Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Awards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle.... — Legal & General Investment Management, May 15, 2024"
""Awards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle." — Legal & General Investment Management, May 15, 2024"
"CEO Fayer’s biography has many open hole questions. First, it says he started Nuvei as Pivotal Payments in 2003. However, it fails to say what exactly he did prior to 2003."
"The most honest bear case is Hegde execution risk: if volume growth fails to materialize, this becomes a shrinking business retiring shares rather than a growing one."
"History may not be repeating itself, but it certainly is rhyming. We expect a crash back below $3 as the company either dilutes or fails to retain key customers."
"The market fails to account for Saputo’s U.K. Pension plan obligation, which is highly sensitive to inflation and assumes 2.9% inflation vs. 10.1% reality."
"The revised offer announced on April 11th, not only fails to address any of our concerns but in our view makes the whole transaction alarmingly illogical."
"PowerSchool’s risk section fails to mention SOPIPA’s prohibitions on building profiles on students and using a student's own data to target them with ads."
"We believe the market's current evaluation of REZI's capital structure is incorrect as it fails to treat the convertible preferred as in-the-money equity."
"Nuvei's CFO David Schwartz provides a biography that fails to fully disclose that he was appointed the CFO of SureFire Commerce (TSX: FIR) in May 2002."
"Warning: We believe Oatly’s Chairman of the Board provides a disingenuous biography that fails to capture his recent experience with Genius Foods Ltd."
"Spruce Point is dissatisfied with the Company's response, and notes that Saputo fails to provide hard numbers or sources to substantiate its claims."
"If this proposed transaction fails, we expect investors would correctly conclude there is no potential future strategic alternative for the company"
"If Dexcom fails to cut prices by a substantial (yet unsustainable) margin to better match Abbott, its near-term growth runway is severely limited."
"The company’s disclosure is opaque, as it fails to break out the key figure – device sales by organ – showing only a product/service total by SKU."
"We believe Samsara (IOT), like the examples below, promotes itself to retail yet fails to have a sustainable path to profitability and cash flow."
"Rollins frequently cites the recurring nature of its revenues, but fails to provide regular updates about gross, net, or acquired customers."
"Timken’s calculation distorts its trading discount by relying on a cash flow multiple that fails to adjust for short-term, temporary impacts"
"Annual setting of performance criteria for a “long-term” plan fails to hold management accountable for meeting long-term financial targets"
"Annual setting of performance criteria for a “long-term” plan fails to hold management accountable for meeting long-term financial targets"
"I think athena deserves a smaller capitalization, and I’m not just referring to how it fails to capitalize the first letter of its name."
"Does a company that fails to hit a key metric 9 out of 11 years during the greatest bull market in history deserve a premium valuation?"
"If the answer is yes, every whole-loan "sale" is a seller-financed transaction that fails the effective control test under ASC 860."
"MSCI already fails to disclose that Nasdaq is a competitor within its Index segment while also growing its ESG solutions business."
"The valuation ascribed to this 36% of shares fails the laugh test, and the transaction structure fails the smell test."
"While tasked with overseeing risk, we find it ironic that he himself has nothing at risk if Nova succeeds or fails."
"We noted the QS data fails to meet almost every criteria, which even warns against the Y-axis trick QS uses here."
"Insider ownership now stands at a paltry 1.5%, meaning that insiders have little at risk if the Company fails."
"This check can easily be automated for all review profiles but apparently Trustpilot fails to do that."
"What is obvious is that John Hess's perennial claims, year after year stock performance fails"
"Management fails to grasp the cost focus necessary to maximize value in resource plays"
"The Crowne Plaza hotel ‘fails to meet the client's recovery needs’, said his lawyer."
"PBH has poor revenue disclosure practices and fails to disclose pricing or volume"
"Taubman's presentation fails to answer a number of important questions:"
"The $90.8 million valuation fails our laugh test...with flying colors."
"Cintas Fails To Make It To My Watchlist — Dilantha De Silva"