Contrarian Corpus
Phrase library

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 1861–1920 of 2,101 matching "ceo"
callout cover

"21 REIT CEOs have consistently underperformed their proxy peers, yet their executive compensation was rarely adjusted."

Multiple REITs (21 underperformers) Land & Buildings · p. 1
callout villain critique

"a lot of people in different transplant centers are very pissed off with the company...I can tell you, I hate the CEO."

TransMedics Group Inc · TMDX Scorpion Capital · p. 54
quote ceo quote

""The market has all the information it needs to value our petroleum business." — Andrew Mackenzie, CEO, April 12, 2017"

BHP Billiton · BHP Elliott Management · p. 21
quote villain critique

"“No experience as CEO or senior executive level of a global company or director of a listed company” — Kao Corporation"

Kao Corporation · 4452.JP Oasis Management · p. 105
callout villain critique

"Spruce Point does not believe investors should accept its CEO being distracted with real estate ventures on the side."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 39
callout ceo quote

"Of particular note and importance, IonQ’s CEO stated that they already “put our first customers onto the 32 in June…”"

IonQ Inc. · IONQ Scorpion Capital · p. 41
callout villain critique

"Your inability to manage this company is becoming clearer every day...I suspect your days as CEO of BWLD are numbered"

callout cover

"APP CEO and CTO Blog Responses Lie About The Existence Of Persistent Identifiers And How It Breaks Data Privacy Rules"

AppLovin Corporation · APP Muddy Waters · p. 1
callout ceo quote

"The CEO claimed 15,000 employees worldwide in 2018, while numbers recently stated in the IPO prospectus claim 13,800."

TaskUs, Inc. · TASK Spruce Point Capital · p. 65
quote transition

"Mark Hurd, HP's CEO, said the job cuts will have little effect on HP's research, development and sales organizations."

Time Warner Inc. · TWX Carl Icahn · p. 18
callout villain critique

"Spruce Point believes shareholders would be better served if CEO Dovigi focused all his attention and effort on GFL."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 9
callout ceo quote

"Despite his credibility in leading TIM and impressive early performance, Vivendi is working hard against TIM new CEO"

Telecom Italia · TIT.MI Elliott Management · p. 20
callout villain critique

"Spruce Point raises concerns about the manner in which CEO Liang recently disposed of more than 528,000 SMCI shares."

Super Micro Computer, Inc. · SMCI Spruce Point Capital · p. 22
quote ceo quote

"“exiting investments that present a high sustainability-related risk, such as thermal coal producers” — CEO Mr. Fink"

BlackRock, Inc. · BLK Bluebell Capital · p. 46
quote ceo quote

"2022年10月の時点で、データセクションの石原紀彦CEOは慶應リーダーシップセンターのインタビューにおいて、NowNawを「米国版TikTok」と表現し、AR(拡張現実)やeコマースなどのサービスを提供していると説明していました。"

Datasection Inc. · 3905 Wolfpack Research · p. 10
quote ceo quote

"CEO Foroughi denied that APP creates or uses persistent identifiers in his March 31, 2025 blog post. — Adam Foroughi"

AppLovin Corporation · APP Muddy Waters · p. 3
quote ceo quote

"“There are no lockups have expired. Everybody is still locked up the way they were supposed to be.” – QS CEO, Jan 4"

QuantumScape · QS Scorpion Capital · p. 9
quote ceo quote

"“We’re doing research around the clock in this company” — Michael Johnson, CEO, CNBC’s Mad Money, February 22, 2012"

Herbalife Ltd. · HLF Pershing Square · p. 29
quote villain critique

"「はい、なぜかというと、TSMCはその装置を何台も、おそらく10台だったと思います、発注したので否定的な論文を発表するわけにはいきません」 — 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. 207
callout ceo quote

"The benefits of asymptomatic testing remain questionable, yet CEO Blackford suggests providers will test annually?"

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 65
quote ceo quote

"「数字は申し上げられないですが」...「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 (Lasertec)"

Lasertec Corporation · 6920 Scorpion Capital · p. 333
callout villain critique

"In the opinion of former Intuit executives, CEO Goodarzi has a highly aggressive, "win at all costs" personality."

Intuit Inc. · INTU Spruce Point Capital · p. 110
quote villain critique

"“Vivendi is totally against the spin-off of Telecom Italia network” — Arnoud De Puyfontaine, CEO and TIM director"

Telecom Italia · TIT.MI Elliott Management · p. 21
quote appendix data

""Due to achieved objectives, we received the media budget on top of the financing" — Nik Myftari, CEO of Spotted."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 61
callout villain critique

"Under Lance Fritz's eight-year tenure as CEO, UNP has repeatedly and significantly failed to reach its potential"

callout ceo quote

"Someone is lying, and we already have precedent examples of the CEO exaggerating the state of the SD&A business."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 60
quote comparison table

"In 2016, CEO Lang said that International would be 20% - 25% of its business over the next few years. — CEO Lang"

Stryker Corp. · SYK Spruce Point Capital · p. 93
quote other

"We also know from an early interview of iKentoo's CEO in 2017 that its ARPU was ~$100, or 50% lower than LSPD's."

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 80
quote ceo quote

""Right now, between Facebook and YouTube, they make up about 15% of our total revenue." — CEO, Q3 2021 Conf Call"

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 22
quote ceo quote

""It’s very clear that it does not make economic sense to unify Rio Tinto." — Jakob Stausholm, CEO, 30 July 2024"

Rio Tinto · RIO Palliser Capital · p. 25
quote villain critique

"CEO Phil Caldwell called it “a very exciting opportunity” to work with Cummins and the DOE on this application."

Ceres Power Holdings plc · CWR Grizzly Research · p. 18
callout demand list

"Vote to remove Dr. Klaus Kleinfeld, the worst performing continuously tenured CEO in the S&P 500, from Arconic"

Arconic Inc. · ARNC Elliott Management · p. 24
callout nominee bio

"We will appoint a qualified interim CEO to implement the plan while the search for a permanent CEO is underway"

Dye & Durham Limited · DND Engine Capital · p. 90
callout peer gap

"National Express vs. FirstGroup stock performance since Mr Finch became National Express CEO in February 2010:"

FirstGroup plc · FGP Sandell · p. 25
callout villain critique

"PHILLIPS 66 "HAS NOT GENERATED COMPETITIVE VALUE DURING THE SPAN OF [CEO MARK] LASHIER'S EXECUTIVE SERVICE...""

Phillips 66 · PSX Elliott Management · p. 2
quote ceo quote

"so excited that we don't have to switch aircraft for the first time ever and just build — CEO Jeffrey Thompson"

Red Cat Holdings, Inc. · RCAT Kerrisdale Capital · p. 5
callout villain critique

"In June 2015, the CEO resigned, and Boulder was acquired for $11/share, or 52% below Chappell’s price target."

Oatly Group AB · OTLY Spruce Point Capital · p. 115
callout villain critique

"Directors with the appropriate skills, unaffiliated with the CEO and who bring a fresh perspective are needed"

Phillips 66 · PSX Elliott Management · p. 120
callout villain critique

"Directors with the appropriate skills, unaffiliated with the CEO and who bring a fresh perspective are needed"

Phillips 66 · PSX Elliott Management · p. 121
callout section divider

"We View UEC's CEO As A Promoter With Documented Connections To Multiple SEC, BCSC And DOJ Charged Individuals"

Uranium Energy Corp · UEC Spruce Point Capital · p. 8
callout villain critique

"It does not seem appropriate to us to appoint a CEO potentially disgruntled / motivated by reasons of revenge"

TIM S.p.A. (Telecom Italia) · TIT Bluebell Capital · p. 11
callout timeline

"Since the beginning of Caforio's tenure as CEO, Bristol-Myers has stagnated, and shareholders have suffered."

Bristol-Myers Squibb · BMY Starboard Value · p. 40
callout ceo quote

"Stryker's CEO had claimed that tuck-in acquisitions are "easy" and that it has a "pretty good" track record."

Stryker Corp. · SYK Spruce Point Capital · p. 14
callout villain critique

"Nuvei’s CEO And CFO’s Past Historical And Current Close Business Relationships Should Cause Serious Concern"

Nuvei Corp · NVEI Spruce Point Capital · p. 11
callout villain critique

"Celebrity CEOs, at those same decision points, are more likely to favor self and ego over company and work."

Arconic Inc. · ARNC Elliott Management · p. 219
quote ceo quote

"“I don't use the word ESG anymore, because it's been entirely weaponized” — CEO Larry Fink, 25th June, 2023"

BlackRock, Inc. · BLK Bluebell Capital · p. 67
quote ceo quote

"“I don't use the word ESG anymore, because it's been entirely weaponized” — CEO Larry Fink, 25th June, 2023"

BlackRock · BLK Bluebell Capital · p. 67
callout villain critique

"22 of Dr. Kleinfeld's 34 quarterly earnings releases as CEO of Alcoa have seemingly disappointed investors"

Arconic Inc. · ARNC Elliott Management · p. 41
callout villain critique

"Investors should be concerned by the unexpected and abrupt resignation of CEO Gabi Seligsohn in June 2018."

Kornit Digital Ltd. · KRNT Spruce Point Capital · p. 51
quote section divider

"L'Oréal's CEO Nicolas Heronimus earmarked LatAm as one of the key growth drivers in his 2023 presentation."

Kao Corporation · 4452.JP Oasis Management · p. 22
callout ceo quote

"Disney's Board reportedly expedited Bob Chapek's interview process for CEO based on Mr. Iger's suggestion"

The Walt Disney Company · DIS Trian Partners · p. 64