Contrarian Corpus
Phrase library

Callouts & quotes from 1,061+ activist slides

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

Showing 1021–1061 of 1,061 matching "peer"
callout peer gap

"Dillard's Shares Underperformed Peers By 200% From 2000-2007"

Sotheby's · BID Marcato · p. 21
callout peer gap

"HMC Discount vs. peers: (26%) Kia Discount vs. peers: (73%)"

Hyundai Motor Group Elliott Management · p. 28
callout peer gap

"Interest expense absorbs only 5.8% of Peer EBIT on average"

Lazard Ltd · LAZ Trian Partners · p. 32
callout peer gap

"PepsiCo EPS growth has materially trailed peers since 2006"

PepsiCo, Inc. · PEP Trian Partners · p. 11
callout precedent table

"Post Elliott’s involvement, outperformed peers by ~150%"

Phillips 66 · PSX Elliott Management · p. 4
callout peer gap

"GoDaddy has 3-5x more customers than its public peers"

GoDaddy · GDDY Starboard Value · p. 11
callout villain critique

"PSX R&M RemainCo is a similar size as its core peers"

Phillips 66 · PSX Elliott Management · p. 30
callout villain critique

"PSX R&M RemainCo is a similar size as its core peers"

Phillips 66 · PSX Carl Icahn · p. 31
callout peer gap

"Box trades at the lowest multiple of its Peer Group"

Box, Inc. · BOX Starboard Value · p. 43
callout peer gap

"Zillow Leads Its Peers In Stock-Based Comp Dilution"

Zillow Group, Inc. · Z Spruce Point Capital · p. 84
callout peer gap

"GoDaddy is significantly larger than its peers"

GoDaddy Inc. · GDDY Starboard Value · p. 8
callout peer gap

"Avg. premium of 4.2x+ or ~25% vs. peer P/E"

Sampo Oyj · SAMPO Elliott Management · p. 6
callout villain critique

"Box is now at 2.4x the Peer Median 23.0%"

Box, Inc. · BOX Starboard Value · p. 84