This chapter explores the recent conflict between Southwest Airlines and activist investor Elliott Management, leading to significant board restructuring. It discusses the implications of new board members on management dynamics, shareholder interests, and the company's future strategies amidst evolving airline industry challenges. The conversation also compares Southwest's performance with competitors like Delta and touches on broader branding shifts at Campbell's, reflecting on the importance of adapting to changing consumer demands.
The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:
- Proposals for the US to develop a sovereign wealth fund
- The activist battle at Southwest Airlines
- Why Campbell’s dropped the “soup”
Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach.
Check out the Range Rover Sport at www.landroverusa.com
Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SWA, DLA, CPB
Host: Mary Long
Guests: Bill Mann, Robert Brokamp, Dave Hatter
Producer: Ricky Mulvey
Engineer: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices