Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
Described
319,974
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Slide collection

106,321-106,380 of 319,975

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Slide 1
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
03
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
04
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
05
The slide uses a bar chart to show pre- vs post-engagement TSR and a list-based case study table for specific energy investments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
06
Includes a mix of historical narrative, segment-level financial performance, and operational charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
07
The slide uses a 3x3 grid layout to categorize due diligence workstreams.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
08
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
09
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a weight-based metaphor (kettlebell) to represent the 'drag' of poor performance on valuation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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The chart uses a red background and aggressive callouts to frame the underperformance as a direct result of management's strategic focus on midstream over refining.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
13
The central diagram is a circular process flow representing a negative feedback loop.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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Includes a callout box detailing a specific meeting with Elliott Management to expose management's lack of strategic alignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a combination of line charts for opex and bar charts for growth comparison to frame the problem.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
Uses a visual metaphor of a climber (CEO/Board) hanging from a weight to represent the burden of poor performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The valuation bridge uses a waterfall-bridge chart to show value creation from $103 to $183 (base) and then to $350+.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The chart uses a timeline to correlate specific management statements with stock price movements.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a bar chart to show TSR performance across three distinct time periods related to activist involvement and leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a 'before-after' or 'precedent' logic to validate the activist's proposed strategy by showing successful execution at a peer company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Includes Elliott Management branding and a stylized graphic of a hand crushing a Phillips 66 logo.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The table highlights consistent underperformance against refining and midstream peers, with some outperformance against chemicals peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a comparison table to expose the discrepancy in peer selection between the activist and the company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses a negative framing to highlight underperformance, contrasting two different benchmarking methodologies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Uses a direct quote from the CEO to set up a contradiction.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
Uses a 'ripped paper' visual effect to contrast the company's narrative vs. reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses dual-axis charts to overlay share price performance against a refining margin proxy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide uses a line chart to demonstrate the valuation gap between PSX and midstream peers, supported by a testimonial from Sigmund Cornelius.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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Uses a contrast-pairs framework to highlight the 'conglomerate discount' or structural misalignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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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
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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
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Uses a padlock icon to symbolize 'trapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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Includes a biographical summary of Greg Goff's credentials to establish authority.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
The chart illustrates the 'dilutive' nature of acquisitions by showing that the acquisition multiples are higher than the company's own trading multiple.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
Uses a 'before-after' style framing to contrast management's narrative with reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
Uses CEO quote to contrast with poor financial performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses a two-column layout to contrast commercial and cost issues, followed by a bottom callout highlighting leadership's lack of refining expertise.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses qualitative feedback from former employees to support the claim that consultant-driven cost savings are illusory.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses a combination of line charts for opex and waterfall/bar charts for EBITDA spread to expose management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
42
The slide uses a 'villain critique' style to contrast management's claims with hard data.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
01
Slide 1
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
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Includes QR codes for a podcast and voting instructions, and a visual representation of the GOLD proxy card.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
04
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
05
The slide is a screenshot of a tweet/post from the 'Streamline 66' account.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
06
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
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This is a screenshot of a webpage, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
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This slide acts as a landing page or hub for activist campaign materials and nominee profiles.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Interest1 hit
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This appears to be the footer section of a campaign website (streamline66.com) for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
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This is a screenshot of a website interface.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
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This is a footer/contact page for a proxy solicitation website.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
12
The slide uses a red color scheme for Phillips 66 to emphasize negative sentiment compared to green/blue for peers.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
13
The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
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The slide uses a series of pull-quotes from anonymous shareholders to build a case for leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
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Includes a visual representation of the proxy card voting instructions.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
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This is a screenshot of a campaign website landing page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit