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 32401–32460 of 37,061
callout precedent table

"Salesforce and Splunk have outperformed the market over the past 12 months."

GoDaddy · GDDY Starboard Value · p. 4
callout ceo quote

"BIS’s vote recommendation would be a real test of credibility and integrity"

BlackRock · BLK Bluebell Capital · p. 80
callout villain critique

"Machine's inability to screen more complex antibodies is a major limitation"

Berkeley Lights · BLI Scorpion Capital · p. 99
callout other

"We believe this was contrived and that these transactions lacked substance."

TAL Education Group · TAL Muddy Waters · p. 33
callout ceo quote

"If he’s right this time, he will have called seven of the last one bottoms."

Core Laboratories · CLB Greenlight Capital · p. 52
callout section divider

"APP Systemically Violates TOS by Creating Persistent Identity Graphs (PIGs)"

AppLovin · APP Muddy Waters · p. 11
callout villain critique

"We question whether this represents a violation of PGNY's client contracts."

Progyny, Inc. · PGNY Spruce Point Capital · p. 79
callout other

"The Company has substantially underperformed since its IPO in January 2015."

Box, Inc. · BOX Starboard Value · p. 30
callout villain critique

"Reported related party foundry revenues totaled 65% in 2019 and 72% in 2020"

Ginkgo Bioworks · DNA Scorpion Capital · p. 48
callout demand list

"The management team and Board of Yahoo have repeatedly failed shareholders."

Yahoo! Inc. · YHOO Starboard Value · p. 2
callout section divider

"Dubious "Beat And Raise" Story Designed To Fool Computers, Not Spruce Point"

Cintas Corp. · CTAS Spruce Point Capital · p. 43
callout ceo quote

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

Pfizer Inc. · PFE Starboard Value · p. 18
callout valuation reveal

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

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

"So, it was a big scam. The way that they manipulated the data was criminal."

Nevro Corp. · NVRO Scorpion Capital · p. 3
callout peer gap

"Kao Captures Less Upswing and More Downswing of the Asian Market than Peers"

Kao Corporation · 4452.JP Oasis Management · p. 19
callout precedent table

"We estimate Phillips could retire ~60% to ~90% of its shares outstanding(4)"

Phillips 66 · PSX Elliott Management · p. 46
callout transition

"Share price discount significantly greater than any potential dis-synergies"

The Timken Company · TKR Relational Investors · p. 15
callout precedent table

"Publicly traded spin-offs have outperformed the S&P 500 by 223% since 2003."

The Timken Company · TKR Relational Investors · p. 35
callout executive summary

"AST is bleeding cash and execution has been absurdly poor, even for a SPAC."

AST SpaceMobile, Inc. · ASTS Kerrisdale Capital · p. 4
callout executive summary

"This is the right time and the right management team to unlock Sony’s value"

Sony Corporation · 6758.T Third Point · p. 20
callout appendix data

"Potential opportunity for optimization of asset portfolio to increase yield"

Sony Corporation · 6758.T Third Point · p. 101
callout villain critique

"The trial was a failure as DCCR did not significantly improve HQ-CT scores."

Soleno Therapeutics · SLNO Scorpion Capital · p. 183
callout villain critique

"Nutrition Clubs are not intended to nor may they attract "walk-in" traffic."

Herbalife Ltd. · HLF Pershing Square · p. 286
callout villain critique

"The real owner is one of NQ's founders, and its second largest shareholder."

NQ Mobile · NQ Muddy Waters · p. 11
callout ceo quote

"I would say, Bunge still has to catch up, maybe five to seven years behind."

Bunge Global SA · BG Spruce Point Capital · p. 23
callout villain critique

"Patient asked if others had similar experiences, to which a number said yes"

Nevro Corp. · NVRO Scorpion Capital · p. 37
callout ceo quote

"The FTC settlement is an acknowledgment that our business model is sound..."

Herbalife · HLF Pershing Square · p. 10
callout other

"In an increasing cost environment, FIFO would maximize a company's profits."

N/A 99_Other · p. 21
callout appendix data

"All-in-all, a High-Risk Diversification and Competitive Dead End for Archer"

Archer Aviation Inc · ACHR Grizzly Research · p. 70
callout villain critique

"4. Tahitian Noni Beverage (China) Co., Ltd Jiangsu Branch (void of license)"

New Age Beverage Corp. · NBEV Grizzly Research · p. 12
callout villain critique

"4. Tahitian Noni Beverage (China) Co., Ltd Jiangsu Branch (void of license)"

New Age Beverage Corp. · NBEV Grizzly Research · p. 12
callout villain critique

"These glaringly good reviews are also shown on Trustpilot.com for FreeCash:"

Trustpilot Group PLC · TRST Grizzly Research · p. 30
callout villain critique

"$20 Million In Quarterly Losses Is Significant, Especially As Cash Runs Out"

Accelerate Diagnostics · AXDX White Diamond Research · p. 39
callout villain critique

"A third camera angle confirmed the lack of any personnel staffed at Fab 4A."

Lasertec Corporation · 6920 Scorpion Capital · p. 323
callout villain critique

"We estimate that ONP has overstated its asset values by at least ten times."

Orient Paper Inc. · ONP Muddy Waters · p. 11
quote ceo quote

"the appropriate standard is, 'what can you get for it today?' — Mr. Scheidt"

Allied Capital · ALD Greenlight Capital · p. 10
quote villain critique

"“Peter doesn’t do any quantum.” — Former senior scientific employee of IonQ"

IonQ Inc. · IONQ Scorpion Capital · p. 183
quote demand list

"REJECTED TAKEOVER OFFER OF $18-$19/ SHARE FROM UNDISCLOSED STRATEGIC BIDDER"

Tripadvisor, Inc. · TRIP Starboard Value · p. 42
quote villain critique

"The incredible shrinking laboratory or 'lab-on-a-chip' — The Guardian, 2011"

Twist Bioscience · TWST Scorpion Capital · p. 43
quote villain critique

"“I don't know how they can make it” — Former Twist employee, director-level"

Twist Bioscience · TWST Scorpion Capital · p. 78
quote villain critique

"“a level of inauthenticity” and “an eventual deception” — Stephan Gratziani"

Herbalife Ltd. · HLF Pershing Square · p. 2
quote villain critique

"They don't care about employees only numbers — Current Employee, Glassdoor."

Amdocs Limited · DOX Spruce Point Capital · p. 93
quote ceo quote

"I think it's a huge opportunity for Southwest going forward. — David (9:43)"

Southwest Airlines · LUV Elliott Management · p. 19
quote villain critique

"The movie "Bowfinger" is a decent analogy for both NQ and YDT. — Footnote 1"

NQ Mobile · NQ Muddy Waters · p. 4