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 36001–36060 of 37,061
callout villain critique

"Fewer than 1 in 1000 achieve these results"

Herbalife Ltd. · HLF Pershing Square · p. 210
callout appendix data

"Matanya was the one major creditor in 2018"

Vivion Investments Muddy Waters · p. 33
callout peer gap

"レーザーテックは時価総額/研究開発費についてはNVIDIAよりも高く評価されている。"

Lasertec Corporation · 6920 Scorpion Capital · p. 46
callout appendix data

"P1市場ではKLAが独走状態で、競合と言えるほどの競合もなく、実質的には独占している"

Lasertec Corporation · 6920 Scorpion Capital · p. 113
callout ceo quote

"要はマスクを検査するために、光学の深紫外線と電子ビームを組み合わせる必要があるのです"

Lasertec Corporation · 6920 Scorpion Capital · p. 288
callout villain critique

"おっしゃるように、桜はきれいだけれど人はひとりも写っていない。従業員は不在だろうか。"

Lasertec Corporation · 6920 Scorpion Capital · p. 302
callout villain critique

"しかし、「ACTIS」(極端紫外線マスク検査装置)の入出荷は一度も感知されなかった。"

Lasertec Corporation · 6920 Scorpion Capital · p. 324
callout kpi overview

"Except for Tumblr, all apps pre-date Mayer"

Yahoo! Inc. · YHOO SpringOwl · p. 49
callout villain critique

"BLI's worsening trajectory is self-evident"

Berkeley Lights · BLI Scorpion Capital · p. 29
callout villain critique

"The company just lies. They’re full of it."

Nevro Corp. · NVRO Scorpion Capital · p. 20
callout precedent table

"そこで、バイヤスドルフは、結果を出せずにいた当時の経営陣を刷新する決断を下しました。"

Kao Corporation · 4452.JP Oasis Management · p. 71
callout transition

"Epic's client retention rate is near 100%."

athenahealth · ATHN Greenlight Capital · p. 44
callout section divider

"レーザーテックが採用したウシオ電機製の極端紫外線光源には、複数の致命的な問題がある。"

Lasertec Corporation · 6920 Scorpion Capital · p. 11
callout section divider

"TSMCの元幹部はACTIS装置が生産用でなく、研究開発用のニッチ装置だと言明する。"

Lasertec Corporation · 6920 Scorpion Capital · p. 42
callout villain critique

"With Little Equity At Risk...Milk The Cow!"

iRobot Corp · IRBT Spruce Point Capital · p. 40
callout villain critique

"Each girl will share a room with an adult."

Accor SA · AC Grizzly Research · p. 246
quote villain critique

"“My F*cking Revolution” — John Schoolcraft"

Oatly Group AB · OTLY Spruce Point Capital · p. 11
quote villain critique

"「研究開発用の装置として随時に使う程度です」 — グローバルファウンドリーズの元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 229
quote table of contents

""rats fleeing a sinking ship." — Anonymous"

DLocal Ltd. · DLO Muddy Waters · p. 3
callout villain critique

"The implication is that’s not competitive"

QuantumScape · QS Scorpion Capital · p. 152
callout section divider

"We Believe Tempus Uses Aggressive Billing"

Tempus AI, Inc. · TEM Spruce Point Capital · p. 67
callout transition

"We have no idea. CONSOL is a gas company."

CONSOL Energy · CNX Greenlight Capital · p. 77
callout villain critique

"Arconic Has Clung to Retrograde Practices"

Arconic Inc. · ARNC Elliott Management · p. 234
callout valuation reveal

"US$28bn increase in Plc shareholder value"

Rio Tinto · RIO Palliser Capital · p. 7
callout cover

"A Short Course To Dispel The 2U Bull Case"

2U, Inc. · TWOU Spruce Point Capital · p. 1
callout villain critique

"Ghost address. Building 9 does not exist."

NQ Mobile Inc. · NQ Muddy Waters · p. 10
callout section divider

"Anything short of this is simply a gamble"

Momo, Inc. · MOMO Spruce Point Capital · p. 6