"21 REIT CEOs have consistently underperformed their proxy peers, yet their executive compensation was rarely adjusted."
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.
"a lot of people in different transplant centers are very pissed off with the company...I can tell you, I hate the CEO."
""The market has all the information it needs to value our petroleum business." — Andrew Mackenzie, CEO, April 12, 2017"
"“No experience as CEO or senior executive level of a global company or director of a listed company” — Kao Corporation"
"Spruce Point does not believe investors should accept its CEO being distracted with real estate ventures on the side."
"Of particular note and importance, IonQ’s CEO stated that they already “put our first customers onto the 32 in June…”"
"Your inability to manage this company is becoming clearer every day...I suspect your days as CEO of BWLD are numbered"
"APP CEO and CTO Blog Responses Lie About The Existence Of Persistent Identifiers And How It Breaks Data Privacy Rules"
"The CEO claimed 15,000 employees worldwide in 2018, while numbers recently stated in the IPO prospectus claim 13,800."
"Mark Hurd, HP's CEO, said the job cuts will have little effect on HP's research, development and sales organizations."
"Spruce Point believes shareholders would be better served if CEO Dovigi focused all his attention and effort on GFL."
"Despite his credibility in leading TIM and impressive early performance, Vivendi is working hard against TIM new CEO"
"Spruce Point raises concerns about the manner in which CEO Liang recently disposed of more than 528,000 SMCI shares."
"“exiting investments that present a high sustainability-related risk, such as thermal coal producers” — CEO Mr. Fink"
"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。"
"CEO Foroughi denied that APP creates or uses persistent identifiers in his March 31, 2025 blog post. — Adam Foroughi"
"“There are no lockups have expired. Everybody is still locked up the way they were supposed to be.” – QS CEO, Jan 4"
"“We’re doing research around the clock in this company” — Michael Johnson, CEO, CNBC’s Mad Money, February 22, 2012"
"「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"
"The benefits of asymptomatic testing remain questionable, yet CEO Blackford suggests providers will test annually?"
"「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)"
"Our No. 1 priority for capital deployment is [mergers and acquisitions] — Eileen Drake, CEO of Aerojet Rocketdyne."
"In the opinion of former Intuit executives, CEO Goodarzi has a highly aggressive, "win at all costs" personality."
"“Vivendi is totally against the spin-off of Telecom Italia network” — Arnoud De Puyfontaine, CEO and TIM director"
""Due to achieved objectives, we received the media budget on top of the financing" — Nik Myftari, CEO of Spotted."
"Under Lance Fritz's eight-year tenure as CEO, UNP has repeatedly and significantly failed to reach its potential"
"Someone is lying, and we already have precedent examples of the CEO exaggerating the state of the SD&A business."
"In 2016, CEO Lang said that International would be 20% - 25% of its business over the next few years. — CEO Lang"
"We also know from an early interview of iKentoo's CEO in 2017 that its ARPU was ~$100, or 50% lower than LSPD's."
""Right now, between Facebook and YouTube, they make up about 15% of our total revenue." — CEO, Q3 2021 Conf Call"
""It’s very clear that it does not make economic sense to unify Rio Tinto." — Jakob Stausholm, CEO, 30 July 2024"
""a pivot away from that near-term quarterly grind on just O.R., where O.R. was the only focus." — CEO Alan Shaw"
"CEO Phil Caldwell called it “a very exciting opportunity” to work with Cummins and the DOE on this application."
"Vote to remove Dr. Klaus Kleinfeld, the worst performing continuously tenured CEO in the S&P 500, from Arconic"
"We will appoint a qualified interim CEO to implement the plan while the search for a permanent CEO is underway"
"National Express vs. FirstGroup stock performance since Mr Finch became National Express CEO in February 2010:"
"PHILLIPS 66 "HAS NOT GENERATED COMPETITIVE VALUE DURING THE SPAN OF [CEO MARK] LASHIER'S EXECUTIVE SERVICE...""
"so excited that we don't have to switch aircraft for the first time ever and just build — CEO Jeffrey Thompson"
"In June 2015, the CEO resigned, and Boulder was acquired for $11/share, or 52% below Chappell’s price target."
"Directors with the appropriate skills, unaffiliated with the CEO and who bring a fresh perspective are needed"
"Directors with the appropriate skills, unaffiliated with the CEO and who bring a fresh perspective are needed"
"We View UEC's CEO As A Promoter With Documented Connections To Multiple SEC, BCSC And DOJ Charged Individuals"
"It does not seem appropriate to us to appoint a CEO potentially disgruntled / motivated by reasons of revenge"
"Since the beginning of Caforio's tenure as CEO, Bristol-Myers has stagnated, and shareholders have suffered."
"Stryker's CEO had claimed that tuck-in acquisitions are "easy" and that it has a "pretty good" track record."
"Nuvei’s CEO And CFO’s Past Historical And Current Close Business Relationships Should Cause Serious Concern"
"Celebrity CEOs, at those same decision points, are more likely to favor self and ego over company and work."
"Norfolk Southern has missed consensus EBIT targets in six out of eight quarters since Alan Shaw became CEO."
"“I don't use the word ESG anymore, because it's been entirely weaponized” — CEO Larry Fink, 25th June, 2023"
"“I don't use the word ESG anymore, because it's been entirely weaponized” — CEO Larry Fink, 25th June, 2023"
"They have an on-site R&D lab that can support new product development and launches. — Ronald Lombardi (CEO)"
"22 of Dr. Kleinfeld's 34 quarterly earnings releases as CEO of Alcoa have seemingly disappointed investors"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Investors should be concerned by the unexpected and abrupt resignation of CEO Gabi Seligsohn in June 2018."
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn't they be buying stock?"
"L'Oréal's CEO Nicolas Heronimus earmarked LatAm as one of the key growth drivers in his 2023 presentation."
"Disney's Board reportedly expedited Bob Chapek's interview process for CEO based on Mr. Iger's suggestion"