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 32281–32340 of 37,061
callout villain critique

"GSX's response to the GSX IP Joiners analysis strikes us as a bald face lie."

GSX Techedu · GSX Muddy Waters · p. 3
callout other

"Music industry has significant growth runway driven by streaming penetration"

Sony Corporation · 6758.T Third Point · p. 73
callout villain critique

"We sensed a safety debacle right around the corner, as did the investigator."

Soleno Therapeutics · SLNO Scorpion Capital · p. 11
callout villain critique

"Data is simply not compelling and side effect profile undermines its purpose"

Soleno Therapeutics · SLNO Scorpion Capital · p. 234
callout villain critique

"Neutral Tandem / Inteliquent's Troubles Surfaced Right After Mr. Barris Left"

Tempus AI, Inc. · TEM Spruce Point Capital · p. 22
callout villain critique

">76% of liver transplants have shifted to day-time transplants using OCS NOP"

TransMedics Group Inc · TMDX Scorpion Capital · p. 16
callout villain critique

"Herbalife would not have agreed to these terms if it couldn’t live with them"

Herbalife · HLF Pershing Square · p. 42
callout villain critique

"By using the equity method WUBA inflated at the least its operating profits."

58.com Inc. · WUBA Grizzly Research · p. 22
callout peer gap

"Just as with performance, Joby holds the clear advantage on production cost."

Archer Aviation Inc · ACHR Grizzly Research · p. 36
callout villain critique

"2. Tahitian Noni Beverage (China) Co., Ltd Shanghai Branch (void of license)"

New Age Beverage Corp. · NBEV Grizzly Research · p. 10
callout villain critique

"High turnover of participants is another characteristic of a pyramid scheme."

Herbalife, Ltd. · HLF Pershing Square · p. 9
callout villain critique

"2. Tahitian Noni Beverage (China) Co., Ltd Shanghai Branch (void of license)"

New Age Beverage Corp. · NBEV Grizzly Research · p. 10
callout villain critique

"Here are some fake reviews that the providers presented to us as their work:"

Trustpilot Group PLC · TRST Grizzly Research · p. 17
callout ceo quote

"THE EV STAR IS THE ONLY CLASS 4 ELECTRIC VEHICLE THAT MEETS THESE STANDARDS!"

GreenPower Motor Company · GP White Diamond Research · p. 19
quote villain critique

"“The Ford Family’s History With Drug Dealing” — Globe and Mail, May 25, 2013"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 17
quote villain critique

""The Ford Family's History With Drug Dealing" — Globe and Mail, May 25, 2013"

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

"the process is not energy-efficient — Journal of The Electrochemical Society"

IperionX Ltd. · IPX Spruce Point Capital · p. 26
quote ceo quote

"The business had 2005 EBITDA of approximately CHF 115 million ($92 million)."

Huntsman Corporation · HUN Starboard Value · p. 30
quote executive summary

"“go bankrupt or collapse” — Major customer regarding Twist's pricing scheme."

Twist Bioscience · TWST Scorpion Capital · p. 5
quote executive summary

"many compare this to a kind of modern slavery — Article regarding Televerde."

Twist Bioscience · TWST Scorpion Capital · p. 21
quote villain critique

"「最初の3台後、その他の装置について私は担当していません」 — インテルのオレゴン州にあるファブに配属されているウシオのフィールド・サービス・エンジニア"

Lasertec Corporation · 6920 Scorpion Capital · p. 149
quote other

"「ACTIS A150装置は全部で6台あったと思います。私の情報は2023年末の時点です」 — Ushio field service engineer"

Lasertec Corporation · 6920 Scorpion Capital · p. 259
quote villain critique

"早晩実現するKLAの極端紫外線のアクティニックパターンマスク検査装置の発売は、レーザーテックにとって存亡の危機だ。 — Scorpion Capital"

Lasertec Corporation · 6920 Scorpion Capital · p. 267
quote villain critique

"「KLAのキセノン光源はちゃんと機能します。レーザーテックが採用したウシオ製の錫方式の光源は失敗です」 — KLAで極端紫外線マスク検査を担当した元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 275
quote transition

"“not just writing the code to drive the truck.” — Torc Solutions description"

Aurora Innovation, Inc. · AUR Kerrisdale Capital · p. 41
quote villain critique

"I would say about three to four times a month. — Harbour Biomed ex-executive"

Berkeley Lights · BLI Scorpion Capital · p. 102
quote other

""Money trees is the perfect place for shade" — Kendrick Lamar, "Money Trees""

Quintis Limited · QIN Viceroy Research · p. 33
quote villain critique

"BRIEF-Core Lab prices upsized public offering of 1.5 mln share — Market News"

Core Laboratories · CLB Greenlight Capital · p. 62
quote villain critique

"Mr. Krempa is a Certified Public Accountant (CPA) — Bemis website biography."

Amcor plc · AMCR Spruce Point Capital · p. 19
quote peer gap

"「花王の株価が競合他社をアンダーパフォームする状態が続いているため、弊社は花王の株式を売却しました」 — AXA Investment Managers"

Kao Corporation · 4452.JP Oasis Management · p. 14
quote expose contradiction

"Spruce Point Thinks The Robotic Vacuum Market is Here — Spruce Point Capital"

iRobot Corp · IRBT Spruce Point Capital · p. 24
quote transition

"“Change is going to start there.” — John Pike, Elliott Investment Management"

Phillips 66 · PSX Elliott Management · p. 3
quote cover

"Industry experts call this scheme the “Trustpilot Mafia.” — Grizzly Research"

Trustpilot Group PLC · TRST Grizzly Research · p. 1
quote villain critique

"С радостью разместим гостей в отеле в номерах Стандарт. — Ibis Cheboksary SL"

Accor SA · AC Grizzly Research · p. 56
callout villain critique

"We believe having partners push stablecoin could be disruptive for Remitly."

Remitly Global, Inc. · RELY Spruce Point Capital · p. 19
callout ceo quote

"Remitly Claims No Pricing Pressures, But Industry Prices Are Under Pressure"

Remitly Global, Inc. · RELY Spruce Point Capital · p. 33
callout villain critique

"Nuvei seems content to continue following the same, old shady practices...."

Nuvei Corp · NVEI Spruce Point Capital · p. 20
callout ceo quote

"Pfizer had already made significant approval progress on three of 15 drugs."

Pfizer Inc. · PFE Starboard Value · p. 18
callout sop buildup

"We believe the Company likely lost more than $20 billion in value from M&A."

Pfizer Inc. · PFE Starboard Value · p. 47
callout timeline

"NOMD share price has declined 2% from our average cost to January 20, 2017*"

Unknown · p. 81
callout ceo quote

"When Genius' lock up expires in August 2021, what will its SPAC sponsor do?"

Genius Sports Limited · GENI Spruce Point Capital · p. 60
callout villain critique

"This implies that Q4 acquisition sales were $4.1 million, not $9.1 million."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 57
callout villain critique

"Since 2017, its sales have increased 94% with accounts receivables up 444%."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 70
callout ceo quote

"Starboard believed the Preferred Financing was a mistake from the beginning"

Box, Inc. · BOX Starboard Value · p. 94
callout villain critique

"Glass Lewis consistently highlighted issues related to the CFO's Board role"

Box, Inc. · BOX Starboard Value · p. 123
callout demand list

"We are fully and directly aligned with you, our fellow common stockholders."

Box, Inc. · BOX Starboard Value · p. 5