"Shareholders cannot trust Deckers' Board and management to deliver on short-term and long-term financial goals"
Callouts & quotes from 1,420+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We believe change is warranted and necessary as a result of Edgewater's entrenched Board and management team."
"The Board should have fired Mr. Proud for cause instead of rewarding him with a $10 million 'ransom' payment."
"It is imperative that the Board swiftly announces a strategic review to address the Company's undervaluation."
"How can the Board stubbornly move forward with this process when the market appears to have serious concerns?"
"Following engagement with Starboard, these companies achieved significant improvement in 'Rule of 40' scores."
"The problem is that 30,542 of these LCD displays aren't LCDs at all – they're just simple cardboard posters."
"THE INCUMBENT BOARD AND CURRENT MANAGEMENT TEAM DO NOT DESERVE MORE TIME TO TRY TO TURN AROUND THE RAILROAD."
"Mr. McPherson serves as Vice Chairman of a Board that is majority composed of Lone Star-affiliated employees"
"In Collaboration With Other Board Members, Trian’s Nominees Will Seek To Focus On The Following Initiatives:"
"We note, however, that the chairman of Hadassah is on NNOX’s board and received options with a $2.21 strike."
"The Board refused to use a universal proxy card, despite widely being accepted as governance best practice."
"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."
"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."
"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."
"Asserts Parkland Could Be Worth $45 Per Share if the Board Follows Engine's Value-Enhancing Recommendations"
"Oasis recommends shareholders to support the elections of additive board profiles and compensation reforms."
"Spruce Point questions why Remitly appointed Peggy Smyth to its Board of Directors and as its Audit Chair."
"Box’s Board has overseen severe deficiencies in compensation, governance, and capital allocation practices"
"DY's Recent Chief Accounting Officers And New Board Appointment Are No Strangers To Financial Restatements"
"The peer group that the Board has chosen to compensate management off of does not even pass the smell test"
"Allow us to improve Darden for the benefit of all shareholders. Vote on Starboard's WHITE proxy card today"
"The peer group that the Board has chosen to compensate management off of does not even pass the smell test"
"Ms. Harker is no longer on the Board, but we cannot find any evidence that Stride disclosed her departure."
"The intensity of Phillips 66's attacks on Mr. Goff reflects extremely poorly on the Company and its Board."
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Taubman's underperformance is squarely the result of management and its board of directors, NOT the assets"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"The Board opted to maintain onerous provisions and weaken shareholders’ ability to call a special meeting."
"We would like to see someone like a Liberty Media come on to the Yahoo board as a partner for two reasons."
"The intensity of Phillips 66's attacks on Mr. Goff reflects extremely poorly on the Company and its Board."
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn't they be buying stock?"
"Based on Starboard's margin improvement plan, AAP trades at less than half of ORLY's EV / EBITDA multiple"
"Ms. Schnabel is an incredibly seasoned public board member with significant chemical industry experience."
"Arconic’s new board and management team should undertake a comprehensive strategic and operational review"
"We are not seeking control of the Board, we seek to liberate it from Vivendi's reign of value destruction"
"Management has taken our Proposal seriously – our Proposal was presented to McDonald’s Board of Directors"
"Disney's Board reportedly expedited Bob Chapek's interview process for CEO based on Mr. Iger's suggestion"
"Investors are fed up with the lack of accountability and oversight from the current Board and Management."
"Who is BP's Board of Directors trying to fool? Its own shareholders, the UK Government or seemingly both?"
"Will AVY's Board Clawback The CEO's Bonus In 2018 For Paying Him On An Artificially Inflated EPS Figure?"
"Vote AGAINST the Fuji/Xerox Transaction and FOR a Board of Directors that can Maximize Shareholder Value"
"We believe the stock performance is compelling evidence of the effectiveness of the Board and management"
"We believe the stock performance is compelling evidence of the effectiveness of the Board and management"
"The Board scheduled the Special Meeting more than five months after our requisition. This is not prompt."
"...Valuation discount vs. peers has increased over three times since Vivendi nominees joined TIM's board"
"Stub NTM EV/EBITDA Discount vs. Peers¹ Increased over 3 times since Vivendi nominees joined TIM Board..."
"GCP’s current Board has failed across the spectrum – operations, governance, compensation, and strategy."
"While They Can Be Beneficial, Shareholder Consulting Agreements are Not the Same as Board Representation"
"The NewMed transaction appears to be self-serving for members of the Capricorn Board and management team"
"Disney’s Board Has Failed in its Core Responsibilities and Has Not Been Held Accountable to Shareholders"
"While They Can Be Beneficial, Shareholder Consulting Agreements are Not the Same as Board Representation"
"How is the board ensuring R&D is driving innovation and amortizing the cost of R&D across the portfolio?"
"Autodesk is plagued by a stunning lack of accountability to shareholders from management and the Board."
"We believe that with the right Board in place, substantial value can be created for Darden shareholders"
"Shareholders overwhelmingly voted to replace a majority of GCP's board after years of underperformance."
"The Board appears stacked with long-time business associates and allies of CEO & Founder Thomas Siebel."
"90% decrease between when Mr. Ferrari joined the Board until the sale of Huntsman's stake to SK Capital"