Southwest Airlines (LUV)

John Pike and Bobby Xu · 2024-08
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
This is a classic activist investor 'Dear Fellow Shareholders' letter.frame_problem
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This is a text-heavy shareholder letter page from Elliott Investment Management regarding Southwest Airlines.frame_problem
Open slide detailBeat · Solution
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This is a text-heavy slide from an activist investor letter (Elliott Management) criticizing Southwest Airlines leadership.expose_contradiction
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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This is a page from an activist investor letter (Elliott Management) targeting Southwest Airlines leadership.diagnose_problem
Open slide detailLoop · Cost Of Inaction
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This is the final page of a shareholder letter, serving as a call to action for shareholders to take control of the company's future.closing_ask
Open slide detailBeat · ActionLoop · Cost Of Inaction
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introduce_nominees
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This is a continuation page of a nominee bio section, starting mid-sentence for the first nominee.introduce_nominees
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This is a continuation page of a longer list of nominee bios.introduce_nominees
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This is the bottom half of a page, continuing a previous nominee bio and providing legal disclosure.introduce_nominees
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Standard regulatory disclosure page for a proxy solicitation.front_matter