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02
This is page 2 of a shareholder letter from Elliott Investment Management.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a standard 'About Us' slide for an activist investor deck, establishing credibility and scale.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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The slide uses a four-column layout to detail different research streams (employees/execs, advisors, shareholder survey, customer study).Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 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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This slide establishes the historical context and 'hero' status of the company before pivoting to the activist's critique.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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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 Chain1 hit
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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 Chain1 hit
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The slide uses a 'staircase' or 'progressive disclosure' layout to present the three pillars of the activist campaign.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 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 1 hit
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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
31
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
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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 1 hit
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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
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The slide uses a series of pull-quotes to build a narrative of external pressure and internal stagnation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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Uses a contrast-pairs framework to highlight the gap between Southwest's stated strategy and industry norms.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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Uses a 'CEO vs. Analyst' contradiction framework to undermine management's narrative.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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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
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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
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Uses a cascading list format to emphasize negative performance outcomes.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a 'Worst-in-Class' framing to justify a call for management change.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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Uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
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The slide uses a visual representation of board composition followed by a list of strategic governance demands.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
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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
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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
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Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit