Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
""This deal represents a sound investment in both advanced technologies and new capabilities that build upon our decades of experience as the nation's leading propulsion provider." — Aerojet Rocketdyne Holdings, Inc. CEO and President Eileen Drake"
"In late 2023 and early 2024, ROAD's CEO talked up Florida and noted its "crazy" growth. However, recently ROAD has not made bullish comments on Florida. Our Florida DOT FOIAs which suggest a marked decline in contract awards could be the reason."
"「TSMCは今おレーザーテック製の装置を積極的に使っていますか。それとも、ダウンタイムが多すぎるために使用せず、遊ばせているのでしょうか」 「TSMCはレーザーテック製の装置をどれだけうまく生産の流れに導入できているかについてはよくわかりません。しかし、ホロンから聞いているかぎり、今のところはあまりうまくいっていないようです。そのためか、ホロン製の検査装置をかなりのペースで発注しづづけています」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"
"A CEO of the target [Xerox], facing likely ouster, serves as the loyal agent of the acquirer, designing a deal that is too good to be true: a cheap price, little governance protections, no market check, and a process that ignores other bidders."
"Multiple retired presidents/CEOs serving as advisors to Keisei whilst serving in senior roles at OLC results in significant and inappropriate influence over incumbent Keisei management - further impairing an objective appraisal of the OLC stake"
"BlackRock’s vote ‘FOR’ is a contradiction of BlackRock pledge in 2020 of “Exiting investments that present a high sustainability-related risk, such as thermal coal producers” (BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020)"
"BlackRock’s vote ‘FOR’ is a contradiction of BlackRock pledge in 2020 of “Exiting investments that present a high sustainability-related risk, such as thermal coal producers” (BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020)"
""You can't judge us on a one-year basis. You have to do it over the long term." — John Hess, Chairman & CEO Hess, January 2010; "There is no hiding place for underperformance." — Rodney Chase, Shareholder Nominee, Former Deputy CEO BP, May 2005"
"Phillips 66’s (NYSE: PSX) CEOs reaped an eye-popping $140M from 2020-2024—despite ongoing stock and operating underperformance and missed cost targets. Why are shareholders footing the bill for big CEO paydays in the face of lackluster returns?"
"Anytime you can sell a volume of MDI on a rail car basis on a long-term fixed contract basis, that's going to be something we like. So not everything has to go through a system house... — Peter Huntsman, Chairman, President & CEO, December 2019"
"There is tangible evidence that warm weather is affecting WTRG, ultimately reducing the need for natural gas consumption. The CEO recently punted on discussing the impact to their outlook despite 20% warmer weather than normal. Wonder why....?"
"“Approximately, 94% of our GAAP revenue was recurring subscription revenue...Hims & Hers brings together the best of high-growth consumer Internet coupled with the fundamental economics of enterprise SaaS.” — CEO Dudum on Q3 2021 Earnings Call"
"I can tell you now that on every campaign we run in SORT, yes, alongside of the cookies, and we want to be in a point where we're reaching the number of 1,000 campaign by the end of the year of using SORT. — Perion Network CEO (April 28, 2022)"
"“And so they have great margins just in their contracting but then they add to that margin by capturing the value of aggregates and liquid asphalt by vertically integrating, which is our second margin lever.” — CEO Smith Deal Call Oct 21, 2024"
"“further increase production volume” — CEO; “we have not announced...how much production will expand.” — CEO; “will contribute to production...we are working to increase production capacity...expanding our production space and workforce” — CEO"
"Spruce Point is concerned to see WD-40’s CEO promoting his investment case on Jim Cramer’s Mad Money, a venue that attracts many retail investors. The CEO offered a perplexing view on his Company, claiming they are in the “memories” business."
"Spruce Point has a track record of calls in the advertising technology and outsourced technology services industry. Notably, DV’s CEO was formerly the CEO of Telaria and was an architect of the merger with Rubicon Project that became Magnite."
"Kao's largest rivals' CEOs have extensive experience both globally and at competitor firms. However, both President Hasebe and former President Sawada are lifetime employees of Kao from the R&D department with little international experience."
