Contrarian Corpus
Phrase library

Callouts & quotes from 166+ activist slides

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

Showing 121–166 of 166 matching "misleading"
callout villain critique

"We believe this is a false and misleading statement to investors, and a securities law violation. We reported it to the SEC."

GreenPower Motor Company · GP White Diamond Research · p. 5
callout villain critique

"Multiple ex-IonQ employees suggested that the photos of the slick black box quantum computer are staged or misleading."

IonQ Inc. · IONQ Scorpion Capital · p. 64
callout ceo quote

"One of the misleading slides that strongly implies that this PLA bag is a “PHA Customer Collaboration Case” is below."

Danimer Scientific · DNMR Muddy Waters · p. 10
callout ceo quote

"In Materials to Shareholders, Hess Uses Misleading Chart That Ignores Relevant Peers and Hides Impact of Oil Prices"

Hess Corporation · HES Elliott Management · p. 59
quote table of contents

"The TAM numbers that BLI promotes are "ridiculous" and implied the company is misleading investors — Ex-employee."

Berkeley Lights · BLI Scorpion Capital · p. 6
callout section divider

">CYP2D6 liability and drug-drug interactions amplify toxicity; the FDA's assessment was based on misleading data"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 137
callout villain critique

"Geographic Revenue Reporting Potentially Misleading, Enabling MPWR To Lower Taxes And Understate Customer Risks"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 8
callout villain critique

"The lack of impairment supports our contention that the company is misleading investors about its performance."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 32
callout villain critique

"Perhaps to obscure the transaction, CPI PG misleadingly reported a nominal purchase price of €1 for Pietroni."

callout executive summary

"Vivion is egregiously misleading in its rebuttal to our revelation of rent24’s outsized occupancy at Fürst."

Vivion Investments Muddy Waters · p. 2
callout villain critique

"We believe Huntsman’s claims of beating its 2020 Adjusted EBITDA target is blatantly misleading and false."

Huntsman Corporation · HUN Starboard Value · p. 14
callout villain critique

"The suggestion that IAA is on the verge of losing another top customer is a highly misleading conjecture."

callout villain critique

"Phillips' claim rests on an illogical peer group, an incorrect methodology, and a misleading start date"

Phillips 66 · PSX Elliott Management · p. 92
callout villain critique

"It appears management is either confused regarding Darden’s covenants or is misleading shareholders."

Darden Restaurants, Inc. · DRI Starboard Value · p. 75
callout villain critique

"Darden's statements regarding friction costs from separating its real estate are highly misleading."

Darden Restaurants, Inc. · DRI Starboard Value · p. 72
callout ceo quote

"Management has either forgotten about its prior written statements or is misleading shareholders."

Darden Restaurants, Inc. · DRI Starboard Value · p. 76
callout ceo quote

"Elliott has put forth illegal corporate governance demands, masked by misleading communications."

Phillips 66 · PSX Elliott Management · p. 11
callout ceo quote

"Elliott has put forth illegal corporate governance demands, masked by misleading communications."

Phillips 66 · PSX Elliott Management · p. 23
callout valuation reveal

"Management’s assertions that the company trades at a premium are based on misleading information"

The Timken Company · TKR Relational Investors · p. 33
callout villain critique

"Please do not be fooled by Huntsman’s many misleading, revisionist, and disingenuous claims!"

Huntsman Corporation · HUN Starboard Value · p. 4
callout peer gap

"Using its aggressive revenue estimates, XL provides a misleading comparison to EV companies."

XL Fleet Corp · XL Muddy Waters · p. 29
callout villain critique

"It seems the Board and Mr. Shaw are misleading shareholders about Mr. Orr's PSR expertise."

callout villain critique

"Management is either confused regarding Darden's covenants or is misleading shareholders."

Darden Restaurants, Inc. · DRI Starboard Value · p. 73
quote villain critique

"SEC Charges Former Biotechnology Company CEO for Misleading Investors — SEC Press Release"

Ginkgo Bioworks · DNA Scorpion Capital · p. 21
callout villain critique

"Bristol-Myers’ math is misleading and ascribes an artificially low value to the pipeline"

Bristol-Myers Squibb · BMY Starboard Value · p. 19
callout appendix data

"The Officer Report was entirely adequate in law, was in no sense materially misleading."

BP plc · BP Bluebell Capital · p. 41
callout villain critique

"In our view, DVLT’s press release here was, at the very least, grossly misleading."

Datavault AI Inc. · DVLT Wolfpack Research · p. 7
callout villain critique

"IonQ website shows fidelities and error rates that convey a misleading impression"

IonQ Inc. · IONQ Scorpion Capital · p. 100
callout appendix disclosure

"Accor SA could therefore be held accountable for misleading commercial practices."

Accor SA · AC Grizzly Research · p. 51
quote executive summary

"misleading investors by obscuring financial performance — SEC (regarding VMware)"

Samsara Inc. · IOT Spruce Point Capital · p. 8
quote precedent table

"Lightspeed denied our report as “misleading.” — Spruce Point Capital Management"

C3.ai, Inc. · AI Spruce Point Capital · p. 3
callout villain critique

"Ex-employees slammed each key claim as misleading, exaggerated, or fraudulent."

QuantumScape · QS Scorpion Capital · p. 28
callout villain critique

"We began to notice a pattern of press releases that appear grossly misleading."

Berkeley Lights · BLI Scorpion Capital · p. 24
callout ceo quote

"ADOMANI's PR is misleading in saying that the drivetrain is ADOMANI's."

ADOMANI · ADOM White Diamond Research · p. 13
callout villain critique

"The rest have the Isteq source now misleadingly labeled as “Urashima.”"

Lasertec Corporation · 6920 Scorpion Capital · p. 149
callout ceo quote

"Based on the above results, we believe this response was misleading."

Nidec Corp. · 6594 JP Muddy Waters · p. 32
callout ceo quote

"XL MISLEADINGLY CLAIMS THAT ITS TECHNOLOGY LEADS TO 25%+ MPG GAINS"

XL Fleet Corp · XL Muddy Waters · p. 17
quote other

"“a number of false and misleading allegations” — Groupe Casino"

Groupe Casino · CO Muddy Waters · p. 2
callout villain critique

"ROVI's data is INCORRECT and depicts a misleading story"

Rovi Corporation · ROVI Engaged Capital · p. 7