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Show Valuation Bridge
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03
The slide uses a peer PNAV multiple analysis to argue for undervaluation and includes a narrative summary of investor sentiment.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
18
Includes specific assumptions for Elliott Management's valuation thesis.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
20
Includes a scatter plot showing 2017 LP Yield vs 2017-2020 LP Distribution CAGR for peer MLPs.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
21
Includes a callout box highlighting the percentage of market cap represented by LP units and cash.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
22
The slide compares two structural scenarios ('After Drops' vs 'IDR Simplification') and calculates potential share price upside based on varying tax discounts and valuation multiples.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
24
The chart uses a bridge format to show the delta between current stock price and potential value.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
25
Includes detailed footnotes regarding EBITDA estimates, multiples, and tax assumptions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
26
Includes a callout box explaining the depressed multiple for Casey's.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
27
Uses peer multiples (VLO/HFC) to value Marathon's refining segment.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
28
Includes two scatter plots comparing Distribution CAGR vs. Yield for GP and MLP peers, with Elliott Management's assumptions highlighted.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses a waterfall-like logic to bridge 2017 estimates to pro-forma figures.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
04
Includes footnotes regarding methodology for capex and peer comparison.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
The chart uses a waterfall-bridge structure to reconcile operating business value and financial assets to arrive at a post-tax NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
10
The chart uses a waterfall-bridge structure to reconcile operating business values, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
12
The slide includes a disclaimer that book value is an inadequate metric for TICO's valuation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
13
The chart demonstrates the gap between the effective purchase price and the calculated fair value of the core business.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
32
The slide uses analyst quotes to reinforce the 'conglomerate discount' thesis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
33
Uses a waterfall-style bridge to show implied value of specific segments based on market multiples of other segments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
131
The table uses a 6.1x EBITDA multiple as a baseline for valuation across different business segments and scenarios.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
134
Includes multiple tables detailing segment-level EBITDA, multiples, and reconciliation to equity value and share price upside.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
13
Includes a pie chart showing PSX EBITDA mix and a quote from Bank of America.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
15
Uses a sum-of-the-parts (SOTP) valuation bridge to highlight market undervaluation.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
43
Uses a waterfall-bridge chart to illustrate value creation levers.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
47
Includes a sensitivity table for share buyback premiums and their impact on stock price upside.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Mece Breakdown1 hit
53
The table uses 2026E EBITDA and various trading multiples to derive equity value and share price upside across multiple scenarios.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
65
Includes footnotes 5 and 6 detailing assumptions for capex, share count, and Valero comparison.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
08
The slide highlights the conglomerate discount by comparing the current trading multiple (6.6x) to the SOTP valuation (8.4x) and peer segment multiples.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
32
Uses a waterfall-bridge chart to demonstrate the 'conglomerate discount' or 'trapped value' thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
130
The table uses a 6.1x EBITDA multiple as a baseline, with specific adjustments for midstream and asset sales.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
133
Includes multiple tables: SOTP Valuation, SOTP Weighted Avg Multiple, Implied Value of Refining, SOTP Unlock, and Implied Value of Midstream.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit