Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"HK has built a USD $77bn foreign currency fiscal reserve, or $294bn (~126% of trailing GDP) including the funds backing the currency board and other assets"
"Kao’s Board is worst-in-class among global peers in coverage of skills specifically outlined as strategically necessary to achieve the K27 Management Plan."
"The Board has impugned its credibility on ESG by failing to deliver on its commitment to eliminate the usage of cruel gestation crates in its supply chain"
"The business is not broken – the valuation of the business is broken and fixing the stock’s valuation is entirely in the hands of the Board and management"
"If the Siebel family still maintains assets at Makena Capital and paying it management fees, how can C3's Board members be objective and without conflict?"
"Trian believes Mr. Zatta’s extensive experience in the specialty chemical sector will allow him to bring valuable industry experience to the DuPont Board."
"Trian believes Mr. Zatta’s extensive experience in the specialty chemical sector will allow him to bring valuable industry experience to the DuPont Board."
"Trian believes Mr. Zatta’s extensive experience in the specialty chemical sector will allow him to bring valuable industry experience to the DuPont Board."
"Despite substantial business progress and a high-quality board & management team, the company's share price has underperformed since its spin-off from GGP"
"We Believe Almost 75% of the VIAB board are not independent by a reasonable definition; ISS recommends a “substantial majority of a board be independent”"
"For these reasons, we believe that the odds that non-Glenview shareholders support a combination of HMA and Community are increased by changing the Board"
"Help change the narrative by voting the GOLD card FOR Elliott's highly qualified nominees and proposal to implement annual elections for all board seats."
"The Board rewarded Mr. Shaw with a 37% increase for a year in which the Company's customers, employees, shareholders and community partners all suffered."
"We believe the recent increase in AOL’s stock price is directly attributable to Starboard’s involvement and plans to significantly increase value at AOL."
"We urge our fellow shareholders to VOTE FOR each of the Resolutions to strengthen the Board, restore confidence and set Capricorn in the right direction."
"TIM governance has improved since independent directors replaced the Vivendi-controlled Board; meanwhile Vivendi’s own shareholder rights have collapsed"
"Samsara's Board wins the trophy for being experts in nearly everything. Its self-assessment is glowing, and we believe reflects a disingenuous critique."
"Pike's investment experience and his expertise in the energy and oil and gas financial sectors would make him a valuable addition to the Phillips Board."
"Southwest’s response demonstrates how profoundly out of touch the Board and management are with shareholder sentiment and the reality of the situation."
"Southwest’s response demonstrates how profoundly out of touch the Board and management are with shareholder sentiment and the reality of the situation."
"First, the Board must work with Darden’s management team to unify the strategic plan going forward while completing the CEO search as soon as possible."
"We have nominated four director nominees to the 10-person Board, thereby seeking minority representation on the Board on behalf of common shareholders."
"First, the Board must work with Darden’s management team to unify the strategic plan going forward while completing the CEO search as soon as possible."
"Our proposal is not intended to be a vote of no-confidence in CEO Larry Fink, but simply aims to address the lack of independent oversight by the Board"
"We have nominated four director nominees to the 10-person Board, thereby seeking minority representation on the Board on behalf of common shareholders."
"We have nominated four director nominees to the 10-person Board, thereby seeking minority representation on the Board on behalf of common shareholders."
"Phillips 66's misleading claims of success on its 2022 targets echo the Board's and previous CEO's failure to hit the AdvantEdge66 cost savings target."
"The fact that individual members of the supervisory board have a certain relationship with the company or with its partners is also absolutely normal."
"Why does Target’s board continue to nominate its own members and not conduct a professional search for new directors with senior operating experience?"
"The Board has failed to effectively oversee the Company’s ESG and sustainability efforts, resulting in poor disclosures and little meaningful progress"
"Edgewater's legacy directors represent a tired and broken Board that has failed to maximize shareholder value despite having over ten years to deliver"
"Warning: We believe Oatly’s Chairman of the Board provides a disingenuous biography that fails to capture his recent experience with Genius Foods Ltd."
"The Board insists on measuring performance from THE ONLY date in which ROVI has outperformed peers, following a one-day decline of 43% in ROVI’s stock"
"Given this Board’s track record, we find it disappointing that it rejected adding Nelson and Jay as Directors outright without even meeting with them."
"Why is it that DuPont recognizes the need to upgrade the Board but refuses to allow a large stockholder with a strong track record into the Boardroom?"
"Why is it that DuPont recognizes the need to upgrade the Board but refuses to allow a large stockholder with a strong track record into the Boardroom?"
"It is the responsibility of management and the Board of Directors (the “Board”) to drive improved consolidated financial results across all of Yahoo."
"Rodney's deep experience in every facet of oil & gas and significant industry public board experience will be a meaningful addition to the Hess Board"
"Elliott believes a board composed of truly independent directors is the most efficient and effective way to improve governance and performance at TIM"
"In our view, with resignation of Fortress Directors, BKD Board is deficient in both real estate experience and independent shareholder representation"
"Two of Zillow's founding members hold 59% of the voting power which allows them to exercise authority over institutional investors and Board members."
"Based on our proprietary Vets First Choice algorithm, we believe Vets First Choice is onboarding +80 vet practices per week to their online pharmacy"
"We request a meeting with members of the Board at your earliest convenience to discuss the matters and initiatives we have set forth in this letter."
"While Epic moves into the cloud, athena’s board seems somewhat more grounded, and – excluding Bush – have sold 58% of their shares in the last year."
"This is a very serious matter: BP acting unlawfully represents a clear breach of the fiduciary relationship between the Board and BP’s shareholders."
"What metrics was the Board looking at to justify these increases in spending on Patch? Did the Board have any oversight or control around budgeting?"
"The Board has effectively disenfranchised shareholders while entrenching itself for an additional four-month period and should be held accountable."
"We believe Huntsman urgently needs strong independent board members who will demand accountability and work to maximize value for ALL shareholders."
"We believe Huntsman urgently needs strong independent board members who will demand accountability and work to maximize value for ALL shareholders."
"Go back to the old logo and raise the old Yahoo billboard on the 101 into San Francisco to send a message that the era of Marissa Mayer is now over"
"Third Point has identified potential board members who we believe would make essential contributions to the Company's Board at this critical time."
"We believe we must replace the Board promptly to strengthen and secure the Community Proposal and to enhance investor understanding and confidence"
"Put very simply, Trian intends to work with the Board to help drive Disney's outperformance with tangible targets, goals, and true accountability."
"The page ignores the fact that for companies on which Nelson Peltz has served on the board, Trian's average holding period is 7 years and growing!"
"VOTE for meaningful change VOTE to allow us to help improve Huntsman for the benefit of ALL shareholders VOTE on Starboard's BLUE proxy card today"
"VOTE for meaningful change VOTE to allow us to help improve Huntsman for the benefit of ALL shareholders VOTE on Starboard's BLUE proxy card today"
"However, we hope the Board recognizes that it is not a lack of aspiration, but a lack of execution, that has historically frustrated shareholders."
"Oasis denounces Kao's dilution of Board oversight and premature announcement of director changes before interviewing candidates submitted by Oasis"
"However, we hope the Board recognizes that it is not a lack of aspiration, but a lack of execution, that has historically frustrated shareholders."
"Margin targets have been consistently missed and lowered. Why should investors trust this Board to execute on yet another plan to improve margins?"