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 34681–34740 of 37,061
callout villain critique

"オアシスの調査および元従業員への取材によると、花王はデジタル・マーケティングの専門家を採用していないと推察されます。"

Kao Corporation · 4452.JP Oasis Management · p. 26
callout precedent table

"経営状態の良いあるいは成長著しい独立系企業で、強力なブランドを擁する企業は揃って大幅な買収プレミアムがつけられている"

Kao Corporation · 4452.JP Oasis Management · p. 94
callout transition

"We See 30% – 50% Potential Intermediate Term Downside Risk"

Clear Secure, Inc. · YOU Spruce Point Capital · p. 77
callout nominee bio

"Vote the GOLD card at the upcoming annual general meeting."

Phillips 66 · PSX Elliott Management · p. 4
callout villain critique

"Kao significantly overpaid for Margin Dilutive Bondi Sands"

Kao Corporation · 4452.JP Oasis Management · p. 92
callout section divider

"「まともに機能する極端紫外線光源がないため、20億ドルに上ると言われる受注残高を解消できないだろうとの意見を述べる。"

Lasertec Corporation · 6920 Scorpion Capital · p. 24
callout section divider

"来たるべき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となる。"

Lasertec Corporation · 6920 Scorpion Capital · p. 45
callout sop buildup

"Sandell estimates of maintenance capex: ~1.0x depreciation"

FirstGroup plc · FGP Sandell · p. 39
callout villain critique

"Operating margins would have been near 0 w/out the benefit"

iRobot Corp · IRBT Spruce Point Capital · p. 50
callout peer gap

"PepsiCo EPS growth has materially trailed peers since 2006"

PepsiCo, Inc. · PEP Trian Partners · p. 11
callout transition

"明確なブランド表示がなく全面白色のパッケージでは、小売店の棚や、SNSの広告投稿にて、商品が埋もれてしまっています。"

Kao Corporation · 4452.JP Oasis Management · p. 80
callout villain critique

"At best, “Discount Customers” comprise 25% of total volume"

Herbalife · HLF Pershing Square · p. 14
callout peer gap

"Talk is cheap, but that appears to be all INOD can afford."

Innodata, Inc. · INOD Wolfpack Research · p. 5
callout executive summary

"We believe the scale of the disruption is already evident."

DraftKings Inc. · DKNG Spruce Point Capital · p. 9
callout kpi overview

"We believe this is an outlier and unlikely to be sustained"

DraftKings Inc. · DKNG Spruce Point Capital · p. 39
callout villain critique

"ONP overstated its 2008 revenue by approximately 27 times."

Orient Paper Inc. · ONP Muddy Waters · p. 5
quote villain critique

"Gertz et al. J Clin Oncol 34:1097-1103, 2016 — Footnote 17"

Prothena Corp PLC · PRTA Muddy Waters · p. 10
quote villain critique

"Mon Dieu! C’est Pas Possible! — SpringOwl Asset Management"

Viacom · VIAB SpringOwl · p. 32
quote ceo quote

"Fiscal 23 Goals: Where We're Going — Autodesk Investor Day"

Autodesk, Inc. · ADSK Starboard Value · p. 25
quote villain critique

"“many compare this to a kind of modern slavery,” — Article"

Twist Bioscience · TWST Scorpion Capital · p. 216
quote ceo quote

"「何か方向感もちょっとお伺いしづらい?」 — 中名生 [Q] (Nomura Securities Analyst)"

Lasertec Corporation · 6920 Scorpion Capital · p. 51
quote villain critique

"Yo perdí, $25,000 dólares en más o menos 10 meses. — MUJER"

Unknown · p. 1
quote appendix data

"Source: Astra investor presentation dated February 2, 2001"

Astra Space, Inc. · ASTR Kerrisdale Capital · p. 24
quote ceo quote

"Fiscal 23 Goals: Where We're Going — Autodesk Investor Day"

Autodesk, Inc. · ADSK Starboard Value · p. 25
quote other

"Source: Mizuho Initiation Report ($46 PT), April 22, 2025."

CoreWeave, Inc. · CRWV Kerrisdale Capital · p. 17
quote villain critique

"“draconian approach to its workforce” — Union spokesperson"

HelloFresh SE · HFG Grizzly Research · p. 18
quote villain critique

"Yo perdí, $25,000 dólares en más o menos 10 meses. — MUJER"

Herbalife · HLF Pershing Square · p. 1
callout villain critique

"Quantumscape hypes VW’s involvement at every opportunity."

QuantumScape · QS Scorpion Capital · p. 35
callout peer gap

"Hess is one of the largest acreage holders in the Bakken."

Hess Corporation · HES Elliott Management · p. 13
callout executive summary

"Further development is likely to destroy additional value"

The St. Joe Company · JOE Greenlight Capital · p. 135
callout ceo quote

"The board is not the CEO's friend — it is the CEO's boss."

Hess Corporation · HES Elliott Management · p. 17