Contrarian Corpus
Phrase library

Callouts & quotes from 494+ activist slides

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

Showing 301–360 of 494 matching "independent"
callout ceo quote

"The very fact that the Board in reviewing the leadership structure does not detect any anomaly is the best demonstration of the lack of independent oversight within the board."

BlackRock · BLK Bluebell Capital · p. 2
callout villain critique

"I'm speechless. How can a "an industry leading provider of independent and professional consulting services to the mining and energy industries worldwide" produce such drivel?"

Ramaco Resources, Inc. · METC Wolfpack Research · p. 20
quote nominee bio

"These independent directors agreed to join our board, because they believe in our outstanding plan and they recognize that our plan is the right plan... — John Hess's Nominees"

Hess Corporation · HES Elliott Management · p. 142
callout demand list

"If Generac is committed to ESG and transparency as it claims, it will issue a public response to Spruce Point’s questions arising from our independent forensic investigation."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 15
callout transition

"Over the last few years, they've led a production boom that has made our country more energy independent and, more recently helped cause oil prices to fall due to oversupply."

Pioneer Natural Resources · PXD Greenlight Capital · p. 13
callout peer gap

"We would expect truly independent Tier 1 distributors’ gross margins to approximate 30% to 35%, which is based on information provided in the interviews with Messrs. A and C."

quote villain critique

"Mr. Grijalva conducts his business as an independent sales representative through a limited liability company of which he and Ms. Grijalva are members. — FY18 Proxy (7/27/18)"

Boot Barn Holdings, Inc. · BOOT Spruce Point Capital · p. 81
callout ceo quote

"Then we come to the issue of supervisory board selection. This is one of Muddy Waters' central charges. They say, OK, we have a supervisory board that is not independent."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 16
callout villain critique

"Through the May 2023 filing of Samsara’s audit committee report, its Audit Chairman and “Independent Director” Jonathan Chadwick served on a mind-blowing ten (10) boards!"

Samsara Inc. · IOT Spruce Point Capital · p. 74
callout villain critique

"Dr. Beckerle is a beneficiary of substantial donations from the Huntsman family. Despite this fact, the Board shockingly claims Dr. Beckerle is an “independent” director."

Huntsman Corporation · HUN Starboard Value · p. 95
callout villain critique

"We believe the Board conducted an incomplete analysis of Dr. Beckerle’s independence and a consideration of all the facts suggests Dr. Beckerle is clearly not independent"

Huntsman Corporation · HUN Starboard Value · p. 100
callout executive summary

"In contrast to Vivendi's poor stewardship and frayed relationships, Elliott's Independent Nominees will prioritise improving relationships with regulators and authorities"

Telecom Italia · TIT.MI Elliott Management · p. 4
callout villain critique

"He may be nominally independent, but Mr. Mongeau has repeatedly shown that he is not capable of advocating for shareholders' interests when they conflict with management."

callout peer gap

"Among top-performing restaurant companies, Buffalo Wild Wings is one of the only companies whose compensation is entirely independent of EPS, ROIC or shareholder return."

callout comparison table

"BlackRock is simply not in the position to fulfil its stewardship responsibilities. The Board, due to lack of independent oversight, has failed to recognised this issue."

BlackRock, Inc. · BLK Bluebell Capital · p. 83
callout sop buildup

"Each of the four independent divisions should be a leading company in its sector and provide a straightforward alternative to investors seeking exposure to the industry."

Time Warner Inc. · TWX Carl Icahn · p. 275
callout villain critique

"As alluded to in the Glaucus report, the data is sourced by “independent consultant” Dr H S Anantha Padmanabha, who is also a biology and plantation consultant for TFS."

Quintis Limited · QIN Viceroy Research · p. 36
callout demand list

"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"

Southwest Airlines · LUV Elliott Management · p. 46
callout demand list

"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"

Unknown · p. 57
callout ceo quote

"What is the point in overcoming the conflict of interest by asking a third party to vote the shares using BlackRock’s (weak) policies on the Lead Independent Director?"

BlackRock, Inc. · BLK Bluebell Capital · p. 39
callout ceo quote

"What is the point in overcoming the conflict of interest by asking a third party to vote the shares using BlackRock’s (weak) policies on the Lead Independent Director?"

BlackRock · BLK Bluebell Capital · p. 39
callout demand list

"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"

Southwest Airlines · LUV Elliott Management · p. 46
callout demand list

"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"

Southwest Airlines · LUV Elliott Management · p. 57
callout villain critique

"Target’s board lacks significant shareholder representation, owning less than 0.3% of the company. Independent directors own only 0.02% of the company in common stock"

Target Corporation · TGT Pershing Square · p. 15
callout villain critique

"WFG actively encourages its independent agents to develop downlines. Based on the definition provided by the FTC, we believe we can reasonably conclude WFG is an MLM."

Aegon Ltd. · AEG Spruce Point Capital · p. 22
callout ceo quote

"We encourage you to rely on the judgment of the Arconic Board, which is independent, objective and thoroughly dedicated to the interests of all Arconic shareholders."

Arconic Inc. · ARNC Elliott Management · p. 235
quote ceo quote

"The University of California does not endorse specific products or services as a matter of policy — Footnote in Herbalife Independent Distributor Presentation (2007)"

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

"With 24 years of tenure, Mr. Gerber cannot possibly be considered “independent” beyond any doubt. BlackRock’s standard of governance has been damaged by this choice"

BlackRock · BLK Bluebell Capital · p. 33
callout ceo quote

"Motif executive chuckled when saying they’re “independent” of Ginkgo; suggested Motif spend was controlled by a Motif “employee” who was acting in Ginkgo’s interest"

Ginkgo Bioworks · DNA Scorpion Capital · p. 132
quote villain critique

"Congratulations, the Associate Agreement you submitted was approved. You are now an independent associate with World Financial Group Insurance Agency, Inc. (WFGIA)."

Aegon Ltd. · AEG Spruce Point Capital · p. 52
callout demand list

"Given the continuing evidence of a grossly mismanaged company, we see no option than for the Chairman of the Board and the Lead Independent Director to be removed."

BP Plc · BP Bluebell Capital · p. 4
callout villain critique

"Considering the size and complexity of XOM relative to FMCN, it is almost laughable that an “independent” director is diluting public shareholders to this extent."

quote villain critique

"The Company currently anticipates the independent fiduciary will dispose of the contributed shares over the next 6 months. — Aerojet Rocketdyne Holdings, Inc. 8-K"

Aerojet Rocketdyne Holdings, Inc. · AJRD Spruce Point Capital · p. 47
callout villain critique

"Compensation paid by John Hess’s family estate for serving as executor(1): $8 million directly to Board members $3 million directly to Lead Independent Directors"

Hess Corporation · HES Elliott Management · p. 51
quote villain critique

"Companies listed on the Prime Market should therefore appoint at least one-third of their directors as independent directors — Japan's Corporate Governance Code"

Keisei Electric Railway · 9009 Palliser Capital · p. 20
callout other

"We intend to install an independent slate and legendary CEO to abandon the blocked deal, collect the $565 million breakup fee and Make U.S. Steel Great Again."

callout appendix data

"Every hospital that Inspire names under “independent” clinical studies has received substantial payments from Inspire for vaguely named post-approval studies."

Inspire Medical Systems, Inc. · INSP Wolfpack Research · p. 24
callout demand list

"In conclusion, we encourage shareholders to vote FOR Oasis nominees five independent, world-class Director candidates at Kao's upcoming AGM on March 21, 2024."

Kao Corporation · 4452 JT Oasis Management · p. 6
quote demand list

"Lazard recommends the separation of TWX into four independent companies: (1) AOL, (2) Content (Networks + Filmed Entertainment), (3) Publishing, and (4) TWC."

Time Warner Inc. · TWX Carl Icahn · p. 343
callout thesis headline

"Clear path to remove share price discount by separating the Steel business to allow the market to independently value Timken's Bearings and Steel businesses"

The Timken Company · TKR Relational Investors · p. 5
callout demand list

"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"

Southwest Airlines · LUV Elliott Management · p. 43
callout demand list

"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"

Unknown · p. 54
callout ceo quote

"We are exercising caution around the industry's recent acceleration of the direct selling or door-to-door sales channels through independent sales dealers."

Sunnova Energy International Inc. · NOVA Spruce Point Capital · p. 45
callout nominee bio

"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"

Southwest Airlines · LUV Carl Icahn · p. 54
callout nominee bio

"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"

Southwest Airlines · LUV Elliott Management · p. 43
callout nominee bio

"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"

Southwest Airlines · LUV Elliott Management · p. 54
callout cover

"We at Bluebell Capital Partners (“Bluebell”) would like to congratulate you on your appointment as Senior Independent Director at BP (also the “Company”)."

BP plc · BP Bluebell Capital · p. 1
quote appendix data

"I cannot accept this first line of challenge. There are two independent reasons why. First, I cannot accept premise (3) (see §60 above). — UK Court Ruling"

BP plc · BP Bluebell Capital · p. 31
callout villain critique

"We Believe Almost 75% of the VIAB board are not independent by a reasonable definition; ISS recommends a “substantial majority of a board be independent”"

Viacom · VIAB SpringOwl · p. 30
callout sop buildup

"Marathon can be efficiently separated into three appropriately capitalized independent entities, well-positioned to succeed in their respective segments."

Marathon Petroleum Corporation · MPC Elliott Management · p. 44
callout villain critique

"TIM governance has improved since independent directors replaced the Vivendi-controlled Board; meanwhile Vivendi’s own shareholder rights have collapsed"

Telecom Italia · TIT.MI Elliott Management · p. 27
callout table of contents

"We independently verified that IonQ's 11-qubit quantum computer, accessible through Amazon Web Services, is a farce that can't even properly add 1 + 1."

IonQ Inc. · IONQ Scorpion Capital · p. 5
callout villain critique

"We independently verified that IonQ’s 11-qubit quantum computer, accessible through Amazon Web Services, is a farce that can’t even properly add 1 + 1."

IonQ Inc. · IONQ Scorpion Capital · p. 111
callout transition

"Our proposal is not intended to be a vote of no-confidence in CEO Larry Fink, but simply aims to address the lack of independent oversight by the Board"

BlackRock, Inc. · BLK Bluebell Capital · p. 8
callout sop buildup

"NewMed's recommended offer represents a US$242 million discount to ERCE's independent assessment of Capricorn's current cash-weighted fair market value"

Capricorn Energy · CNE Palliser Capital · p. 8
callout ceo quote

"Shareholder Nominees are completely independent, would constitute a minority of directors, and, unlike Hess's nominees, have not preapproved any plan."

Hess Corporation · HES Elliott Management · p. 100
callout peer gap

"Motive safety camera solutions dramatically outperformed Samsara in a recent independent test conducted by the Virginia Tech Transportation Institute."

Samsara Inc. · IOT Spruce Point Capital · p. 51
callout executive summary

"Elliott believes a board composed of truly independent directors is the most efficient and effective way to improve governance and performance at TIM"

Telecom Italia SpA (TIM) · TIT.MI Elliott Management · p. 4
callout nominee bio

"In our view, with resignation of Fortress Directors, BKD Board is deficient in both real estate experience and independent shareholder representation"