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 31921–31980 of 37,061
callout villain critique

"the trial cherrypicked the best donors to manipulate the outcomes on the pump."

TransMedics Group Inc · TMDX Scorpion Capital · p. 176
callout villain critique

"I’m concerned about the edema...heart arrhythmia, muscle spasms, and seizures."

Soleno Therapeutics · SLNO Scorpion Capital · p. 23
callout villain critique

"Thus, we conclude it is fabricated data – a sloppy, amateur cut-and-paste job."

Soleno Therapeutics · SLNO Scorpion Capital · p. 51
callout other

"A couple of these comments are going to torpedo the launch program for Soleno."

Soleno Therapeutics · SLNO Scorpion Capital · p. 75
callout villain critique

"I’m concerned about the edema...heart arrhythmia, muscle spasms, and seizures."

Soleno Therapeutics · SLNO Scorpion Capital · p. 288
callout kpi overview

"Pershing Square, L.P. Net Returns vs. S&P 500 (1/1/2004 through 12/31/2017)(1)"

Unknown · p. 11
callout ceo quote

"Management should clarify if it still believes its service is price inelastic."

Clear Secure, Inc. · YOU Spruce Point Capital · p. 24
callout villain critique

"GreenPower school buses – notice no machinery anywhere, it’s just a warehouse."

GreenPower Motor Company · GP White Diamond Research · p. 7
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 19
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 18
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 17
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1-2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 64
quote villain critique

"“...he was benefitting from fraudulent activity....” — Bankruptcy court filing"

PetIQ, Inc. · PETQ Spruce Point Capital · p. 16
quote villain critique

"…and the claims are being made. I don’t know what he’s thinking. — Ex-employee"

IonQ Inc. · IONQ Scorpion Capital · p. 126
quote demand list

"PHILLIPS 66 SHAREHOLDERS: VOTE BY MAY 21 FOR A BRIGHTER FUTURE — Streamline 66"

Phillips 66 · PSX Elliott Management · p. 2
quote villain critique

"“そんな石原氏が現在、注力している事業の1つが「NowNaw」というSNSを日本でスタートさせること。NowNawとは、「米国発のTikTok」(石原氏)”"

Datasection Inc. · 3905 Wolfpack Research · p. 7
quote villain critique

"You don’t know who is swimming naked until the tide goes out. — Warren Buffett"

Lehman Brothers · LEH Greenlight Capital · p. 4
quote ceo quote

"Everyone in the world knows Herbalife — Herbalife Investor Presentation (2010)"

Herbalife Ltd. · HLF Pershing Square · p. 23
quote ceo quote

"Everything is really easy. If I can do it, you can do it as well. —Mark Hughes"

Herbalife Ltd. · HLF Pershing Square · p. 176
quote ceo quote

"Everything is really easy. If I can do it, you can do it as well. —Mark Hughes"

Herbalife Ltd. · HLF Pershing Square · p. 197
quote appendix data

"Transfer of shares of a private company — Republic of Cyprus Companies Section"

Vivion Investments Muddy Waters · p. 26
quote villain critique

"「顧客は本来なら1台の装置だけでいいはずなのに、複数台を購入しなければいけないようです。つまり、非常に効率の悪い話しです」 — 半導体製造装置企業の上席幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 135
quote villain critique

"「実に怖い。ヘンです。もしほんとうに10億ドルもの在庫を抱えているならば、それはやばい」 — KLAで極端紫外線マスク検査を担当した、元エンジニアリング幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 249
quote villain critique

"“There’s “...the truth”, and there’s “The Truth!”” — Lionel Hutz, The Simpsons"

Quintis Limited · QIN Viceroy Research · p. 36
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 19
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 17
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 18
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 31
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1-2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 64
quote villain critique

"creditor’s right to cancel. — Legal basis of the case against EHang Guangzhou."

EHang Holdings, Ltd. · EH Wolfpack Research · p. 28
quote kpi overview

"SiTel generated margins between 12% - 19%, even while spending on new products"

DSP Group, Inc. · DSPG Starboard Value · p. 13
callout sop buildup

"Accordingly, we estimate that RUN’s Cost Approach FMV is overstated by 25.7%."

Sunrun Inc. · RUN Muddy Waters · p. 18
callout ceo quote

"We believe the new administration will successfully reform Fannie and Freddie"

Unknown · p. 57
callout villain critique

"Responsibility for current predicament lies squarely with the incumbent Board"

Campbell Soup Company · CPB Third Point · p. 11
callout villain critique

"#wearfigs mentions on Instagram have declined YoY every month since July 2021"

FIGS, Inc. · FIGS Spruce Point Capital · p. 70
callout villain critique

"Dovigi and Ford are in a small circle, centered around Campus Auto Collision."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 37
callout villain critique

"Spruce Point believes Generac massively overpaid for ecobee at 4.5x revenues."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 87
callout ceo quote

"To date, Box has missed EVERY long-term revenue target it has ever published."

Box, Inc. · BOX Starboard Value · p. 9
callout ceo quote

"Based on consensus estimates, Box is expected to miss the goal it set in 2019"

Box, Inc. · BOX Starboard Value · p. 65
callout villain critique

"Box took stockholder-unfriendly actions even before becoming a public company"

Box, Inc. · BOX Starboard Value · p. 116
callout villain critique

"Carvana can no longer go running to Garcia II whenever it runs out of cash..."

Carvana Co. · CVNA Spruce Point Capital · p. 44
callout appendix data

"PSH’s broker-traded volume is double the exchange-traded volume at 68% vs 32%"

Unknown · p. 61
callout kpi overview

"We estimate continuing EPS approx. -47% below the street “adjusted” estimates"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 11
callout valuation reveal

"We estimate continuing EPS approx. -36% below the street “adjusted” estimates"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 60
callout villain critique

"We estimate continuing EPS approx. -47% below the street “adjusted” estimates"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 61