Contrarian Corpus
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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 1561–1620 of 2,101 matching "ceo"
quote ceo quote

"In terms of TurboTax Live, we intentionally do not report the actual numbers in TurboTax Live other than just our growth rate. — Intuit CEO Goodarzi, FQ3 2021 Earnings Call"

Intuit Inc. · INTU Spruce Point Capital · p. 79
callout demand list

"Yahoo's potential has been diminished by failed management and governance at the highest levels (i.e., CEO and Chairman positions), but new opportunities await new leaders"

Yahoo! Inc. · YHOO Third Point · p. 13
callout villain critique

"We highlight that iRhythm management rushed to sell stock immediately after its recent Q2 results. $4.8 million of the $5.8 million in stock sales came from CEO Blackford."

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 96
callout villain critique

"However, in the case of CEO Blackford, we find that nearly every company he has been involved with at the senior executive or Board Director level has faced controversies."

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 91
callout villain critique

"Our analysis indicates that the CEO and the other pre-IPO members have taken more than $900 million off the table through a combination of different methods since the IPO."

Goosehead Insurance, Inc. · GSHD Wolfpack Research · p. 15
quote ceo quote

"“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, Inc. · BLK Bluebell Capital · p. 48
quote ceo quote

"“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 · BLK Bluebell Capital · p. 48
quote ceo quote

"Since our CEO transition, we have consistently outperformed what an investor could have earned by buying a synthetic basket of our segment peers. — Company Proxy Materials"

Phillips 66 · PSX Elliott Management · p. 27
callout villain critique

"In the Last 5 Years, Viacom Shareholders Have Paid CEO Philippe Dauman and COO Thomas Dooley a combined $432 million in compensation, Far Ahead of Any Other Media Company"

Viacom · VIAB SpringOwl · p. 14
callout precedent table

"MDC Partners reported frequent bank overdrafts before shares collapsed, and an SEC investigation commenced. Its CEO and Chief Accounting Officer were ultimately replaced."

Amcor plc · AMCR Spruce Point Capital · p. 50
callout ceo quote

"The CEO’s denial was absolute and unambiguous: "the allegations of anticompetitive business practices are unfounded...none of these actions are practiced by TransMedics.""

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

"“No, we've stopped providing that level of detail. We think it's commercially not a great idea. And so we think we give enough information without that.” — Joe Adams, CEO"

FTAI Aviation Ltd. · FTAI Muddy Waters · p. 21
callout villain critique

"Warning: How is it that after more than 20 years in business, Oatly does not have in place named executives, or a structure beyond the CEO and CFO in its IPO prospectus?"

Oatly Group AB · OTLY Spruce Point Capital · p. 23
callout villain critique

"The OCS Specialist resigned because the company was “entirely unethical,” and described a “weird secretive culture” with CEO conduct suggestive of a racket and cover-up."

TransMedics Group Inc · TMDX Scorpion Capital · p. 77
quote villain critique

"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 8
callout nominee bio

"Proposed CEO Jim Barber has a track record of growth and significant experience in operations, supply chain, strategic planning, employee relations and risk management."

quote ceo quote

"while there will always be cost savings when you bring two companies like these together, the opportunity in this transaction is not based on reducing head count. — CEO"

Bunge Global SA · BG Spruce Point Capital · p. 57
callout ceo quote

"When asked about long-term EBITDA margin potential, we observe that Dycom's former Chairman & CEO's response has become less specific and increasingly vague over time."

Dycom Industries, Inc. · DY Spruce Point Capital · p. 23
callout nominee bio

"Given the progress made so far with the executive search firm and the strong pipeline of candidates, we are confident a full-time CEO will be hired within eight weeks."

Dye & Durham Limited · DND Engine Capital · p. 94
callout peer gap

"P&G's TSR of 24% since David Taylor took over as CEO is 2% higher than the peer average, but he took over after a one-year period where P&G underperformed peers by 31%"

The Procter & Gamble Company · PG Trian Partners · p. 11
callout villain critique

"Spruce Point reiterates that it prefers Perion's audit chair have no prior business dealings with the CEO (soon to be Director) to ensure objectivity and independence."

