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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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
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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

106,081-106,140 of 319,975

filter-aware
09
The slide uses a narrative structure to build a case for activist intervention by framing the company's leadership as obstructionist.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Monster1 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
12
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
13
Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a puzzle-piece visual to represent the conglomerate structure being broken apart.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
17
The slide uses a grid layout to map specific board candidates to strategic focus areas (Refining, Portfolio, Midstream, Investor Credibility).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
18
The slide uses a waterfall-bridge chart to visualize the value creation potential of the proposed strategic initiatives.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 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
20
Uses a before-after-bridge narrative structure to justify activist intervention.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
21
The slide uses a comparison framework to validate the activist's proposed strategy by showing historical success at Marathon.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
22
Features the Elliott Management logo and a stylized fist crushing a Phillips 66 logo.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
23
The table highlights significant underperformance across most peer groups and timeframes, with negative values in parentheses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
24
The slide uses a contrast-pairs framework to justify why certain companies included by Phillips 66 should be excluded from the peer group.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide uses a 'correct way' framing to preemptively invalidate the company's own performance metrics.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
30
The slide uses a comparison framework to argue for structural separation by contrasting the operational and financial metrics of two business segments against the current company's performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
31
The slide uses analyst quotes to frame the 'conglomerate discount' problem.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 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
33
Uses a padlock visual metaphor to represent the 'trapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
34
Includes a quote from the nominee and a summary of his professional credentials.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
35
The chart illustrates the 'conglomerate discount' by showing that acquisitions priced at midstream peer levels are dilutive to the lower-multiple Phillips 66 parent company.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
38
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
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
42
The slide highlights a contradiction between management's claims of cost-cutting progress and the actual performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
43
The stool metaphor is a classic business framework for stability/interdependence.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
45
Includes a testimonial/quote from shareholder nominee Mike Heim.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
50
Uses a contrast-pairs framework to highlight the difference in investor transparency between the two companies.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
61
The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor sentiment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
62
Includes a direct quote from the Lead Independent Director to expose contradiction.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
67
The slide uses a visual metaphor of industrial piping to represent the company, with labels 'UNDERMINED' and 'UNDERVALUED' on the valves.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
68
The slide uses a waterfall-bridge chart to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit