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

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Matching slides 9,820
Current window 2,401-2,430
Pages 328
Rows per page 30
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Slide function

2,401-2,430 of 9,820

filter-aware
02
The slide is presented as a social media post from 'Streamline 66' (an Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Escalating ChaosLoop · Benchmark Gap1 hit
22
The slide uses a 'before-after' or 'precedent' logic to validate the activist's proposed strategy by showing successful execution at a peer company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The table highlights consistent underperformance against refining and midstream peers, with some outperformance against chemicals peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a comparison table to expose the discrepancy in peer selection between the activist and the company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The slide uses a negative framing to highlight underperformance, contrasting two different benchmarking methodologies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a contrast-pairs framework to highlight the 'conglomerate discount' or structural misalignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
The chart illustrates the 'dilutive' nature of acquisitions by showing that the acquisition multiples are higher than the company's own trading multiple.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
43
The chart highlights a performance gap between PSX and its peers, contradicting management's claims of cost-cutting progress.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
72
The slide uses stacked bar charts to demonstrate that PSX's midstream portfolio is high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
73
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
12
The slide uses a red color scheme for Phillips 66 to emphasize negative sentiment compared to green/blue for peers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
13
The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
31
The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
35
The chart illustrates the 'conglomerate discount' by showing that acquisitions priced at midstream peer levels are dilutive to the lower-multiple Phillips 66 parent company.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
42
The slide highlights a contradiction between management's claims of cost-cutting progress and the actual performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
50
Uses a contrast-pairs framework to highlight the difference in investor transparency between the two companies.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
61
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor sentiment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
71
The slide uses stacked bar charts to demonstrate that PSX's midstream assets are high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
72
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
76
The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
85
Includes a bar chart of 5-year average net cash margins and a line chart of historical USWC PRISM NCM.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
86
The slide uses a bar chart to show 5-year average net cash margins and a line chart to compare PSX and VLO performance over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
99
The slide uses a visual grouping strategy to separate the two 'sensible' peers (VLO, MPC, PSX) from the smaller peers (DINO, PBF, CVR, DK).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
112
The slide uses a 'Claim vs. Reality' framing to preemptively rebut the idea that Phillips 66's assets are inferior.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
122
The slide uses a red-text convention for negative values. The bottom section provides a summary comparison against SOTP weighted peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
129
Includes consensus estimates for 2025 and 2026 for EBITDA, Net Leverage, and TEV/EBITDA multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit