Contrarian Corpus
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Callouts & quotes from 665+ activist slides

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

Showing 541–600 of 665 matching "ceo"
callout villain critique

"Will AVY's Board Clawback The CEO's Bonus In 2018 For Paying Him On An Artificially Inflated EPS Figure?"

Avery Dennison Corporation · AVY Spruce Point Capital · p. 77
callout villain critique

"GE’s stock trades well below the ~$40 level it traded when Jeff Immelt became CEO almost 14 years ago(1)"

General Electric · GE Trian Partners · p. 25
callout villain critique

"We are happy to be the first analysts to publicly call bullshit on this myth of a nearly infallible CEO."

Nidec Corp. · 6594 JP Muddy Waters · p. 39
callout villain critique

"PLSE doesn't explain this weird rotating door for CEOs. But we can logically speculate what is going on."

Pulse Biosciences · PLSE White Diamond Research · p. 11
callout ceo quote

"Despite the CEO's overly bullish comments, we find no organic growth driving the Other Revenue segment."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 94
callout villain critique

"If such a competitor were none other than the CEO’s family, shouldn’t stockholders be deeply concerned?"

SandRidge Energy · SD TPG-Axon · p. 4
callout ceo quote

"We have little confidence that the CEO's buddy Herbert Chang would stand in the way of pay he received."

Monolithic Power Systems · MPWR Spruce Point Capital · p. 84
callout villain critique

"The Board appears stacked with long-time business associates and allies of CEO & Founder Thomas Siebel."

C3.ai, Inc. · AI Spruce Point Capital · p. 9
callout villain critique

"There are at least four conflicting claims by CEO / Co-Founder Maddock about what he majored in at NYU."

TaskUs, Inc. · TASK Spruce Point Capital · p. 13
callout cover

"CEO’s Potential $3.04 Billion Payout Dwarfs Career Earnings of Most Accomplished CEOs in REIT History"

Welltower Inc. · WELL Land & Buildings · p. 1
callout villain critique

"Oddly enough, the only purchase ever made by Chairman/CEO Weis was in Nov 2017 ahead of the revision."

Weis Markets, Inc. · WMK Spruce Point Capital · p. 29
callout villain critique

"Wilson's new $1 million base salary will pay him on par with CEOs who manage companies 10-30x larger."

Heska Corporation · HSKA Spruce Point Capital · p. 110
callout ceo quote

"The CEO vehemently denied this in his reply to Gosar’s letter, but his statements appear to be false."

TransMedics Group Inc · TMDX Scorpion Capital · p. 56
callout villain critique

"ALL OF THE COMPANIES WITH A PERFORMANCE AS BAD AS ALCOA'S HAVE REPLACED THEIR CEO DURING THIS PERIOD"

Arconic Inc. · ARNC Elliott Management · p. 42
callout kpi overview

"Future capital allocation decisions by the Board and CEO determine returns for current Shareholders"

Hess Corporation · HES Elliott Management · p. 24
callout ceo quote

"Therefore, on what basis are investors to believe anything the CEO claims about long-term revenues?"

Super Micro Computer, Inc. · SMCI Spruce Point Capital · p. 13
callout ceo quote

"The CEO responded by asking: "Do you drive a Tesla?" I said that I did. He responded "Thought so.""

CONSOL Energy · CNX Greenlight Capital · p. 71
callout villain critique

"Combined Chairman and CEO positions should be a privilege enjoyed by sustained top performers only"

Arconic Inc. · ARNC Elliott Management · p. 244
callout timeline

"Since 2000, Peter Huntsman has been CEO of the Company, and in 2018, he was also elected Chairman."

Huntsman Corporation · HUN Starboard Value · p. 6
callout villain critique

"There are some internet forums where people don't mince words about what they think of CEO Fayer."

Nuvei Corp · NVEI Spruce Point Capital · p. 18
callout villain critique

"Dr. Kleinfeld is unambiguously one of the worst performing continuously tenured CEO's in the U.S."

Arconic Inc. · ARNC Elliott Management · p. 9
callout ceo quote

"CEO Tarang Amin also chimed in recently by saying ELF loved working with the Movers+Shakers team."

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 20
callout demand list

"The goal of a Special Meeting will be to replace members of the Board, including CEO Tom Schmitt."

callout demand list

"In our opinion, the necessary intervention is now to remove the CEO from all management duties."

Wirecard AG · WDI TCI Fund · p. 2
callout villain critique

"Huntsman CEO receives a disproportionately large annual pension benefit compared to Proxy Peers"

Huntsman Corporation · HUN Starboard Value · p. 200
callout demand list

"We call on the Board of Directors to conduct an investigation of CEO Tom Ward and this conduct"

SandRidge Energy · SD TPG-Axon · p. 7
callout nominee bio

"Experienced international business executive and corporate director, led multiple CEO searches"

Arconic Inc. · ARNC Elliott Management · p. 284
callout villain critique

"Under CEO Mark Lashier, Phillips 66 is nowhere near meeting its 2022/2023 Analyst Day targets."

Phillips 66 · PSX Elliott Management · p. 51
callout villain critique

"Under CEO Mark Lashier, Phillips 66 is nowhere near meeting its 2022/2023 Analyst Day targets."

Phillips 66 · PSX Elliott Management · p. 52
callout villain critique

"The company appears to lack a CEO and is devoid of any management at all, much less employees."

Ginkgo Bioworks · DNA Scorpion Capital · p. 91
callout other

"Phillips 66’s CEO Mark Lashier and his management team have been richly rewarded for failure."

Phillips 66 · PSX Elliott Management · p. 14
callout villain critique

"CEO Hsing is paid handsomely for running a small company a fraction of the size of his peers."

Monolithic Power Systems · MPWR Spruce Point Capital · p. 85
callout villain critique

"One stated that the CEO's comments are "complete bullshit" and may be relevant "in 50 years.""

IonQ Inc. · IONQ Scorpion Capital · p. 81
callout villain critique

"Is the CEO of the fast-growing mid-sized ad agency in the USA Mr. Horowtiz of Movers+Shakers?"

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 16
callout villain critique

"We find it surprising that no one caught and/or corrected the misspelling of the CEO's name."

IperionX Ltd. · IPX Spruce Point Capital · p. 14
callout villain critique

"If CP had no CEO, and it could hire any executive to run the company, whom would you choose?"

Canadian Pacific Railway · CP Pershing Square · p. 7
callout demand list

"We are confident that with a shareholder mandate, the Board will make the right CEO decision"

Canadian Pacific Railway · CP Pershing Square · p. 13
callout thesis headline

"3. Extensive share repurchase program and newly hired CEO should help drive value creation"

Borders Group, Inc. · BGP Pershing Square · p. 12
callout villain critique

"We believe that times of stress are where you see what a Company and its CEO are made of."

Porch Group Inc · PRCH Spruce Point Capital · p. 17
callout ceo quote

"Core CEO David Demshur knows this, and he’s happy to tell you where oil prices are going."

Core Laboratories · CLB Greenlight Capital · p. 49
callout ceo quote

"We note the sharp contrast between VW’s perspective versus what the CEO has represented."

QuantumScape · QS Scorpion Capital · p. 45
callout process diagram

"EACH DIVISION SHOULD HAVE ITS OWN CEO, REGIONAL STRUCTURE, AND CATEGORY MARKETING HEADS"

Nestlé S.A. · NESN Third Point · p. 31
callout section divider

"Why to vote “FOR” Bluebell Capital Partners proposal to separate Chair/CEO at BlackRock"

BlackRock · BLK Bluebell Capital · p. 18
callout section divider

"GFL's CEO Has An Incomplete Biography And Has Connections To Many Controversial People"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 24
callout ceo quote

"同社のCEOとCFOのはぐらかしの話術はまれにみるものだ。四半期ごとの決算説明会ではアナリストの質問に対して、当たり障りのない、不明瞭な答えばかりでその場を切り抜けている。"

Lasertec Corporation · 6920 Scorpion Capital · p. 50
callout villain critique

"Huntsman's CEO has accumulated excessive pension benefits compared to the Proxy Peers"

Huntsman Corporation · HUN Starboard Value · p. 202
callout section divider

"TWX's stock has underperformed by all relevant measures since Mr. Parsons became CEO."

Time Warner Inc. · TWX Carl Icahn · p. 9
callout villain critique

"Essentially, we see it as a business process outsourcer, with a very promotional CEO."

AerCap Holdings · AER Greenlight Capital · p. 61
callout villain critique

"CEO/COO "play hardball" and alienated surgeons who now use other perfusion machines"

TransMedics Group Inc · TMDX Scorpion Capital · p. 257
callout ceo quote

"The CEO evaded the question: " I cannot give you any information on gross margin.""

Lasertec Corporation · 6920 Scorpion Capital · p. 91
callout villain critique

"Recent trades by CEO Bodner suggest that he thinks the stock is getting frothy..."

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 107
callout villain critique

"Since 2022, ~73% (eight of 11) of the CEO's direct reports have left the Company"

Dye & Durham Limited · DND Engine Capital · p. 22
callout villain critique

"Spruce Point also has a few concerns with Nova's CEO and Non-Executive Chairman."

Nova Minerals Limited · NVA Spruce Point Capital · p. 11