slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
105,901-105,960 of 319,975
01
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
02
This is a press release document formatted as a slide.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
03
This is a text-heavy slide serving as a formal letter introduction.Phillips 66 (PSX) · John Pike
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
05
This is a text-heavy slide formatted as a formal letter from John Pike and Mike Tomkins.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
06
Standard corporate boilerplate disclosure.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
07
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
08
The slide uses a visual metaphor of Route 66 to align with the company name.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
09
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
10
Includes a navigation bar at the top and a list of representative energy investments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
11
The slide establishes credibility by listing various professional firms and industry contacts engaged for the analysis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
12
The slide uses a three-column structure to frame the investment thesis: Assets, Problems, and Solution.Phillips 66 (PSX) · John Pike
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
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
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
16
Uses a waterfall-bridge chart to visualize the path to valuation upside.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
17
The slide uses a before-and-after narrative to justify the activist's intervention in Phillips 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
18
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
19
The slide uses a navigation bar at the top to indicate the current section is 'Valuable Assets'.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
20
Part of the 'Valuable Assets' section of the activist deck.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
21
Includes a combo chart showing EBITDA-Capex and % conversion over a 12-year period (2015-2026E).Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
22
The slide uses a 'Streamline 66' branding and compares PSX against peers like ET, EPD, OKE, TRGP, MPLX, KMI, and WMB.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
23
The slide uses a cost curve to demonstrate competitive advantage and cites Wells Fargo to support the M&A thesis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
24
Phillips 66 (PSX)Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
25
The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
26
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
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
28
The slide uses a 'villain' framing by highlighting 'Phillips Today' as the underperforming entity compared to the distinct characteristics of the two segments.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
29
The slide uses a bar chart to show that Phillips' acquisitions are priced at multiples higher than its own trading multiple, effectively destroying value.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
01
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
02
The slide features a background image of a road with 'Route 66' markings, aligning with the title.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
03
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
04
The slide uses a 'problem-cause-solution' narrative structure to frame the investment thesis.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
05
The slide uses a 2x2 grid of bar charts to compare four specific refining metrics across three peer companies.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
06
The slide highlights PSX's competitive advantage in crude sourcing compared to VLO and MPC.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation 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
08
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
09
The slide uses external analyst validation to counter a narrative of sub-par assets.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
10
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
11
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
12
The slide highlights key refining locations like Ferndale, Rodeo, Los Angeles, Billings, Borger, Ponca City, Wood River, Sweeny, Lake Charles, Humber, and Middle East assets.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
13
The table compares weighted average costs of crude and calculates the cost advantage relative to VLO.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
14
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
15
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
16
This is a screenshot of a website, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
17
Standard regulatory disclosure slide for activist investor solicitation.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
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This is a webpage screenshot acting as a disclosure slide.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
19
Standard regulatory/legal disclosure slide.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor 1 hit
04
Uses a three-part structure to define the problem space.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
05
The slide uses a central product screenshot surrounded by four key functional pillars.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
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SteadyPay used this pitch deck to raise millions to help gig economy workersSteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
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SteadyPay used this pitch deck to raise millions to help gig economy workersSteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
08
The slide uses a horizontal timeline format to highlight key regulatory, product, and customer milestones.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
09
Uses a contrast-pair framework to justify the business model choice.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
10
Uses McKinsey research as a source to validate the segmentation.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
11
The slide uses a two-column layout to contrast benefits for two distinct stakeholder groups.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
12
The diagram uses a concentric circle model to represent the decision engine, with external inputs feeding into the core decision process.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
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The slide highlights the competitive advantage of SteadyPay's product features and pricing structure against established financial products.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit
14
The slide uses a comparative structure to frame regulatory compliance as a moat.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit