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 1621–1680 of 2,101 matching "ceo"
callout ceo quote

"DV's CEO Mark Zagorski failed miserably at his prior Company in expanding Telaria's international sales. We believe history is again repeating at DoubleVerify."

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 51
callout villain critique

"Mitra's Program could be worth 10 to 25 times that amount, for a CEO with one-sixth the tenure and returns measured from a cyclically depressed starting point."

Welltower Inc. · WELL Land & Buildings · p. 6
quote villain critique

"Kandela accuses Porch and its CEO “have engaged in a stunning and systematic pattern of fraud designed to prevent Kandela from achieving any earnout” — Kandela"

Porch Group Inc · PRCH Spruce Point Capital · p. 22
quote appendix data

"「数字は申し上げられないですが」、「第2期工事が終了すると、更に生産量が増加する計画でおります」、「第2期工事も昨年10月からスタートしまして、完成した暁にはそれも生産に寄与する予定です。そういう意味では生産キャパシティの増強に取り組んでおります。」 — 岡林CEO (2023年8月7日および10月23日決算説明会)"

Lasertec Corporation · 6920 Scorpion Capital · p. 56
callout peer gap

"From 2011-2015, ROC has declined as the Company executed $34.2 million of acquisitions, while the CEO and CTO enriched themselves at the shareholders' expense"

callout ceo quote

"Senior leadership should be hands-on and actively focus on cultivating client relationships, and the CEO needs to be active as the face of the firm to clients"

callout ceo quote

"Stryker talked a big game in its deal to acquire K2M Group to bolster its spine business. The CEO said it expected mid-single digit performance going forward."

Stryker Corp. · SYK Spruce Point Capital · p. 147
callout other

"We intend to install an independent slate and legendary CEO to abandon the blocked deal, collect the $565 million breakup fee and Make U.S. Steel Great Again."

callout villain critique

"WE BELIEVE THE BOARD'S SEEMING DISINTEREST IN DEMANDING ACCOUNTABILITY IS DUE TO STRONG INTERCONNECTS AND PERSONAL LOYALTIES BETWEEN BOARD MEMBERS AND THE CEO"

Huntsman Corporation · HUN Starboard Value · p. 7
callout ceo quote

"The number of times PDN was hyped by the CEO and sell-side on the recent Q3 earnings call - 19 mentions of PDN - is suggestive of its importance to the story."

Nevro Corp. · NVRO Scorpion Capital · p. 153
quote ceo quote

"So, saying that aerospace is going to grow in the high-single digits or a 10% or low-teens, I think is reasonable. — Tony Thene, CEO of Carpenter Technologies"

Arconic Inc. · ARNC Elliott Management · p. 183
quote precedent table

"At a fall 2013 meeting with PepsiCo’s leadership team, the CEO told Nelson that repurchasing the bottlers was a “mistake” but the bottlers were “in disarray.”"

PepsiCo, Inc. · PEP Trian Partners · p. 25
quote ceo quote

"4/29/21: Mark Wang, CEO – “As Japan restrictions ease, we believe that Oahu will recover and set us up for a strong second half of the year…” — Mark Wang, CEO"

Hilton Grand Vacations · HGV Land & Buildings · p. 12
callout ceo quote

"In 2016, Vend’s founder stepped aside from the CEO role and made a claim that it could grow from $20 to $100 million in sales in the next two to three years."

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 95
quote villain critique

"The complaint is troubling, with the COO saying the CEO had “cooked the books” and telling them he was not “going to be part of this scam.” — Legal Complaint"

QuantumScape · QS Scorpion Capital · p. 171
quote ceo quote

"We are rebuilding and increasing inventories in an effort to reduce the excessive cost of trucking long distances to satisfy demand. — Co-CEO Sacks, Feb 2022"

Monster Beverage Corp. · MNST Spruce Point Capital · p. 33
quote other

"Olam CEO Sunny Verghese defiantly announced plans to spend an average of S$226 million to S$308 million on investments per quarter over the next three years."

callout ceo quote

"The CEO of Phillips 66 (NYSE: PSX) is talking down the value of his own company’s shares, saying they are fully valued despite 10 years of underperformance."

Phillips 66 · PSX Elliott Management · p. 2
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Unknown · p. 9
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Unknown · p. 75
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines Co. · LUV Elliott Management · p. 5
callout ceo quote

"It’s unclear what the CEO meant when he said its business was “sideways” during the last crisis. All of its key financial metrics declined by single digits."

WD-40 Company · WDFC Spruce Point Capital · p. 46
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Carl Icahn · p. 9
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Carl Icahn · p. 75
callout ceo quote

"Despite the CEO claiming in late 2018 and in 2021 that the story would change dramatically for Stryker’s spine business, the numbers tell a different story."

Stryker Corp. · SYK Spruce Point Capital · p. 148
callout villain critique

"Why should investors buy into the cloud growth strategy if insiders won’t? Recent trades by CEO Bodner suggest that he thinks the stock is getting frothy..."

