"When asked about long-term EBITDA margin potential, we observe that Dycom's former Chairman & CEO's response has become less specific and increasingly vague over time."
Callouts & quotes from 115+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Given the continuing evidence of a grossly mismanaged company, we see no option than for the Chairman of the Board and the Lead Independent Director to be removed."
"Today, Valeant Pharmaceuticals International, Inc. issued a press release announcing that the Board has appointed Joseph C. Papa as Chairman and CEO of Valeant."
"Are we really expected to believe these individuals were identified by “a third party search firm” and their relationships with Chairman Hill are a coincidence?"
"We believe YY's 2010 buyout of Bigo for $1.45 billion in cash and stock was a scheme to bilk investors by buying another fraudulent company from the chairman."
"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."
"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."
"However, this is a charade. In the substantial majority of cases, the owners of these distributors are merely proxies for ANTA Chairman Ding Shizhong."
"Warning: We believe Oatly’s Chairman of the Board provides a disingenuous biography that fails to capture his recent experience with Genius Foods Ltd."
"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"
"GFI successfully recruited several top WFG producers, including Greg Kapp, the 23rd top cash flowing WFG leader in 2021, now GFI's Agency Chairman."
"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"
"Spruce Point has serious concerns with Mr. Starrett who has served as Chairman of the Board since 2012 and as member of the Board since 2011."
"Trian recommends that the Board take the following actions*: Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"
"P&G’s Misrepresentation of Quote by Mondelēz Chairman and CEO Irene Rosenfeld in P&G’s Letter to Shareholders, dated September 20, 2017"
"Chairman / CEO Jason Jiang personally made at least $24.8 million in seven months by investing in Allyes, which is an IRR of 2,127.2%."
"Rupert Morley, upon his re-election, will replace Anne Farlow as Chairman of the Board as of the Annual General Meeting on May 8, 2024"
"Shareholders should not allow Tessera to once again be run by a controlling Chairman. Shareholders need to have an independent Board."
"We remind investors that all of this occurred under President and CEO Dan Bodner, who remains President and CEO (and Chairman) today."
"Chairman Cole has since scrubbed his biography of this role at Redcentric while leaving other former Board roles on his biography."
"Through an undisclosed related party transaction, we estimate Huishan Chairman Yang Kai stole at least RMB 150 million of assets."
"Almost one month after this announcement, Lorenzo Simonelli, Chairman and CEO of Baker Hughes, stepped down from C3.ai's Board."
"Only an idiot could believe that Chairman Ding and his cohorts intended anything other than theft of assets from shareholders."
"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife' - beyond suspicion."
"That being said, it appears that RedChip has more at stake than at least two of Nova’s Board members, including the Chairman."
"Swiss controlled company, known for secrecy. Limited Swiss external sales, abnormal segment profit. Entrenched CEO/Chairman"
"Halit Coussin and Charlotte Denton joined the Board of Directors while Rupert Morley became Chairman of the Board in 2024"
"Assuming that a contract did exist, this number contradicts the 1,892 cited by CCME, Chairman Cheng, and the Luo Report."
"These three interrelated directors hold ALL Board leadership positions, including Chairman and chair of all committees."
"However, we question the judgment of Intuit's audit chairman Thomas Szkutak to associate with controversial companies."
"Our interview with Mr. C indicates Mr. Lin is also the cousin (表弟) of the Chairman and head of ANTA’s Yunnan branch."
"Did John Hess vote against the recommendation of his OWN BOARD of which he is Chairman? How will he vote this year?"
"Did John Hess vote against the recommendation of his own board of which he is Chairman? How will he vote this year?"
"These three directors hold ALL leadership positions on the Board, including Chairman and chair of all committees."
"What does chairman Michael Yu have in common with Mannie Fresh? They both got everything in they momma name."
"Mr. McPherson serves as Vice Chairman of a Board that is majority composed of Lone Star-affiliated employees"
"We note, however, that the chairman of Hadassah is on NNOX’s board and received options with a $2.21 strike."
"Huntsman’s stock price has generally underperformed since Peter Huntsman assumed the role of Chairman."
"Oddly enough, the only purchase ever made by Chairman/CEO Weis was in Nov 2017 ahead of the revision."
"It appears not just Broad Ocean, but also its Chairman might be experiencing cash flow difficulties"
"Combined Chairman and CEO positions should be a privilege enjoyed by sustained top performers only"
"GDP grew 2.8% in Q3 and Federal Reserve Chairman Bernanke said the recession is “very likely over”"
"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?"
"This indicates Fuyu is still under Chairman Yang’s control, despite Huishan having no ownership."
"Savic had a 50/50 JV with (purportedly independent) CPI PG Chairman Edward Hughes' Lexxus a.s."
"Spruce Point questions how truly "independent" is AMR's Compensation Committee Chairman."
"Enormous $20m Stock Dump By Chairman Craigie Just Three Days Ahead of the Passport Deal"
"Wang and Fuhan Farming are almost certainly proxies for Muhejia and Chairman Yang."
"Spruce Point also has a few concerns with Nova's CEO and Non-Executive Chairman."
"Spruce Point also has a few concerns with Nova's CEO and Non-Executive Chairman."
"Maxar's CEO and its Audit Chairman have overseen significant financial failures"
"Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"
"Tom Schmitt Chairman, CEO and Chief Value Destroyer"
"Chairman Cheng's statements are false."