"New Pacific CEO Rui Feng has taken it a step further, with a history of using litigation and state influence (including payments to Chinese authorities and pressure on Canadian regulators) to silence criticism against his business interests."
"It is deeply concerning that Archer's CEO is hyping TIA (which means in the next four months), whilst simultaneously promoting their very basic achievements showing they are in the very earliest stages of envelope expansion and only in CTOL."
"I don't understand the story to be honest that you need to power internally. I mean, if I today am willing to sell the power to the same guys for lower prices than it costs them to build the assets, why building the assets? — RWE CEO Krebber"
"On October 26, 2021, days before his other 10b5-1 stock sale program started, the Chairman & CEO formed the Jagdfeld Giving Foundation for charitable purposes. This certainly makes it appear as if the CEO's stock sales are well intentioned."
"TMDX’s entire “inner circle” appears to have done all of part of their medical training at these two schools: the CEO, the Chief Commercial Officer; the head of its liver program and “Medical Director” who oversees its surgeons; and others."
"Based on the synergy plan, we are confident that the combined entity will generate about a 24% operating margin by the end of this decade versus the 18.5% P&G delivered in fiscal 2004-5. — A.G. Lafley, CEO, Gillette M&A Presentation 10/3/05"
"“Part of our business is entertainment. We entertain our distributors with opportunity, with dreams, stories, it's all a part of what this company is.” --CEO Michael O. Johnson, Goldman Sachs 14th Annual Global Retailing Conference 9/5/2007"
"At present, we believe [CEO Mark] Lashier and the rest of the management team deserve investor support so long as they demonstrate meaningful progress against [their financial] targets. — Elliott Investment Management (November 2023 letter)"
"MacLellan failed to disclose his role at PortaCom Wireless. While his tenure occurred over 20 years ago, we believe his role as CEO of a company that declared bankruptcy is material as an event where shareholders were significantly harmed."
"To safeguard employees, shareholders, and other stakeholders' interests, Palliser call on Kobayashi-CEO and the Board to stem the ongoing value destruction and facilitate conditions for longer-term improvement with three immediate measures"
"Monroe – the real heavy – appears to want his cake and eat it too: trying to preserve his scientific reputation by allegedly privately blaming the CEO and “financial types,” while publicly playing along as the scientific promoter-in-chief."
""To meet our clients' needs, we believe the companies we invest in should similarly be focused on achieving sustainable returns over the longer term. Good corporate governance is critical to that goal" — CEO Larry Fink, 2014 Letter to CEOs"
""If we look at the analysts' predictions for the size of the enterprise AI software market, this promises to be on the order of a $300 billion software market in, say, 2025." — CEO Siebel, Annual Virtual Wells Fargo TMT Summit, Dec 2, 2021"
""To meet our clients' needs, we believe the companies we invest in should similarly be focused on achieving sustainable returns over the longer term. Good corporate governance is critical to that goal" — CEO Larry Fink, 2014 Letter to CEOs"
"Misclassifying expenses, particularly as capex, is one of the oldest accounting frauds in the book – causing Worldcom’s rapid collapse into bankruptcy when it was revealed, and landing its CEO, CFO, and various accounting staff in prison."
"Those naively attempting to solve self-driving using a pure end-to-end system will find themselves bogged down in a game of whack-a-mole, much like the folks delivering large language models have. — Chris Urmson, Aurora co-founder and CEO"
"Of the 19 state customers that CCA does business with, we are currently estimating that those states will have an incremental growth that will be twice as much as their funded plan capacity by 2013. — Damon Hininger, CEO, Q1 Earnings Call"
"We can only conclude two things from this fact pattern. Either: 1) By February 2011... the CEO search committee... had already determined that Mr. Austrian would become the permanent CEO... 2) The Board's governance is seriously lacking."
"Spruce Point is alarmed by the recent pattern of MSCI's investments and alliances which appear to financially benefit members of MSCI, Morgan Stanley and former Morgan Stanley executives in the sphere of CEO and Chairman Henry Fernandez."
