"Will AVY's Board Clawback The CEO's Bonus In 2018 For Paying Him On An Artificially Inflated EPS Figure?"
Callouts & quotes from 665+ activist slides
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"GE’s stock trades well below the ~$40 level it traded when Jeff Immelt became CEO almost 14 years ago(1)"
"We are happy to be the first analysts to publicly call bullshit on this myth of a nearly infallible CEO."
"PLSE doesn't explain this weird rotating door for CEOs. But we can logically speculate what is going on."
"Despite the CEO's overly bullish comments, we find no organic growth driving the Other Revenue segment."
"If such a competitor were none other than the CEO’s family, shouldn’t stockholders be deeply concerned?"
"We have little confidence that the CEO's buddy Herbert Chang would stand in the way of pay he received."
"The Board appears stacked with long-time business associates and allies of CEO & Founder Thomas Siebel."
"There are at least four conflicting claims by CEO / Co-Founder Maddock about what he majored in at NYU."
"CEO’s Potential $3.04 Billion Payout Dwarfs Career Earnings of Most Accomplished CEOs in REIT History"
"Oddly enough, the only purchase ever made by Chairman/CEO Weis was in Nov 2017 ahead of the revision."
"Wilson's new $1 million base salary will pay him on par with CEOs who manage companies 10-30x larger."
"The CEO vehemently denied this in his reply to Gosar’s letter, but his statements appear to be false."
"ALL OF THE COMPANIES WITH A PERFORMANCE AS BAD AS ALCOA'S HAVE REPLACED THEIR CEO DURING THIS PERIOD"
"Future capital allocation decisions by the Board and CEO determine returns for current Shareholders"
"Therefore, on what basis are investors to believe anything the CEO claims about long-term revenues?"
"Norfolk Southern has missed consensus EBIT in SIX out of EIGHT quarters since Alan Shaw became CEO."
"The CEO responded by asking: "Do you drive a Tesla?" I said that I did. He responded "Thought so.""
"Combined Chairman and CEO positions should be a privilege enjoyed by sustained top performers only"
"Since 2000, Peter Huntsman has been CEO of the Company, and in 2018, he was also elected Chairman."
"If former Chairman and CEO does not believe in this Board and management, why should shareholders?"
"There are some internet forums where people don't mince words about what they think of CEO Fayer."
"Dr. Kleinfeld is unambiguously one of the worst performing continuously tenured CEO's in the U.S."
"CEO Tarang Amin also chimed in recently by saying ELF loved working with the Movers+Shakers team."
"The goal of a Special Meeting will be to replace members of the Board, including CEO Tom Schmitt."
"In our opinion, the necessary intervention is now to remove the CEO from all management duties."
"Huntsman CEO receives a disproportionately large annual pension benefit compared to Proxy Peers"
"We call on the Board of Directors to conduct an investigation of CEO Tom Ward and this conduct"
"Experienced international business executive and corporate director, led multiple CEO searches"
"Under CEO Mark Lashier, Phillips 66 is nowhere near meeting its 2022/2023 Analyst Day targets."
"Under CEO Mark Lashier, Phillips 66 is nowhere near meeting its 2022/2023 Analyst Day targets."
"The company appears to lack a CEO and is devoid of any management at all, much less employees."
"Phillips 66’s CEO Mark Lashier and his management team have been richly rewarded for failure."
"CEO Hsing is paid handsomely for running a small company a fraction of the size of his peers."
"One stated that the CEO's comments are "complete bullshit" and may be relevant "in 50 years.""
"Is the CEO of the fast-growing mid-sized ad agency in the USA Mr. Horowtiz of Movers+Shakers?"
"Ancora's slate and CEO candidate can turn around a standalone U.S. Steel in the public market"
"We find it surprising that no one caught and/or corrected the misspelling of the CEO's name."
"If CP had no CEO, and it could hire any executive to run the company, whom would you choose?"
"We are confident that with a shareholder mandate, the Board will make the right CEO decision"
"Four Co-CEOs/leaders – one for each business segment, but no clear CEO for the whole company"
"HTA and its CEO’s associations to bad actors, bankruptcies and liquidations is astonishing."
"3. Extensive share repurchase program and newly hired CEO should help drive value creation"
"We believe that times of stress are where you see what a Company and its CEO are made of."
"Core CEO David Demshur knows this, and he’s happy to tell you where oil prices are going."
"We note the sharp contrast between VW’s perspective versus what the CEO has represented."
"EACH DIVISION SHOULD HAVE ITS OWN CEO, REGIONAL STRUCTURE, AND CATEGORY MARKETING HEADS"
"Why to vote “FOR” Bluebell Capital Partners proposal to separate Chair/CEO at BlackRock"
"GFL's CEO Has An Incomplete Biography And Has Connections To Many Controversial People"
"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。"
"On 07-Mar-2018, CEO Amos Genish announced a promising plan for value creation at TIM."
"Huntsman's CEO has accumulated excessive pension benefits compared to the Proxy Peers"
"TWX's stock has underperformed by all relevant measures since Mr. Parsons became CEO."
"Essentially, we see it as a business process outsourcer, with a very promotional CEO."
"CEO/COO "play hardball" and alienated surgeons who now use other perfusion machines"
"The CEO evaded the question: " I cannot give you any information on gross margin.""
"Recent trades by CEO Bodner suggest that he thinks the stock is getting frothy..."
"Since 2022, ~73% (eight of 11) of the CEO's direct reports have left the Company"
"Having been in the CEO seat, we appreciate that change does not happen overnight"
"Spruce Point also has a few concerns with Nova's CEO and Non-Executive Chairman."