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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 1-60
Pages 237
Rows per page 60
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

1-60 of 14,162

filter-aware
05
The slide uses a narrative structure to build a case for shareholder action by highlighting management's failure to follow through on board appointments and governance standards.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
27
The slide uses a quote from the CEO to contrast with the market's valuation behavior.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
30
Uses a 'lips' graphic to symbolize silence or refusal to act, contrasting with external analyst pressure.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
The slide uses a 'Promises vs. Reality' framework to undermine management credibility.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
Uses a 'villain' framing technique by juxtaposing management's optimistic quote against quantitative performance data.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a bar chart to contrast historical performance with management's stated targets, supported by quotes from management.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a 'villain' framing for Phillips 66, highlighting their lack of disclosure as a failure of accountability.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Uses a 'villain' framing technique to highlight management's broken promises regarding capital allocation.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
42
The slide uses a quote to frame the activist's argument that the company is undervalued due to complexity.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
48
Uses a 'before' screenshot from a 2019 presentation to contrast with 'actual results' in a table.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
64
The slide uses a narrative structure to contrast Phillips 66's performance with Marathon and cites an analyst quote to demonstrate credibility loss.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
13
Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
15
Uses red 'X' icons to denote negative performance points. Includes a line chart for refining opex and a bar chart for midstream growth.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a visual metaphor of a climber (management) hanging from a cliff with weights labeled CEO and BOARD.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
19
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
26
The slide uses a 'ceo-quote-contradiction' framework to undermine management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
27
Uses a 'ripped paper' visual effect to frame the two conflicting data sources.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
28
Uses dual charts to contrast management's stated 'best of both worlds' claim with actual market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
29
The slide uses a quote from Sigmund Cornelius to validate the thesis of splitting the company to unlock value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
33
Uses a padlock visual metaphor to represent the 'trapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
36
Uses a classic 'Management vs. Reality' framing to expose a contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
37
Includes a CEO quote juxtaposed against the performance data to highlight the contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
39
The slide uses expert testimony and financial data to frame the consulting spend as wasteful.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
40
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
41
The slide uses a 'villain critique' style to highlight underperformance while juxtaposing it with a nominee's optimistic quote.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
44
Uses a combination of map visualization and bar chart to highlight underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
46
Uses analyst quotes to frame the earnings miss as a catalyst for the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
47
The chart uses a dashed red line for Phillips 66 to emphasize its divergence from the peer averages.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
48
Uses a 'Management Entrenchment' vs 'Reality' contrast structure to undermine company credibility.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
49
Uses a before-after framing to contrast management's 2019 optimism with 2022 reality, supported by a shareholder nominee testimonial.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
Uses a 'Goal vs. Reality' structure to highlight management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
Uses a bar chart to show PSX vs VLO margins over time, with callouts pointing to specific management quotes that contradict the data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
53
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management rhetoric and financial reality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
54
The slide uses a 'Shortfalls' column to systematically dismantle the company's stated targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts to demonstrate management's failure to meet financial and operational targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
56
Uses a waterfall-style bridge to show the flow of funds from divestitures to acquisitions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
57
Uses market performance data to argue that the board failed to act on a midstream sale at an optimal time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
58
Uses a waterfall-style logic to show how the investment grew and EBITDA shrank, leading to a massive discrepancy in build multiples.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
59
The slide uses a 'villain' narrative by highlighting specific quotes criticizing the CEO and board.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
60
The slide uses direct quotes from shareholders to build a case for management failure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
63
Uses a classic 'They say / We say' structure to expose contradictions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
64
Uses a series of five identical text blocks to emphasize the repetitive nature of the failed votes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
65
Uses two pull-quotes from academic sources to validate the activist's position.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
66
Uses a 'before-after' style logic to contrast performance vs. pay.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
92
The slide uses a 'Claim vs Reality' structure to systematically dismantle management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
93
Uses a 'Claim vs Reality' framing to systematically dismantle the opponent's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
94
The slide uses a 'villain' framing by labeling the company's methodology as 'intellectually dishonest'.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
95
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
96
Uses a line chart to show historical underperformance and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
100
The slide uses a 'synthetic basket' of peers to manipulate performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
101
Uses a bar chart to expose the contradiction between management's narrative and relative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
102
Uses a CEO quote to set up a direct contradiction with a bar chart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
103
The chart uses a callout to highlight that the baseline for cost reduction was set at a peak in natural gas prices.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
104
Uses a classic 'Claim vs. Reality' framework to dismantle corporate narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
106
Uses a contrast-based framing to debunk a specific company claim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
107
Uses a two-column 'rebuttal' structure to contrast the company's claim against the reality of the situation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
108
Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
109
Uses a 'before-after' logic to debunk a specific management claim regarding segment accounting.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
110
Uses a waterfall-bridge chart to debunk a specific management claim regarding cost allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
113
Uses a waterfall bridge to adjust the 2025E TEV/EBITDA multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit