"We believe the root cause of Disney's underperformance is a Board that suffers from a culture that impedes oversight and lacks accountability."
Callouts & quotes from 167+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We believe the root cause of Disney's underperformance is a Board that suffers from a culture that impedes oversight and lacks accountability."
"‘The BoD regularly reviews its leadership structure’: failure to correct confirms lack of independent oversight — BlackRock Board of Directors"
"The magnitude and growth of Agrium's corporate overhead illustrates several key shortcomings and raises questions regarding board oversight"
"The profiles make clear that many of those most in need of oversight by a robust compliance department are at the top of the pyramid."
"We have seen this before – empty promises concealing harsh truths. The good news? Refreshed oversight makes transformation possible."
"We believe the root cause of Disney’s underperformance is poor oversight from a Board that lacks focus, alignment and accountability"
"DLO's operational structure also contains unnecessary complexity which we believe is a deliberate attempt to avoid oversight by FCA."
"We have seen this before – empty promises concealing harsh truths. The good news? Refreshed oversight makes transformation possible."
"We believe the root cause of Disney’s underperformance is poor oversight from a Board that lacks focus, alignment and accountability"
"Darden’s comp practices raise serious concerns about the oversight of the current Board and Darden’s proposed slate of nominees"
"Darden’s comp practices raise serious concerns about the oversight of the current Board and Darden’s proposed slate of nominees"
"In our view, the Fox acquisition highlights the Board's poor oversight on capital allocation and concerning alignment issues"
"In our view, the Fox acquisition highlights the Board's poor oversight on capital allocation and concerning alignment issues"
"But that important fact of common control wasn't disclosed at the time of the sale in 2014. We doubt this was an oversight."
"Ambry Genetics may be taking advantage of the lack of transparency and oversight surrounding CPT 81479 billing practices."
"EXCLUSIVE: Rep. Gosar Accuses TransMedics Of Holding Lifesaving Medical Devices ‘Hostage’ — Vows Oversight — Daily Caller"
"Kao claim that the skill profiles incumbent on the board are “best suited for the continued oversight of Kao’s strategy”"
"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"
"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"
"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"
"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"
"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"
"BlackRock has a weak governance framework which is evidenced by a clear lack of independent oversight over management."
"Revenue, Earnings Quality And Cash Flow Are Deteriorating With Clear Weaknesses In Accounting And Auditing Oversight"
"However, it has become clear to us that there is a debilitating lack of oversight and leadership at the Board level."
"The Board has failed to respond to shareholders’ repeated requests for significant environmental risk oversight."
"The Board has failed to respond to shareholders’ repeated requests for significant environmental risk oversight."
"Unlike peers, HMA does not have a Board specific committee with direct oversight of both compliance and quality"
"Glass Lewis - "members of [the compensation] committee should be held accountable for this lack of oversight""
"“members of [the compensation] committee should be held accountable for this lack of oversight” — Glass Lewis"
"Investors are fed up with the lack of accountability and oversight from the current Board and Management."
"Each business is denied the capital, investor base, focus and oversight needed to achieve its potential"
"Each business is denied the capital, investor base, focus and oversight needed to achieve its potential"
"For Kao to succeed, it must have the right leadership, incentives, oversight, and strategic direction."
"We believe both the Board’s and management’s ESG oversight have proven inadequate and ineffective."
"Our Board nominees would hold SBM to a higher standard and demand better oversight and execution."
"Our independent director candidates stand for improved governance, oversight and accountability"
"With costs 60% higher than forecasted, this appears to be more than just a casual oversight."
"Respondents believe the board lacks both accountability oversight and operational expertise."
"Only investment getting the CFO's oversight could indicate financial problems / challenges"
"The lack of confidence in the SEC's oversight ultimately undermines investor confidence."
"Hess is unmistakably materially undervalued, with oversight and discipline lacking."
"Under Ms. Schnabel’s oversight, Versum created significant value for shareholders."
"The value opportunity: improved oversight and execution can deliver 100% upside"
"Under Mr. Ferrari’s Oversight Venator’s Share Price Declined 90%"
"Fixing Operational Blind Spots In Board Oversight"