Callouts & quotes from 2,101+ activist slides

"I would say we've had a little more pushback than we've had in prior years, but nothing that's insurmountable. — CEO Gahlhoff, Q2 2023 Call"

"For the CEO to reverse course on the Q3 2020 conference call and claim zero impact and underlying cash flow improvement is highly dubious."

"It is clear to us that the CEO and his family who run this company do not have their interests aligned with the interests of shareholders."

"BlackRock's meritless and self-referential arguments to oppose the separation of Chair/CEO proposed by Bluebell Capital Partners (Item 6)"

"“Celebrity CEOs, at those same decision points, are more likely to favor self and ego over company and work.” — Jim Collins, Fast Company"

"CEO Farrell boldly claimed that FLAWLESS is a “brand new category”, yet retailers can't seem to agree how best to position it on shelves."

"Twist’s CEO allegedly instructed senior staff to not discuss operational details with a board member representing a key Chinese investor"

"There's strong evidence the CEO doesn't have a full grasp of Waterpik's numbers, and recent growth is coming at the sacrifice of margin."

"UEC burned through $106 million in 2024 and raised $176 million which factored heavily towards the CEO hitting his maximum target bonus."

"CEO Seifi Ghasemi has begun a transformation of Air Products, which we expect will continue to create meaningful value for shareholders"

"Combined Chair/CEO roles in the S&P 500 have decreased by 13% over the last 10 years, the most significant decrease across the indices."

"CEO Seifi Ghasemi has begun a transformation of Air Products, which we expect will continue to create meaningful value for shareholders"

"P&G’s Misrepresentation of Quote by Mondelēz Chairman and CEO Irene Rosenfeld in P&G’s Letter to Shareholders, dated September 20, 2017"

"Combined Chair/CEO roles in the S&P 500 have decreased by 13% over the last 10 years, the most significant decrease across the indices."

"CEO Seifi Ghasemi has begun a transformation of Air Products, which we expect will continue to create meaningful value for shareholders"

"“That said, we remain very committed to driving leverage below 4x as quickly as possible.” — Matthew Proud, CEO (Q4 2024 Earnings Call)"

"Andrew Anagnost was appointed CEO in June 2017, and in the 7 years since then, Autodesk's share price has meaningfully underperformed."

"Chairman / CEO Jason Jiang personally made at least $24.8 million in seven months by investing in Allyes, which is an IRR of 2,127.2%."

"Andrew Anagnost was appointed CEO in June 2017, and in the 7 years since then, Autodesk's share price has meaningfully underperformed."

"Other Israeli Companies Have The CEO Sign The 20-F, But Amdocs Has Its Head of IR / Secretary Sign Both The 20-F And Credit Agreement"

"Prestige’s low-quality management team has consistently underdelivered on its promises, and it is time for the CEO and CFO to resign."

"We remind investors that all of this occurred under President and CEO Dan Bodner, who remains President and CEO (and Chairman) today."

"Spruce Point is calling for an immediate Board investigation into the SD&A transaction and the dismissal of CEO Krone and CFO Reagan."

"The CEO evaded and refused to answer the question, which asked for the number of customers that comprise the bookings and their mix."

"Despite multiple years of deteriorating operating results and share price underperformance, CEO compensation has increased each year"

""IonQ is the only provider of quantum computing hardware available on all three major public clouds" — CEO Chapman, Q3 Earnings Call"

""We have taken our eye off the ball a little bit with respect to refining." — Mark Lashier (CEO), January 2023, GS Energy Conference"

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated 25x in six years including dividend reinvestment"

"As a young, first-time public company CEO, we would assume Dudum should focus his attention on HIMS, yet he remains a part-time VC."

"Under CEO Filliol's tenure, Mettler has shown it is the most aggressive company in its industry when it comes to share repurchases."

"While Mr. Labriola's performance is not unique in the recent history of TIM, his performance has been the worst of all last 5 CEOs."

"Spruce Point will put CEO Lobo’s claims to the test that tuck-ins are easy and that its track record is good and it is disciplined."

"We believe the upside in APD remains significant as the Company continues its transformation under a great CEO and management team"

"Outside Directors are Among the Highest Paid in the Media Sector, Perhaps Explaining their Generosity Towards Viacom's CEO and COO"

"We find the pump-and-dump ironic given the CEO’s virtue signaling and wokeness, to the point that the E in ESG may stand for Emily"

"Mr. Parsons is an affable, well-liked executive and consummate politician. He has become one of the most honored CEO's in America."

"The appointment of the CEO of the world’s largest oil producer to BlackRock’s board undermines its own stated climate commitments."

"Over the past 50 years, Burger King Corporation has had numerous owners. In the past 25 years alone, the company has seen 13 CEOs."

"While we have found no pictures of its CEO wearing black turtlenecks, our research leads us to believe that DLO is likely a fraud."

"We believe the upside in APD remains significant as the Company continues its transformation under a great CEO and management team"

"We have taken our eye off the ball a little bit with respect to refining. — Mark Lashier (CEO), January 2023, GS Energy Conference"

"“Zuckerberg’s Pal” and “Zuckerberg’s Friend” — Media reports regarding Dropbox CEO Drew Houston's appointment to Facebook's board."

"Our company's advantages in AI aren't just somewhat better than our competitors, it's structurally superior. — CEO Smith, Feb 2017"

"Incumbent Board also failed to plan for succession, leaving Campbell without a permanent CEO at a crucial juncture in its history"

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

"Since Shirley Singleton became CEO in January 2002, Edgewater has massively underperformed its North American IT Consulting peers"

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

"We believe it's time for CEO Lobo to resign so that credibility and accountability can restored to the once revered Stryker name."

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is "great" and that he is "very proud""

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

"In recent years, we have pushed the [soup] business too hard on pricing and margin. — Board member & interim CEO Keith McLoughlin"

"“is the most attractive transaction available” — Capricorn Board; “either return it or do something else with it” — Capricorn CEO"

"'inherently stable services based business model generates consistent underlying earnings' — TPC Group CEO (2Q12 Conference Call)"

"Since Elliott announced its intention to pursue the removal of Dr. Kleinfeld as CEO, the Company’s stock has risen substantially"

"PPG outperformed the peer median by 4,700 basis points and the S&P 500 by 13,700 basis points during Chuck Bunch's tenure as CEO"

"Going forward, CEO compensation should be directly tied to achieving PPG’s financial targets and creating value for shareholders"

"We find it concerning that Danimer's reason for hiring a new CEO differs between its public press release and its court filings."

"The OPO CEO appears prescient - “it’s a ticking time bomb...wait til somebody finds out” - judging by the reactions we observed."

"We did not do enough to keep our soup products and brands relevant with consumers. — Board member & interim CEO Keith McLoughlin"