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 1801–1860 of 2,101 matching "ceo"
quote precedent table

"CEO Trevor Milton called the prototype cell "the single most important advancement in electric vehicle history." — Trevor Milton"

QuantumScape · QS Scorpion Capital · p. 166
quote villain critique

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife'(1) - beyond suspicion."

BlackRock, Inc. · BLK Bluebell Capital · p. 33
quote ceo quote

"“What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth” — Michael Johnson, CEO"

Herbalife Ltd. · HLF Pershing Square · p. 51
quote villain critique

"「(レーザーテックの顧客は)発注を控えています。光源か、何かの改善を待っているようです……だいたいそんな感じです。だからレーザーテックの在庫が増えているのでしょう」 — 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. 251
quote villain critique

"“... AOL’s patent portfolio, it’s beachfront property in East Hampton... it’s basically extremely valuable.” — CEO Tim Armstrong"

AOL, Inc. · AOL Starboard Value · p. 80
callout ceo quote

"Southwest reports Q4 earnings, with CEO Bob Jordan stating that "...Our processes and technology generally worked as designed.""

Southwest Airlines · LUV Elliott Management · p. 23
callout demand list

"P&G must enhance the process today by hiring senior leaders with external experience who can be candidates to be P&G's next CEO"

The Procter & Gamble Company · PG Trian Partners · p. 77
callout villain critique

"Almost one month after this announcement, Lorenzo Simonelli, Chairman and CEO of Baker Hughes, stepped down from C3.ai's Board."

C3.ai, Inc. · AI Spruce Point Capital · p. 49
callout ceo quote

"The CEO forecasted margin improvements from the project in early 2019, but instead Non-GAAP EBIT margins fell 150 basis points."

Stryker Corp. · SYK Spruce Point Capital · p. 59
quote ceo quote

"Yes. They do have a sizable patent portfolio, not just in the U.S., but outside the U.S., largely design patents. — CEO Farrell"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 46
quote precedent table

""We believe this is the most important organizational change we've made in the last 20 years" — David Taylor, Former CEO of P&G"

The Walt Disney Company · DIS Trian Partners · p. 10
callout thesis headline

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

Unknown · p. 27
callout kpi overview

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

Unknown · p. 27
callout kpi overview

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

Unknown · p. 23
quote ceo quote

""We have the portfolio of a major, we have the technical challenges of a major..." — John Hess, Chairman & CEO Hess, June 2010"

Hess Corporation · HES Elliott Management · p. 19
quote villain critique

"What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth. — CEO Michael Johnson"

Unknown · p. 3
quote ceo quote

"What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth. — CEO Michael Johnson"

Herbalife, Ltd. · HLF Pershing Square · p. 3
callout demand list

"NEW ORGANIZATIONAL STRUCTURE WILL IMPROVE FOCUS AND SPEED TO MARKET FOR EACH CATEGORY (A KEY OBJECTIVE OF CEO MARK SCHNEIDER)"

Nestlé S.A. · NESN Third Point · p. 30
callout kpi overview

"Nine consecutive quarters of double-digit EPS growth, every quarter since Seifi became CEO, despite significant f/x headwinds"

Unknown · p. 26
callout villain critique

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife' - beyond suspicion."

BlackRock, Inc. · BLK Bluebell Capital · p. 33
callout villain critique

"Other Israeli Companies Have The CEO Sign The 20-F, But Amdocs Has Its U.S. Secretary Sign Both The 20-F And Credit Agreement"

Amdocs Limited · DOX Spruce Point Capital · p. 104
callout ceo quote

"Citron has reason to believe that CEO Cedric Francois is not being honest with Wall St. about the report cases of vasculitis."

Apellis Pharmaceuticals · APLS Citron Research · p. 7
quote villain critique

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like ‘Caesar's wife’ - beyond suspicion."

BlackRock · BLK Bluebell Capital · p. 33
callout ceo quote

"We believe the CEO's response to a question of why it chose Millville is whimsical and displays a lack of in depth planning."

Oatly Group AB · OTLY Spruce Point Capital · p. 33
callout other

"NIKE’s turnaround is in the early stages as new CEO Elliott Hill lays the foundations to drive sustainable, long-term growth"

Pershing Square Holdings · PSH Pershing Square · p. 56
quote peer gap

"Box will stay in Silicon Valley, CEO Aaron Levie says, despite 'absolutely insane' costs — Headline from public news article"

Box, Inc. · BOX Starboard Value · p. 52
quote villain critique

"Dye & Durham CEO Matt Proud stepping down, ending controversial reign at Toronto legal software company — The Globe and Mail"

Dye & Durham Limited · DND Engine Capital · p. 15
quote appendix disclosure

"CEO Harold McGraw III comment during Q2 2011 earnings call discussion of McGraw-Hill's portfolio review. — Harold McGraw III"

The McGraw-Hill Companies · MHP JANA Partners · p. 34
quote villain critique

"The CEO once proclaimed that Rotor X was a “once in a lifetime opportunity that came up”. — CEO YouTube interview on Rotor X"

Nova Minerals Limited · NVA Spruce Point Capital · p. 27
callout villain critique

"Swiss controlled company, known for secrecy. Limited Swiss external sales, abnormal segment profit. Entrenched CEO/Chairman"

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 10
quote ceo quote

"There's an opportunity to get invested in our stock when the June (2013) lock-up expiration comes — CEO Peters on Mad Money"

Healthcare Trust of America, Inc. · HTA Spruce Point Capital · p. 29
quote ceo quote

"“I am incredibly excited to unveil IonQ’s new quantum computer, the most powerful on the market.” — Peter Chapman, IonQ CEO"

IonQ Inc. · IONQ Scorpion Capital · p. 38
quote ceo quote

"“We've got the best QPU today, is now built a chip, which has got multiple zones of computation.” — Peter Chapman, IonQ CEO"

IonQ Inc. · IONQ Scorpion Capital · p. 165
quote executive summary

"Not to worry though, Olam CEO Sunny Verghese says that management runs a “clean honest business”. — Olam CEO Sunny Verghese"

quote ceo quote

"“I hope we can get over $40 million this year in Patch.” — CEO Tim Armstrong, 1Q12 conference call, 5/9/12 (emphasis added)"

AOL, Inc. · AOL Starboard Value · p. 41
callout demand list

"How is it appropriate that the family of the CEO is a frequent competitor to SandRidge, in the company's primary business?"

SandRidge Energy · SD TPG-Axon · p. 9
callout villain critique

"The "decisive actions" taken by CEO Mark Lashier and his management team run counter to what shareholders have called for."

Phillips 66 · PSX Carl Icahn · p. 16
callout villain critique

"I've worked for many CEO's, and I'm more in the camp of being honest with your investors. That's not the Quantumscape way."

QuantumScape · QS Scorpion Capital · p. 4
callout villain critique

"The “decisive actions” taken by CEO Mark Lashier and his management team run counter to what shareholders have called for."

Phillips 66 · PSX Elliott Management · p. 15
quote villain critique

"In fact, while he was CEO of Cognos, the Company delayed its 10-K/Q as the SEC reviewed its revenue recognition policies."

MSCI Inc. · MSCI Spruce Point Capital · p. 113
callout villain critique

"Investors should be concerned that an XPO employee is signing business filings for the candy business of its CEO's wife."

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 54
callout villain critique

"In 3 of the last 5 years, John Hess has ranked in the Top 25 Highest Paid CEOs... despite underperforming peers by (55%)"

Hess Corporation · HES Elliott Management · p. 47
callout villain critique

"In one major corporate fraud after another, we see the CEO and/or CFO depart when the scheme becomes too big to sustain."

Lasertec Corporation · 6920 Scorpion Capital · p. 11
quote villain critique

"In March 2008, Scott Peters, then CEO, was quoted as saying that "This merger is for the next 50 years" — Grubb & Ellis."

Healthcare Trust of America, Inc. · HTA Spruce Point Capital · p. 12
callout ceo quote

"Spruce Point warns that despite the CEO's bullish tone around Off Grid, we believe the deal has been a failure to date."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 82
callout ceo quote

"That is the automatic reaction of a CEO when an attack is launched and the share price goes down, that is quite normal."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 20
callout villain critique

"Phillips 66 (NYSE: PSX) CEO Mark Lashier has been richly rewarded for failure, reaping $79M in compensation since 2022."

Phillips 66 · PSX Carl Icahn · p. 26
callout section divider

"Be Wary of Chasing SMCI’s Revenue Growth Story As Many Signs Point To Failure And The CEO Dumps Record Amounts of Stock"

Super Micro Computer, Inc. · SMCI Spruce Point Capital · p. 9
quote ceo quote

"Quantum startup CEO suggests we are only five years away from a quantum desktop computer — TechCrunch article, Sep 2020"

IonQ Inc. · IONQ Scorpion Capital · p. 75
quote precedent table

"The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success — William N. Thorndike, Jr."

Allergan, Inc. · AGN Pershing Square · p. 12
quote villain critique

"“we've made all the updates in the labeling that we need to do and in the packaging that we need to do” — CEO Blackford"

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 87
quote other

"Comments by CEO Sebastian Kanovich on DLO's Q3 2021 call that local-to-local had reached 30% of TPV support this range."

DLocal Ltd. · DLO Muddy Waters · p. 28
quote nominee bio

"We look forward to welcoming the nominees as new Board members and believe they will be valuable contributors — DSP CEO"

DSP Group, Inc. · DSPG Starboard Value · p. 24
callout villain critique

"Shareholders are picking up the tab for CEO Dovigi to purchase a new car annually and personal use of the Company jet."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 40
callout ceo quote

"Peloton's interim co-CEOs are telling the same story of a recurring, high-margin subscription revenue stream business."

Peloton Interactive · PTON Greenlight Capital · p. 28
callout precedent table

"The CEOs chronicled in The Outsiders produced returns of over 20x the S&P 500 and over 7x their respective peer groups"

Allergan, Inc. · AGN Pershing Square · p. 13
callout villain critique

"The Board would be paying the CEO half a billion dollars on the way out the door after he destroyed shareholder value."

Welltower Inc. · WELL Land & Buildings · p. 13