Matching slides 18,554
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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 2 hits
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 2 hits
53
Uses icon-grid to visualize board composition and a table to highlight tenure.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Propose Solution2 hits
01
Slide 1
The page serves as a digital hub for an activist investor campaign.Southwest Airlines (LUV) · Elliott Investment Management
Press release Activist investor 2 hits
03
This appears to be a web page footer or 'About' section rather than a traditional slide deck page.Southwest Airlines (LUV) · Elliott Investment Management
Press release Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
01
Slide 1
This appears to be a landing page or cover slide for an activist investor campaign.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · Hook2 hits
03
This appears to be a footer or 'About' section of a regulatory or activist campaign website.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
16
This is a promotional email/press release regarding an activist campaign.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer2 hits
22
This is a web-based regulatory filing landing page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Core Insight2 hits
12
This is a promotional email from Elliott Investment Management regarding their proxy contest for Southwest Airlines.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence2 hits
02
This is a text-heavy shareholder letter page from Elliott Investment Management regarding Southwest Airlines.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution2 hits
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 · Problem2 hits
08
Uses a waterfall-bridge chart to decompose Enterprise Value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
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 Breakdown2 hits
17
Includes a quote from TD Cowen as external validation of the underperformance thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
20
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 · Agitate2 hits
28
Uses a quote from management to contrast with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
33
Uses a waterfall chart to show net divestitures and a table to detail asset dispositions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
35
The slide uses a quote to highlight market skepticism regarding the company's current structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
52
Uses a weighted average calculation to justify the company's leverage profile.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
06
The chart uses a color-coded grouping strategy to compare Phillips 66's current valuation against peer groups (Refining, Midstream MLPs, Midstream C-Corps, Chemicals).Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem2 hits
11
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Before After2 hits
16
Includes a cost curve chart showing CPChem's competitive advantage.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits
17
This slide uses a quote to establish the 'underperforming' thesis point.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
20
Includes a CEO quote used to contrast with the market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
28
Uses a red-highlighted callout to contrast management's quote with the quantitative shortfall.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate2 hits
35
The slide uses a quote to highlight market skepticism regarding the company's conglomerate structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution2 hits
52
The slide uses a weighted average calculation to argue that PSX's current leverage is appropriate given its diversified business mix.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 2 hits