Contrarian Corpus
Phrase library

Callouts & quotes from 37,061+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

Showing 23281–23340 of 37,061
callout villain critique

"This is a false statement. The company misclassified sales as “Booked Annual Recurring Revenue” (BARR) which isn’t real sales."

authID Inc. · AUID White Diamond Research · p. 4
callout appendix disclosure

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

UFP Technologies, Inc. · UFPT Wolfpack Research · p. 13
callout appendix disclosure

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

IonQ Inc · IONQ Wolfpack Research · p. 31
callout villain critique

"Обращаем Ваше внимание, что в таком случае, размещение возможно только при предоставлении доверенности на сопровождение детей."

Accor SA · AC Grizzly Research · p. 111
callout section divider

"SGH's business was built around Brazil's Processo Produtivo Básico ("PPB") subsidy program for local technology manufacturing."

SMART Global Holdings, Inc. · SGH Wolfpack Research · p. 6
callout villain critique

"Grundlegend besorgniserregender ist jedoch der Trend, der sich in den Kommentaren von Nutzern unter einem YouTube-Video zeigt:"

HelloFresh SE · HFG Grizzly Research · p. 17
callout appendix disclosure

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

Datavault AI Inc. · DVLT Wolfpack Research · p. 15
callout appendix disclosure

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

CTO Realty Growth, Inc. · CTO Wolfpack Research · p. 28
callout villain critique

"Also common with a stock promotion, EH has only collected on a fraction of its reported sales since its mid-December 2019 IPO."

EHang Holdings, Ltd. · EH Wolfpack Research · p. 2
callout villain critique

"EH has only collected cash for 20% of its reported revenues since its IPO, or a grand total of RMB25.2 million ($3.6 million)."

EHang Holdings, Ltd. · EH Wolfpack Research · p. 21
callout villain critique

"The key word here is “imagines” because EHang hasn’t built anything that even resembles what is shown in the video clip above."

EHang Holdings, Ltd. · EH Wolfpack Research · p. 24
callout comparison table

"In no way does this do anything to open up passenger carrying flights in the United States… It is not a significant milestone."

EHang Holdings, Ltd. · EH Wolfpack Research · p. 26
callout precedent table

"Spruce Point prides itself on identifying what we think are no-moat technology companies being highly promoted by Wall Street."

Enfusion, Inc. · ENFN Spruce Point Capital · p. 3
callout appendix disclosure

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

Mercury General Corporation · MCY Wolfpack Research · p. 16
quote villain critique

"“The Company has granted rebates on a limited basis, and those rebates have been historically immaterial.” — Procept 2023 10-K"

PROCEPT BioRobotics Corporation · PRCT Spruce Point Capital · p. 80
quote demand list

"We really want the general managers to know how much we appreciate them and appreciate their role. — Joe Lee, November 9, 2005"

Darden Restaurants, Inc. · DRI Starboard Value · p. 205
quote ceo quote

"The package pictured is a prototype developed at IonQ founder Jungsang Kim's Duke University lab. — IonQ investor presentation"

IonQ Inc. · IONQ Scorpion Capital · p. 80
quote appendix data

"The approved development, once operational, shall have an export capacity of not more than 49.9MW (AC). — Planning Condition 4"

BP plc · BP Bluebell Capital · p. 33
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 ceo quote

"SOFI's investor presentation characterizes this as a "value-enhancing capital optimization strategy" — SoFi Technologies, Inc."

quote villain critique

"Cracking Open a Profit Machine; Upgrading to Buy with $23 Price Target — William B. Chappell, Jr. (SunTrust Robinson Humphrey)"

Oatly Group AB · OTLY Spruce Point Capital · p. 115
quote peer gap

"Half the time when I search for items, they don’t show up even if I scan the barcode in the store it’ll show as not available!"

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 64
quote villain critique

"Stryker “management concluded that our disclosure controls and procedures are effective.” — Stryker 10K/A filed April 24, 2012"

Stryker Corp. · SYK Spruce Point Capital · p. 45
quote villain critique

"According to a former Vocera technology employee interviewed by Tegus, there are few limiting factors except “time and money.”"

Stryker Corp. · SYK Spruce Point Capital · p. 90
quote villain critique

"The long-term incentive plan [is] not sufficiently performance based — PGGM Investments, Vote AGAINST Compensation at 2024 AGM"

Kao Corporation · 4452.JP Oasis Management · p. 111
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 table of contents

"“I’ve never seen a device manufacturer so boldly engage in off-label use themselves...it’s their technician.” — Unnamed source"

TransMedics Group Inc · TMDX Scorpion Capital · p. 8
quote villain critique

"Artificial Intelligence Software from Seven Years of R&D Wins Major Contracts — Article title referenced by Wolfpack Research."

Innodata, Inc. · INOD Wolfpack Research · p. 4
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
quote villain critique

"Each room will be occupied by 1 adult and 1 girl aged between 14 and 17. — Mövenpick Resort Waverly Phu Quoc reservation email"

Accor SA · AC Grizzly Research · p. 239
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 timeline

"VRX’s share price declined 86% in 2016 driven by significant business disruption exacerbated by high absolute leverage levels"

Unknown · p. 76
callout other

"Third Point has made over 40 active investments and has been successful during 100% of the firm's historical proxy campaigns."

Campbell Soup Company · CPB Third Point · p. 5
callout villain critique

"Based on our research, we believe GFL had significant employee retention issues from its acquisition of Future Environmental."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 90
callout section divider

"WTRG Stock Promoters Have Included Firms That Ran A Ponzi Scheme And Were Barred By FINRA. Why We See 35% - 50% Downside Risk"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 83
callout other

"AMT has not been forthcoming about its exposure to ground rent increases, which we expect to materially impact AMT’s margins."

American Tower Corp · AMT Muddy Waters · p. 61
callout peer gap

"Crown Castle has paid among the highest multiples for its fiber acquisitions across the 50+ fiber M&A transactions since 2007"

Crown Castle International · CCI Elliott Management · p. 23
callout villain critique

"Certainly such dynamic trading complicates inspection and verification activities, as it is tantamount to a giant shell game."

Sino-Forest Corporation · TRE Muddy Waters · p. 31
callout villain critique

"US-listed miners are engaged in a highly competitive, global race to gain share and mine bitcoin at the lowest possible cost."

Riot Platforms, Inc. · RIOT Kerrisdale Capital · p. 12
callout precedent table

"Vitesse's Days Inventory Outstanding were rising rapidly prior to the scandal unfolding. MPWR's current DIOs are even higher."

Monolithic Power Systems · MPWR Spruce Point Capital · p. 33
callout villain critique

"ADP “cobbled” together a collection of HCM products across disparate platforms which have largely remain siloed operationally"

callout process diagram

"Weak technology offerings, on the front-end and back-end, harm ADP’s competitive position and long-term growth and efficiency"

callout ceo quote

"Ed's job and our 5,500 sales force's job is much easier when they have great products than when they don't. It's that simple."

callout valuation reveal

"Spruce Point sees 40-55% downside in PEN shares as sales growth adjusts downwards and investors adjust their own projections."

Penumbra, Inc. · PEN Spruce Point Capital · p. 61
callout peer gap

"We believe Canadian Tire has few competitive advantages to differentiate itself in the highly competitive retail environment."

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 28
callout ceo quote

"CTC's recent investor presentation has added an important footnote stating that EPS guidance is “based on normalized results”"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 85
callout villain critique

"He indicated that the difficult trade-offs between separator thickness, dendrite resistance, and energy density are unsolved."

QuantumScape · QS Scorpion Capital · p. 132
callout villain critique

"Many of these systems are about a small adult elephant in size and that’s not surprising because you have a lot of equipment."

IonQ Inc. · IONQ Scorpion Capital · p. 67
callout ceo quote

"An article in a data center publication illustrates IonQ’s success in pushing a phony narrative about the size of its device."

IonQ Inc. · IONQ Scorpion Capital · p. 77
callout villain critique

"The runs indicated that IonQ’s “World’s Most Powerful Quantum Computer” can’t even properly add 1+ 1 and is utterly unusable."

IonQ Inc. · IONQ Scorpion Capital · p. 115
callout other

"With penetration now accelerating, we believe that this corroborates our view that the U.S. T1 CGM market is ~50% penetrated."

Dexcom, Inc. · DXCM Spruce Point Capital · p. 52
callout kpi overview

"We believe Fluor is unique as one of the few companies capable of delivering true end-to-end EPCM solutions across industries"

Fluor Corporation · FLR Starboard Value · p. 3