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7,801-7,830 of 18,554
34
Uses P/NTM AFFO as the valuation metric. Includes a quote from CEO Jay Brown to contrast with the market's valuation.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
42
Uses a quote from CFO Dan Schlanger to frame the contradiction.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
44
The slide uses a bar chart to contrast a 4% yield for CCI against a 20% yield for AMT.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
48
The slide uses a bar chart to contrast the cost basis of fiber investments against the implied value and the potential returns of alternative investments.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 2 hits
08
The quote is used to frame the urgency of the activist's proposed changes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
10
The slide uses a list-based diagnostic approach to frame the company's failures.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
11
The slide uses a list of strengths to preemptively argue that the company's problems are solvable.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Problem2 hits
16
The slide uses a pull-quote format to highlight a critique of management's execution.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
18
Includes a quote from Deutsche Bank to support the thesis of investor skepticism.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
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 · Agitate2 hits
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 Inaction2 hits
26
The slide uses a quote to validate the activist's thesis that the company is resistant to necessary change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
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 2 hits
37
Uses a list of negative performance metrics to justify a leadership change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
19
The quote is framed as a warning about the pace of external vs internal change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain2 hits
22
The slide uses a list of strengths to preemptively argue that the company's problems are solvable, framing the activist's intervention as a catalyst for change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain2 hits
27
The slide uses a yellow border to highlight the quote, with specific emphasis underlined in the text.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
29
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 2 hits
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 Inaction2 hits
37
The slide uses a quote to frame the activist's argument that management is resistant to change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction2 hits
08
The quote is framed as a warning about the pace of external change versus internal adaptation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
10
The slide uses a list-based diagnostic approach to frame the company's decline.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain2 hits
11
Includes a supporting quote from Melius Research.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain2 hits
16
The quote highlights a gap between potential and performance, specifically citing slow movement and unacceptable revenue outcomes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
18
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 Moment2 hits
19
Includes a quote from Deutsche Bank emphasizing the margin gap.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment2 hits
24
The slide uses a before-after comparison to highlight financial losses for employees.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
26
The slide uses a quote to frame the activist's argument that management is resistant to necessary change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits
36
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 2 hits
37
Uses a cascading list format to emphasize negative performance outcomes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 2 hits