Contrarian Corpus
Elliott Management vs. Marathon Petroleum Corporation

Marathon Petroleum Corporation · MPC

1 deck published between 2019-09-24 and 2019-09-24 — 45 pages, 45 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-09-24 follow up

    2019 09 Elliott Marathon Petroleum Presentation Sep 2019

    45pp · full_deck

    Marathon Petroleum's conglomerate structure traps $22–$40bn of value; separating Refining, Midstream and Retail into three focused companies unlocks 60%+ upside now and over 100% long-term.