specific claims (01-04) to rebuttals on the right.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost assumptions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses a scatter plot to show the correlation between SpinCo equity value and separation costs as a percentage of equity value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a red 'X' overlay on the original company's table to visually invalidate their claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
Uses a three-column comparison structure to systematically dismantle specific corporate claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
Uses a three-column comparison structure to systematically dismantle corporate claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses a three-column comparison structure to debunk specific corporate claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a combination of bar charts, scatter plots, and box plots to demonstrate peer parity.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
Uses the 'ceo-quote-contradiction' pattern to highlight management's past resistance to shareholder-friendly actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
33
Uses a 'villain' framing by contrasting management's past claims with subsequent successful outcomes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit