Contrarian Corpus
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Callouts & quotes from 349+ activist slides

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

Showing 241–300 of 349 matching "chairman"
quote ceo quote

"“...The key to [profitable growth] will be [that] we will be able to live within our means and deliver, I think, very attractive financial returns on a going forward basis as I said.” — John Hess, Chairman & CEO Hess"

Hess Corporation · HES Elliott Management · p. 41
callout appendix data

"His position, holding just a tiny stake in Fujian Ruidong, is in keeping with the management model described in Part I, wherein Chairman Ding is able to oversee and therefore exert control by use of a trusted proxy."

ANTA Sports Products · 2020.HK Muddy Waters · p. 20
callout executive summary

"Our nominees will ask the right questions in the boardroom that we believe are not currently being asked due to the many interrelationships between the current Board members and AOL's Chairman and CEO Tim Armstrong."

AOL, Inc. · AOL Starboard Value · p. 4
quote timeline

"I'd like to have an explanation as to how you, as chairman of Telecom Italia and Olivetti, can justify a move like this that destroys so much value for Telecom Italia — Mark Levine, New York Times, 13 March 2003"

Telecom Italia SpA (TIM) · TIT.MI Elliott Management · p. 6
quote villain critique

"[Jay] has been a valued colleague and friend, as well as a vital contributor to Disney's success, particularly in his roles as chief financial officer and chairman of our Parks and Resorts division. — Bob Iger"

The Walt Disney Company · DIS Trian Partners · p. 125
quote villain critique

"“We’re concerned that HMA is potentially selling itself short on its CEO search, as we’ve heard from many talented executives few would consider the job with a heavy-handed chairman.” — RW Baird, June 12, 2013"

quote villain critique

"“I think if Muddy Waters analyzes our data seriously, there is a high probability that I think Muddy Waters will not be so stupid. The level and IQ of the people in Muddy Waters is quite high.” — Chairman Chen"

GSX Techedu Inc. · GSX Muddy Waters · p. 3
callout demand list

"Land & Buildings urges its fellow shareholders to WITHHOLD on CEO and Chairman Mr. Chad Williams and Chair of the Compensation Committee Mr. William Grabe at the QTS Realty Trust May 3, 2018 Annual Meeting."

QTS Realty Trust · QTS Land & Buildings · p. 2
callout villain critique

"When Nuvei acquired SafeCharge in 2019, by far its largest acquisition for approximately $900 million - which we will explore later in this report - it was blessed by SafeCharge's Chairman Roger Withers."

Nuvei Corp · NVEI Spruce Point Capital · p. 28
callout ceo quote

"Between that line and a few that followed, McLoughlin threw the board under the bus and with that, we don't see how Chairman [Les] Vinney and a few other directors can continue serving as board members."

Campbell Soup Company · CPB Third Point · p. 32
callout villain critique

"The license plate numbers the Chairman provided are fabricated. Two of the plates – A65072 and A65075 – were issued for small passenger cars (a Santana and a Zheng Tian pickup truck), and not for buses."

callout villain critique

"This new Board composition has resulted in the same type of consolidation of power under the new Chairman, Richard Hill, that became problematic under the leadership of former Chairman, Robert Boehlke."

Tessera Technologies Inc. · TSRA Starboard Value · p. 18
callout cover

"We recap below the events and main points which we believe justifies our conviction that the Chairman (Helge Lund) of the Board and the Lead Independent Director (Dame Amanda Blanc) should be removed."

BP Plc · BP Bluebell Capital · p. 1
callout villain critique

"Spruce Point believes the bear case against FND is validated from recent disclosures by the CEO, General Counsel and Chairman of the Board, all of whom recently enacted insider stock selling programs."

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 113
callout villain critique

"Allowed CEO Mark Lashier to consolidate Chairman role, add new directors with questionable independence from the CEO and receive generous compensation despite stock underperformance and missed targets"

Phillips 66 · PSX Elliott Management · p. 13
callout villain critique

"Given that the Fitch Group’s chairman has sat on Casino’s board since 2003, and that Mr. Naouri is on the board of the controlling shareholder of Fitch, how is it appropriate that Fitch rates Casino?"

Groupe Casino · CO Muddy Waters · p. 9
callout timeline

"We find it incomprehensible that the dismal operating and financial performance that occurred under Mr. Poling's leadership would warrant a decision by the Board to appoint him as Executive Chairman."

GCP Applied Technologies · GCP Starboard Value · p. 49
callout villain critique

"Muddy Waters caught DGW red handed (and hopefully red faced, but we doubt that Chairman Guo really cares). It replaced the genuine 2009 audit report in its SAIC file with a forged 2009 audit report."

callout villain critique

"FND's Audit Chairman William Giles has a previous history of mistakes with supply chain finance programs. While CFO and Chief Accounting Officer at Linens 'N Things, the company restated results."

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 109
callout villain critique

"The most obvious problem in this table is that Chairman Liu told us categorically that ONP has no finished goods inventory because customers pick up finished product as it comes off of the lines."

Orient Paper Inc. · ONP Muddy Waters · p. 22
callout villain critique

"CEO and Chairman Mark Lashier’s consolidation of power has harmed Phillips 66 (NYSE: PSX). Combining these two roles can weaken corporate oversight and goes against governance best practices."

Phillips 66 · PSX Elliott Management · p. 144
callout ceo quote

"John Tartol, Chairman’s Club member and an Herbalife director, stated in an Herbalife newsletter that Distributors today could make it to the President’s Team in less than three years"

Herbalife Ltd. · HLF Pershing Square · p. 191
quote ceo quote

"“...our conventional portfolio generate[s] the cash needed to fund the unconventional growth that we have in the Bakken and the Utica.” — John Hess, Chairman & CEO Hess, January 2013"

Hess Corporation · HES Elliott Management · p. 25
quote villain critique

"Robert Spoerry, non-Executive Chairman, who owns, directly or indirectly, 362,720 shares, has stated that in the context of estate planning, he intends to sell up to 125,000 shares."

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 115
callout villain critique

"We believe the Board's decision to appoint Mr. Poling Executive Chairman demonstrates the Board's inability to act with the best interests of stockholders as the primary objective."

GCP Applied Technologies · GCP Starboard Value · p. 25
quote ceo quote

"“There is, some that are bigger, some that are smaller. There’s some that we never think about and there some that we think about every other day.” — Bryant Riley, Chairman and CEO"

B. Riley Financial, Inc. · RILY Wolfpack Research · p. 7
callout villain critique

"Phillips 66's Board is "proud" of management and have compensated the current CEO generously while also anointing him Chairman, allowing him to consolidate control of the Company."

Phillips 66 · PSX Elliott Management · p. 62
callout villain critique

"Phillips 66's Board is "proud" of management and have compensated the current CEO generously while also anointing him Chairman, allowing him to consolidate control of the Company."

Phillips 66 · PSX Elliott Management · p. 63
callout demand list

"Yahoo's potential has been diminished by failed management and governance at the highest levels (i.e., CEO and Chairman positions), but new opportunities await new leaders"

Yahoo! Inc. · YHOO Third Point · p. 13
callout villain critique

"Through the May 2023 filing of Samsara’s audit committee report, its Audit Chairman and “Independent Director” Jonathan Chadwick served on a mind-blowing ten (10) boards!"

Samsara Inc. · IOT Spruce Point Capital · p. 74
quote villain critique

"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 8
callout ceo quote

"When asked about long-term EBITDA margin potential, we observe that Dycom's former Chairman & CEO's response has become less specific and increasingly vague over time."

Dycom Industries, Inc. · DY Spruce Point Capital · p. 23
quote precedent table

"“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” — Sam Walton"

Darden Restaurants, Inc. · DRI Starboard Value · p. 187
quote precedent table

"“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” — Sam Walton"

Darden Restaurants, Inc. · DRI Starboard Value · p. 187
callout demand list

"Given the continuing evidence of a grossly mismanaged company, we see no option than for the Chairman of the Board and the Lead Independent Director to be removed."

BP Plc · BP Bluebell Capital · p. 4
callout villain critique

"Are we really expected to believe these individuals were identified by “a third party search firm” and their relationships with Chairman Hill are a coincidence?"

