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 28981–29040 of 37,061
callout ceo quote

"The word “security” appears 61 times, and the word “secure” 45 times, in Mercury’s FY 2018 10-K"

Mercury Systems Inc. · MRCY Spruce Point Capital · p. 14
callout villain critique

"SAIC charges are serious and can lead to a wide range of restriction on a businesses operations"

Momo, Inc. · MOMO Spruce Point Capital · p. 17
callout villain critique

"GoldNewsLetter: paid $200,000 to promote New Pacific, calling it a “World Class Silver Project”"

New Pacific Metals · NUAG Hindenburg Research · p. 5
callout villain critique

"The disclosure is a blatant admission of Ginkgo’s day-to-day control and operation of Allonnia."

Ginkgo Bioworks · DNA Scorpion Capital · p. 86
callout villain critique

"How can the Board allow Heska to operate without a CFO for that long, unless they had concerns?"

Heska Corporation · HSKA Spruce Point Capital · p. 117
callout villain critique

"One of TransMedics highest volume users played dumb and denied any interaction with TransMedics"

TransMedics Group Inc · TMDX Scorpion Capital · p. 104
callout villain critique

"If technology is an unstoppable force, aircraft certification can feel like an immovable object"

Archer Aviation Inc · ACHR Grizzly Research · p. 8
callout cover

"We believe PLTK’s short-termism comes at the expense of lasting shareholder and business value."

Playtika Holding Corp. · PLTK Grizzly Research · p. 1
callout villain critique

"Trustpilot’s review page for Crypto Family is spammed with 5-star reviews praising the project."

Trustpilot Group PLC · TRST Grizzly Research · p. 28
callout villain critique

"Since GreenPower’s Buses Are Manufactured Overseas, Therefore They Aren’t Buy America Compliant"

GreenPower Motor Company · GP White Diamond Research · p. 18
callout villain critique

"That's some heavy dilution, and the company will only receive about $2M cash from the warrants."

ADOMANI · ADOM White Diamond Research · p. 15
callout appendix data

"Учитывая чувствительность темы, прошу Вас соблюдать конфиденциальность передаваемой информации."

Accor SA · AC Grizzly Research · p. 94
callout villain critique

"Учитывая чувствительность темы, прошу Вас соблюдать конфиденциальность передаваемой информации."

Accor SA · AC Grizzly Research · p. 92
callout other

"Учитывая чувствительность темы, прошу Вас соблюдать конфиденциальность передаваемой информации."

Accor SA · AC Grizzly Research · p. 107
callout villain critique

"Does that look like the headquarters of a $12 million “leading-edge technology company” to you?"

SMART Global Holdings, Inc. · SGH Wolfpack Research · p. 22
callout villain critique

"Pheno system is wasting hospital money on ID testing, which can be done cheap and fast by MALDI"

Accelerate Diagnostics · AXDX White Diamond Research · p. 8
callout ceo quote

"It apparently won't be fairly easy or fast, as it is expected to take a full year from Q1 2025."

CTO Realty Growth, Inc. · CTO Wolfpack Research · p. 19
callout kpi overview

"Solvay’s quantitative long-term targets for the next five years are quite clear and achievable."

Solvay SA · SOLB BB Greenlight Capital · p. 43
callout executive summary

"Put another way, every dollar of handle on Kalshi is a dollar decision to use Kalshi over DKNG."

DraftKings Inc. · DKNG Spruce Point Capital · p. 10
callout villain critique

"Management and the Board have little credibility for predicting the outcome of their businesses"

DSP Group, Inc. · DSPG Starboard Value · p. 21
callout villain critique

"Even worse – the brown corrugating medium line that we suspect was not even producing anything."

Orient Paper Inc. · ONP Muddy Waters · p. 20
quote appendix data

"RUN investor relations referred to tax equity as “effectively debt” — Sunrun Investor Relations"

Sunrun Inc. · RUN Muddy Waters · p. 30
quote villain critique

"spent nearly two decades in senior leadership roles at Paysafe Group. — Neil Erlick's biography"

Nuvei Corp · NVEI Spruce Point Capital · p. 27
quote villain critique

"“This is a criminal organization that makes you pay for water you can't drink.” — Christopher T"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 21
quote villain critique

"The CMO also settled an FTC charge of deceptive acts and was banned from engaging in Robocalls."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 123
quote peer gap

"the math doesn't math on pubco [publicly traded] miners. — A seasoned bitcoin mining consultant"

Riot Platforms, Inc. · RIOT Kerrisdale Capital · p. 9
quote filler

"“When was the last time you exercised something other than a purchase option?” — Dave Carpenter"

Peloton Interactive · PTON Greenlight Capital · p. 30
quote ceo quote

"Combination leads to ~$2.4B in free cash flow in FY23 — Autodesk 2018 Investor Day Presentation"

Autodesk, Inc. · ADSK Starboard Value · p. 18
quote villain critique

"It only took one day for the only other potential buyer to decide it had no interest in Celgene"

Bristol-Myers Squibb · BMY Starboard Value · p. 142
quote ceo quote

"Our commitment is to total transparency. — Des Walsh, Fox Business interview (January 10, 2013)"

Herbalife Ltd. · HLF Pershing Square · p. 1
quote villain critique

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

Samsara Inc. · IOT Spruce Point Capital · p. 6
quote villain critique

"Gilat To Pay $20M To Settle Securities Class Action Fraud Allegations — Headline on Gilat chart"

Perion Network Ltd. · PERI Spruce Point Capital · p. 22
quote kpi overview

"According to Lumen, capex will be "meaningful" and timing will be "lumpy." — Kerrisdale Capital"

Lumen Technologies · LUMN Kerrisdale Capital · p. 4
quote ceo quote

"Combination leads to ~$2.4B in free cash flow in FY23 — Autodesk 2018 Investor Day Presentation"

Autodesk, Inc. · ADSK Starboard Value · p. 18
quote villain critique

"Cramer: "Cintas is a terrific play on job growth and has more room to run". — CNBC's Jim Cramer"

Cintas Corp. · CTAS Spruce Point Capital · p. 63
quote transition

"“To hide a lie, a thousand lies are needed” — 英語のことわざ; 「嘘を隠には、もっと大きな嘘が必要になる」 — 東野圭吾 『嘘をもうひとつだけ』"

Lasertec Corporation · 6920 Scorpion Capital · p. 2
quote villain critique

"“Yeah, it’s not uncommon.” — Transplant procurement surgeon previously working with TransMedics"

TransMedics Group Inc · TMDX Scorpion Capital · p. 192
quote villain critique

"Graph comparison: Shoemaker et al, July 14, 2025, p7 vs. Miller et al (2024) — Scorpion Capital"

Soleno Therapeutics · SLNO Scorpion Capital · p. 130
quote appendix data

"“in accordance with the application” — R v Ashford BC, ex p Shepway DC [1998] EWHC 3094 (Admin)"

BP plc · BP Bluebell Capital · p. 22
quote villain critique

"IF YOU'RE NOT GONNA PLAY THE GAME MY WAY... I'M GONNA TAKE MY BALL AND GO HOME. — Robert Ariail"

Assured Guaranty · AGO Greenlight Capital · p. 15
callout other

"Elliott has committed significant resources to understanding Sampo and its opportunities ahead"

Sampo Oyj · SAMPO Elliott Management · p. 3
callout peer gap

"Spruce Point finds that Remitly’s median employee pay is -75% below the industry peer average."

Remitly Global, Inc. · RELY Spruce Point Capital · p. 46
callout peer gap

"On a per active customer basis, Wise has 3x the amount of customer support staff then Remitly."

Remitly Global, Inc. · RELY Spruce Point Capital · p. 56
callout villain critique

"We believe Nuvei makes it difficult to ascertain its true organic growth since it came public."

Nuvei Corp · NVEI Spruce Point Capital · p. 8
callout villain critique

"Spruce Point believes investors should not be comforted by GFL's supposed "Independent" Board."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 92
callout villain critique

"it shows a pattern of poor and deteriorating results well below management's long-term target."

Newell Brands Inc. · NWL Starboard Value · p. 2
callout villain critique

"Glass Lewis recommended that shareholders vote AGAINST Mr. Hedrick at the 2012 annual meeting."

Office Depot, Inc. · ODP Starboard Value · p. 44
callout demand list

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

SandRidge Energy · SD TPG-Axon · p. 7
callout villain critique

"Box’s “Cadillac” ESPP contains off-market terms and does not promote an alignment of interests"

Box, Inc. · BOX Starboard Value · p. 110