Contrarian Corpus
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Callouts & quotes from 2,037+ activist slides

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

Showing 1381–1440 of 2,037 matching "board"
quote transition

"Transforming Office Depot: A Plan for Renewal and Reinvigoration — Starboard Value LP (White Paper Presentation filed with the SEC on August 2, 2013)."

Office Depot, Inc. · ODP Starboard Value · p. 55
callout cover

"It is the responsibility of management and the Board of Directors (the “Board”) to drive improved consolidated financial results across all of Yahoo."

Yahoo! Inc. · YHOO Starboard Value · p. 1
callout nominee bio

"Rodney's deep experience in every facet of oil & gas and significant industry public board experience will be a meaningful addition to the Hess Board"

Hess Corporation · HES Elliott Management · p. 133
callout executive summary

"Elliott believes a board composed of truly independent directors is the most efficient and effective way to improve governance and performance at TIM"

Telecom Italia SpA (TIM) · TIT.MI Elliott Management · p. 4
callout nominee bio

"In our view, with resignation of Fortress Directors, BKD Board is deficient in both real estate experience and independent shareholder representation"

callout villain critique

"Two of Zillow's founding members hold 59% of the voting power which allows them to exercise authority over institutional investors and Board members."

Zillow Group, Inc. · Z Spruce Point Capital · p. 95
quote villain critique

"At this time, we are not interested in selling a piece of the Orange St. property. — Bryce Kell, Business Administrator, Millville Board of Education"

Oatly Group AB · OTLY Spruce Point Capital · p. 34
callout sop buildup

"Based on our proprietary Vets First Choice algorithm, we believe Vets First Choice is onboarding +80 vet practices per week to their online pharmacy"

Henry Schein, Inc. · HSIC Spruce Point Capital · p. 30
callout demand list

"We request a meeting with members of the Board at your earliest convenience to discuss the matters and initiatives we have set forth in this letter."

Upwork Inc. · UPWK Engine Capital · p. 7
callout villain critique

"While Epic moves into the cloud, athena’s board seems somewhat more grounded, and – excluding Bush – have sold 58% of their shares in the last year."

AerCap Holdings · AER Greenlight Capital · p. 88
callout villain critique

"This is a very serious matter: BP acting unlawfully represents a clear breach of the fiduciary relationship between the Board and BP’s shareholders."

BP Plc · BP Bluebell Capital · p. 5
callout ceo quote

"What metrics was the Board looking at to justify these increases in spending on Patch? Did the Board have any oversight or control around budgeting?"

AOL, Inc. · AOL Starboard Value · p. 31
callout villain critique

"The Board has effectively disenfranchised shareholders while entrenching itself for an additional four-month period and should be held accountable."

Office Depot, Inc. · ODP Starboard Value · p. 25
callout executive summary

"We believe Huntsman urgently needs strong independent board members who will demand accountability and work to maximize value for ALL shareholders."

Huntsman Corporation · HUN Starboard Value · p. 5
callout demand list

"We believe Huntsman urgently needs strong independent board members who will demand accountability and work to maximize value for ALL shareholders."

Huntsman Corporation · HUN Starboard Value · p. 171
callout demand list

"Go back to the old logo and raise the old Yahoo billboard on the 101 into San Francisco to send a message that the era of Marissa Mayer is now over"

Yahoo! Inc. · YHOO SpringOwl · p. 85
callout demand list

"Third Point has identified potential board members who we believe would make essential contributions to the Company's Board at this critical time."

callout process diagram

"We believe we must replace the Board promptly to strengthen and secure the Community Proposal and to enhance investor understanding and confidence"

callout executive summary

"Put very simply, Trian intends to work with the Board to help drive Disney's outperformance with tangible targets, goals, and true accountability."

The Walt Disney Company · DIS Trian Partners · p. 1
callout villain critique

"The page ignores the fact that for companies on which Nelson Peltz has served on the board, Trian's average holding period is 7 years and growing!"

callout demand list

"VOTE for meaningful change VOTE to allow us to help improve Huntsman for the benefit of ALL shareholders VOTE on Starboard's BLUE proxy card today"

Huntsman Corporation · HUN Starboard Value · p. 40
callout demand list

"VOTE for meaningful change VOTE to allow us to help improve Huntsman for the benefit of ALL shareholders VOTE on Starboard's BLUE proxy card today"

Huntsman Corporation · HUN Starboard Value · p. 172
callout other

"However, we hope the Board recognizes that it is not a lack of aspiration, but a lack of execution, that has historically frustrated shareholders."

Huntsman Corporation · HUN Starboard Value · p. 45
callout cover

"Oasis denounces Kao's dilution of Board oversight and premature announcement of director changes before interviewing candidates submitted by Oasis"

Kao Corporation · 4452 Oasis Management · p. 1
callout cover

"However, we hope the Board recognizes that it is not a lack of aspiration, but a lack of execution, that has historically frustrated shareholders."

Huntsman Corporation · HUN Starboard Value · p. 1
callout villain critique

"Margin targets have been consistently missed and lowered. Why should investors trust this Board to execute on yet another plan to improve margins?"

callout ceo quote

"Margin targets have been consistently missed and lowered. Why should investors trust this Board to execute on yet another plan to improve margins?"

callout villain critique

"The Board has proven itself unable to effectively oversee management and the Company, and has destroyed shareholder value through its complacency:"

callout villain critique

"SandRidge’s stock price immediately dropped 16%, destroying over $100 million of market value(1), but the board still argues it was a “good deal.”"

