Matching slides 79,264
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74,041-74,070 of 79,264

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Page 3 of a document, includes signatures and specific financial targets.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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Includes a bar chart comparing market share and a map showing network coverage.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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Uses a waterfall-bridge style visual to represent value creation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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The chart highlights a progression of share price increases from +38% to +87% as EBITDAR margins improve from 15% to 20%.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
28
The chart uses a negative-value bar structure to emphasize underperformance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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The slide uses a red bar for 'Today' to emphasize the critical valuation gap.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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The chart uses a red highlight for Southwest's 2024E margin and a callout bubble for the -1,300 bps delta.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
32
The slide uses a bar chart to show relative performance against peers and a waterfall-style bar chart to show long-term decline.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
06
Slide from an activist investor deck (Elliott Management) presenting a summary of Southwest's current market standing.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
13
The slide uses a waterfall-style bridge to illustrate value creation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit
14
The chart highlights a progression from current performance to 'Best-in-Class' targets, emphasizing that even the highest target remains below historical levels.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
17
The chart uses a grouped bar structure to show relative performance across 7 distinct time periods.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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The slide uses a red bar for 'Today' to emphasize the current low valuation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Includes a quote from Deutsche Bank emphasizing the margin gap.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
20
The slide highlights a significant margin contraction for Southwest compared to its peers, specifically calling out a 1,300 bps delta.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
21
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
22
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
23
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
24
The slide uses a before-after comparison to highlight financial losses for employees.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
28
The chart uses red bars for underperformance and blue bars for outperformance, emphasizing the negative trend.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
29
The slide uses a color-coded bar chart (gradient red) to visualize the increasing magnitude of the EBIT decline.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
33
Uses CEO quotes to contrast management's claims of $1B-$1.5B in incremental profit against the reality of a 90% lower consensus EBIT.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
34
The slide uses a color-coded bar chart to visualize the failure to meet cost targets, contrasting initial guidance with actual results.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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Uses a 'say-do' gap framework to highlight management credibility issues.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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Includes a quote from United CEO Scott Kirby to reinforce the argument about unprofitable segments dragging down core airline performance.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
37
Uses a cascading list format to emphasize negative performance outcomes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
39
Uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
46
Includes a waterfall-style bridge showing margin improvement from 11% to 19%.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
47
The slide uses a sensitivity analysis table for valuation and a comparative performance table to justify the feasibility of the margin targets.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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Uses a waterfall-style bridge to illustrate the delta between current and future states.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit