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 33001–33060 of 37,061
callout villain critique

"the main and perhaps only value proposition was scheduling convenience."

TransMedics Group Inc · TMDX Scorpion Capital · p. 163
callout kpi overview

"News Corp owns a highly valuable collection of assets in its portfolio."

News Corporation · NWSA Starboard Value · p. 3
callout peer gap

"We believe the value of Sony’s studios is underappreciated by investors"

Sony Corporation · 6758.T Third Point · p. 55
callout section divider

"Analysis of Herbalife's public filings and internal financial documents"

Herbalife Ltd. · HLF Pershing Square · p. 41
callout villain critique

"Taubman's presentation fails to answer a number of important questions:"

Taubman Centers, Inc. · TCO Land & Buildings · p. 6
callout precedent table

"バイヤスドルフの株価は、欧州の消費財セクターに属する他の銘柄よりも好調に推移しており、ロレアルすらを上回る株価パフォーマンスを記録しています。"

Kao Corporation · 4452.JP Oasis Management · p. 72
callout villain critique

"A significant percentage of total volume is merely qualification buying"

Herbalife · HLF Pershing Square · p. 15
callout villain critique

"All the girls are travelling with adult man who are above 18 years old."

Accor SA · AC Grizzly Research · p. 173
callout villain critique

"Vivion seemingly did claw back the fair value losses on the properties."

Vivion Investments S.à.r.l. Muddy Waters · p. 33
callout villain critique

"We conclude that NNOX has no real product to sell other than its stock."

Nano-X Imaging Ltd. · NNOX Muddy Waters · p. 4
quote thesis headline

"is one of Toronto's top mob figures — Police regarding Peter Scarcella."

GFL Environmental Inc. · GFL Spruce Point Capital · p. 8
quote villain critique

"High temperature (700°C–800°C) — Journal of The Electrochemical Society"

IperionX Ltd. · IPX Spruce Point Capital · p. 27
quote villain critique

"Rathke also claimed to be a CPA for 15 years after her license expired."

Oatly Group AB · OTLY Spruce Point Capital · p. 25
quote villain critique

"I thought 'no way' could we go public in 2020 — Tom Siebel (C3.ai CEO)."

C3.ai, Inc. · AI Spruce Point Capital · p. 14
quote transition

""How E.l.f. Saw A 49% Increase in Sales by Focusing On Gen Z" — Hubspot"

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 7
quote villain critique

"Hill-Rom to absorb equipment outsourcer Mediq — Reuters (Oct 31, 2003)."

Hill-Rom Holdings, Inc. · HRC Spruce Point Capital · p. 20
quote scqa situation

"Japan's Hottest Stock Is Tiny Maker of $40 Million Machines — Bloomberg"

Lasertec Corporation · 6920 Scorpion Capital · p. 12
quote ceo quote

"「Fab 4a」という、大規模なクリーンルームの写真を紹して、2023年7月から稼働している、といった。 — Scorpion Capital"

Lasertec Corporation · 6920 Scorpion Capital · p. 298
quote villain critique

"Grow is a magazine that tells the unfolding story of synthetic biology."

Ginkgo Bioworks · DNA Scorpion Capital · p. 23
quote villain critique

"НА: Размещение детей — Email subject line from Mercure Nizhny Novgorod."

Accor SA · AC Grizzly Research · p. 89
callout villain critique

"Fieldwork turned up scant evidence of stores performing at this level."

Man Wah Holdings · 1999.HK Muddy Waters · p. 10
callout demand list

"我々はDGの取締役会が、次回の年次株主総会(以下、「株主総会」といいます。)において、このスピンオフ計画を正式に提案することを強く求めます。"

Digital Garage, Inc. · 4819 JT Oasis Management · p. 2
callout executive summary

"Three Rebrands And Now Nuvei, Fool Us Once, Twice, But Not Three Times"

Nuvei Corp · NVEI Spruce Point Capital · p. 6
callout other

"Nuvei is quietly restating revenue higher in 2020 without explanation."

Nuvei Corp · NVEI Spruce Point Capital · p. 108
callout ceo quote

"Management recommitted to its pipeline of “blockbuster” drugs in 2019."

Pfizer Inc. · PFE Starboard Value · p. 17
callout other

"MDLZ’s share price including dividends was approximately flat in 2016*"

Unknown · p. 22
callout villain critique

"Box has missed EVERY long-term revenue target it has set since its IPO"

Box, Inc. · BOX Starboard Value · p. 10
callout villain critique

"Box has missed EVERY long-term revenue target it has set since its IPO"

Box, Inc. · BOX Starboard Value · p. 61
callout villain critique

"Management and the Board destroyed ~$0.23 / share of shareholder value"

Box, Inc. · BOX Starboard Value · p. 74
callout sop buildup

"Box may have an opportunity to significantly improve its gross margins"

Box, Inc. · BOX Starboard Value · p. 158
callout precedent table

"The reconstituted Board helped NortonLifeLock reach its full potential"

Box, Inc. · BOX Starboard Value · p. 178
callout villain critique

"Despite its “Switcheroo”, JANA’s Ultimate Objective Remains a Break Up"

Agrium · AGU JANA Partners · p. 3
callout villain critique

"Could management be preparing the market for a near-term revenue miss?"

Penumbra, Inc. · PEN Spruce Point Capital · p. 33
callout cover

"THIS IS A CRITICAL TIME FOR NEWELL AND WE NEED THE BEST BOARD POSSIBLE"

Newell Brands Inc. · NWL Starboard Value · p. 1
callout villain critique

"We believe all of these issues are directly traceable to Mr. LoCascio."

LivePerson, Inc. · LPSN Starboard Value · p. 3