slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
100%ready for canon
Slide type composition
dynamicclickable
Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
Tile area is proportional to slide count. Click a category to open its subtype map.
all document kinds · all orientations
Slide collection
138,361-138,420 of 319,975
01
This is the first page of a shareholder letter.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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
03
The slide uses authority-citation to build a case for leadership change by aggregating negative sentiment from key stakeholders.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The slide uses external validation (employee quotes) to undermine the credibility of the current management team.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution & Approach1 hit
05
This is a page from an activist investor letter (Elliott Management) outlining a plan for board and CEO transition.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
06
This is the final page of a shareholder letter, including signatures.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Action1 hit
01
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
02
This is page 1 of an activist investor letter/deck.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
03
This is a text-heavy page serving as an introduction/executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
04
Page 3 of a document, includes signatures and specific financial targets.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
05
This is the first page of a formal letter from an activist investor.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
06
Page 2 of an activist investor letter.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
07
The slide uses a series of testimonials to build a case for leadership succession.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
08
The slide uses external validation (employee sentiment) to build a case for leadership change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
09
This is a text-heavy slide outlining specific activist demands.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
10
This is a formal letter signed by John Pike and Bobby Xu.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
11
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
12
Includes Elliott Investment Management branding and campaign website.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
13
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
14
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
15
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
16
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
17
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
18
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
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 Chain1 hit
20
Uses a split-screen layout (blue top, red bottom) to visually represent the 'before' and 'after' states.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
21
Image file at /tmp/legacy-images/616b0ed7b6b8/slides/021.jpg not found on disk; cannot inspect content.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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 Chain1 hit
23
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
24
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
25
The chart highlights a progression of share price increases from +38% to +87% as EBITDAR margins improve from 15% to 20%.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
26
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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 1 hit
28
The chart uses a negative-value bar structure to emphasize underperformance.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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 1 hit
30
Image file at /tmp/legacy-images/616b0ed7b6b8/slides/030.jpg not found on disk; cannot inspect content.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
32
The slide uses a bar chart to show relative performance against peers and a waterfall-style bar chart to show long-term decline.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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
36
The slide uses a highlight color (dark blue) to indicate the current section being introduced.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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 Inaction1 hit
38
Uses an 'EXIT' sign metaphor to suggest investors have lost faith.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Problem StatementLoop · 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
41
Uses authority-citation to build a case against management.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a contrast-pairs framework to highlight the gap between Southwest and its competitors.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Uses a 'CEO vs Analyst' contradiction framework to undermine management's narrative.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
42
Image file at /tmp/legacy-images/c81ff0738a2c/slides/042.jpg not found on disk; unable to inspect.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Before After1 hit
43
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
44
Image file at /tmp/legacy-images/c81ff0738a2c/slides/044.jpg not found on disk; unable to inspect.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
45
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
46
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
47
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
48
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
49
Uses a before-after-bridge framework to contrast current state with future state.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
50
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
51
Southwest Airlines (LUV)Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit