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 361–420 of 432 matching "review"
quote appendix disclosure

"CEO Harold McGraw III comment during Q2 2011 earnings call discussion of McGraw-Hill's portfolio review. — Harold McGraw III"

The McGraw-Hill Companies · MHP JANA Partners · p. 34
quote villain critique

"I have done hundreds of biodistribution studies and literature reviews and I have never seen this. — Pharmacology consultant"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 311
quote filler

"“Before I launch into our boring financial report, I want to review my truly awesome gym workout stats!” — CartoonStock.com"

Peloton Interactive · PTON Greenlight Capital · p. 27
callout villain critique

"FDA review indicates its “special interest” in seizures, which are mentioned several times as an area of potential concern"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 160
quote villain critique

"Why would I recommend a product that cost a lot of money when I can't afford it and haven't tried it? — Glassdoor Reviewer"

PetIQ, Inc. · PETQ Spruce Point Capital · p. 55
callout section divider

"Trust Is Perhaps The Biggest Factor Why Customers Choose Remitly: Here’s Evidence They Have Dubious Customers And Reviews"

Remitly Global, Inc. · RELY Spruce Point Capital · p. 8
quote villain critique

""Review of multi-level-marketing MGAs results in enforcement for 65 life agents," — Investment Executive, October 3, 2023"

Aegon Ltd. · AEG Spruce Point Capital · p. 22
quote villain critique

"In fact, while he was CEO of Cognos, the Company delayed its 10-K/Q as the SEC reviewed its revenue recognition policies."

MSCI Inc. · MSCI Spruce Point Capital · p. 113
callout villain critique

"The lower figure in the peer-reviewed manuscript is more favorable to Soleno, suggesting that they manipulated the data."

Soleno Therapeutics · SLNO Scorpion Capital · p. 107
quote villain critique

"there was a clear and direct correlation of pitolisant exposure with QTc prolongation — FDA Clinical Pharmacology Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 128
callout timeline

"Within 48 hours of Pershing’s presentation, board rejects the Revised Transaction without seeking rating agency review"

Target Corporation · TGT Pershing Square · p. 9
callout appendix data

"On analysis, Mr Galloway’s claim for judicial review really boils down to two key lines of challenge (§§59, 71 below)."

BP plc · BP Bluebell Capital · p. 10
quote villain critique

""Low salary compared to competitors and you have to jump through hoops to get any sort of rise." — Glassdoor Reviewer"

WSP Global Inc. · WSP Spruce Point Capital · p. 22
callout villain critique

"We call on the Board to suspend its acquisition strategy post a through review of management's recent transactions."

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 12
callout villain critique

"HelloFresh ranks only 175th among food delivery sites due to terrible overall review scores of 1.3 of 5 on average."

HelloFresh SE · HFG Grizzly Research · p. 22
callout villain critique

"After reading our report and reviewing Oatly’s corporate credo, we believe you will form a very different opinion."

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

"The consultant’s review details a pattern of flagrant flaws that led to the “vastly overestimated bioavailability”"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 309
quote villain critique

"The Nobel Foundation has no affiliation with Herbalife and does not review, approve or endorse Herbalife products."

Herbalife Ltd. · HLF Pershing Square · p. 36
callout villain critique

"Liang noticed that the people in the WeChat Groups were giving out multiple great identical reviews to teachers."

GSX Techedu Inc. · GSX Grizzly Research · p. 25
quote peer gap

"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. 76
quote transition

"Electroanatomical mapping of atrial fibrillation: Review of the current techniques and advances — Rolf, S et al"

Acutus Medical Inc. · AFIB Kerrisdale Capital · p. 12
callout demand list

"It is imperative that the Board swiftly announces a strategic review to address the Company's undervaluation."

Smiths Group plc · SMIN Engine Capital · p. 7
callout villain critique

"There are good reasons for shareholders to be highly concerned about the current strategic review process."

Yahoo! Inc. · YHOO Starboard Value · p. 3
quote villain critique

"日本から直接送られてくるため(商品が本物であるという証拠)、商品が届くのに時間がかかります。また、残念ながら売主は追跡番号を教えてくれないのですが、とても親切です。 — Amazon Italy Reviewer"

Kao Corporation · 4452.JP Oasis Management · p. 29
callout demand list

"Arconic’s new board and management team should undertake a comprehensive strategic and operational review"

Arconic Inc. · ARNC Elliott Management · p. 275
quote villain critique

"Trustpilot isn’t a review site, it’s a protection racket for fake reviews — 0zerofuksgiven (Reddit user)."

Trustpilot Group PLC · TRST Grizzly Research · p. 40
callout villain critique

"Only 32% of employees from a recent Glassdoor review have a “Positive Business Outlook” on Weis Markets."

Weis Markets, Inc. · WMK Spruce Point Capital · p. 41
callout villain critique

"Current BBB reviews of Nuvei generally reflect a poor rating and frustrations echoed on other websites."

Nuvei Corp · NVEI Spruce Point Capital · p. 22
callout villain critique

"This check can easily be automated for all review profiles but apparently Trustpilot fails to do that."

Trustpilot Group PLC · TRST Grizzly Research · p. 12
quote villain critique

"“intimidation, lying, harassment, [and] nepotism” — Glassdoor anonymous review dated November 6, 2019."

LivePerson, Inc. · LPSN Starboard Value · p. 3
callout ceo quote

"We would review the Company’s investment strategy given the large focus in its lower return business."

GCP Applied Technologies · GCP Starboard Value · p. 92
quote villain critique

"the absolute bioavailability of pitolisant has not been determined. — EMA review of pitolisant, 2015"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 308
quote villain critique

"“Thanks to the team for staying helpful.” — Fake review by user Alisa on Crypto-Benefits247 profile."

Trustpilot Group PLC · TRST Grizzly Research · p. 34
callout precedent table

"We applaud Morgan Stanley for being the most realistic analyst on the Street in reviewing Carvana."

Carvana Co. · CVNA Spruce Point Capital · p. 8
callout precedent table

"Early indicators of sales and earnings revisions can be identified with a careful forensic review."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 5
callout villain critique

"Everything here is a black box - we couldn't even locate the CDER review package, last we looked."

Soleno Therapeutics · SLNO Scorpion Capital · p. 40
callout villain critique

"Trustpilot’s review page for Crypto Family is spammed with 5-star reviews praising the project."

Trustpilot Group PLC · TRST Grizzly Research · p. 28
callout villain critique

"The Trustpilot reviews are dominated by the usual 5-star “this-changed-my-life” fake postings."

Trustpilot Group PLC · TRST Grizzly Research · p. 37
callout demand list

"Board should conduct a comprehensive strategic review of assets to maximize shareholder value"

Rubicon Limited · RBC Sandell · p. 8
callout villain critique

"Trustpilot is not a review platform. It’s a pay-to-protect extortion racket disguised as one."

Trustpilot Group PLC · TRST Grizzly Research · p. 40
callout villain critique

"The oddity of the global and unusual purchases is not addressed in any of the review texts."

Trustpilot Group PLC · TRST Grizzly Research · p. 11
quote villain critique

"“a parade of woman (...) lined up like dolls, waiting to be chose” — TripAdvisor reviewer"

Accor SA · AC Grizzly Research · p. 25
callout peer gap

"The customer review data from G2 suggests Mailchimp is one of the lowest-rated products."

Intuit Inc. · INTU Spruce Point Capital · p. 42
quote villain critique

"At nearly $75 a pop, this bourbon will have to prove it's worth the price tag. — Review"

MGP Ingredients, Inc. · MGPI Spruce Point Capital · p. 32
callout demand list

"Sony's listed stakes, which total ~$12bn at market, should be reviewed for divestiture"

Sony Corporation · 6758.T Third Point · p. 94
quote precedent table

"Named one of the top Activist Short sellers in world in 2020 — Activist Insight Review"

WD-40 Company · WDFC Spruce Point Capital · p. 3
quote appendix methodology

"“Japan eyes tax break for spinoffs.” — Nikkei Asian Review, Nikkei. 19, November 2016."

Sony Corporation · 6758.T Third Point · p. 41
callout villain critique

"A review system that only allows positive reviews is worse than no review system."

Trustpilot Group PLC · TRST Grizzly Research · p. 31
callout villain critique

"Current reviews of Nuvei on other websites express negative opinions of Nuvei."

Nuvei Corp · NVEI Spruce Point Capital · p. 21
callout villain critique

"NQ admitted widespread tampering with data reviewed during the investigation."

NQ Mobile · NQ Muddy Waters · p. 2
callout villain critique

"Here are some fake reviews that the providers presented to us as their work:"

Trustpilot Group PLC · TRST Grizzly Research · p. 17
callout villain critique

"These glaringly good reviews are also shown on Trustpilot.com for FreeCash:"

Trustpilot Group PLC · TRST Grizzly Research · p. 30
quote villain critique

"THIRD POINT: SALE IS ONLY JUSTIFIABLE OUTCOME OF STRATEGIC REVIEW — CNBC"

Campbell Soup Company · CPB Third Point · p. 28
callout demand list

"It is past time for Nestlé to undergo a comprehensive portfolio review."

Nestlé · NESN Third Point · p. 6
callout villain critique

"Noticeable lack of core competency and skills as reviewed by the Board"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 22