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
106,141-106,200 of 319,975
69
The slide uses a staircase diagram to represent a sequence of actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
70
Includes a testimonial/quote from the nominee regarding his past experience with spin-offs.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
71
The slide uses stacked bar charts to demonstrate that PSX's midstream assets are high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
72
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
73
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
74
Uses a 'Company Claim' vs 'Reality' structure to systematically dismantle management's arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
75
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
76
The chart highlights a valuation gap between PSX (6.1x) and industry peers (averaging 9.7x-10.4x).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
78
Uses a before-after framing to contrast current failures with proposed corrective actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
79
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
80
The slide uses a process diagram to frame the upcoming analysis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
81
The slide uses a bar chart to demonstrate a competitive advantage in input costs for PSX.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
82
The slide uses a structured table to contrast operational strengths and weaknesses across four key regions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
83
Includes specific commentary on Lake Charles and Sweeny refineries.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
84
The slide uses a proprietary 'PRISM' model to compare refining margins across peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
85
Includes a bar chart of 5-year average net cash margins and a line chart of historical USWC PRISM NCM.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
86
The slide uses a bar chart to show 5-year average net cash margins and a line chart to compare PSX and VLO performance over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
87
Includes two sell-side quotes as supporting evidence for asset quality.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
88
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
89
The slide uses a hub-and-spoke style layout to connect individual nominee perspectives to a collective action plan.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
90
Uses a directional arrow graphic to frame the choice.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
91
This is a section divider slide in an activist investor presentation.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
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
98
The slide uses a table to expose a contradiction in the company's reporting methodology.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
99
The slide uses a visual grouping strategy to separate the two 'sensible' peers (VLO, MPC, PSX) from the smaller peers (DINO, PBF, CVR, DK).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
105
Uses a three-column structure to address specific business unit combinations (Midstream/Refining, Chemicals/Midstream/Refining, Refining/M&S).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
111
Uses a dual-chart layout to correlate scale (throughput) with valuation multiples, specifically highlighting PBF's outlier status.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
112
The slide uses a 'Claim vs. Reality' framing to preemptively rebut the idea that Phillips 66's assets are inferior.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
114
Uses a quote from Greg Goff to establish credibility and personal stance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
115
Uses a 'X' vs 'Check' visual contrast to frame the argument.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
116
Uses a 'Claim vs. Reality' structure to preemptively rebut company attacks on board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
117
Uses a 'Claim vs. Reality' structure to preemptively address and dismantle company arguments.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
118
Uses a 'before-after' style contradiction to undermine the credibility of a specific director.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
119
Uses a 'Claim vs Reality' framing to discredit specific board nominees.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
120
Uses a 'X' mark to denote lack of experience; highlights long tenure for specific directors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
121
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
122
The slide uses a red-text convention for negative values. The bottom section provides a summary comparison against SOTP weighted peers.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
123
The slide uses direct quotes to build a narrative of leadership failure and governance issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
124
The slide uses direct investor feedback to build a case for divestment.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
125
Uses a series of case studies to counter the narrative that management resistance is a valid reason to avoid engagement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
126
Uses a 'Before/After' framing to expose the contradiction between past management rhetoric and subsequent strategic actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
127
Includes a bar chart for EBITDA margin and a line chart for TSR performance relative to XAR index.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
128
Contains detailed footnotes explaining adjustments for turnaround expenses and methodology for per-barrel calculations.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit