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
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319,974
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Slide collection

106,381-106,440 of 319,975

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43
The chart highlights a performance gap between PSX and its peers, contradicting management's claims of cost-cutting progress.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
44
Uses a stool metaphor to represent the four legs of the business.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
45
Uses a bar chart to highlight PSX's negative growth vs. peers and visual asset maps to show lack of expansion.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
46
Includes a testimonial from shareholder nominee Mike Heim.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
47
Uses analyst quotes to frame the poor performance as a catalyst for the activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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The chart uses a dashed red line for PSX and solid lines for peer averages, with a shaded region indicating the period of preview calls.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
49
Uses a 'Management Entrenchment' vs 'Reality' framework to highlight credibility gaps.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
50
Uses a 'before-after' style contradiction framework to undermine management credibility.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
51
Uses a contrast-pairs framework to highlight the difference in investor transparency between two companies.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
52
Uses a 'before-after' style comparison to highlight management failure.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
53
Uses a callout box to link the chart data to the management's shifting narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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Uses a bar chart to visually demonstrate the gap between management rhetoric and financial reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
55
The slide uses a 'Damaged Credibility' framing to undermine management's forward-looking guidance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
56
Uses a 'villain' framing by highlighting management's failure to meet financial projections.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
57
Uses a waterfall-style bridge to show the flow of capital from divestitures to acquisitions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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The slide uses market performance data to argue that management failed to capitalize on a high-value asset, contrasting PSX performance with the strong performance of midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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Uses a before-after framing to contrast management's initial promises with current reality.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
60
The slide uses a 'villain' framing by highlighting negative investor quotes about the CEO and board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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The slide uses direct quotes to build a narrative of management failure and loss of investor confidence.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
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The slide uses a 'before-after' framing to highlight the impact of Elliott's engagement on investor interest.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
63
Uses a quote from the Lead Independent Director to expose a contradiction in governance standards.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
64
Uses a contrast-pairs framework to systematically debunk management claims.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
65
Uses a series of five identical text blocks from proxy statements to show the Board's repetitive, non-responsive stance over nearly a decade.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
66
Uses two pull-quotes from academic experts to frame the board's actions as a distraction tactic.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
67
Uses a combination of bar charts and a callout quote to highlight the misalignment between performance and pay.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
68
Features a visual metaphor of industrial valves labeled 'undermined', 'untapped', and 'undervalued'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
69
Uses a waterfall-bridge chart to illustrate value creation from specific strategic initiatives.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
70
The slide uses a staircase diagram to represent a sequence of actions following the election of nominees.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
71
Includes a testimonial quote from the nominee regarding his past experience with corporate spin-offs.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
The slide uses stacked bar charts to demonstrate that PSX's midstream portfolio is high-quality and comparable to pure-play midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
73
Uses a pipeline valve metaphor to represent 'untapped' value.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
74
The slide uses a four-column layout with checkmark icons to present the core thesis for the proposed spin-off.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
Uses a 'Company Claim' vs 'Reality' framework to systematically dismantle management's arguments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
76
Includes a quote from the nominee regarding midstream asset strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
77
The chart highlights a valuation gap between PSX and its peers/precedent transactions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Uses a before-after/problem-solution framing to advocate for leadership and cultural changes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
80
Includes a direct quote from the nominee regarding the need for an operating review.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
81
Uses a process flow framework to justify the validity of the subsequent analysis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
82
The slide uses a bar chart to support the thesis that PSX has a superior crude slate compared to its competitors.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
83
The slide uses a matrix structure to contrast operational strengths and weaknesses by region.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
84
Includes specific asset-level performance commentary and comparative margin charts.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
Includes a bar chart of PRISM Five-Year Average Net Cash Margin and a line chart of MidCon PRISM NCM.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
86
Includes a bar chart comparing 5-year average net cash margins and a line chart showing annual performance trends by company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
87
The slide uses a bar chart to show net cash margins and a line chart to show historical performance trends between PSX and VLO.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
88
The slide uses a 'problem-solution' framing where the asset quality is the 'good' and the operational execution is the 'bad' (the problem to be solved).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
89
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
The slide uses a hub-and-spoke style diagram connecting the nominees to a set of strategic pillars.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
91
Uses a directional arrow metaphor to contrast two paths.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
This is a section divider slide for an activist investor presentation targeting Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
93
Uses a classic 'Claim vs Reality' structure to systematically dismantle management's narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
94
The slide uses a 'Claim vs Reality' structure to frame the narrative.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
95
The slide uses a direct quote from the CEO to set up a contradiction with the activist's analysis of the company's methodology.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
96
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
97
Uses a line chart to show performance during COO tenure and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
98
The slide highlights the use of a median calculation that relies on the performance of the four 'inappropriate' peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
99
The table contrasts 'Company's Flawed Methodology' with 'Correct Methodology' across various timeframes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
100
The slide uses a clear visual contrast (red vs white bars) to distinguish the target company's peer group from the larger, more relevant peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
101
The slide highlights a specific technical manipulation in peer group benchmarking.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
102
Uses CEO quotes to establish the 'claim' and a bar chart to establish the 'reality'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit