Contrarian Corpus
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Callouts & quotes from 486+ activist slides

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

Showing 361–420 of 486 matching "chair"
callout villain critique

"We believe the Board's decision to appoint Mr. Poling Executive Chairman demonstrates the Board's inability to act with the best interests of stockholders as the primary objective."

GCP Applied Technologies · GCP Starboard Value · p. 25
quote ceo quote

"“There is, some that are bigger, some that are smaller. There’s some that we never think about and there some that we think about every other day.” — Bryant Riley, Chairman and CEO"

B. Riley Financial, Inc. · RILY Wolfpack Research · p. 7
callout villain critique

"Phillips 66's Board is "proud" of management and have compensated the current CEO generously while also anointing him Chairman, allowing him to consolidate control of the Company."

Phillips 66 · PSX Elliott Management · p. 62
callout villain critique

"Phillips 66's Board is "proud" of management and have compensated the current CEO generously while also anointing him Chairman, allowing him to consolidate control of the Company."

Phillips 66 · PSX Elliott Management · p. 63
callout demand list

"Yahoo's potential has been diminished by failed management and governance at the highest levels (i.e., CEO and Chairman positions), but new opportunities await new leaders"

Yahoo! Inc. · YHOO Third Point · p. 13
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
quote villain critique

"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 8
callout ceo quote

"When asked about long-term EBITDA margin potential, we observe that Dycom's former Chairman & CEO's response has become less specific and increasingly vague over time."

Dycom Industries, Inc. · DY Spruce Point Capital · p. 23
callout villain critique

"Spruce Point reiterates that it prefers Perion's audit chair have no prior business dealings with the CEO (soon to be Director) to ensure objectivity and independence."

Perion Network Ltd. · PERI Spruce Point Capital · p. 39
callout villain critique

"Chair Colleen Moorehead and her Board’s actions indicate that they will go to great lengths to maintain power and prevent shareholders from having their voices heard."

Dye & Durham Limited · DND Engine Capital · p. 1
callout cover

"Mr. Murren's new employment contract is an outrage to shareholders as he gets paid for staying in his chair not whether he is making or losing money for shareholders."

MGM Resorts International · MGM Land & Buildings · p. 1
quote precedent table

"“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” — Sam Walton"

Darden Restaurants, Inc. · DRI Starboard Value · p. 187
quote precedent table

"“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” — Sam Walton"

Darden Restaurants, Inc. · DRI Starboard Value · p. 187
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

"Are we really expected to believe these individuals were identified by “a third party search firm” and their relationships with Chairman Hill are a coincidence?"

Tessera Technologies Inc. · TSRA Starboard Value · p. 66
quote villain critique

"No. This was the only assets literally that's acquired from Media Ventures... — Udo Müller Co-Founder, Chairman of Management Board and Chief Executive Officer"

Stroer SE & Co. KGaA · SAX Muddy Waters · p. 4
callout villain critique

"We believe YY's 2010 buyout of Bigo for $1.45 billion in cash and stock was a scheme to bilk investors by buying another fraudulent company from the chairman."

Joyy Inc. · YY Muddy Waters · p. 54
callout villain critique

"GreenPower imports vehicles to its Porterville warehouse in substantially complete condition and installs only the seats and in some cases a wheelchair ramp."

GreenPower Motor Company · GP White Diamond Research · p. 9
quote ceo quote

"Ladies and gentleman, the holding of this role by a spouse of the chairman - please check for me; perhaps I'm wrong - is highly unsatisfactory. — Shareholder"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 33
quote timeline

""Expedia to Spin Off TripAdvisor" — Scott Morrison, Wall Street Journal. "Barry Diller sells shares in TripAdvisor, steps down as chairman" — Business News."

Tripadvisor, Inc. · TRIP Starboard Value · p. 8
callout villain critique

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

Southwest Airlines · LUV Elliott Management · p. 37
callout villain critique

"Disney cannot credibly blame Bob Chapek for the Company's problems given the fact Mr. Iger has been CEO or Executive Chair since 2005 for all but 11 months"

The Walt Disney Company · DIS Trian Partners · p. 62
callout section divider

"Investors Should Be Alarmed That Perion's CEO And Audit Chair Both Worked At Lumenis, Which Was Under SEC Investigation And Charged With Inflating Revenues"

Perion Network Ltd. · PERI Spruce Point Capital · p. 29
callout villain critique

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

Southwest Airlines · LUV Elliott Management · p. 37
callout ceo quote

"Disney cannot credibly blame Bob Chapek for the Company's problems given the fact Mr. Iger has been CEO or Executive Chair since 2005 for all but 11 months"

The Walt Disney Company · DIS Trian Partners · p. 62
quote timeline

"“... Our cleanse process culminated in record quarterly reported income ... of $42.5 million.” — Tom Schmitt, Chairman, President & CEO, October 27, 2021"

quote villain critique

"There may be up to an additional 40 sites under construction that [AMT] will acquire over the next several months — James Taiclet, AMT CEO and chairman."

American Tower Corp · AMT Muddy Waters · p. 9
callout executive summary

"However, this is a charade. In the substantial majority of cases, the owners of these distributors are merely proxies for ANTA Chairman Ding Shizhong."

callout villain critique

"Warning: We believe Oatly’s Chairman of the Board provides a disingenuous biography that fails to capture his recent experience with Genius Foods Ltd."

Oatly Group AB · OTLY Spruce Point Capital · p. 26
callout villain critique

"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"

The Walt Disney Company · DIS Trian Partners · p. 50
callout other

"GFI successfully recruited several top WFG producers, including Greg Kapp, the 23rd top cash flowing WFG leader in 2021, now GFI's Agency Chairman."

