Contrarian Corpus
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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.

Showing 1081–1140 of 1,420 matching "board"
callout executive summary

"Shareholders cannot trust Deckers' Board and management to deliver on short-term and long-term financial goals"

callout executive summary

"We believe change is warranted and necessary as a result of Edgewater's entrenched Board and management team."

callout villain critique

"The Board should have fired Mr. Proud for cause instead of rewarding him with a $10 million 'ransom' payment."

Dye & Durham Limited · DND Engine Capital · p. 27
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

"How can the Board stubbornly move forward with this process when the market appears to have serious concerns?"

Darden Restaurants, Inc. · DRI Starboard Value · p. 55
callout villain critique

"The problem is that 30,542 of these LCD displays aren't LCDs at all – they're just simple cardboard posters."

Focus Media Holding · FMCN Muddy Waters · p. 3
callout demand list

"THE INCUMBENT BOARD AND CURRENT MANAGEMENT TEAM DO NOT DESERVE MORE TIME TO TRY TO TURN AROUND THE RAILROAD."

callout villain critique

"Mr. McPherson serves as Vice Chairman of a Board that is majority composed of Lone Star-affiliated employees"

GCP Applied Technologies · GCP Starboard Value · p. 57
callout villain critique

"We note, however, that the chairman of Hadassah is on NNOX’s board and received options with a $2.21 strike."

Nano-X Imaging Ltd. · NNOX Muddy Waters · p. 11
callout villain critique

"The Board refused to use a universal proxy card, despite widely being accepted as governance best practice."

Huntsman Corporation · HUN Starboard Value · p. 144
callout demand list

"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."

Darden Restaurants, Inc. · DRI Starboard Value · p. 6
callout demand list

"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."

Darden Restaurants, Inc. · DRI Starboard Value · p. 15
callout demand list

"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."

Darden Restaurants, Inc. · DRI Starboard Value · p. 107
callout cover

"Asserts Parkland Could Be Worth $45 Per Share if the Board Follows Engine's Value-Enhancing Recommendations"

Parkland Corporation · PKI Engine Capital · p. 1
callout demand list

"Oasis recommends shareholders to support the elections of additive board profiles and compensation reforms."

Kao Corporation · 4452.JP Oasis Management · p. 12
callout villain critique

"Spruce Point questions why Remitly appointed Peggy Smyth to its Board of Directors and as its Audit Chair."

Remitly Global, Inc. · RELY Spruce Point Capital · p. 62
callout villain critique

"Box’s Board has overseen severe deficiencies in compensation, governance, and capital allocation practices"

Box, Inc. · BOX Starboard Value · p. 15
callout villain critique

"DY's Recent Chief Accounting Officers And New Board Appointment Are No Strangers To Financial Restatements"

Dycom Industries, Inc. · DY Spruce Point Capital · p. 7
callout villain critique

"The peer group that the Board has chosen to compensate management off of does not even pass the smell test"

Darden Restaurants, Inc. · DRI Starboard Value · p. 56
callout demand list

"Allow us to improve Darden for the benefit of all shareholders. Vote on Starboard's WHITE proxy card today"

Darden Restaurants, Inc. · DRI Starboard Value · p. 59
callout villain critique

"The peer group that the Board has chosen to compensate management off of does not even pass the smell test"

Darden Restaurants, Inc. · DRI Starboard Value · p. 56
callout villain critique

"Ms. Harker is no longer on the Board, but we cannot find any evidence that Stride disclosed her departure."

Xylem Inc. · XYL Spruce Point Capital · p. 73
callout villain critique

"The intensity of Phillips 66's attacks on Mr. Goff reflects extremely poorly on the Company and its Board."

Phillips 66 · PSX Elliott Management · p. 10
callout peer gap

"Taubman's underperformance is squarely the result of management and its board of directors, NOT the assets"

Taubman Centers · TCO Land & Buildings · p. 10
callout villain critique

"The Board opted to maintain onerous provisions and weaken shareholders’ ability to call a special meeting."

callout demand list

"We would like to see someone like a Liberty Media come on to the Yahoo board as a partner for two reasons."

Yahoo! Inc. · YHOO SpringOwl · p. 79
callout villain critique

"The intensity of Phillips 66's attacks on Mr. Goff reflects extremely poorly on the Company and its Board."

Phillips 66 · PSX Elliott Management · p. 22
callout peer gap

"Based on Starboard's margin improvement plan, AAP trades at less than half of ORLY's EV / EBITDA multiple"

Advance Auto Parts · AAP Starboard Value · p. 11
callout nominee bio

"Ms. Schnabel is an incredibly seasoned public board member with significant chemical industry experience."

Huntsman Corporation · HUN Starboard Value · p. 79
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
callout demand list

"We are not seeking control of the Board, we seek to liberate it from Vivendi's reign of value destruction"

Telecom Italia SpA (TIM) · TIT.MI Elliott Management · p. 37
callout section divider

"Management has taken our Proposal seriously – our Proposal was presented to McDonald’s Board of Directors"

McDonald's Corporation · MCD Pershing Square · p. 5
callout ceo quote

"Disney's Board reportedly expedited Bob Chapek's interview process for CEO based on Mr. Iger's suggestion"

The Walt Disney Company · DIS Trian Partners · p. 64
callout nominee bio

"Investors are fed up with the lack of accountability and oversight from the current Board and Management."

Phillips 66 · PSX Elliott Management · p. 89
callout cover

"Who is BP's Board of Directors trying to fool? Its own shareholders, the UK Government or seemingly both?"

BP Plc · BP Bluebell Capital · p. 1
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 demand list

"Vote AGAINST the Fuji/Xerox Transaction and FOR a Board of Directors that can Maximize Shareholder Value"

Xerox Corporation · XRX Carl Icahn · p. 42
callout ceo quote

"We believe the stock performance is compelling evidence of the effectiveness of the Board and management"

callout ceo quote

"We believe the stock performance is compelling evidence of the effectiveness of the Board and management"

callout villain critique

"The Board scheduled the Special Meeting more than five months after our requisition. This is not prompt."

Dye & Durham Limited · DND Engine Capital · p. 29
callout section divider

"...Valuation discount vs. peers has increased over three times since Vivendi nominees joined TIM's board"

Telecom Italia SpA (TIM) · TIT.MI Elliott Management · p. 9
callout peer gap

"Stub NTM EV/EBITDA Discount vs. Peers¹ Increased over 3 times since Vivendi nominees joined TIM Board..."

Telecom Italia SpA (TIM) · TIT.MI Elliott Management · p. 13
callout executive summary

"GCP’s current Board has failed across the spectrum – operations, governance, compensation, and strategy."

GCP Applied Technologies · GCP Starboard Value · p. 12
callout villain critique

"While They Can Be Beneficial, Shareholder Consulting Agreements are Not the Same as Board Representation"

The Walt Disney Company · DIS Trian Partners · p. 78
callout villain critique

"The NewMed transaction appears to be self-serving for members of the Capricorn Board and management team"

Capricorn Energy · CNE Palliser Capital · p. 15
callout villain critique

"Disney’s Board Has Failed in its Core Responsibilities and Has Not Been Held Accountable to Shareholders"

The Walt Disney Company · DIS Trian Partners · p. 52
callout villain critique

"While They Can Be Beneficial, Shareholder Consulting Agreements are Not the Same as Board Representation"

The Walt Disney Company · DIS Trian Partners · p. 78
callout villain critique

"How is the board ensuring R&D is driving innovation and amortizing the cost of R&D across the portfolio?"

Kao Corporation · 4452 Oasis Management · p. 14
callout cover

"Autodesk is plagued by a stunning lack of accountability to shareholders from management and the Board."

Autodesk, Inc. · ADSK Starboard Value · p. 1
callout executive summary

"We believe that with the right Board in place, substantial value can be created for Darden shareholders"

Darden Restaurants, Inc. · DRI Starboard Value · p. 5
callout timeline

"Shareholders overwhelmingly voted to replace a majority of GCP's board after years of underperformance."

Huntsman Corporation · HUN Starboard Value · p. 62
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

"90% decrease between when Mr. Ferrari joined the Board until the sale of Huntsman's stake to SK Capital"

Huntsman Corporation · HUN Starboard Value · p. 102