Perion Network Ltd. · PERI Spruce Point Capital · p. 39
callout cover

"We are short FFAI because we think the company is, and always has been, a house of cards, built on a foundation of lies from the founder and Co-CEO Jia Yueting (“YT”)."

quote ceo quote

"And the brewer consumption per brewer is not particularly important, it is the overall portion packs sales and our share of household that we're focused on. — GMCR CEO"

Green Mountain Coffee Roasters · GMCR Greenlight Capital · p. 31
quote ceo quote

""She tried. It's impossible. It's not her fault" — @jonsteinberg, CEO of DailyMail.com North America on Mayer's efforts to turn Yahoo around on CNBC, October 21, 2015"

Yahoo! Inc. · YHOO SpringOwl · p. 74
quote ceo quote

""So the (specialty) cartons business is a little less than 10% of sales now. It's a global business. It's predominantly selling tobacco cartons." — Amcor CEO Response"

Amcor plc · AMCR Spruce Point Capital · p. 23
callout other

"SOFI's deceptive accounting,, which largely provides CEO Noto's performance bonuses, results in serial equity dilution, and explains why the treadmill does not stop."

SoFi Technologies, Inc. · SOFI Muddy Waters · p. 25
callout villain critique

"Right or wrong, the waste management business has often been associated with organized crime and illegal activity, a fact that GFL’s CEO acknowledges and downplays."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 25
callout villain critique

"To appreciate how extraordinary this compensation is, consider the track records and compensation of the two most accomplished CEOs in REIT history, in our opinion:"

Welltower Inc. · WELL Land & Buildings · p. 3
callout villain critique

"If LSPD really did acquire Crank Logic as it claims, why were regulatory documents filed in California over 20 months later listing its founder Justin Laing as CEO?"

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 72
quote villain critique

"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"

The Walt Disney Company · DIS Trian Partners · p. 44
quote ceo quote

""I don't anticipate that you'll see a -- sort of a big acquisition of the size of Wright Medical for a couple of years." — CEO Lobo, Q4 2020 Conf Call, Jan 27, 2021"

Stryker Corp. · SYK Spruce Point Capital · p. 81
quote ceo quote

"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"

The Walt Disney Company · DIS Trian Partners · p. 44
callout villain critique

"The CEO's annual incentives did not rise or fall in line with annual financial performance, reflecting a potential misalignment in the short-term incentive design."

Arconic Inc. · ARNC Elliott Management · p. 256
callout other

"David Cush shares insights from his 30 years of experience in the aviation industry, including two decades at American Airlines and later as CEO of Virgin America."

Southwest Airlines · LUV Elliott Management · p. 17
callout ceo quote

"The CEO also claimed the European flexible volumes increased, yet Amcor did not disclose that two Flexible facilities were to be shut down in Finland by June 2020."

Amcor plc · AMCR Spruce Point Capital · p. 30
quote ceo quote

"We had extraordinarily good performance in the first quarter of 2016, the best start to the business years since the company was formed in 1990. — Udo Müller (CEO)"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 12
quote ceo quote

"Our employee growth has grown slower every year since I've been CEO at about half the rate of revenue growth... — Carlos Rodriguez, ADP, CEO, CNBC, August 10, 2017"

quote villain critique

"「最新のKLA製の光学検査装置は4000万〜5000万ドルで、捜査電子顕微鏡は価格が500万〜700万ドルです。したがって、生産性と稼働率を含めて考えると、光学・電子の組み合わせがレーザーテックの極端紫外線マスク検査装置より安いです」 — 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"

Lasertec Corporation · 6920 Scorpion Capital · p. 290
quote villain critique

"At the JPMorgan Conf, Sept 19, 2023 the CEO said, "With a brand like Fox, when we acquire a Fox, we're not focused on integration in the first year." — Rollins CEO"

Rollins Inc. · ROL Spruce Point Capital · p. 57
quote appendix disclosure

""Schwer highlights this contract as the first operational deployment of such a high-powered laser globally, moving beyond prototypes to real-world use." — EOS' CEO"

callout villain critique

"Comments on Glass Door reiterate what we have heard from dozens of former employees: Arconic’s culture centers around the CEO and his teams of consultants in NYC."

