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Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
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Slide function
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02
This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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This page serves as a diagnostic summary of the company's issues, setting the stage for a proposed path forward.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
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The central diagram is a circular process flow representing a negative feedback loop.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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Includes a callout box detailing a specific meeting with Elliott Management to expose management's lack of strategic alignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a combination of line charts for opex and bar charts for growth comparison to frame the problem.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses a two-column layout to contrast commercial and cost issues, followed by a bottom callout highlighting leadership's lack of refining expertise.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a stool metaphor to represent the four legs of the business.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
144
This is a social media advertisement (LinkedIn) from the 'Streamline 66' activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
152
This slide functions as a FAQ or summary of the activist's case against the current board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
04
This is a text-heavy slide acting as an executive summary or introduction to the activist thesis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
14
The slide uses a bar chart to show negative cumulative total returns over 1, 3, 5, and 10 years, paired with a list of three core reasons for the underperformance.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
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Uses a three-column layout to categorize the root causes of the company's issues.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
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Uses a three-part diagnostic framework to categorize operational failures.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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This is a classic 'problem statement' slide used in activist investor presentations to justify operational changes.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a series of pull-quotes from anonymous shareholders to build a case for leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
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Uses a circular 'cycle of failure' diagram to connect the four problem areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a contrast-based diagnosis to frame the problem as both operational and cultural.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
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The stool metaphor is a classic business framework for stability/interdependence.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit