The Air Show

Southwest faces its biggest challenge

June 20, 2024
Southwest faces its biggest challenge
The Air Show
More Info
The Air Show
Southwest faces its biggest challenge
Jun 20, 2024

Weeks ago, we planned to discuss Southwest's underperformance — but so much has happened since then. Legacy-loving Southwest now has an activist investor, which bought more than 10 percent of company shares and has launched an effort to blow up the board and fire CEO Bob Jordan. Brett Snyder, Jon Ostrower and Brian Sumers discuss the post-pandemic state of Southwest that likely led Elliott Investment Management to make this play for control, and the play itself. Questions, comments, or suggestions? Get in touch with us: theairshowpodcast.com


Show Notes

Weeks ago, we planned to discuss Southwest's underperformance — but so much has happened since then. Legacy-loving Southwest now has an activist investor, which bought more than 10 percent of company shares and has launched an effort to blow up the board and fire CEO Bob Jordan. Brett Snyder, Jon Ostrower and Brian Sumers discuss the post-pandemic state of Southwest that likely led Elliott Investment Management to make this play for control, and the play itself. Questions, comments, or suggestions? Get in touch with us: theairshowpodcast.com