Contrarian Corpus
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Callouts & quotes from 902+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

Showing 841–900 of 902 matching "sell"
quote villain critique

"“How were we to know oil would run out? We only sell the stuff!” — Cartoon caption"

CONSOL Energy · CNX Greenlight Capital · p. 34
quote villain critique

""How were we to know oil would run out? We only sell the stuff!" — Cartoon caption"

Pioneer Natural Resources · PXD Greenlight Capital · p. 24
callout villain critique

"Stryker appears to be working sell-side analysts to keep the equity story afloat."

Stryker Corp. · SYK Spruce Point Capital · p. 191
callout villain critique

"Twist has to resort to purchasing these components and merely being a reseller."

Twist Bioscience · TWST Scorpion Capital · p. 197
callout section divider

"A Retail Bubble Stock While Insiders Furiously Selling: 25% – 50% Downside Risk"

Magnite, Inc. · MGNI Spruce Point Capital · p. 44
callout executive summary

"Herbalife is in the business of selling dreams, not weight-management products."

Unknown · p. 2
callout executive summary

"Herbalife is in the business of selling dreams, not weight-management products."

Herbalife, Ltd. · HLF Pershing Square · p. 2
callout villain critique

"To be successful, Distributors need to recruit and sell to other Distributors"

Herbalife Ltd. · HLF Pershing Square · p. 223
callout villain critique

"We’re valuing a cheap vehicle importer/reseller at 1x revenues plus net cash."

GreenPower Motor Company · GP White Diamond Research · p. 23
callout villain critique

"Insiders appear to sell at almost every significant uptick in PEN shares."

Penumbra, Inc. · PEN Spruce Point Capital · p. 59
callout villain critique

"We conclude that NNOX has no real product to sell other than its stock."

Nano-X Imaging Ltd. · NNOX Muddy Waters · p. 4
callout cover

"“THE UGLY ELF” / STRONG SELL OPINION / E.L.F. Beauty Inc. | NYSE: ELF"

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 1
quote villain critique

"“If you build it, they will come.” — Ray Kinsella theory of investing"

Carvana Co. · CVNA Spruce Point Capital · p. 97
callout villain critique

"Did PGNY embellish the member additions in the 2022 selling season?"

Progyny, Inc. · PGNY Spruce Point Capital · p. 33
callout ceo quote

"Management's is characterizing a flat selling season as a "record""

Progyny, Inc. · PGNY Spruce Point Capital · p. 31
callout cover

"“Sucking Wind” / STRONG SELL OPINION / Penumbra, Inc. | NYSE:PEN"

Penumbra, Inc. · PEN Spruce Point Capital · p. 1
callout section divider

"Insiders Keep Selling, So Should You: 50% Downside Risk Remains"

Mercury Systems Inc. · MRCY Spruce Point Capital · p. 30
callout sop buildup

"Distributors must re-sell here to capture the 25% Retail Profit"

Herbalife Ltd. · HLF Pershing Square · p. 101
callout villain critique

"Sellside only estimates $13bn of sales from its acquisitions"

Pfizer Inc. · PFE Starboard Value · p. 45
callout sop buildup

"Distributors must re-sell here to capture full Retail Profit"

Herbalife Ltd. · HLF Pershing Square · p. 104
callout peer gap

"Sellside only estimates $13bn of sales from its acquisitions"

Pfizer Inc. · PFE Starboard Value · p. 45
callout villain critique

"Niteworks Sells for a 48% Discount to Adjusted SRP on eBay"

Herbalife Ltd. · HLF Pershing Square · p. 108
callout peer gap

"Formula 1 Sells for a 34% Discount to Adjusted SRP on eBay"

Herbalife Ltd. · HLF Pershing Square · p. 107
callout cover

"SOUR ON AN OAT-LIER INVESTMENT / STRONG SELL OPINION /"

Oatly Group AB · OTLY Spruce Point Capital · p. 1
callout executive summary

"Our recommendation is straightforward: sell Welltower."

Welltower Inc. · WELL Land & Buildings · p. 2
callout appendix data

"The following acts belong to the pyramid selling:"

Herbalife Ltd. · HLF Pershing Square · p. 60