Aegon Ltd. · AEG Spruce Point Capital · p. 70
callout villain critique

"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"

The Walt Disney Company · DIS Trian Partners · p. 50
callout preempt rebuttal

"As Chair, Nelson Peltz proudly (and 100% correctly) deflects credit for Wendy’s digital success to Wendy’s world-class marketing & management team"

The Procter & Gamble Company · PG Trian Partners · p. 71
callout villain critique

"We believe the Board's ineffectiveness may be in part due to the unchecked power of the founder, Rob LoCascio, who serves as CEO and Board Chair."

LivePerson, Inc. · LPSN Starboard Value · p. 5
callout peer gap

"the limited authority conferred to the LID by BlackRock’s Board, confirms the lack of commitment to an effective counterbalance to the Chair/CEO"

BlackRock, Inc. · BLK Bluebell Capital · p. 35
callout villain critique

"the limited authority conferred to the LID by BlackRock's Board, confirms the lack of commitment to an effective counterbalance to the Chair/CEO"

BlackRock · BLK Bluebell Capital · p. 35
quote villain critique

"Ex-Ontrak chairman was accused of abusing trading strategy that usually shields executives against suspicions of insider trading — WSJ Headline"

TransMedics Group Inc · TMDX Scorpion Capital · p. 14
quote peer gap

"Vote AGAINST Chair and President if ROE has been below 5% and in the bottom 1/3 of the industry for the past 3 years — Nomura Asset Management"

Keisei Electric Railway · 9009 Palliser Capital · p. 33
callout villain critique

"Spruce Point has serious concerns with Mr. Starrett who has served as Chairman of the Board since 2012 and as member of the Board since 2011."

Boot Barn Holdings, Inc. · BOOT Spruce Point Capital · p. 74
callout transition

"Why the proposed separation of Chair/CEO at BlackRock represents also a test on the coherence and integrity of the Asset Management Industry"

BlackRock, Inc. · BLK Bluebell Capital · p. 70
callout transition

"Why the proposed separation of Chair/CEO at BlackRock represents also a test on the coherence and integrity of the Asset Management Industry"

BlackRock · BLK Bluebell Capital · p. 70
callout executive summary

"Trian recommends that the Board take the following actions*: Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"

PPG Industries, Inc. · PPG Trian Partners · p. 4
callout villain critique

"After a 13-month investigation, NTSB Chair Jennifer Homendy testified in front of the U.S. Senate that the vent and burn was not justified."

quote executive summary

"many of the characteristics of a Ponzi scheme — Bankruptcy Trustee in court documents regarding a company the Audit Chairman once advised."

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 8
callout villain critique

"BlackRock's meritless and self-referential arguments to oppose the separation of Chair/CEO proposed by Bluebell Capital Partners (Item 6)"

BlackRock, Inc. · BLK Bluebell Capital · p. 10
callout peer gap

"Combined Chair/CEO roles in the S&P 500 have decreased by 13% over the last 10 years, the most significant decrease across the indices."

BlackRock, Inc. · BLK Bluebell Capital · p. 40
callout ceo quote

"P&G’s Misrepresentation of Quote by Mondelēz Chairman and CEO Irene Rosenfeld in P&G’s Letter to Shareholders, dated September 20, 2017"

callout peer gap

"Combined Chair/CEO roles in the S&P 500 have decreased by 13% over the last 10 years, the most significant decrease across the indices."

BlackRock · BLK Bluebell Capital · p. 40
quote executive summary

""when it came to serious discussions, I [Schoen] recommended to the board that we look at all our alternatives." — Chairman Bill Schoen"

callout villain critique

"Chairman / CEO Jason Jiang personally made at least $24.8 million in seven months by investing in Allyes, which is an IRR of 2,127.2%."

Focus Media Holding · FMCN Muddy Waters · p. 6
callout nominee bio

"Rupert Morley, upon his re-election, will replace Anne Farlow as Chairman of the Board as of the Annual General Meeting on May 8, 2024"

Pershing Square Holdings · PSH Pershing Square · p. 5
quote process diagram

"“I want everyone to understand that the most important thing in this business is to get to Supervisor.” — Shawn Dahl (Chairman’s Club)"

Herbalife Ltd. · HLF Pershing Square · p. 173
quote timeline

"“They were not determined not to be a pyramid. That would be inaccurate... I do not endorse [Icahn’s] statement.” – Chairwoman Ramirez"

Unknown · p. 9
quote timeline

"“They were not determined not to be a pyramid. That would be inaccurate... I do not endorse [Icahn’s] statement.” – Chairwoman Ramirez"

Herbalife · HLF Pershing Square · p. 9
callout villain critique

"Shareholders should not allow Tessera to once again be run by a controlling Chairman. Shareholders need to have an independent Board."

Tessera Technologies Inc. · TSRA Starboard Value · p. 70
callout villain critique

"We remind investors that all of this occurred under President and CEO Dan Bodner, who remains President and CEO (and Chairman) today."

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 92
quote cover

"the Board has no appetite for M&A — Colleen Moorehead (Chair). The Board’s priority is to reduce debt. — Colleen Moorehead (Chair)."

Dye & Durham Limited · DND Engine Capital · p. 1
callout villain critique

"Alan Earhart, who was described as having left because he “rocked the boat”, was replaced as Audit Chair in 2009 by Victor K. Lee."

Monolithic Power Systems · MPWR Spruce Point Capital · p. 83