"“China is 1.3 billion people, you can recruit for a long time there before we had what was called the classic 'pop-and-drop' in that marketplace.” — Michael O. Johnson, Herbalife Chairman and CEO, HLF Q2 2008 Earnings Call, Aug. 6, 2008."
"Through either one or two degrees of separation, GFL’s CEO has been closely associated with people that have been involved with various business scandals, some of which have involved charges (and convictions) for fraud and imprisonment."
"Through either one or two degrees of separation, GFL’s CEO has been closely associated with people that have been involved with various business scandals, some of which have involved charges (and convictions) for fraud and imprisonment."
"Southwest’s Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"Southwest's Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"On the #StrongerSouthwest podcast, Gregg Saretsky, Elliott's nominee for Southwest Airlines' (NYSE: LUV) board and former WestJet CEO, discusses the importance of accountability during WestJet's drive for stronger financial performance."
"CEO Dominik Richter's private company borrowed massively against his HelloFresh’s shares to fund highly leveraged real estate investments by his brother Benedikt Richter, apparently triggering margin calls amid a steep share price drop."
"Southwest's Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"Southwest's Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"“We still believe we're going to get the benefit of integration. That's not lost because of the supply agreement that we have and the fact that we'll continue to be using our logistics assets.” — Mike Hennigan, CEO of Marathon Petroleum"
"We question how AMT’s towers can be positioned to capture incremental growth when, according to their President, CEO, and Chairman, the vast majority of their towers are not located where the people generating the increased demand are."
"Notice that in Alpha Natural’s two largest acquisitions of Massey Energy and Foundation Coal there were virtually no adjustments in the value of the acquired coal inventories. This was under CEO Kevin Crutchfield’s leadership of Alpha."
"Twist explicitly states that the facility is for “DNA Data Storage,” not manufacturing, which it lists as the use case only for its South San Francisco HQ – contradicting numerous statements the CEO has made about its intended purpose."
"The role of the CEO is to run the company. The role of the Board is to provide independent oversight of the CEO. Therefore, in general terms, there is an inherent conflict of interest for a CEO to act as her/his own oversight as Chair."
""the new management of that coal business may want to continue to expand and continue to produce coal long beyond the time frames and horizons that we put out in our commitments" — Glencore CEO Gary Nagle, Bloomberg, December 3rd, 2021"
"“SWIB will vote AGAINST this proposal, as the following concern(s) remain: CEO pay is 5.00 times greater than the next highest paid NEO.” — State of Wisconsin Investment Board – 2016 Proxy Voting Report (Alcoa 2016 Annual Meeting Vote)"
"Pai has been referred to as Enron's “invisible CEO” and one of the “brightest brains” at Enron who helped Jeffrey Skilling turn Enron into the fast-paced energy-trading firm it was before its collapse. — Spruce Point Capital Management"
"By October 2022, when Datasection's CEO Norihiko Ishihara was interviewed by the KEIO leadership center he described it as the American version of TikTok and was offering augmented reality and ecommerce as services. — Wolfpack Research"
"APPS CEO claims to have neither the means nor desire to look at other companies' user data, but the evidence in its code indicates the opposite – APP has the means and is engaging in collecting 3P platforms data to construct its PIGs."
"We still believe we're going to get the benefit of integration. That's not lost because of the supply agreement that we have and the fact that we'll continue to be using our logistics assets. — Mike Hennigan, CEO of Marathon Petroleum"
"Disney's supposed "progress" appears elusive - the Company has significantly underperformed its Media Industry (Proxy) Peers since Mr. Iger returned as CEO in late 2022 and since the Company's "transformation" began in February 2023."
"Alan Lindsay was UEC’s Chairman of the Board and large shareholder who was granted practically free equity. His son Oliver Lindsay is a convicted stock fraudster who served time in prison. CEO Adnani is related to the Lindsay family."
"Disney’s supposed “progress” appears elusive – the Company has significantly underperformed its Media Industry (Proxy) Peers since Mr. Iger returned as CEO in late 2022 and since the Company’s “transformation” began in February 2023."