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 19
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Elliott Management · p. 9
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Elliott Management · p. 75
callout villain critique

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

Southwest Airlines · LUV Elliott Management · p. 37
callout timeline

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to ~45x its initial value in seven years including dividend reinvestment"

Unknown · p. 15
callout appendix disclosure

"ELLIOTT RELEASES THIRD-PARTY SURVEY RESULTS FINDING THAT PHILLIPS 66 SHAREHOLDERS RANK THE COMPANY LAST IN OPERATIONS, CEO EFFECTIVENESS AND VALUE CREATION"

Phillips 66 · PSX Elliott Management · p. 9
callout villain critique

"Disney cannot credibly blame Bob Chapek for the Company's problems given the fact Mr. Iger has been CEO or Executive Chair since 2005 for all but 11 months"

The Walt Disney Company · DIS Trian Partners · p. 62
callout section divider

"Investors Should Be Alarmed That Perion's CEO And Audit Chair Both Worked At Lumenis, Which Was Under SEC Investigation And Charged With Inflating Revenues"

Perion Network Ltd. · PERI Spruce Point Capital · p. 29
callout villain critique

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

Southwest Airlines · LUV Elliott Management · p. 37
callout ceo quote

"Disney cannot credibly blame Bob Chapek for the Company's problems given the fact Mr. Iger has been CEO or Executive Chair since 2005 for all but 11 months"

The Walt Disney Company · DIS Trian Partners · p. 62
callout villain critique

"In November 2020, Polma 1, which Vitek owned and for which CPI PG CEO Martin Nemecek served as director, established a new Maltese entity, BT 2 Vessel Ltd."

callout timeline

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to ~45x its initial value in seven years including dividend reinvestment"

callout timeline

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to 42x its initial value in seven years including dividend reinvestment"

Unknown · p. 18
callout timeline

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to 42x its initial value in seven years including dividend reinvestment"

quote ceo quote

"in a context of that I want to point out that since I became CEO in 2015, my team and I have always met the guidance we provided to the street. — WTRG CEO"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 16
quote ceo quote

"in a context of that I want to point out that since I became CEO in 2015, my team and I have always met the guidance we provided to the street. — WTRG CEO"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 87
quote ceo quote

""They don't exist. We could replicate them with contracts. That's nonsense." — John (referencing Marathon's former CEO Mike Hennigan regarding synergies)."

Phillips 66 · PSX Elliott Management · p. 16
quote villain critique

""We are pleased to have Verint, a recognized global leader in the security industry, join NowForce as a strategic investor." — Assaf Shafran, NowForce CEO"

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 39
quote villain critique

"The University of Georgia possesses professors with very unique skills and abilities that are extremely beneficial to our company — Paul Pereira, MHG CEO."

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 32
quote ceo quote

"“... any healthy content business, media business would have margins attached to it that are attractive.” — CEO Tim Armstrong 1Q11 conference call, 5/4/11"

AOL, Inc. · AOL Starboard Value · p. 19
callout villain critique

"The Company’s share price has underperformed multiple related indices and the broader market since Mr. Anagnost was appointed permanent CEO in June 2017."

Autodesk, Inc. · ADSK Starboard Value · p. 15
callout villain critique

"The Company’s share price has underperformed multiple related indices and the broader market since Mr. Anagnost was appointed permanent CEO in June 2017."

Autodesk, Inc. · ADSK Starboard Value · p. 15
callout villain critique

"GSHD’s shareholders took on debt, held by the company, and more than half of the proceeds went into the pockets of the CEO and the other pre-IPO holders."

Goosehead Insurance, Inc. · GSHD Wolfpack Research · p. 4
callout villain critique

"This deception offends basic principles of transparency and trust, but the more important point is that Nunes, their key man and CEO, is also a lobbyist."

SMART Global Holdings, Inc. · SGH Wolfpack Research · p. 5
quote ceo quote

"CEO Cord Christensen stated that he expects the legacy veterinary business, excluding new stores, to support sales growth in the services segment of 25%."

PetIQ, Inc. · PETQ Spruce Point Capital · p. 57
quote villain critique

""The Board appointed Alan Shaw as CEO because the depth and breadth of his experience would best position us to leverage PSR..." — Norfolk Southern Board"

quote timeline

"“... Our cleanse process culminated in record quarterly reported income ... of $42.5 million.” — Tom Schmitt, Chairman, President & CEO, October 27, 2021"

quote villain critique

"A Former Employee Told Us They Believed the CEO of Datasection, Norihiko Ishihara, Has Used NowNaw Japan to Mask Its Backing by a China Military Company."

Datasection, Inc. · 3905.TYO Wolfpack Research · p. 5
callout villain critique

"Flush with cash from selling stock at record prices, it’s easy for the CEO to purchase a lakefront mansion for $14.2m, a corporate jet and a helicopter."

Monolithic Power Systems · MPWR Spruce Point Capital · p. 86
callout villain critique

"A recent interview with Ginkgo’s CEO reminded us of performance art by his Siamese synthetic biology twin from Zymergen, right before it self-detonated."

Ginkgo Bioworks · DNA Scorpion Capital · p. 22
quote villain critique

"There may be up to an additional 40 sites under construction that [AMT] will acquire over the next several months — James Taiclet, AMT CEO and chairman."

American Tower Corp · AMT Muddy Waters · p. 9
quote ceo quote

"“I’m now being attacked equally by the left and the right, so I’m doing something right, I hope” — CEO Larry Fink, Fortune/Bloomberg, October 12th, 2022"

BlackRock, Inc. · BLK Bluebell Capital · p. 61
quote ceo quote

"“I’m now being attacked equally by the left and the right, so I’m doing something right, I hope” — CEO Larry Fink, Fortune/Bloomberg, October 12th, 2022"

BlackRock · BLK Bluebell Capital · p. 61
quote ceo quote

"“Thanks to our Board, who knows that we will be the standard of care and to our patient shareholders, thank you. We are on our way.” — Mehren (AXDX CEO)"

Accelerate Diagnostics · AXDX White Diamond Research · p. 3