Callouts & quotes from 2,101+ activist slides

"We find clear evidence that CEO and Co-Founder Bryce Maddock has embellished his educational credentials."

"It is time for TIM, in the words of its new CEO, to become a "normal company" — New CEO of Telecom Italia"

"“We see as much as 20% downside if [Dr.] Kleinfeld continues as CEO.” — Gordon Haskett, February 13, 2017"

"$6bn of transactions processed also mentioned in an interview with CEO Dasilva, Feb 21, 2014 — Footnote 1"

"Will AVY's Board Clawback The CEO's Bonus In 2018 For Paying Him On An Artificially Inflated EPS Figure?"

"GE’s stock trades well below the ~$40 level it traded when Jeff Immelt became CEO almost 14 years ago(1)"

"We are happy to be the first analysts to publicly call bullshit on this myth of a nearly infallible CEO."

"PLSE doesn't explain this weird rotating door for CEOs. But we can logically speculate what is going on."

"Despite the CEO's overly bullish comments, we find no organic growth driving the Other Revenue segment."

"If such a competitor were none other than the CEO’s family, shouldn’t stockholders be deeply concerned?"

"We have little confidence that the CEO's buddy Herbert Chang would stand in the way of pay he received."

"The Board appears stacked with long-time business associates and allies of CEO & Founder Thomas Siebel."

"There are at least four conflicting claims by CEO / Co-Founder Maddock about what he majored in at NYU."

"they were back on the market aggressively in Q4 and into Q1. — CEO Blackford (as cited by Spruce Point)"

"「受注している内訳はわれわれとしてはご説明してないんですが、上期の受注を見ると、MATRICS X8ULTRAもACTISも、両方とも受注として計上されております。」 — 岡林 (Lasertec CEO)"

"no major ups or downs — CFO, Q2 2022 Conf Call; very little risk in Argentina — CEO, Q1 2022 Conf Call"

"「この1年ほど、業界は全体的に低迷しています。TSMCは投資を控えてきました。また、インテルも1年以上前から検査装置などの発注を控えてきました。」 — レーザーテックのCEOに親しい半導体企業の元上席幹部"

"CEO’s Potential $3.04 Billion Payout Dwarfs Career Earnings of Most Accomplished CEOs in REIT History"

"Oddly enough, the only purchase ever made by Chairman/CEO Weis was in Nov 2017 ahead of the revision."

"Wilson's new $1 million base salary will pay him on par with CEOs who manage companies 10-30x larger."

"The CEO vehemently denied this in his reply to Gosar’s letter, but his statements appear to be false."

"“...we ask the shareholders to kind of judge us on our performance and our merit...” — CEO Matt Proud"

"ALL OF THE COMPANIES WITH A PERFORMANCE AS BAD AS ALCOA'S HAVE REPLACED THEIR CEO DURING THIS PERIOD"

"CEO / Chairman Referenced Through Internal Email As “Disingenuous” — Spruce Point Capital Management"

"“transparency, openness and solid business logic” — CPI PG 2023 Management Report, CEO Letter, Pg. 4"

"Future capital allocation decisions by the Board and CEO determine returns for current Shareholders"

"Therefore, on what basis are investors to believe anything the CEO claims about long-term revenues?"

"Norfolk Southern has missed consensus EBIT in SIX out of EIGHT quarters since Alan Shaw became CEO."

"The CEO responded by asking: "Do you drive a Tesla?" I said that I did. He responded "Thought so.""

"Combined Chairman and CEO positions should be a privilege enjoyed by sustained top performers only"

"Since 2000, Peter Huntsman has been CEO of the Company, and in 2018, he was also elected Chairman."

"If former Chairman and CEO does not believe in this Board and management, why should shareholders?"

"There are some internet forums where people don't mince words about what they think of CEO Fayer."

"Dr. Kleinfeld is unambiguously one of the worst performing continuously tenured CEO's in the U.S."

"CEO Tarang Amin also chimed in recently by saying ELF loved working with the Movers+Shakers team."

"The goal of a Special Meeting will be to replace members of the Board, including CEO Tom Schmitt."

"“The CEO is a headwind to a turnaround. Firing him is the tailwind.” — Top Ten Active Shareholder"

""The CEO is a headwind to a turnaround. Firing him is the tailwind." — Top Ten Active Shareholder"

"「低採算 ACTIS に関しては部品を取り替えたり、リソースも投入したりという状況で時間がかかったのですが、そういう状況は既に脱したと考えていただければ結構かと思います。」 — 岡林 (CEO)"

"In our opinion, the necessary intervention is now to remove the CEO from all management duties."

"Huntsman CEO receives a disproportionately large annual pension benefit compared to Proxy Peers"

"Samsara has been investing in AI since its early days, says CEO Sanjit Biswas — CNBC Interviews"

"We call on the Board of Directors to conduct an investigation of CEO Tom Ward and this conduct"

"Experienced international business executive and corporate director, led multiple CEO searches"

"Under CEO Mark Lashier, Phillips 66 is nowhere near meeting its 2022/2023 Analyst Day targets."

"Under CEO Mark Lashier, Phillips 66 is nowhere near meeting its 2022/2023 Analyst Day targets."

"The company appears to lack a CEO and is devoid of any management at all, much less employees."

"「現在のところ、いつ終わるのか、またどのくらいの規模になるかは公表しておりません。公表できる段階になりましたらお話し申し上げたいと思っております。」 — 岡林 (Lasertec CEO)"

"Norfolk Southern CEO more than doubled his pay last year after getting promoted — CNN Business"

"Phillips 66’s CEO Mark Lashier and his management team have been richly rewarded for failure."

"CEO Hsing is paid handsomely for running a small company a fraction of the size of his peers."

"One stated that the CEO's comments are "complete bullshit" and may be relevant "in 50 years.""

"Is the CEO of the fast-growing mid-sized ad agency in the USA Mr. Horowtiz of Movers+Shakers?"

"Ancora's slate and CEO candidate can turn around a standalone U.S. Steel in the public market"

"CEO Response: "It's about 3% of revenue, so fairly small." — Dycom Aug 21, 2024 Earnings Call"

"We find it surprising that no one caught and/or corrected the misspelling of the CEO's name."

"If CP had no CEO, and it could hire any executive to run the company, whom would you choose?"

"We are confident that with a shareholder mandate, the Board will make the right CEO decision"

"Four Co-CEOs/leaders – one for each business segment, but no clear CEO for the whole company"

"“I want us to be the next MTV, ESPN, and CNN rolled into one” (2013) — Shane Smith, Vice CEO"