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 35341–35400 of 37,061
callout villain critique

"Realistically speaking, there's nothing before 2030"

QuantumScape · QS Scorpion Capital · p. 186
callout demand list

"YOUR VOTE MATTERS NO MATTER HOW MANY SHARES YOU OWN"

Phillips 66 · PSX Elliott Management · p. 3
callout other

"Management is focused on creating shareholder value"

Allergan, Inc. · AGN Pershing Square · p. 19
callout villain critique

"Was an $18m (+12%) boost to cash flow not material?"

Xylem Inc. · XYL Spruce Point Capital · p. 32
callout sop buildup

"Goldman uses Continental as a Proxy for Hess Bakken"

Hess Corporation · HES Elliott Management · p. 49
callout villain critique

"Meet the new targets; still same as the old targets"

Arconic Inc. · ARNC Elliott Management · p. 171
callout ceo quote

"Alcoa Corp. management is telling you about Arconic"

Arconic Inc. · ARNC Elliott Management · p. 212
callout villain critique

"Pay Not Linked to Performance, Board/CEO Not Owners"

Arconic Inc. · ARNC Elliott Management · p. 253
callout thesis headline

"We See 25% – 50% Downside Risk To WSP’s Share Price"

WSP Global Inc. · WSP Spruce Point Capital · p. 62
callout villain critique

"豊田自動織機の複数のエンジンにおける排出ガス不正認証問題は... ...ガバナンスの脆弱性を示している"

Toyota Industries Corporation · 6201.T Elliott Management · p. 16
callout other

"豊田自動織機は、事業成長と企業価値の向上に向け、スタンドアローン・プランを推進する絶好の局面にあるます"

Toyota Industries Corporation · 6201.T Elliott Management · p. 34
callout transition

"And Puerto Rico may just be the tip of the iceberg."

Assured Guaranty · AGO Greenlight Capital · p. 53
callout process diagram

"Adjustment #2: Internal Consumption ≠ Retail Profit"

Herbalife Ltd. · HLF Pershing Square · p. 111
callout ceo quote

"http://www.pscmhlflibrary.com/herbalife-cnbc-clips/"

Herbalife Ltd. · HLF Pershing Square · p. 330
callout villain critique

"各装置は微粒子汚染のため、毎日10時間も掃除もしなければならない。結果、アップタイムが60%を下回る。"

Lasertec Corporation · 6920 Scorpion Capital · p. 224
callout cover

"北越の従業員を含むすべてのステークホルダーが岸本氏のリーダーシップの下で苦しんでいることは明らかです。"

Hokuetsu Corporation · 3865 Oasis Management · p. 1
callout appendix methodology

"This is considered a company-favorable methodology."

AppLovin · APP Muddy Waters · p. 39
callout transition

"We need EV chargers and we need electric storage..."

Teck Resources · TECK Greenlight Capital · p. 8
callout villain critique

"We do it all the time. They’re never going to know."

Ginkgo Bioworks · DNA Scorpion Capital · p. 128
callout villain critique

"Qualifying purchases by distributors are prohibited"

Unknown · p. 29
callout villain critique

"No matter what we did in the field, it didn't work."

Nevro Corp. · NVRO Scorpion Capital · p. 18
callout peer gap

"Zillow Leads Its Peers In Stock-Based Comp Dilution"

Zillow Group, Inc. · Z Spruce Point Capital · p. 84
callout villain critique

"We do not believe Patch is a viable business model."

AOL, Inc. · AOL Starboard Value · p. 44
callout other

"Used days' supply are down 8 days to 44 y/y (-13%)."

Carvana Co. · CVNA Kerrisdale Capital · p. 21
callout transition

"Simply stated: Why do participants buy the product?"

Herbalife Ltd. · HLF Pershing Square · p. 158