Tessera Technologies Inc. · TSRA Starboard Value · p. 66
quote villain critique

"No. This was the only assets literally that's acquired from Media Ventures... — Udo Müller Co-Founder, Chairman of Management Board and Chief Executive Officer"

Stroer SE & Co. KGaA · SAX Muddy Waters · p. 4
callout villain critique

"We believe YY's 2010 buyout of Bigo for $1.45 billion in cash and stock was a scheme to bilk investors by buying another fraudulent company from the chairman."

Joyy Inc. · YY Muddy Waters · p. 54
quote ceo quote

"Ladies and gentleman, the holding of this role by a spouse of the chairman - please check for me; perhaps I'm wrong - is highly unsatisfactory. — Shareholder"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 33
quote timeline

""Expedia to Spin Off TripAdvisor" — Scott Morrison, Wall Street Journal. "Barry Diller sells shares in TripAdvisor, steps down as chairman" — Business News."

Tripadvisor, Inc. · TRIP Starboard Value · p. 8
callout villain critique

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

Southwest Airlines · LUV Elliott Management · p. 37
callout villain critique

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

Southwest Airlines · LUV Elliott Management · p. 37
quote timeline

"“... Our cleanse process culminated in record quarterly reported income ... of $42.5 million.” — Tom Schmitt, Chairman, President & CEO, October 27, 2021"

quote villain critique

"There may be up to an additional 40 sites under construction that [AMT] will acquire over the next several months — James Taiclet, AMT CEO and chairman."

American Tower Corp · AMT Muddy Waters · p. 9
callout executive summary

"However, this is a charade. In the substantial majority of cases, the owners of these distributors are merely proxies for ANTA Chairman Ding Shizhong."

callout villain critique

"Warning: We believe Oatly’s Chairman of the Board provides a disingenuous biography that fails to capture his recent experience with Genius Foods Ltd."

Oatly Group AB · OTLY Spruce Point Capital · p. 26
callout villain critique

"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"

The Walt Disney Company · DIS Trian Partners · p. 50
callout other

"GFI successfully recruited several top WFG producers, including Greg Kapp, the 23rd top cash flowing WFG leader in 2021, now GFI's Agency Chairman."

Aegon Ltd. · AEG Spruce Point Capital · p. 70
callout villain critique

"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"

The Walt Disney Company · DIS Trian Partners · p. 50
quote villain critique

"Ex-Ontrak chairman was accused of abusing trading strategy that usually shields executives against suspicions of insider trading — WSJ Headline"

TransMedics Group Inc · TMDX Scorpion Capital · p. 14
callout villain critique

"Spruce Point has serious concerns with Mr. Starrett who has served as Chairman of the Board since 2012 and as member of the Board since 2011."

Boot Barn Holdings, Inc. · BOOT Spruce Point Capital · p. 74
callout executive summary

"Trian recommends that the Board take the following actions*: Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"

PPG Industries, Inc. · PPG Trian Partners · p. 4
quote executive summary

"many of the characteristics of a Ponzi scheme — Bankruptcy Trustee in court documents regarding a company the Audit Chairman once advised."

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 8
callout ceo quote

"P&G’s Misrepresentation of Quote by Mondelēz Chairman and CEO Irene Rosenfeld in P&G’s Letter to Shareholders, dated September 20, 2017"

quote executive summary

""when it came to serious discussions, I [Schoen] recommended to the board that we look at all our alternatives." — Chairman Bill Schoen"

callout villain critique

"Chairman / CEO Jason Jiang personally made at least $24.8 million in seven months by investing in Allyes, which is an IRR of 2,127.2%."

Focus Media Holding · FMCN Muddy Waters · p. 6
callout nominee bio

"Rupert Morley, upon his re-election, will replace Anne Farlow as Chairman of the Board as of the Annual General Meeting on May 8, 2024"

Pershing Square Holdings · PSH Pershing Square · p. 5
quote process diagram

"“I want everyone to understand that the most important thing in this business is to get to Supervisor.” — Shawn Dahl (Chairman’s Club)"

Herbalife Ltd. · HLF Pershing Square · p. 173