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 32581–32640 of 37,061
callout other

"Invalid endpoints create illusion of efficacy with no valid endpoints left"

Soleno Therapeutics · SLNO Scorpion Capital · p. 193
callout demand list

"TOP THREE PROXY ADVISORY FIRMS AGREE: VOTE FOR CHANGE TODAY AT PHILLIPS 66"

Phillips 66 · PSX Elliott Management · p. 3
callout villain critique

"The business is not growing anymore despite the hyper-competitive pricing."

HelloFresh SE · HFG Grizzly Research · p. 23
callout table of contents

"Archer has built a fundamentally uncompetitive and uncertifiable aircraft."

Archer Aviation Inc · ACHR Grizzly Research · p. 3
callout villain critique

"The domain egg.fi now routes users to some kind of meaningless login mask."

Trustpilot Group PLC · TRST Grizzly Research · p. 26
callout villain critique

"Are Accor’s Official Human Rights Policies Nothing but a Marketing Façade?"

Accor SA · AC Grizzly Research · p. 13
callout transition

"D-Wave risks becoming a footnote in the very revolution it claims to lead."

D-Wave Quantum Inc · QBTS Kerrisdale Capital · p. 16
callout villain critique

"We saw no evidence of a large clean room like the one in Lasertec’s photo."

Lasertec Corporation · 6920 Scorpion Capital · p. 330
quote villain critique

"FIGS surpassed $100M in sales in 2018 -- FIGS Press Release (Oct 28, 2019)"

FIGS, Inc. · FIGS Spruce Point Capital · p. 30
quote villain critique

"FIGS is a dysfunctional company. Period. — Anonymous Employee on Glassdoor"

FIGS, Inc. · FIGS Spruce Point Capital · p. 46
quote ceo quote

""one of the premiere liquid waste businesses in the U.S." — Patrick Dovigi"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 89
quote kpi overview

"Source: Sunrun “Historic Financial and Metric Model” on the Sunrun IR site"

Sunrun Inc. · RUN Muddy Waters · p. 9
quote timeline

"Sourced from Tolaga Research 2010 and highlighted to show progress to date"

American Tower Corp · AMT Muddy Waters · p. 51
quote precedent table

"We believe Tom Pike will create considerable shareholder value at Fortrea."

GoDaddy, News Corp, Fortrea Starboard Value · p. 66
quote villain critique

"Autodesk Falls After Disclosing Internal Probe Into Accounting — Bloomberg"

Autodesk, Inc. · ADSK Starboard Value · p. 67
quote other

"Nestlé makes the very best returns for its shareholders. — Third Point LLC"

Nestlé · NESN Third Point · p. 7
quote villain critique

"「はい、X9 ULTRAを担するチームに所属している同僚から聞きました」 — TSMCでX9 ULTRAを担当した元フィールド・サービス・エンジニア"

Lasertec Corporation · 6920 Scorpion Capital · p. 225
quote precedent table

"We believe Tom Pike will create considerable shareholder value at Fortrea."

GoDaddy · GDDY Starboard Value · p. 66
quote villain critique

""Tiger Cub" manager pleads guilty in insider trading case — Media Headline"

Ginkgo Bioworks · DNA Scorpion Capital · p. 15
quote villain critique

"Nevro simply “can’t be used, based on the problems we’re seeing.” — KOL #4"

Nevro Corp. · NVRO Scorpion Capital · p. 45
quote executive summary

"Does anybody feel reminded of the movie "The Irishman"? — Grizzly Research"

Trulieve Cannabis Corp · TRUL Grizzly Research · p. 2
quote villain critique

"Re: Stay for young beautiful girls — Subject line of email correspondence."

Accor SA · AC Grizzly Research · p. 216
quote villain critique

""Schreckliche Arbeitsbedingungen" in Kalifornien und Colorado — Subheading"

HelloFresh SE · HFG Grizzly Research · p. 20
callout table of contents

"Intro: RUN Rests on Three Shaky Pillars on a Foundation of Dubious Models"

Sunrun Inc. · RUN Muddy Waters · p. 2
callout villain critique

"We therefore feel that the tax inconsistency issues remain as a red flag."

Man Wah Holdings · 1999.HK Muddy Waters · p. 12
callout section divider

"We Are Troubled by Finance Department Turnover And Qualifications at FIGS"

FIGS, Inc. · FIGS Spruce Point Capital · p. 52
callout thesis headline

"We believe APD’s EBIT margins (16%) can approach comparable Praxair (22%)"

Unknown · p. 36
callout villain critique

"The Company PAID MORE than its peers, BUT PERFORMED WORSE than its peers."

Office Depot, Inc. · ODP Starboard Value · p. 31
callout villain critique

"Over the past several months, Box has raised $845 million it did not need"

Box, Inc. · BOX Starboard Value · p. 72
callout villain critique

"Projected ISS burn rate is well above the ISS industry benchmark of 9.24%"

Box, Inc. · BOX Starboard Value · p. 115
callout villain critique

"How independent and objective can Dan Quayle really be as a Board member?"

Carvana Co. · CVNA Spruce Point Capital · p. 88
callout villain critique

"Insiders appear to sell at almost every significant uptick in PEN shares."

Penumbra, Inc. · PEN Spruce Point Capital · p. 59
callout section divider

"Vivendi's interests at Telecom Italia are at odds with other shareholders"

Telecom Italia · TIT.MI Elliott Management · p. 12
callout peer gap

"Autodesk spends more than 1,000bps more than peers on operating expenses."

Autodesk, Inc. · ADSK Starboard Value · p. 3
callout peer gap

"Despite these similarities, the two business' performance has diverged..."

Family Dollar Stores · FDO Pershing Square · p. 18
callout sop buildup

"We believe News Corp owns a diverse portfolio of high-quality businesses."

GoDaddy, News Corp, Fortrea Starboard Value · p. 34
callout sop buildup

"We believe News Corp owns a diverse portfolio of high-quality businesses."

GoDaddy, News Corp, Fortrea Starboard Value · p. 36
callout process diagram

"We believe News Corp owns a diverse portfolio of high-quality businesses."

GoDaddy, News Corp, Fortrea Starboard Value · p. 41
callout sop buildup

"We believe News Corp owns a diverse portfolio of high-quality businesses."

GoDaddy, News Corp, Fortrea Starboard Value · p. 48
callout section divider

"5. Quantumscape can't even reliably make TEST cells that work, we believe"

QuantumScape · QS Scorpion Capital · p. 137
callout villain critique

"Gate fidelities have stalled at levels that make IonQ's computer unusable"

IonQ Inc. · IONQ Scorpion Capital · p. 35
callout villain critique

"Beijing Long Xiang A-er-sha's website showed that it only owned 58 buses."

Focus Media Holding · FMCN Muddy Waters · p. 7
callout villain critique

"The Company Has Missed ALL of the FY2023 Commitments Made to Shareholders"

Autodesk, Inc. · ADSK Starboard Value · p. 28
callout sop buildup

"We believe the market is significantly undervaluing Fluor’s core business"

Fluor Corporation · FLR Starboard Value · p. 34