Matching slides 79,264
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74,011-74,040 of 79,264

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Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
59
Uses peer disclosure as a benchmark to highlight a governance/transparency gap at Crown Castle.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
60
The slide uses a combination of bar charts to show that targets are consistently met (EBITDA/AFFO) while ROIC significantly lags behind peers.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
61
The slide uses a stacked bar chart to visualize the shift in incentive weighting from peer-relative metrics to absolute goals.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
62
The slide uses a color-coded bar chart approach to distinguish historical data from projected 'RTC Plan' data.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
63
The slide uses a table to highlight specific directors with long tenures and high ages, framing them as a governance risk.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
64
The slide uses a crown icon as a recurring visual motif for the 'Reclaiming the Crown' campaign.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
66
Includes three distinct tables: Implied Domestic and International Multiples, Crown Castle Implied Fiber Multiple, and International Comps.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 1 hit
03
Page 3 of a shareholder letter.Southwest Airlines (LUV) · John Pike
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
13
The slide uses a waterfall-style bridge to show value creation, supported by four strategic pillars.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
14
The chart highlights that even the 'best-in-class' targets remain conservative relative to historical performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
17
The chart uses a grouped bar format to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a bar chart to contrast historical performance with consensus estimates, emphasizing a 48% decline for Southwest.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble indicating a -1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a combination of quantitative performance data and qualitative 'villain' quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
23
Uses a line chart with numbered annotations to correlate specific events with stock performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
Includes a quote from a Southwest Captain to reinforce the narrative of poor performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
29
Uses a 'CEO quote contradiction' framework to highlight the gap between financial reality and management narrative.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
33
Uses CEO quotes to contrast internal optimism with market reality.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
34
The chart highlights the failure of management to meet original 2022 guidance, framing it as a credibility issue.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
35
Uses a timeline of quotes to highlight the contradiction between stated goals and actual financial guidance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
36
Uses a combination of bar charts and a CEO quote to frame the company's growth strategy as value-destructive.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
37
Uses a list of negative performance metrics to justify a leadership change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
39
The slide uses a stacked bar chart to visualize the collapse in analyst sentiment.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
46
The slide uses a 'before-after' comparison for the margin improvement goal.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit
47
The slide uses a 'Best-in-Class' highlight column to anchor the valuation thesis.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit
48
Uses a before-after bridge visualization to highlight the delta in employee compensation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit