◆ 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 36361–36420 of 37,061
callout peer gap

"128% under-performance vs. Rio Tinto"

BHP Billiton · BHP Elliott Management · p. 13
callout other

"オアシスは、キュレルとフリープラスこそ花王の「眠れる巨人」だと考えます。"

Kao Corporation · 4452.JP Oasis Management · p. 51
callout villain critique

"TSMCではACTISのA150もA300も生産用の対象外としています。"

Lasertec Corporation · 6920 Scorpion Capital · p. 34
callout appendix data

"「どの仕入れ先でもできるごまかし」を使って棚卸資産を誇大に評価している。"

Lasertec Corporation · 6920 Scorpion Capital · p. 38
callout villain critique

"Casi parecía como si fuera un culto."

Herbalife · HLF Pershing Square · p. 8
callout villain critique

"Room 1: Marina Ivanova, 14 years old"

Accor SA · AC Grizzly Research · p. 152
quote ceo quote

"IonQ investor presentation — Source."

IonQ Inc. · IONQ Scorpion Capital · p. 79
callout demand list

"第三に、DG はカカクコム株を売却し、その資金を株主に還元すべきです。"

Digital Garage, Inc. · 4819 JT Oasis Management · p. 3
callout ceo quote

"They've got a reputation to repair."

Phillips 66 · PSX Elliott Management · p. 11
callout ceo quote

"レーザーテックの幹部らは自社の装置がきちんと動かないことを認めている。"

Lasertec Corporation · 6920 Scorpion Capital · p. 29
callout ceo quote

"レーザーテックはそれらの装置を損失として計上しなければいけないでしょう"

Lasertec Corporation · 6920 Scorpion Capital · p. 220
callout sop buildup

"Value unlocked: Up to $89 per share"

Apple Inc. · AAPL Greenlight Capital · p. 20
callout scenario table

"Carvana is ~here but at higher SG&A"

Carvana Co. · CVNA Kerrisdale Capital · p. 14
quote cover

"“no genuine interest” — Phillips 66"

Phillips 66 · PSX Elliott Management · p. 1
quote section divider

"「ひどい仕組み」で、「すべてがめちゃくちゃになる」 — KLAの元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 12
callout peer gap

"PHILLIPS IS DEEPLY UNDERPERFORMING"

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

"Depreciation Expense Now Declining"

Xylem Inc. · XYL Spruce Point Capital · p. 19