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 27121–27180 of 37,061
callout appendix methodology

"The important thing the interviewer is looking for is that you pair metrics on an apples-to-apples basis."

N/A 99_Other · p. 43
callout villain critique

"It Is Not A Good Sign When A Company Distributes A Large Portion Of Assets To Insiders Shortly Before IPO"

Playtika Holding Corp. · PLTK Grizzly Research · p. 4
callout villain critique

"Готовы предложить номера Стандарт твин с 2 мя раздельными кроватями (1-для ребенка,2-для сопровождающего)"

Accor SA · AC Grizzly Research · p. 68
callout appendix disclosure

"Die Aktionäre sind nicht in einen Turnaround investiert. Sie finanzieren den Ausstieg der Führungskräfte."

HelloFresh SE · HFG Grizzly Research · p. 29
callout kpi overview

"Conservatively we estimate DKNG could potentially miss full year '25 consensus revenue estimates by 6.2%."

DraftKings Inc. · DKNG Spruce Point Capital · p. 23
quote villain critique

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

Telecom Italia · TIT.MI Elliott Management · p. 39
quote peer gap

""And we've also been testing free shipping at SportChek from Triangle Mastercard members." — Q3 2019 Call"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 30
quote nominee bio

"Named one of "America's Best CFO's" by Institutional Investor magazine. — Institutional Investor magazine"

Darden Restaurants, Inc. · DRI Starboard Value · p. 75
quote table of contents

"…and the claims are being made. I don't know what he's thinking. — Ex-employee regarding IonQ co-founder."

IonQ Inc. · IONQ Scorpion Capital · p. 5
quote ceo quote

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

Hess Corporation · HES Elliott Management · p. 22
quote ceo quote

"“...our well costs now rank us among the lowest cost and best in our peer group.” — John Hess, March 2013"

Hess Corporation · HES Elliott Management · p. 69
quote villain critique

"Money is a Helluva Drug — Chappelle's Show Season 2, Episode 4, “Charlie Murphy’s True Hollywood Stories”"

Danimer Scientific · DNMR Muddy Waters · p. 12
quote transition

""I'll ask someone else. Didn't realize you were still dealing with that backlog." — Mike Baldwin/Cornered"

CONSOL Energy · CNX Greenlight Capital · p. 63
quote transition

""It's Big Louie. He says forget about the horses -- he's putting 10 G's on $80 oil." — Brown (Cartoonist)"

Pioneer Natural Resources · PXD Greenlight Capital · p. 67
quote before after

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

Arconic Inc. · ARNC Elliott Management · p. 54
quote villain critique

"Former employees we spoke to commonly referred to SKLZ numbers as “smoke and mirrors” — Wolfpack Research"

Skillz, Inc. · SKLZ Wolfpack Research · p. 2
quote villain critique

"“Elliott sees the progress” — Mark Lashier (Reuters); “We can be bigger.” — Mark Lashier (Bloomberg News)"

Phillips 66 · PSX Elliott Management · p. 3
quote villain critique

"The Affiliated Medical Groups and the Company do not have any shareholders in common. — HIMS Q2 2021 10-Q"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 25
quote villain critique

"Allison Mack has been sentenced to 3 years in prison for her role in the Nxivm case. Also a $20,000 fine."

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 13
quote ceo quote

"“We remain steadfastly invested in Disney’s long-term success…” — Disney Letter to Shareholders, 02/01/24"

The Walt Disney Company · DIS Trian Partners · p. 124
quote villain critique

"“Filing corporate information with the intent to conceal the truth and falsify” — SAIC charge description"

Momo, Inc. · MOMO Spruce Point Capital · p. 18
quote table of contents

"「レーザーテックに改善を働きかけるために、毎週会議を開いているそうです」「ただ不安定だけです。安定して機能するのではなく、ときによって機能しなくなることがあります。消えてしまうのです」 — 4名のTSMC関係者"

Lasertec Corporation · 6920 Scorpion Capital · p. 6
quote villain critique

"「微粒子問題はできの悪い設計の証だ……レーザーテック製の装置は実に劣った設計だ……微粒子問題がこんなに多発している」 — TSMCの台湾にあるファブに配属されたレーザーテックの元フィールド・サービス・エンジニア"

Lasertec Corporation · 6920 Scorpion Capital · p. 224
quote villain critique

"「花王は、生活者の価値(Life Value)に対して、花王の事業活動を通じて役立つということを目的としたLife Value Solutionマーケティングを推進しています」 — Kao Management"

Kao Corporation · 4452.JP Oasis Management · p. 40
quote villain critique

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

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 13
quote ceo quote

"It's best to use, in my opinion, adjunctively with other medicines. — Sleep physician in the Bay Area, CA"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 278
quote preempt rebuttal

"UNANIMOUS SUPPORT: TOP THREE PROXY ADVISORS BACK ELLIOTT'S CASE FOR CHANGE AT PHILLIPS 66 — Streamline 66"

Phillips 66 · PSX Elliott Management · p. 11
quote villain critique

"Trustpilot isn’t a review site, it’s a protection racket for fake reviews — 0zerofuksgiven (Reddit user)."

Trustpilot Group PLC · TRST Grizzly Research · p. 40
quote transition

""You have to invest for value these days. And these days I find the best value in gin and tonic." — Brown"

Solvay SA · SOLB BB Greenlight Capital · p. 3
callout before after

"WE BELIEVE A 90% FRANCHISED SYSTEM WOULD SIGNIFICANTLY IMPROVE OPERATING METRICS WITH SIMILAR NET INCOME"

callout peer gap

"AVY wants investors to see improved ROTC, but ignores pension, operating leases and other forms of debt."

Avery Dennison Corporation · AVY Spruce Point Capital · p. 55
callout villain critique

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

Avery Dennison Corporation · AVY Spruce Point Capital · p. 77
callout timeline

"In 2014, Platform's share price increased by 69% including the attached warrants associated with the IPO"

Unknown · p. 52
callout villain critique

"Spruce Point has uncovered more evidence that WTRG's customer reporting is prone to error and inflation."

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 62
callout other

"Spruce Point believes there are other current and forthcoming headwinds that investors need to consider."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 54
callout ceo quote

"An optimized workforce location strategy can drive higher margins and increase access to talent globally"

Box, Inc. · BOX Starboard Value · p. 53
callout ceo quote

"Ten months after re-affirming its target, Box was forced to withdraw and push out the timeline to FY2022"

Box, Inc. · BOX Starboard Value · p. 64
callout ceo quote

"Despite small improvement, Box still significantly lags industry benchmarks for sales force productivity"

Box, Inc. · BOX Starboard Value · p. 70
callout ceo quote

"Box has maintained stockholder-unfriendly governance, despite its commitment to "world-class governance""

Box, Inc. · BOX Starboard Value · p. 120
callout villain critique

"These aren't true "targets" so much as they are pie-in-the-sky aspirations under rosy growth assumptions"

Carvana Co. · CVNA Spruce Point Capital · p. 40
callout process diagram

"Crown Castle’s underperformance can be remedied and requires improved performance in its fiber business."

Crown Castle International · CCI Elliott Management · p. 8
callout villain critique

"In other words, TRE would not pay any money because the AI would be “reimbursed” when it sold the chips."

Sino-Forest Corporation · TRE Muddy Waters · p. 11
callout kpi overview

"As you can see in the chart below, Yahoo’s Core Business EBITDA has been decreasing at an alarming rate."

Yahoo! Inc. · YHOO Starboard Value · p. 2
callout ceo quote

"At the moment, however, legal action against Muddy Waters does not appear to promise sufficient success."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 61
callout ceo quote

"We asked a key early financial executive his views on MPWR’s recent success. His opinion was insightful."

Monolithic Power Systems · MPWR Spruce Point Capital · p. 25
callout villain critique

"Across several different companies in Bolloré’s empire, a common theme is the disregard for independence"

Telecom Italia · TIT.MI Elliott Management · p. 28
callout villain critique

"The list of governance woes continues to grow with allegations and charges across multiple jurisdictions"

Telecom Italia · TIT.MI Elliott Management · p. 37
callout ceo quote

"Investors should take note of management's willingness to use these accounting changes to influence EPS."

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 18
callout ceo quote

"Investors should take note of management's willingness to use these accounting changes to influence EPS."

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 88
callout demand list

"Vote AGAINST the Fuji/Xerox Transaction and FOR a Board of Directors that can Maximize Shareholder Value"

Xerox Corporation · XRX Carl Icahn · p. 42