Contrarian Corpus
Phrase library

Callouts & quotes from 3,960+ activist slides

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

Showing 3901–3960 of 3,960 matching "believe"
callout thesis headline

"We believe all of these issues are temporary / correctable"

callout peer gap

"We believe there is substantial upside potential at Pfizer"

Pfizer Inc. · PFE Starboard Value · p. 9
callout executive summary

"We believe the scale of the disruption is already evident."

DraftKings Inc. · DKNG Spruce Point Capital · p. 9
callout kpi overview

"We believe this is an outlier and unlikely to be sustained"

DraftKings Inc. · DKNG Spruce Point Capital · p. 39
callout ceo quote

"We believe this framing was designed to convey sacrifice."

Welltower Inc. · WELL Land & Buildings · p. 7
callout villain critique

"We believe this could be an existential problem for RUN."

Sunrun Inc. · RUN Muddy Waters · p. 21
callout other

"We believe valuing this business as a 0% grower is wrong"

Allergan, Inc. · AGN Pershing Square · p. 48
callout executive summary

"We believe that new leadership is required at Southwest."

Unknown · p. 3
callout comparison table

"We believe a decoy to provide insiders time to cash out."

Oatly Group AB · OTLY Spruce Point Capital · p. 10
callout peer gap

"We believe Salesforce’s current valuation is compelling."

Salesforce, Inc. · CRM Starboard Value · p. 8
callout villain critique

"I would not believe any of his pipeline. Absolutely not."

C3.ai, Inc. · AI Spruce Point Capital · p. 69
callout peer gap

"We believe Salesforce’s current valuation is compelling."

Salesforce, Inc. · CRM Starboard Value · p. 8
callout villain critique

"We believe the risk of a major OEM going direct is real."

Heska Corporation · HSKA Spruce Point Capital · p. 34
callout executive summary

"We believe it is time for CEO Patrick Decker to resign."

Xylem Inc. · XYL Spruce Point Capital · p. 6
callout valuation reveal

"We believe News Corp trades at an attractive valuation."

GoDaddy · GDDY Starboard Value · p. 35
callout section divider

"We do not believe Display is being operated efficiently"

AOL, Inc. · AOL Starboard Value · p. 17
callout villain critique

"We believe the deal is all hype and limited substance."

Heska Corporation · HSKA Spruce Point Capital · p. 85
callout villain critique

"We believe that APP is at real risk of deplatforming."

AppLovin · APP Muddy Waters · p. 35
callout section divider

"We Believe The FIGS Brand Has Already Been Tarnished"

FIGS, Inc. · FIGS Spruce Point Capital · p. 72
callout villain critique

"We do not believe Patch is a viable business model."

AOL, Inc. · AOL Starboard Value · p. 44
callout transition

"We believe upside could exist to accretion targets"

General Electric · GE Trian Partners · p. 66
callout ceo quote

"If you repeat it, maybe investors will believe it."

Globant SA · GLOB Spruce Point Capital · p. 16
callout section divider

"We Believe Ambry Genetics Uses Aggressive Billing"

Tempus AI, Inc. · TEM Spruce Point Capital · p. 56
callout ceo quote

"But most battery researchers don't believe it"

QuantumScape · QS Scorpion Capital · p. 53
callout section divider

"We do not believe Patch is a viable business"

AOL, Inc. · AOL Starboard Value · p. 26
callout ceo quote

"We believe its value today is close to zero."

authID Inc. · AUID White Diamond Research · p. 9
callout ceo quote

"We believe its value today is close to zero."

AGBA Group · AGBA White Diamond Research · p. 9
callout section divider

"We Believe Tempus Uses Aggressive Billing"

Tempus AI, Inc. · TEM Spruce Point Capital · p. 67
quote other

"DO YOU BELIEVE IN LIFE AFTER FLUSHING?"

Bayer AG · BAYN Greenlight Capital · p. 18