Elliott · activist-deck
Southwest Airlines (LUV)
51 pages · 3 arc beats · 2 loops
Southwest Airlines (LUV)
Elliott · 2024-06 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 19 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits — 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 50% 1/2 slides Agitate 8 slides 100% 8/8 slides 100% 8/8 slides · 64 hits — 0/8 slides
— 0/8 slides
87.5% 7/8 slides 100% 8/8 slides 25% 2/8 slides Solution 9 slides 100% 9/9 slides 77.8% 7/9 slides · 47 hits — 0/9 slides
22.2% 2/9 slides · 3 hits 55.6% 5/9 slides 100% 9/9 slides — 0/9 slides
Slide inventory
51 every slide · same image gating as the playbook
01
Includes Elliott Investment Management branding and campaign website.front_matter
04
This is a standard firm profile slide often found in activist investor decks.establish_context
05
The slide uses a four-column layout to detail different research streams (employees, advisors, shareholders, customers).establish_context
06
Includes a bar chart comparing domestic market share and a map showing network coverage.summarize
07
The slide uses a growth-arrow visual to frame the four pillars of Southwest's historical success.establish_context
08
The quote is used to frame the urgency of the activist's proposed changes.establish_context
09
Uses a before-after framing to highlight the decline in competitive standing.expose_contradiction
Open slide detailLoop · Before After
10
The slide uses a list-based diagnostic approach to frame the company's failures.diagnose_problem
11
The slide uses a list of strengths to preemptively argue that the company's problems are solvable.summarize
Open slide detailBeat · Problem
12
The slide uses a clear three-part structure to define the activist's demands for governance and strategic change.propose_solution
13
The slide uses a waterfall-style bridge to show value creation, supported by four strategic pillars.quantify_opportunity
14
The chart highlights that even the 'best-in-class' targets remain conservative relative to historical performance.quantify_opportunity
16
The slide uses a pull-quote format to highlight a critique of management's execution.cite_precedent
17
The chart uses a grouped bar format to show relative performance across 7 distinct time periods.compare_peers
Open slide detailBeat · Agitate
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.show_valuation_bridge
Open slide detailBeat · Agitate
19
The slide uses a bar chart to contrast historical performance with consensus estimates, emphasizing a 48% decline for Southwest.compare_peers
Open slide detailBeat · Agitate
20
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble indicating a -1,300 bps delta.compare_peers
Open slide detailBeat · Agitate
21
The slide uses a bar chart for peer comparison and a waterfall-style bar chart to show the long-term decline in relative unit revenue.expose_gap
Open slide detailBeat · Agitate
22
The slide uses a combination of quantitative performance data and qualitative 'villain' quotes to frame Southwest's cost management as a failure.compare_peers
Open slide detailBeat · Agitate
23
Uses a line chart with numbered annotations to correlate specific events with stock performance.expose_contradiction
24
Includes a quote from a Southwest Captain to reinforce the narrative of poor performance.expose_contradiction
26
The slide uses a quote to validate the activist's thesis that the company is resistant to necessary change.cite_precedent
27
Uses a 'Failure to Evolve Strategy' vertical banner to frame the problem.diagnose_problem
28
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.compare_peers
29
Uses a 'CEO quote contradiction' framework to highlight the gap between financial reality and management narrative.expose_contradiction
30
The slide uses a series of pull-quotes to build a narrative of management failure.expose_contradiction
31
Uses a contrast-based framework to highlight management's stubbornness against industry trends.expose_contradiction
32
Uses a 'before-after' or 'claim-rebuttal' structure to undermine management's narrative.expose_contradiction
33
Uses CEO quotes to contrast internal optimism with market reality.expose_contradiction
34
The chart highlights the failure of management to meet original 2022 guidance, framing it as a credibility issue.expose_contradiction
35
Uses a timeline of quotes to highlight the contradiction between stated goals and actual financial guidance.expose_contradiction
36
Uses a combination of bar charts and a CEO quote to frame the company's growth strategy as value-destructive.expose_contradiction
37
Uses a list of negative performance metrics to justify a leadership change.name_villain
38
The slide uses a 'villain' framing by highlighting the CEO as the primary obstacle to value creation.compare_peers
39
The slide uses a stacked bar chart to visualize the collapse in analyst sentiment.expose_contradiction
41
Uses a vertical process flow to outline strategic interventions.propose_solution
Open slide detailBeat · Solution
42
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Open slide detailBeat · Solution
43
The slide uses a visual representation of board members and a list of strategic imperatives for board improvement.propose_solution
Open slide detailBeat · Solution
44
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Open slide detailBeat · Solution
45
Includes a callout box for 'Updated Strategy' and a silhouette graphic representing leadership.propose_solution
Open slide detailBeat · Solution
46
The slide uses a 'before-after' comparison for the margin improvement goal.propose_solution
Open slide detailBeat · Solution
47
The slide uses a 'Best-in-Class' highlight column to anchor the valuation thesis.quantify_opportunity
Open slide detailBeat · Solution
48
Uses a before-after bridge visualization to highlight the delta in employee compensation.quantify_opportunity
Open slide detailBeat · Solution
49
Uses a before-after-bridge framework to contrast negative current state (red) with positive future state (blue).frame_problem
Open slide detailBeat · Solution
50
The slide uses a stepped visual metaphor to represent a sequential process.state_next_steps