Arconic Inc. · ARNC Elliott Management · p. 210
callout villain critique

"We are concerned about the costs incurred to maintain an in-house aviation team partly devoted to personal travel for the CEO and other key members of management."

Huntsman Corporation · HUN Starboard Value · p. 129
callout demand list

"We believe drastic action is needed NOW because we fear that failing to replace Jeff Jacobson as CEO could inevitably result in the loss of our entire investment."

Xerox Corporation · XRX Carl Icahn · p. 3
callout villain critique

"Furthermore, we think Charlie's brother, METC CEO Randall Atkins, was aware of these charges as early as 2019 when Charlie's home was subject to a search warrant."

Ramaco Resources, Inc. · METC Wolfpack Research · p. 10
quote other

""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"

Darden Restaurants, Inc. · DRI Starboard Value · p. 154
quote sop buildup

""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"

Darden Restaurants, Inc. · DRI Starboard Value · p. 154
quote ceo quote

"[We] believe that our integrated business model generates the highest long-term value... So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 4
quote villain critique

"“They approached my CEO. My CEO and their CEO have known each other a long time. And this was something that they’re going to try out.” — Transplant surgeon, Utah"

TransMedics Group Inc · TMDX Scorpion Capital · p. 135
callout villain critique

"Since Mr. Goldberg was appointed CEO on July 1, 2022, Tripadvisor's stock price has declined by nearly 50%, underperforming the broader market by more than 100%."

Tripadvisor, Inc. · TRIP Starboard Value · p. 2
callout villain critique

"Total revenues do not explicitly exclude related-party revenues through entities the CEO has an interest in. These have historically amounted to ~2.5% of revenue"

Super Micro Computer, Inc. · SMCI Spruce Point Capital · p. 12
callout villain critique

"Why is the Board in such a rush to spin off Red Lobster before evaluating candidates with significant operational, turnaround, and public company CEO experience?"

Darden Restaurants, Inc. · DRI Starboard Value · p. 37
quote ceo quote

""The price of copper could double overnight...and we couldn't add new production of significance for a number of years." — Richard Adkerson, Freeport-McMoRan CEO"

Teck Resources · TECK Greenlight Capital · p. 36
quote ceo quote

"[We] believe that our integrated business model generates the highest long-term value...So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 23
callout villain critique

"Nuvei listed Allan Lacoste below its CEO and CFO on the investor relations website. Most recently, his biography is no longer listed under Executive Management."

Nuvei Corp · NVEI Spruce Point Capital · p. 41
callout villain critique

"GCP received a “D” from Glass Lewis on executive compensation, as the Board has compensated the CEO in-line with peers, despite significantly worse performance."

GCP Applied Technologies · GCP Starboard Value · p. 46
quote villain critique

"「はい、見逃している欠陥がないことを確認するために。もし欠陥を見逃せば、生産される各々の半導体装置に転写されます。致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルもの損失を招くことになるのです」 — 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"

Lasertec Corporation · 6920 Scorpion Capital · p. 287
callout table of contents

"We believe the machine doesn't exist and that the announcement was part of an ongoing pattern of fraud that its CEO and co-founders are now trying to cover up."

IonQ Inc. · IONQ Scorpion Capital · p. 3
callout demand list

"If P&G's current CEO cannot demonstrate a sustainable turnaround in the near term, we believe the Board will do the right thing and put in place new leadership"

Procter & Gamble · PG Pershing Square · p. 45
callout peer gap

"When determining long-term compensation awards, Huntsman compares itself to peers that perform 2X WORSE than the peers used to benchmark the CEO's base salary!"

Huntsman Corporation · HUN Starboard Value · p. 125