SandRidge Energy · SD Carl Icahn · p. 12
callout villain critique

"Aronin’s actions caused widespread outrage, leading to his expulsion from the board and membership of PhRMA, the top pharma lobbying organization."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 35
callout other

"Over 60% of BEA's shareholders are Independent Shareholders or Current Sellers (whom the BEA board cannot prevent from accepting a takeover offer)"

Bank of East Asia, Limited · 0023.HK Elliott Management · p. 22
quote villain critique

""[O]ne person with direct knowledge of the boardroom spats maintained that Mr. Genish was "Vivendi’s man"..." — Financial Times, November 13, 2018"

Telecom Italia · TIT.MI Elliott Management · p. 18
callout demand list

"We respectfully ask BP's Board of Director to urgently review and revise the 2023-2030 plan, by implementing the following six corrective actions"

BP plc · BP Bluebell Capital · p. 3
callout villain critique

"We believe the Board's ineffectiveness may be in part due to the unchecked power of the founder, Rob LoCascio, who serves as CEO and Board Chair."

LivePerson, Inc. · LPSN Starboard Value · p. 5
callout timeline

"Since Starboard’s public engagement with Corteva, the Company has outperformed the S&P 500 by 41% and created significant value for shareholders."

Huntsman Corporation · HUN Starboard Value · p. 66
callout peer gap

"Huntsman’s long-term stock price performance has significantly lagged peers, demonstrating the need for improved accountability in the boardroom."

Huntsman Corporation · HUN Starboard Value · p. 9
callout villain critique

"DESPITE A LITANY OF MISSED PROMISES, THE BOARD HAS INEXPLICABLY CHOSEN TO GENEROUSLY COMPENSATE MANAGEMENT AND REWARD THEM FOR FAILED PERFORMANCE"

Huntsman Corporation · HUN Starboard Value · p. 4
callout cover

"Vote the GOLD card FOR all four of Elliott's highly qualified board nominees: Brian Coffman, Sigmund Cornelius, Michael Heim and Stacy Nieuwoudt."

Phillips 66 · PSX Elliott Management · p. 2
callout villain critique

"The Board claims we seek influence disproportionate to our ownership position, however, the current directors collectively own only ~0.2% of ROVI"

Rovi Corporation · ROVI Engaged Capital · p. 15
callout villain critique

"The stark contrast in handling these similar situations raises serious questions about Board transparency and approach to shareholder engagement."

Kao Corporation · 4452.JP Oasis Management · p. 72
callout villain critique

"Incumbent Board’s complete failure to hold CEO accountable led to a compensation scheme that is insulting to Campbell employees and shareholders"

Campbell Soup Company · CPB Third Point · p. 26
callout cover

"We believe that management and the Board may be more interested in entrenching themselves than in delivering maximum value for all shareholders."

Depomed, Inc. · DEPO Starboard Value · p. 1
callout peer gap

"the limited authority conferred to the LID by BlackRock’s Board, confirms the lack of commitment to an effective counterbalance to the Chair/CEO"

BlackRock, Inc. · BLK Bluebell Capital · p. 35
callout executive summary

"SAMC proposes to the Board of Directors that they review, as a matter of urgency, value creation alternatives to highlight RBC's full valuation."

Rubicon Limited · RBC Sandell · p. 3
callout villain critique

"Trian believes that DuPont’s Board should ask whether the Lead Director has the capacity to effectively serve DuPont’s stockholders in that role"

callout other

"Agrium's Board has, in our view, done little to ensure that shareowners in the company have the information they need to make informed decisions"

Agrium Inc. · AGU JANA Partners · p. 11
callout villain critique

"Disney has significantly underperformed the S&P 500 during every Director’s tenure, including over Mr. Iger’s near quarter century on the Board."

The Walt Disney Company · DIS Trian Partners · p. 22
callout villain critique

"Trian believes that DuPont's Board should ask whether the Lead Director has the capacity to effectively serve DuPont's stockholders in that role"

callout villain critique

"the limited authority conferred to the LID by BlackRock's Board, confirms the lack of commitment to an effective counterbalance to the Chair/CEO"

BlackRock · BLK Bluebell Capital · p. 35
callout cover

"Starboard is Therefore Nominating a Slate of Nine Highly Reputable and Extremely Qualified Directors for Election at Yahoo's 2016 Annual Meeting"

Yahoo! Inc. · YHOO Starboard Value · p. 1
callout demand list

"If you vote against Proposal 2, you will tell Apple and its Board that you agree with us and that Apple needs to improve its capital management."

Apple Inc. · AAPL Greenlight Capital · p. 53
callout peer gap

"Disney has significantly underperformed the S&P 500 during every Director’s tenure, including over Mr. Iger’s near quarter century on the Board."

The Walt Disney Company · DIS Trian Partners · p. 22
callout demand list

"Our Board nominees will ask the difficult questions to focus the Company on dramatically improving profitability and value for all shareholders."

AOL, Inc. · AOL Starboard Value · p. 78
callout timeline

"Independent Slate wonders if incumbent Board merely “rubber stamped” these acquisitions without conducting proper and independent due diligence"

Campbell Soup Company · CPB Third Point · p. 14
callout ceo quote

"Before significant investments are made supporting company-owned restaurants, a fresh perspective at the Board level could benefit shareholders"

callout nominee bio

"We have nominated six new director nominees and two current board members to the 10-person Board, leaving the opportunity for Board continuity."

GCP Applied Technologies · GCP Starboard Value · p. 110
callout villain critique

"Despite a long history of focusing shareholders on non-GAAP financial metrics, the Board conveniently reverts to GAAP in their SG&A comparison."

GCP Applied Technologies · GCP Starboard Value · p. 13