Contrarian Corpus
Phrase library

Callouts & quotes from 82+ activist slides

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

Showing 61–82 of 82 matching "excessive"
callout other

"For example, it shows that Abbot, J&J, Merck, Pfizer, and others all tried and failed in their H3R programs for narcolepsy and excessive daytime sleepiness."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 71
callout villain critique

"We typically find that excessive compensation, frequent shareholder dilution, and minimal insider alignment to be hallmarks indicative of stock promotions."

Uranium Energy Corp · UEC Spruce Point Capital · p. 26
callout villain critique

"The timeline provided by [L3] has the potential for disruption in schedule, due to the excessive time it takes to install an individual system."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 23
callout villain critique

"Can you possibly stretch? Can you possibly make excessive sleepiness narcolepsy? Can you possibly make it cataplexy? Can you possibly do that?"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 345
callout villain critique

"We are concerned with Zillow's excessive use of stock-based compensation (“SBC”); 115% of FY23 reported Adj. EBITDA was comprised of SBC."

Zillow Group, Inc. · Z Spruce Point Capital · p. 83
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 4
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 8
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 3
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 7
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 10
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 11
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 5
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 12
callout villain critique

"Most DCD's have excessive warm ischemic time; organs deteriorate rapidly after 30 minutes and unrecoverable"

TransMedics Group Inc · TMDX Scorpion Capital · p. 177
callout process diagram

"A combination of factors are driving the excessive valuation discount, but they can be readily addressed"

Samsung C&T Corporation · 028260 KS Palliser Capital · p. 28
callout section divider

"The Rollins Family Is Selling While ROL’s Valuation Is Excessive: We See 30% – 40% Downside Risk"

Rollins Inc. · ROL Spruce Point Capital · p. 80
callout other

"The old model was excessively promotional, which hurt the JCP brand and complicated the company"

J.C. Penney Company, Inc. · JCP Pershing Square · p. 27
callout villain critique

"Darden’s facilities are very impressive, but can management justify this excessive G&A spend?"

Darden Restaurants, Inc. · DRI Starboard Value · p. 87
callout villain critique

"Huntsman's CEO has accumulated excessive pension benefits compared to the Proxy Peers"

Huntsman Corporation · HUN Starboard Value · p. 202
callout villain critique

"Excessive equity issuance directly and adversely impacts common stockholders"

Box, Inc. · BOX Starboard Value · p. 99
callout villain critique

"ACAS has consistently paid excessive compensation for failed performance"

American Capital, Ltd. · ACAS Elliott Management · p. 21