slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 74,071-74,100
Pages 2,643
Rows per page 30
Component
74,071-74,100 of 79,264
33
The slide uses a combination of quantitative benchmarking and qualitative 'villain' critique via quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
34
Uses numbered callouts on a line chart to correlate specific events with share price drops.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
Uses a before-after framing to contrast 2019 performance with 2023/current performance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
The chart uses red bars for negative performance and blue bars for positive performance, emphasizing the frequency of negative outcomes.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Uses a color-coded bar chart within a table to visualize the increasing severity of financial decline alongside contradictory quotes.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
Uses CEO quotes to contrast management's optimistic claims with the reality of the 90% lower consensus EBIT.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The chart uses a color gradient to emphasize the worsening cost performance over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
Uses a 'before-after' style contradiction framework to highlight management's failure to meet cost guidance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
47
Uses a quote from a competitor CEO to validate the activist's critique of Southwest's strategy.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
49
The slide uses a combination of a peer benchmark table and qualitative testimonials to build a case for management removal.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
50
The slide uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
57
The slide uses a 'before-after' framing to illustrate the margin improvement potential.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Propose Solution1 hit
58
Includes two distinct tables: a valuation sensitivity analysis and a margin performance comparison.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
59
Uses a before-after bridge visualization to highlight the delta in employee benefits.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
65
This is the first page of a letter from Elliott Investment Management to the Board of Southwest Airlines.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
67
This is a text-heavy slide acting as an executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
36
Standard legal disclosure text regarding beneficial ownership and derivative agreements.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
03
Includes a bar chart comparing TSR performance before and after Elliott's involvement.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a three-column structure to frame the activist thesis: Assets, Problems, and Proposed Solution.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses a peer benchmark to highlight the valuation gap between the company's current trading multiple and its implied SOTP value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
07
The slide uses a waterfall-style bar chart to visualize cumulative negative returns over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
08
Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a waterfall-style valuation bridge to show how specific operational and portfolio actions contribute to share price appreciation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a before-after framing to justify a similar intervention for Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
13
Includes a watermark 'EXHIBIT 1' and 'BITDA' partially visible.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
14
Includes a dual-axis chart showing EBITDA-Capex and conversion percentage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
15
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
16
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
18
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