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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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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

113,641-113,700 of 319,975

filter-aware
03
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
04
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
05
The slide uses a combination of a bar chart for performance metrics and a list-based case study table for operational achievements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
06
Includes historical context, segment EBITDA breakdown, key financial metrics, and operational mix charts.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
07
The background features an upward-trending arrow graphic, symbolizing growth or improvement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
08
The slide uses a narrative structure to build a case for activist intervention.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
09
The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
10
The chart uses a negative y-axis to visualize underperformance, with callouts attributing the decline to specific strategic decisions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses a combination of a bar chart for EBITDA and a mirrored bar chart for TSR underperformance to visually demonstrate the failure of the midstream strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
12
The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
13
Uses a combination of line charts and bar charts to highlight operational underperformance.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
15
The slide is designed to be juxtaposed with future slides showing poor performance metrics to highlight a disconnect between management's narrative and reality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
16
Uses a classic 'A vs B' contrast frame to simplify the proxy vote.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Struggle1 hit
17
Uses a classic before-after framing to contrast current failures with proposed improvements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
18
The slide uses a 'before-after' style valuation chart to justify the activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
19
Uses a series of quotes from the former CEO to establish a historical narrative that is later refuted by the outcome.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
20
The slide highlights how contractual supply agreements preserved integration benefits despite management's initial warnings.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
21
Uses a before-after framework to demonstrate that perceived asset quality is often a function of management quality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
23
The slide uses a grid layout to map specific board candidates to strategic imperatives.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
24
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
25
The slide is a direct screenshot of a tweet/post used as a credibility signal.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
26
This is a social media advertisement (LinkedIn) for the Streamline 66 campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
27
This is a social media ad creative (likely LinkedIn) used for an activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
28
This is a screenshot of a promoted social media post (likely LinkedIn) by an activist investor (Elliott).Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
29
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
30
This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide deck page.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
31
This appears to be a landing page or microsite rather than a traditional slide, but it functions as a nominee introduction page.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
32
This is a standard footer/contact page for an activist investor campaign website.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
33
This is a screenshot of a webpage acting as a repository for campaign materials.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
34
This is a campaign microsite landing page layout.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
35
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
01
Slide 1
This is a regulatory correspondence document regarding a DEFA14A filing.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
02
This is a page from an SEC comment letter addressed to Crown Castle Inc.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
01
Slide 1
This is a formal activist investor letter (Exhibit 99.2).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
02
This is page 2 of a shareholder letter. It establishes credibility by detailing Elliott's research process and historical investment experience.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
03
This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
This is a text-heavy shareholder letter page outlining the activist's proposed strategic changes.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
11
This is a text-heavy page from a shareholder letter, likely an activist investor proposal.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
12
This is a text-heavy shareholder letter page focusing on capital allocation and board refreshment.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
13
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott Management.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
14
This is the final page of a shareholder letter from Elliott Management to Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
01
Slide 1
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
02
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
03
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
04
Includes a dual-axis chart showing historical investment value and percentage of AUM.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
05
The slide uses a hub-and-spoke diagram to demonstrate stakeholder alignment.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
06
The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
08
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
09
Includes a specific valuation bridge/table showing potential stock price doubling.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
10
The slide uses a 'social proof' strategy by aggregating positive analyst sentiment to validate the 'crown jewel' thesis.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
11
The slide uses a 'list of quotes' to set up a future contradiction between management's claims and actual performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit