Contrarian Corpus
Phrase library

Callouts & quotes from 2,101+ 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 2,101 matching "ceo"
callout demand list

"Land & Buildings urges its fellow shareholders to WITHHOLD on CEO and Chairman Mr. Chad Williams and Chair of the Compensation Committee Mr. William Grabe at the QTS Realty Trust May 3, 2018 Annual Meeting."

QTS Realty Trust · QTS Land & Buildings · p. 2
quote villain critique

"The award is modeled after the recently announced 2018 Tesla CEO compensation plan for Elon Musk, which the New York Times described as “about as friendly to shareholders as they come.” — Axon press release"

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 29
quote ceo quote

"“Like for any CEO, the trust and alignment with the board are key ... I hope I will get it with the next board... I look forward to working with everyone in the coming years.” — Amos Genish, 24-Apr, TIM AGM"

Telecom Italia · TIT.MI Elliott Management · p. 8
quote ceo quote

"St. John: Game consoles will be dead by 2020 — WildTangent CEO. CONSOLATION PRIZE: THE GAME CONSOLE IS DEAD. WHAT WILL REPLACE IT? — Wired Magazine. The End Of The Game Console Is Coming — Business Insider."

Sony Corporation · 6758.T Third Point · p. 63
callout villain critique

"XPO’s CEO Brad Jacobs Known Business Associates Include Two Convicted Felons, A Director Whose Firm Was Just Sanctioned By FINRA, And An Audit Committee Director With A Role Promoting A $700M+ Ponzi Scheme"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 7
callout villain critique

"XPO's CEO Brad Jacobs Known Business Associates Include Two Convicted Felons, A Director Whose Firm Was Just Sanctioned By FINRA, And An Audit Committee Director With A Role Promoting A $700M+ Ponzi Scheme"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 41
callout ceo quote

"We believe CEO Blackford has too frequently been shown to sugar coat or, frankly, be incorrect about key issues related to both the Company’s business prospects and the regulatory processes, in particular."

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 89
callout villain critique

"A former employee in a regulatory role alleged a number of troubling interactions with the CEO, such as allegedly being pressured to doctor adverse event reports to downplay any link to TransMedics device."

TransMedics Group Inc · TMDX Scorpion Capital · p. 40
callout ceo quote

"The level of stonewalling by the CEO – when asked for even the tiniest crumbs on EUV contribution – would alarm any investor who reviews each quarterly Q&A in the 5 years since its ACTIS EUV tool launched."

Lasertec Corporation · 6920 Scorpion Capital · p. 51
quote ceo quote

""[ASC] 606 accounting was mandated for all participants in this marketplace because when we enroll a senior, yes, if no action is taken, the commission is payable in perpetuity." — Scott Flanders, EHTH CEO"

eHealth, Inc. · EHTH Muddy Waters · p. 5
quote ceo quote

"“So between year two and three you're retaining 88% of the value of that cohort, which we just think is incredibly indicative of the stickiness of the platform, right?” — CEO Dudum on Q3 2021 Earnings Call"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 87
quote ceo quote

""The fundamental test for any company, of course, is performance. That is the imperative and the only solid ground in uncertain times." — Rodney Chase, Shareholder Nominee, Former Deputy CEO BP, July 1999"

Hess Corporation · HES Elliott Management · p. 46
quote ceo quote

""But most of that churn really takes place in the first couple of months of the consumer and patient getting acquainted with their medication and building that habit." — CEO Dudum on Q3 2021 Earnings Call"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 88
quote ceo quote

"“These are rough numbers, but you roughly need twice as much electricity if all transport goes electric, and then you need 3 times as much electricity if all heating goes electric.” — Elon Musk, Tesla CEO"

Teck Resources · TECK Greenlight Capital · p. 11
callout villain critique

"With the context of knowing the CEO's predisposition to embellish and exaggerate, and before getting too excited about the TASK story, we suggest evaluating the Company's ability to hit its stated goals."

TaskUs, Inc. · TASK Spruce Point Capital · p. 16
quote ceo quote

"No, I think—well, obviously we keep a really close eye on all of our credit risk metrics. We're not concerned about the level of risk in the portfolio. — Gregory Craig, President & CEO Canadian Tire Bank"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 78
callout ceo quote

"Two different views on pricing, depending on which CEO you ask. Cintas sees no change, yet Unifirst sees consolidation causing disruption, customer dissatisfaction and prices tightening at big accounts."

Cintas Corp. · CTAS Spruce Point Capital · p. 36
callout villain critique

"Confirming our suspicion about the potential to use TransMedics jets for free private air travel as a kickback or inducement, the CEO of the OPO recounted anecdotes of such offers from Trinity and NORA."

TransMedics Group Inc · TMDX Scorpion Capital · p. 123
quote ceo quote

"“And I think the big question back then was, this is great. This is a breakthrough. But can these guys take that single layer cell and make a multilayer cell out of that?” — Quantumscape CEO, 2/25/2021."

QuantumScape · QS Scorpion Capital · p. 124
quote ceo quote

"When we were going through their methodology, it needs to do two things. First, it needs to start when Mark Lashier became CEO. And we'll come back to why that is actually extremely disingenuous. — John"

Phillips 66 · PSX Elliott Management · p. 29
callout ceo quote

"WD-40 lists China as its biggest opportunity and the CEO has made claims of $100m in potential revenue in 2016. Fast forward to Q1 2020, the Company produced $2.3m of sales, or a run rate of just $9.2m"

WD-40 Company · WDFC Spruce Point Capital · p. 24
quote villain critique

"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."

Sunnova Energy International Inc. · NOVA Spruce Point Capital · p. 74
quote ceo quote

"“At UCLA, we have a strong affiliation, where we’ve established the Mark Hughes Cellular and Molecular Nutrition Laboratory at the Center for Human Nutrition.” — Michael Johnson, Herbalife CEO, 11/7/07"

Herbalife Ltd. · HLF Pershing Square · p. 40
callout villain critique

"Spruce Point believes the bear case against FND is validated from recent disclosures by the CEO, General Counsel and Chairman of the Board, all of whom recently enacted insider stock selling programs."

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 113
callout villain critique

"Allowed CEO Mark Lashier to consolidate Chairman role, add new directors with questionable independence from the CEO and receive generous compensation despite stock underperformance and missed targets"

Phillips 66 · PSX Elliott Management · p. 13
callout peer gap

"Since the appointment of Mr Looney as CEO (as a proxy for the current strategy) BP's TSR of 34% lags all of its peers (69% for Shell, 87% for Chevron, 101% for Total Energies and 143% for ExxonMobil)."

BP plc · BP Bluebell Capital · p. 2
quote ceo quote

"That's why Muddy Waters started spreading rumors that are factually totally inaccurate. There was no pre-acquisition, or even an interim acquisition or God only knows what. — Udo Müller, CEO of Ströer"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 48
callout peer gap

"AOL's EBITDA growth ranked lowest among its peers and free cash flow growth was near the lowest quartile, while its CEO and CFO bonus payouts ranked in the 83rd and 96th percentile compared to peers."

AOL, Inc. · AOL Starboard Value · p. 69
quote villain critique

""[Avon's] apparent lack of succession planning is 'an extraordinary indictment of the board,'" said Mark Cohen, professor at Columbia Business School and former CEO of Sears Canada. — Reuters article"

The Walt Disney Company · DIS Trian Partners · p. 84
quote ceo quote

"...with the right leadership, operating priorities and strategic focus, Phillips 66 can be a much stronger company.... — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"

Phillips 66 · PSX Elliott Management · p. 6
callout ceo quote

"The CEO claimed Remitly has a "secret sauce" in paid search, yet in a letter to the SEC from 2021 said that commercial data available could be used to reverse engineer its media investment strategy."

Remitly Global, Inc. · RELY Spruce Point Capital · p. 27
callout villain critique

"Mr. Maaranu even alleges that when he visited the office he saw org charts that included “Philip something from Nuvei...as a corporate officer” – potentially a reference that CEO Fayer was involved?"

Nuvei Corp · NVEI Spruce Point Capital · p. 37
callout nominee bio

"We strongly believe our slate, with its legal technology and operating software expertise and experience running successful CEO searches, is best placed to hire, guide and oversee a world-class CEO."

Dye & Durham Limited · DND Engine Capital · p. 42
callout nominee bio

"We strongly believe our slate, with its legal technology and operating software expertise and experience running successful CEO searches, is best placed to hire, guide and oversee a world-class CEO."

Dye & Durham Limited · DND Engine Capital · p. 93
callout peer gap

"The survey found that investors rank Phillips 66 last among its peers on operational execution, CEO effectiveness, capital-allocation strategy and overall delivery against its value-creation agenda."

Phillips 66 · PSX Elliott Management · p. 13
callout peer gap

"The survey found that investors rank Phillips 66 last among its peers on operational execution, CEO effectiveness, capital-allocation strategy and overall delivery against its value-creation agenda."

Phillips 66 · PSX Elliott Management · p. 2
callout appendix disclosure

"Since the Board announced its intended promotion of Mr. Shaw to CEO, Norfolk Southern has only changed for the worse and shareholders have only suffered, as evidenced by an objective review of data."

callout peer gap

"CEO Gus Kelly runs the business in a disciplined, shareholder-friendly way. Within the leasing industry, AerCap stands out for its record of excellent risk-adjusted returns and opportunistic growth."

AerCap Holdings · AER Greenlight Capital · p. 41
quote cover

"CEO Randall Atkins also has a troubled history, marred by a $32 million judgment after a federal bankruptcy judge held in 1988 that he was "guilty of conversion" for his role in Charlie’s tax fraud."

Ramaco Resources, Inc. · METC Wolfpack Research · p. 1
quote nominee bio

"Brian Coffman, Elliott nominee for Phillips 66's (NYSE: PSX) Board and former CEO of Motiva Enterprises, doesn't buy the argument that Phillips' refining assets are "old and tired." — Streamline 66"

Phillips 66 · PSX Elliott Management · p. 17
quote ceo quote

"“...we've seen more clients continue to take a wait-and-see approach...” — CEO Jim Breuer; “...we expect to complete a 15 million share conversion of NuScale shares this month...” — CFO John Regan"

Fluor Corporation · FLR Starboard Value · p. 32
quote ceo quote

"“...we've seen more clients continue to take a wait-and-see approach...” — CEO Jim Breuer; “...we expect to complete a 15 million share conversion of NuScale shares this month...” — CFO John Regan"

callout ceo quote

"CEO Dudum seems to think “the future of healthcare” is doctors speaking with their patients while they are out walking their dogs. Such comments make it difficult to take HIMS or Dudum seriously."

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 40
callout villain critique

"CEO Olivier Filliol took the helm on Jan 2008. It's precisely this time we observe more aggressive tactics to inflate earnings through accounting changes and misallocation of capital to buybacks."

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 25
callout villain critique

"Two material weaknesses, costs exceeding expectations, worsening working capital, and aggressive cash flow interpretation but insiders (notably the CEO/CFO) got paid very nice short-term bonuses."

Amcor plc · AMCR Spruce Point Capital · p. 83
callout ceo quote

"The CEO touted cost synergies in G&A heavily while selling the transaction. Yet, as evidenced by the audit fees pre- and post-acquisition, costs soared beyond what investors should have expected."

Amcor plc · AMCR Spruce Point Capital · p. 58
callout ceo quote

"When we were going through their methodology, it needs to do two things. First, it needs to start when Mark Lashier became CEO. And we'll come back to why that is actually extremely disingenuous."

Phillips 66 · PSX Elliott Management · p. 29
callout villain critique

"Congressman Paul Gosar wrote CEO Waleed Hassanein a detailed letter alleging “anti-competitive business practices deployed by TransMedics” tantamount to its medical devices “being held hostage.”"

TransMedics Group Inc · TMDX Scorpion Capital · p. 42
quote villain critique

"CEO Sunny Verghese has suggested that instead of shorting Olam, Muddy Waters should go long and work with the board to improve the Company. Thank you, Mr. Verghese, but we must politely decline."

callout villain critique

"IonQ’s CEO appears to be misrepresenting his MIT educational credentials, while promoting a narrative that he’s a child prodigy who began programming at the MIT Artificial Laboratory at age 16."

IonQ Inc. · IONQ Scorpion Capital · p. 178
quote ceo quote

"“Your letter contained extremely serious accusations and we are responding to these accusations with the same level of seriousness and with factual evidence.” — TransMedics CEO Waleed Hassanein"

TransMedics Group Inc · TMDX Scorpion Capital · p. 47
callout ceo quote

"The former employee characterized the claim as believable as someone declaring 200 miles per gallon for a gasoline-fueled car, and explained in detail why the CEO’s statements are not credible"

QuantumScape · QS Scorpion Capital · p. 57
callout villain critique

"Hess's cumulative CEO compensation over the past 5 years ranks in the 73rd percentile relative to peers, while total shareholder returns over the same 5 year period rank in the 20th percentile"

Hess Corporation · HES Elliott Management · p. 14
callout nominee bio

"We believe investors were disappointed to see the CEO transition, as Andreotti helped transform the pharmaceutical company into an immunotherapy pioneer, but were hopeful for continued success"

Bristol-Myers Squibb · BMY Starboard Value · p. 39
callout ceo quote

"The CEO has recently claimed spending upwards of $1.0 billion to develop C3.ai. However, in 2018 a senior employee said that approximately $250 million had been spent since approximately 2010."

C3.ai, Inc. · AI Spruce Point Capital · p. 22
callout peer gap

"Spruce Point believes that investors should carefully research the investment playbook at The Active Network (NYSE: ACTV), where Porch’s CEO Matt Ehrlichman spent many years in strategy roles."

Porch Group Inc · PRCH Spruce Point Capital · p. 15
callout ceo quote

"Like Zillow's Flex model, the CEO of Redfin is basing the success of the Redfin Next model on its ability to attract high-caliber agents who have the experience and wherewithal to close leads."

Zillow Group, Inc. · Z Spruce Point Capital · p. 64
callout villain critique

"He was evasive. We asked again and he mumbled and froze like a deer, at which point the CEO terminated the 1x1 and escorted us to the door - the only time we have been kicked out of a meeting."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 18
callout villain critique

"CEO and Chairman Mark Lashier’s consolidation of power has harmed Phillips 66 (NYSE: PSX). Combining these two roles can weaken corporate oversight and goes against governance best practices."

Phillips 66 · PSX Elliott Management · p. 144