Contrarian Corpus
Phrase library

Callouts & quotes from 352+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

Showing 301–352 of 352 matching "failed"
callout villain critique

"Huntsman made new promises at three consecutive investor days, and each time, failed to deliver."

Huntsman Corporation · HUN Starboard Value · p. 22
callout villain critique

"Huntsman made new promises at three consecutive investor days, and each time, failed to deliver."

Huntsman Corporation · HUN Starboard Value · p. 78
callout scqa question

">How did a random French lab’s molecule “work” where over a dozen major pharma companies failed?"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 69
callout villain critique

"The Board has failed to install executive compensation practices that properly align incentives"

Autodesk, Inc. · ADSK Starboard Value · p. 56
callout villain critique

"The Board has failed to hold management accountable for the Company's promises to shareholders."

Huntsman Corporation · HUN Starboard Value · p. 25
callout villain critique

"The Board has failed to install executive compensation practices that properly align incentives"

Autodesk, Inc. · ADSK Starboard Value · p. 56
callout villain critique

"This gamble resulted in COMPLETE FAILURE, and CHECKMATE-026 failed its first-line NSCLC study."

Bristol-Myers Squibb · BMY Starboard Value · p. 43
callout peer gap

"Prior to our involvement, Box consistently disappointed investors and failed to create value"

Box, Inc. · BOX Starboard Value · p. 13
callout villain critique

"The Company failed to deliver on financial commitments from three consecutive investor days."

Huntsman Corporation · HUN Starboard Value · p. 13
callout before after

"Every reporting segment has FAILED to grow volume in-line with the Company's expectations"

Huntsman Corporation · HUN Starboard Value · p. 47
callout kpi overview

"Flattish sales in a flattish market suggests the Company has failed to gain market share"

Sotheby's · BID Third Point · p. 13
callout villain critique

"Despite constant promises of revenue growth reacceleration, Box has failed to deliver"

Box, Inc. · BOX Starboard Value · p. 29
callout villain critique

"Despite constant promises of revenue growth reacceleration, Box has failed to deliver"

Box, Inc. · BOX Starboard Value · p. 46
callout sop buildup

"Limbach has failed to quantify revenue or cost synergies for any of its acquisitions."

Limbach Holdings, Inc. · LMB Spruce Point Capital · p. 33
callout ceo quote

"Incumbent Board, in their own words, has consistently failed Campbell shareholders"

Campbell Soup Company · CPB Third Point · p. 13
callout villain critique

"Several attempts by AtriCure at innovating a hybrid procedure have so far failed."

AtriCure, Inc. · ATRC Kerrisdale Capital · p. 14
callout ceo quote

"All of the Company’s core businesses FAILED to generate above GDP growth in 2016"

Huntsman Corporation · HUN Starboard Value · p. 76
callout villain critique

"It appears the CFO and social media manager failed to coordinate their stories."

Twist Bioscience · TWST Scorpion Capital · p. 133
callout villain critique

"Huntsman failed to achieve its 2018 Investor Day share price improvement goal."

Huntsman Corporation · HUN Starboard Value · p. 13
callout villain critique

"Huntsman failed to achieve its 2018 Investor Day share price improvement goal."

Huntsman Corporation · HUN Starboard Value · p. 19
callout villain critique

"Huntsman failed to achieve its 2018 Investor Day share price improvement goal."

Huntsman Corporation · HUN Starboard Value · p. 17
callout villain critique

"The Company made a series of failed commitments regarding its TiO2 business."

Huntsman Corporation · HUN Starboard Value · p. 192
callout demand list

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

Yahoo! Inc. · YHOO Starboard Value · p. 2
callout villain critique

"The Board and CEO Matt Proud Have Failed in Their Primary Responsibilities"

Dye & Durham Limited · DND Engine Capital · p. 14
callout ceo quote

"“Margin Gap with PCC is Structural”: Management Failed Year after Year..."

Arconic Inc. · ARNC Elliott Management · p. 319
callout villain critique

"ACAS has consistently paid excessive compensation for failed performance"

American Capital, Ltd. · ACAS Elliott Management · p. 21
callout peer gap

"The Company's valuation multiple versus peers has also FAILED to improve"

Huntsman Corporation · HUN Starboard Value · p. 22
callout peer gap

"The Company's valuation multiple versus peers has also FAILED to improve"

Huntsman Corporation · HUN Starboard Value · p. 61
callout villain critique

"Kao's K27 Plan is Under-Ambitious and has Failed to Convince the Market"

Kao Corporation · 4452.JP Oasis Management · p. 32
callout villain critique

"BMC has failed to meaningfully grow organically over the last 10-years"

BMC Software · BMC Elliott Management · p. 35
callout peer gap

"PHILLIPS’ STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

Phillips 66 · PSX Elliott Management · p. 22
callout peer gap

"PHILLIPS' STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

Phillips 66 · PSX Elliott Management · p. 22
callout villain critique

"PHILLIPS’ STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

Phillips 66 · PSX Elliott Management · p. 29
callout demand list

"The Yahoo Board has failed in its duties and must be overhauled"

Yahoo! Inc. · YHOO Third Point · p. 3
callout ceo quote

"Analysts want Hess to return cash and halt failed exploration"

Hess Corporation · HES Elliott Management · p. 43
callout villain critique

"Autodesk's Board has failed in each of these areas"

Autodesk, Inc. · ADSK Starboard Value · p. 85
callout villain critique

"Autodesk’s Board has failed in each of these areas"

Autodesk, Inc. · ADSK Starboard Value · p. 85