slides · global inventory
Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
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1-18 of 359
06
The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
The slide uses a combination of a line chart for historical trend and a bar chart for peer benchmarking to illustrate governance failure.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide highlights a lack of ROE targets at Sumitomo Realty compared to peers and illustrates a multi-year decline in ROE.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication1 hit
04
The slide is presented as a social media post from 'Streamline 66' (Elliott Management campaign).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle1 hit
11
Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
30
The slide uses a line chart to demonstrate the valuation gap between PSX and midstream peers, supported by a testimonial from Sigmund Cornelius.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
60
The slide uses a 'villain' framing by highlighting negative investor quotes about the CEO and board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
12
This is a screenshot of a social media post (Twitter/X) from the Streamline 66 campaign by Elliott Management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
31
The slide uses a red-highlighted header to emphasize 'POOR OPERATING PERFORMANCE'.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a red header to emphasize 'DAMAGED MANAGEMENT CREDIBILITY' as the primary theme.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses a line chart for operating expenses and a bar chart for EBITDA spread to highlight the profitability gap.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide is presented as a social media post from 'Streamline66' advocating for change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Benchmark Gap1 hit
03
This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
Uses a weight-based metaphor for valuation gap (failed governance as a weight).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
11
The chart uses a highway sign motif to emphasize the -450% underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
97
The table highlights the discrepancy between the 'appropriate' large-cap peers and the 'inappropriate' small-cap peers, noting the use of median TSR calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit