Contrarian Corpus
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Callouts & quotes from 432+ 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 432 matching "review"
callout villain critique

"We reached out to the review sellers, masquerading us as interested customers and asked for their service to buy “about 100 5-star reviews per month” for our business."

Trustpilot Group PLC · TRST Grizzly Research · p. 16
callout villain critique

"From reviewing TRE and the “Agent’s” annual inspection and audit reports from the SAIC files, it seems that the agents mainly serve as a tunnel to move money for TRE."

Sino-Forest Corporation · TRE Muddy Waters · p. 37
callout precedent table

"Based on the multiples implied by the precedent transactions reviewed, a range of 10.0x - 11.5x 2006PF OIBDA was estimated for the wholly-owned cable systems of TWC."

Time Warner Inc. · TWX Carl Icahn · p. 338
quote villain critique

"Table 4 (excerpts) :Deaths in the Pitolisant Development Program (All Indications) by 120-Day Safety Update, FDA CDER Clinical Review (Solages, Sep 28, 2020), p10-11"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 168
callout villain critique

"Despite it being incontrovertible that Mr. Sator and S30 were misrepresenting the nature of the reviews, S30 continued to publicly mischaracterize them as “audits.”"

Solutions 30 · S30 Muddy Waters · p. 3
quote peer gap

"NMC “has maintained a relatively consistent reimbursement claim rejection rate of around 2.0 per cent. over the periods under review.” — NMC sukuk offering document"

NMC Health plc · NMC.LN Muddy Waters · p. 16
callout villain critique

"Based on our review of management's discussions of organic growth and volume, it is our opinion that it only selectively discloses periods when growth is favorable"

U.S. Concrete Inc · USCR Spruce Point Capital · p. 20
callout villain critique

"Other examples of obvious fake reviews are from accounts with seemingly natural sounding names, sometimes with generic AI-looking headshot photos as avatar images."

Trustpilot Group PLC · TRST Grizzly Research · p. 10
quote villain critique

"What a joke! The unit has less than 15 hours total on it. You're product and warranty are garbage and will never get my business again. — Anonymous Customer Review"

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 25
callout nominee bio

"We would also strongly recommend the formation of an Operating Committee of the Board tasked with overseeing the completion and execution of the Operating Review."

callout demand list

"Given the breadth of our financial reporting and accounting concerns, we believe it is time for Stryker to seek a new auditor with fresh eyes to review its books."

Stryker Corp. · SYK Spruce Point Capital · p. 173
callout villain critique

"FDA review incorrectly infers QT safety margins, stating they are based upon "steady state Cmax" when they are actually based on plasma levels after a single dose"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 132
callout demand list

"The only brief Bluebell provided to its Board candidates is to review the status of the transaction, and act in the best interest of TIM and all its shareholders"

TIM S.p.A. (Telecom Italia) · TIT Bluebell Capital · p. 3
callout other

"Based on our review of FIGS stated competitive and product advantages, we believe that practically none of them are sustainable and most are easily replicated."

FIGS, Inc. · FIGS Spruce Point Capital · p. 59
callout nominee bio

"The status quo is no longer acceptable! The Board must steer and oversee a review of the operating performance and hold management accountable for improvement."

Phillips 66 · PSX Elliott Management · p. 79
callout nominee bio

"The status quo is no longer acceptable! The Board must steer and oversee a review of the operating performance and hold management accountable for improvement."

Phillips 66 · PSX Elliott Management · p. 80
callout demand list

"Board-led Review of Creative Processes & Structure with the Goal to Restore Leadership Accountability and Reclaim #1 Box Office Position with Leading Economics"

The Walt Disney Company · DIS Trian Partners · p. 110
callout villain critique

"This should be a concern for Danimer investors as new management could change direction from prior management, including a review of all existing partnerships."

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 63
callout demand list

"We are asking Goodyear’s Board to: Engage with Elliott on Board enhancement; Begin process of monetizing retail platform; Form an Operational Review Committee"

The Goodyear Tire & Rubber Company · GT Elliott Management · p. 39
callout villain critique

"Mr. Martinez announced his mayoral candidacy just two weeks after company began its strategic review, the same month that his $500k consulting contract ended."

callout villain critique

"Even if some of these reviewers were genuine reviews, Trustpilot clearly allows a distortion of its scores from review spam that can very easily be prevented."

Trustpilot Group PLC · TRST Grizzly Research · p. 8
callout villain critique

"This data is well-explained by something we found in dark net forums: an anonymous, illegal fake review provider openly advertises with reviews for BankFive."

Trustpilot Group PLC · TRST Grizzly Research · p. 32
callout villain critique

"Order brushing firms give 5-star reviews and create fake student profiles. The ratio of students that are actually online during classes is terrifyingly low."

GSX Techedu Inc. · GSX Grizzly Research · p. 42
quote villain critique

"“And how do I prep all these samples? Hamilton Robots” — Ginkgo Bioworks (Twitter). “Great product for liquid handling.” — Daniel Wen (SelectScience Review)."

Ginkgo Bioworks · DNA Scorpion Capital · p. 141
callout villain critique

"Third Point had limited confidence that Campbell’s incumbent Board (after years of abysmal oversight) would conduct a proper and thoughtful strategic review"

Campbell Soup Company · CPB Third Point · p. 28
callout ceo quote

"To the contrary, we believe this analysis is critical for shareholders to fully review as part of any constructive discussion about the proposed separation."

Darden Restaurants, Inc. · DRI Starboard Value · p. 62
callout transition

"In conducting the portfolio review, a key question should be: if you were to start from scratch today, would you construct McGraw-Hill in its current form?"

The McGraw-Hill Companies · MHP JANA Partners · p. 21
quote villain critique

"No clear signal for serious dysrhythmias or QT prolongation emerged in the clinical development program. — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 158
callout villain critique

"We find it notable that reviews by women specific to Hers on Trustpilot and the Google Play Store are materially more negative than those by men for Hims."

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 47
quote precedent table

"4Q18 Review: Focus Shifts to the Potential Need for Capital & Potential for Insider Selling — Downgrading To Price Target To $21/share — Morgan Stanley"

Carvana Co. · CVNA Spruce Point Capital · p. 8
callout peer gap

"A review of recent project tenders at the Oklahoma DOT reveals that Overland Corp. appears to consistently be underbid by the Cummins Construction Co."

Construction Partners, Inc. · ROAD Spruce Point Capital · p. 56
quote villain critique

"“Pitolisant purportedly inhibits the negative feedback mechanism for histamine, resulting in increasing histamine release.” — FDA CDER Clinical Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 297
callout ceo quote

"While Saputo was claiming few players in the space in early 2021, a recent product review of Vegan Cheeses included eighty (80) different varieties."

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 125
callout demand list

"We respectfully ask BP's Board of Director to urgently review and revise the 2023-2030 plan, by implementing the following six corrective actions"

BP plc · BP Bluebell Capital · p. 3
callout executive summary

"SAMC proposes to the Board of Directors that they review, as a matter of urgency, value creation alternatives to highlight RBC's full valuation."

Rubicon Limited · RBC Sandell · p. 3
callout villain critique

"Some may discount employee review websites such as Glassdoor. However, some of our former employee interviews echo comments made on the website."

C3.ai, Inc. · AI Spruce Point Capital · p. 71
callout executive summary

"The vast majority of WFG's recruits ultimately drop out; WFG documents we've reviewed suggests that churn in many WFG organizations is 96%-99%."

Aegon Ltd. · AEG Spruce Point Capital · p. 8
callout villain critique

"The EMA review makes no mention of this purported pre-specified Statistical Analysis Plan and bluntly states it was “not pre-planned analysis.”"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 230
quote villain critique

"“No clear association between pitolisant and pulmonary edema is apparent in this narrative.” — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 169
quote demand list

"‘The BoD regularly reviews its leadership structure’: failure to correct confirms lack of independent oversight — BlackRock Board of Directors"

BlackRock · BLK Bluebell Capital · p. 10
quote thesis headline

"enforce sanctions to deter businesses that try to benefit from fake reviews and sanction those that write fake or misleading reviews. — Google"

Trustpilot Group PLC · TRST Grizzly Research · p. 4
callout villain critique

"A review of Vidazoo's social presence indicates limited breadth, especially at YouTube, a video platform where it had just three subscribers."

Perion Network Ltd. · PERI Spruce Point Capital · p. 112
callout villain critique

"A key early warning sign was the occurrence of 13 deaths during the pitolisant development program, as noted by the FDA in its safety review."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 154
callout villain critique

"Based on our review of past incidents, we believe Intuit has a poor track record of defending customer information from external threats."

Intuit Inc. · INTU Spruce Point Capital · p. 96
quote cover

"target operational excellence...in order to drive enhanced revenue and operating income growth — eBay Inc. Operating Review announcement"

eBay Inc. · EBAY Starboard Value · p. 1
callout precedent table

"Current Danimer investors placing hope that a partnership with Pepsi will ensure success should review the Metabolix failure carefully."

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 42
callout peer gap

"Based on the app store reviews, FND’s app receives the fewest stars on both platforms and has received minimal recent reviews in 2024."

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 64
callout villain critique

"On their landing page, FreeCash.com prominently shows a Trustpilot rating of 5 stars, based on an unbelievable almost 250,000 reviews."

Trustpilot Group PLC · TRST Grizzly Research · p. 29
callout villain critique

"Reviews spanning a five-year period suggest that Fairmont Dubai failed to address reports of sex workers operating in one of its bars."

Accor SA · AC Grizzly Research · p. 25
callout villain critique

"Reviews And Our Personal Trials Indicate That PLTK Is Feeding Off Of People’s Addiction, Going After The Most Vulnerable Player Base"

Playtika Holding Corp. · PLTK Grizzly Research · p. 18
callout villain critique

"The inside joke at Muddy Waters when reviewing conference call transcripts was: The analysts treat every call like a job interview."

callout villain critique

"Apparently GSX had fake students enroll in trial classes in this incident to give positive reviews and encourage others to sign up."

GSX Techedu Inc. · GSX Grizzly Research · p. 26
quote peer gap

"Key Assumptions: “Revenue at around USD13.5 billion for FY20, increasing by low single-digits over FY21-FY23” — Fitch Credit Review"

Amcor plc · AMCR Spruce Point Capital · p. 18
quote other

"… while we would have preferred the opportunity to review a detailed account of the information… — St. Jude Medical (STJ) rebuttal"

St. Jude Medical · STJ Muddy Waters · p. 6
quote villain critique

"the Company could create a REIT spin-off that holds most – but not all – of the real estate assets. — Independent Covenant Review"

Darden Restaurants, Inc. · DRI Starboard Value · p. 74
callout ceo quote

"As we consider the best path forward for TI today, it is instructive to review the actions that delivered this level of success."

Texas Instruments · TXN Elliott Management · p. 8
callout precedent table

"Since initiating its cost realignment, capital return, and product portfolio review, Brocade's stock price has increased by ~67%"

Juniper Networks · JNPR Elliott Management · p. 25
callout villain critique

"The CDER Clinical Pharmacology Review states the steady-state level is based on an undisclosed “Harmony model” – a black box."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 118
callout ceo quote

"DV started to shift discussion to its smaller customer spend, but based on our recent review, spending is slowing there too."

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 21