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This is a screenshot of an Apple Podcasts page hosting a regulatory-related podcast episode.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a podcast episode page, likely from a campaign website.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a Spotify podcast page used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a YouTube video page used as a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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The slide is a screenshot of an Apple Podcasts web page used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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This is a web-based podcast episode page serving as a regulatory disclosure vehicle.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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The slide is a screenshot of a Spotify web interface used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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This is a screenshot of a YouTube video page used as a regulatory disclosure vehicle.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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This is a promotional email/press release regarding an activist campaign.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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This is a standard regulatory filing disclosure page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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This is a text-heavy slide from an activist investor letter (Elliott Management) criticizing Southwest Airlines leadership.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a before-after framing to justify a similar intervention for Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a section-divider style navigation bar at the top. The bottom footer indicates this is part of an Elliott Management activist deck.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a watermark 'EXHIBIT 1' and 'BITDA' partially visible.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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The slide uses a 'Streamline 66' branding, likely an activist campaign by Elliott Management against Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a cost curve chart showing CPChem's position relative to global competitors.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a quote from TD Cowen as external validation of the underperformance thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a rhetorical question as an action title to challenge management's narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a three-column layout to categorize the problems, with a summary paragraph at the top.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a CEO quote to contrast with the market performance data, framing the company's structure as inefficient.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a waterfall-style trend line to emphasize the widening gap in PRASM performance over a decade.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a combination of a bar chart and a series of pull-quotes to frame Southwest's management as the cause of poor performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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Uses a line chart with numbered annotations to correlate specific events with stock performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a before-after comparison to highlight financial losses for employees.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit