Contrarian Corpus
Phrase library

Callouts & quotes from 114+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

Showing 61–114 of 114 matching "oversight"
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Carl Icahn · p. 9
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Carl Icahn · p. 75
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Elliott Management · p. 9
callout demand list

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

Southwest Airlines · LUV Elliott Management · p. 75
callout peer gap

"Due to the efficiencies of scale, management oversight & capital from international franchising, BWLD should accelerate its effort to grow internationally"

callout transition

"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"

BlackRock, Inc. · BLK Bluebell Capital · p. 8
callout other

"Could you please answer the following questions to help clarify bp's approach to sustainability, corporate culture, and senior management oversight:"

BP plc · BP Bluebell Capital · p. 6
callout ceo quote

"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?"

AOL, Inc. · AOL Starboard Value · p. 31
callout cover

"Oasis denounces Kao's dilution of Board oversight and premature announcement of director changes before interviewing candidates submitted by Oasis"

Kao Corporation · 4452 Oasis Management · p. 1
callout villain critique

"As previously mentioned, BlackRock has a weak governance framework which is evidenced by a clear lack of independent oversight over management"

BlackRock, Inc. · BLK Bluebell Capital · p. 84
callout villain critique

"As previously mentioned, BlackRock has a weak governance framework which is evidenced by a clear lack of independent oversight over management"

BlackRock · BLK Bluebell Capital · p. 84
callout villain critique

"We believe the root cause of Disney's underperformance is a Board that suffers from a culture that impedes oversight and lacks accountability."

The Walt Disney Company · DIS Trian Partners · p. 16
callout villain critique

"We believe the root cause of Disney's underperformance is a Board that suffers from a culture that impedes oversight and lacks accountability."

The Walt Disney Company · DIS Trian Partners · p. 49
callout other

"The magnitude and growth of Agrium's corporate overhead illustrates several key shortcomings and raises questions regarding board oversight"

Agrium Inc. · AGU JANA Partners · p. 21
callout villain critique

"The profiles make clear that many of those most in need of oversight by a robust compliance department are at the top of the pyramid."

Herbalife Ltd. · HLF Pershing Square · p. 8
callout ceo quote

"We have seen this before – empty promises concealing harsh truths. The good news? Refreshed oversight makes transformation possible."

Phillips 66 · PSX Elliott Management · p. 5
callout executive summary

"We believe the root cause of Disney’s underperformance is poor oversight from a Board that lacks focus, alignment and accountability"

The Walt Disney Company · DIS Trian Partners · p. 4
callout appendix data

"DLO's operational structure also contains unnecessary complexity which we believe is a deliberate attempt to avoid oversight by FCA."

DLocal Ltd. · DLO Muddy Waters · p. 37
callout ceo quote

"We have seen this before – empty promises concealing harsh truths. The good news? Refreshed oversight makes transformation possible."

Phillips 66 · PSX Elliott Management · p. 6
callout executive summary

"We believe the root cause of Disney’s underperformance is poor oversight from a Board that lacks focus, alignment and accountability"

The Walt Disney Company · DIS Trian Partners · p. 4
callout villain critique

"Darden’s comp practices raise serious concerns about the oversight of the current Board and Darden’s proposed slate of nominees"

Darden Restaurants, Inc. · DRI Starboard Value · p. 54
callout villain critique

"Darden’s comp practices raise serious concerns about the oversight of the current Board and Darden’s proposed slate of nominees"

Darden Restaurants, Inc. · DRI Starboard Value · p. 54
callout villain critique

"In our view, the Fox acquisition highlights the Board's poor oversight on capital allocation and concerning alignment issues"

The Walt Disney Company · DIS Trian Partners · p. 19
callout villain critique

"In our view, the Fox acquisition highlights the Board's poor oversight on capital allocation and concerning alignment issues"

The Walt Disney Company · DIS Trian Partners · p. 19
callout villain critique

"But that important fact of common control wasn't disclosed at the time of the sale in 2014. We doubt this was an oversight."

callout peer gap

"Ambry Genetics may be taking advantage of the lack of transparency and oversight surrounding CPT 81479 billing practices."

Tempus AI, Inc. · TEM Spruce Point Capital · p. 60
callout demand list

"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"

Southwest Airlines · LUV Elliott Management · p. 45
callout demand list

"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"

Unknown · p. 56
callout demand list

"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"

Southwest Airlines · LUV Carl Icahn · p. 56
callout demand list

"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"

Southwest Airlines · LUV Elliott Management · p. 45
callout demand list

"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"

Southwest Airlines · LUV Elliott Management · p. 56
callout other

"BlackRock has a weak governance framework which is evidenced by a clear lack of independent oversight over management."

BlackRock · BLK Bluebell Capital · p. 3
callout section divider

"Revenue, Earnings Quality And Cash Flow Are Deteriorating With Clear Weaknesses In Accounting And Auditing Oversight"

MSCI Inc. · MSCI Spruce Point Capital · p. 87
callout transition

"However, it has become clear to us that there is a debilitating lack of oversight and leadership at the Board level."

callout ceo quote

"The Board has failed to respond to shareholders’ repeated requests for significant environmental risk oversight."

Huntsman Corporation · HUN Starboard Value · p. 37
callout ceo quote

"The Board has failed to respond to shareholders’ repeated requests for significant environmental risk oversight."

Huntsman Corporation · HUN Starboard Value · p. 153
callout peer gap

"Unlike peers, HMA does not have a Board specific committee with direct oversight of both compliance and quality"

callout villain critique

"Glass Lewis - "members of [the compensation] committee should be held accountable for this lack of oversight""

Office Depot, Inc. · ODP Starboard Value · p. 37
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 peer gap

"Each business is denied the capital, investor base, focus and oversight needed to achieve its potential"

Phillips 66 · PSX Elliott Management · p. 7
callout peer gap

"Each business is denied the capital, investor base, focus and oversight needed to achieve its potential"

Phillips 66 · PSX Elliott Management · p. 7
callout demand list

"For Kao to succeed, it must have the right leadership, incentives, oversight, and strategic direction."

Kao Corporation · 4452 JT Oasis Management · p. 4
callout villain critique

"We believe both the Board’s and management’s ESG oversight have proven inadequate and ineffective."

Huntsman Corporation · HUN Starboard Value · p. 150
callout ceo quote

"Our Board nominees would hold SBM to a higher standard and demand better oversight and execution."

GCP Applied Technologies · GCP Starboard Value · p. 11
callout nominee bio

"Our independent director candidates stand for improved governance, oversight and accountability"

callout villain critique

"With costs 60% higher than forecasted, this appears to be more than just a casual oversight."

Amcor plc · AMCR Spruce Point Capital · p. 57
callout villain critique

"Respondents believe the board lacks both accountability oversight and operational expertise."

Kao Corporation · 4452.JP Oasis Management · p. 129
callout ceo quote

"Only investment getting the CFO's oversight could indicate financial problems / challenges"

Monster Beverage Corp. · MNST Spruce Point Capital · p. 59
callout cover

"The lack of confidence in the SEC's oversight ultimately undermines investor confidence."

Lehman Brothers · LEH Greenlight Capital · p. 1
callout ceo quote

"Hess is unmistakably materially undervalued, with oversight and discipline lacking."

Hess Corporation · HES Elliott Management · p. 131
callout nominee bio

"Under Ms. Schnabel’s oversight, Versum created significant value for shareholders."

Huntsman Corporation · HUN Starboard Value · p. 80
callout villain critique

"Under Mr. Ferrari’s Oversight Venator’s Share Price Declined 90%"

Huntsman Corporation · HUN Starboard Value · p. 9