8 (EFA, Elliott, and Q3 Update, Erich Schnitzler, Greg Auld, Hank Ketchum)

Episode 24 of the The SWAPA Number podcast, hosted by SWAPA, titled "8 (EFA, Elliott, and Q3 Update, Erich Schnitzler, Greg Auld, Hank Ketchum)" was published on November 18, 2024 and runs 23 minutes.

November 18, 2024 ·23m · The SWAPA Number

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Summary

Today's SWAPA Number is 8. That's the number of new faces that have joined the Southwest Airlines Board of Directors since Elliot announced its investment in June with five Elliot nominees being seated as part of a comprehensive agreement between the Company and Elliot Investment Management. This was the final announcement in a slew of headlines over the last several weeks that included the Company's third quarter financials as well as the investor day in late September. So on today's s...

Episode Description

Today's SWAPA Number is 8. That's the number of new faces that have joined the Southwest Airlines Board of Directors since Elliot announced its investment in June with five Elliot nominees being seated as part of a comprehensive agreement between the Company and Elliot Investment Management. This was the final announcement in a slew of headlines over the last several weeks that included the Company's third quarter financials as well as the investor day in late September.

So on today's show we spoke with Greg Auld and Eric Schnitzler from the Economic and Financial Analysis Committee and second VP Hank Ketchum about these events and to take a look at what's on the horizon for the industry as well as what all this means for the membership.

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