Contrarian Corpus
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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.

Showing 61–115 of 115 matching "chairman"
callout ceo quote

"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."

Dycom Industries, Inc. · DY Spruce Point Capital · p. 23
callout demand list

"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."

BP Plc · BP Bluebell Capital · p. 4
callout villain critique

"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?"

Tessera Technologies Inc. · TSRA Starboard Value · p. 66
callout villain critique

"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."

Joyy Inc. · YY Muddy Waters · p. 54
callout villain critique

"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."

Southwest Airlines · LUV Elliott Management · p. 37
callout villain critique

"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."

Southwest Airlines · LUV Elliott Management · p. 37
callout executive summary

"However, this is a charade. In the substantial majority of cases, the owners of these distributors are merely proxies for ANTA Chairman Ding Shizhong."

callout villain critique

"Warning: We believe Oatly’s Chairman of the Board provides a disingenuous biography that fails to capture his recent experience with Genius Foods Ltd."

Oatly Group AB · OTLY Spruce Point Capital · p. 26
callout villain critique

"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"

The Walt Disney Company · DIS Trian Partners · p. 50
callout other

"GFI successfully recruited several top WFG producers, including Greg Kapp, the 23rd top cash flowing WFG leader in 2021, now GFI's Agency Chairman."

Aegon Ltd. · AEG Spruce Point Capital · p. 70
callout villain critique

"Mark Parker, a long-tenured Disney Director, now serves as both Executive Chairman of Nike and as Chairman of Disney, which is nearly unprecedented"

The Walt Disney Company · DIS Trian Partners · p. 50
callout villain critique

"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."

Boot Barn Holdings, Inc. · BOOT Spruce Point Capital · p. 74
callout executive summary

"Trian recommends that the Board take the following actions*: Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"

PPG Industries, Inc. · PPG Trian Partners · p. 4
callout ceo quote

"P&G’s Misrepresentation of Quote by Mondelēz Chairman and CEO Irene Rosenfeld in P&G’s Letter to Shareholders, dated September 20, 2017"

callout villain critique

"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%."

Focus Media Holding · FMCN Muddy Waters · p. 6
callout nominee bio

"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"

Pershing Square Holdings · PSH Pershing Square · p. 5
callout villain critique

"Shareholders should not allow Tessera to once again be run by a controlling Chairman. Shareholders need to have an independent Board."

Tessera Technologies Inc. · TSRA Starboard Value · p. 70
callout villain critique

"We remind investors that all of this occurred under President and CEO Dan Bodner, who remains President and CEO (and Chairman) today."

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 92
callout villain critique

"Chairman Cole has since scrubbed his biography of this role at Redcentric while leaving other former Board roles on his biography."

WSP Global Inc. · WSP Spruce Point Capital · p. 13
callout villain critique

"Through an undisclosed related party transaction, we estimate Huishan Chairman Yang Kai stole at least RMB 150 million of assets."

callout villain critique

"Almost one month after this announcement, Lorenzo Simonelli, Chairman and CEO of Baker Hughes, stepped down from C3.ai's Board."

C3.ai, Inc. · AI Spruce Point Capital · p. 49
callout villain critique

"Only an idiot could believe that Chairman Ding and his cohorts intended anything other than theft of assets from shareholders."

callout villain critique

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife' - beyond suspicion."

BlackRock, Inc. · BLK Bluebell Capital · p. 33
callout villain critique

"That being said, it appears that RedChip has more at stake than at least two of Nova’s Board members, including the Chairman."

Nova Minerals Limited · NVA Spruce Point Capital · p. 56
callout villain critique

"Swiss controlled company, known for secrecy. Limited Swiss external sales, abnormal segment profit. Entrenched CEO/Chairman"

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 10
callout nominee bio

"Halit Coussin and Charlotte Denton joined the Board of Directors while Rupert Morley became Chairman of the Board in 2024"

Pershing Square Holdings · PSH Pershing Square · p. 5
callout other

"Assuming that a contract did exist, this number contradicts the 1,892 cited by CCME, Chairman Cheng, and the Luo Report."

callout villain critique

"These three interrelated directors hold ALL Board leadership positions, including Chairman and chair of all committees."

GCP Applied Technologies · GCP Starboard Value · p. 20
callout villain critique

"However, we question the judgment of Intuit's audit chairman Thomas Szkutak to associate with controversial companies."

Intuit Inc. · INTU Spruce Point Capital · p. 111
callout villain critique

"Our interview with Mr. C indicates Mr. Lin is also the cousin (表弟) of the Chairman and head of ANTA’s Yunnan branch."

callout villain critique

"Did John Hess vote against the recommendation of his OWN BOARD of which he is Chairman? How will he vote this year?"

Hess Corporation · HES Elliott Management · p. 53
callout villain critique

"Did John Hess vote against the recommendation of his own board of which he is Chairman? How will he vote this year?"

Hess Corporation · HES Elliott Management · p. 44
callout villain critique

"These three directors hold ALL leadership positions on the Board, including Chairman and chair of all committees."

GCP Applied Technologies · GCP Starboard Value · p. 54
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 peer gap

"Huntsman’s stock price has generally underperformed since Peter Huntsman assumed the role of Chairman."

Huntsman Corporation · HUN Starboard Value · p. 8
callout villain critique

"Oddly enough, the only purchase ever made by Chairman/CEO Weis was in Nov 2017 ahead of the revision."

Weis Markets, Inc. · WMK Spruce Point Capital · p. 29
callout villain critique

"It appears not just Broad Ocean, but also its Chairman might be experiencing cash flow difficulties"

Ballard Power Systems · BLDP Spruce Point Capital · p. 19
callout villain critique

"Combined Chairman and CEO positions should be a privilege enjoyed by sustained top performers only"

Arconic Inc. · ARNC Elliott Management · p. 244
callout timeline

"Since 2000, Peter Huntsman has been CEO of the Company, and in 2018, he was also elected Chairman."

Huntsman Corporation · HUN Starboard Value · p. 6
callout villain critique

"Savic had a 50/50 JV with (purportedly independent) CPI PG Chairman Edward Hughes' Lexxus a.s."

callout villain critique

"Enormous $20m Stock Dump By Chairman Craigie Just Three Days Ahead of the Passport Deal"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 49
callout villain critique

"Spruce Point also has a few concerns with Nova's CEO and Non-Executive Chairman."

Nova Minerals Limited · NVA Spruce Point Capital · p. 11
callout villain critique

"Spruce Point also has a few concerns with Nova's CEO and Non-Executive Chairman."

Nova Minerals Limited · NVA Spruce Point Capital · p. 33
callout villain critique

"Maxar's CEO and its Audit Chairman have overseen significant financial failures"

Maxar Technologies · MAXR Spruce Point Capital · p. 37
callout demand list

"Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"

PPG Industries, Inc. · PPG Trian Partners · p. 17