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This is a screenshot of a digital interface, not a traditional slide deck page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Surface Observation1 hit
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This is a screenshot of a digital platform, not a traditional slide.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Surface Observation1 hit
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This is a screenshot of a podcast episode page, likely from a campaign website.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a Spotify podcast page used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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This is a screenshot of a YouTube video page used as a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · First Layer1 hit
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The slide is a screenshot of an Apple Podcasts web page used as a vehicle for a regulatory filing disclosure.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer1 hit
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This is a web-based landing page acting as a cover/hub for a regulatory proxy campaign.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Core Insight1 hit
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Includes a footer with regulatory disclosure and contact information for media and investors.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Core Insight1 hit
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This is a web-based regulatory filing landing page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Core Insight1 hit
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This is a web-page style slide from a regulatory filing deck, likely part of an activist campaign website.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
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The text is a Q&A transcript between Bri and Gregg.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
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This is a transcript page from a podcast or interview, likely used as supporting material in a regulatory or investor presentation.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
31
Standard legal disclaimer for proxy solicitation materials.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
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This is a web-page style slide from a proxy campaign site.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
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Standard legal disclaimer for proxy solicitation materials.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Implications1 hit
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Includes transcript snippet, email subscription form, contact directory for media/investors, and legal disclaimer text.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution1 hit
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Includes a podcast player embed for the nominee's interview.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution1 hit
04
The slide lists six categories of advisors/experts used to validate the activist thesis.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 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
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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
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
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The slide uses a section-divider style navigation bar at the top. The bottom footer indicates this is part of an Elliott Management activist deck.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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Includes a watermark 'EXHIBIT 1' and 'BITDA' partially visible.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
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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
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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
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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
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The slide uses a three-column layout to categorize the problems, with a summary paragraph at the top.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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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 · Agitate1 hit
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The slide uses a 'villain' framing for the Phillips Today column, using red text and 'x' icons to highlight negative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit