Contrarian Corpus
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Callouts & quotes from 217+ activist slides

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

Showing 61–120 of 217 matching "vote"
callout peer gap

"As such, absent further value- and governance-enhancing measures from Sumitomo Realty, Elliott plans to vote against the reappointment of senior management at the 2025 AGM."

callout executive summary

"Sandell intends to vote against the deal, encourages fellow shareholders to do the same and seeks to have the Company run a proper auction to maximize shareholder values."

TPC Group Inc. · TPCG Sandell · p. 3
callout ceo quote

"What is the point in overcoming the conflict of interest by asking a third party to vote the shares using BlackRock’s (weak) policies on the Lead Independent Director?"

BlackRock, Inc. · BLK Bluebell Capital · p. 39
callout ceo quote

"What is the point in overcoming the conflict of interest by asking a third party to vote the shares using BlackRock’s (weak) policies on the Lead Independent Director?"

BlackRock · BLK Bluebell Capital · p. 39
callout executive summary

"Shareholders should vote AGAINST the proposed Fuji/Xerox transaction and FOR a new board of directors that can drive much needed change and maximize shareholder value"

Xerox Corporation · XRX Carl Icahn · p. 6
callout cover

"Box attempted to use these financings and the related self-tender scheme to “buy the vote” and tip the balance of power in the Company’s favor during this election."

Box, Inc. · BOX Starboard Value · p. 1
callout villain critique

"We believe that management and the Board, in anticipation of the upcoming vote, may be attempting to unrealistically shift expectations for the balance of FY 2015"

Darden Restaurants, Inc. · DRI Starboard Value · p. 33
callout villain critique

"We believe that management and the Board, in anticipation of the upcoming vote, may be attempting to unrealistically shift expectations for the balance of FY 2015"

Darden Restaurants, Inc. · DRI Starboard Value · p. 33
callout cover

"Elliott plans to vote against members of Sumitomo Realty’s senior management at the 2025 AGM absent further corporate-governance and value-enhancement initiatives"

callout villain critique

"We are concerned about the costs incurred to maintain an in-house aviation team partly devoted to personal travel for the CEO and other key members of management."

Huntsman Corporation · HUN Starboard Value · p. 129
callout villain critique

"In addition to not receiving broad support at Xylem to be on the Board, Ms. Harker also had the highest amount of votes withheld for her election at Stride Inc."

Xylem Inc. · XYL Spruce Point Capital · p. 74
callout ceo quote

"We have listened carefully to Marathon's stated reasons for remaining integrated, devoted substantial resources to evaluating them, and respectfully disagree."

Marathon Petroleum Corporation · MPC Elliott Management · p. 42
callout demand list

"In conclusion, we encourage shareholders to vote FOR Oasis nominees five independent, world-class Director candidates at Kao's upcoming AGM on March 21, 2024."

Kao Corporation · 4452 JT Oasis Management · p. 6
callout demand list

"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."

Alphabet Inc. · GOOGL TCI Fund · p. 2
callout demand list

"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."

S&P Global · SPGI TCI Fund · p. 2
callout demand list

"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."

callout demand list

"We strongly encourage you to vote on the Gold Card for Elliott's outstanding slate of director nominees and for the governance enhancements we have proposed."

Phillips 66 · PSX Elliott Management · p. 6
callout demand list

"We will typically vote against all directors of companies which do not publicly disclose their emissions and do not have a credible plan for their reduction."

Airbus · AIR TCI Fund · p. 2
callout demand list

"TCI will typically vote against all directors of companies which do not publicly disclose their emissions or have a credible plan for emissions reduction."

TCI portfolio companies TCI Fund · p. 3
callout nominee bio

"We urge our fellow shareholders to VOTE FOR each of the Resolutions to strengthen the Board, restore confidence and set Capricorn in the right direction."

Capricorn Energy PLC · CNE Palliser Capital · p. 6
callout demand list

"We strongly urge you to vote the GOLD card FOR Elliott's outstanding slate of director nominees, and FOR our proposed corporate governance enhancements."

Phillips 66 · PSX Elliott Management · p. 21
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 appendix disclosure

"This is NOT a solicitation of authority to vote your proxy. Land & Buildings is not asking for your proxy card and will not accept proxy cards if sent."

QTS Realty Trust · QTS Land & Buildings · p. 3
callout appendix disclosure

"This is NOT a solicitation of authority to vote your proxy. Land & Buildings is not asking for your proxy card and will not accept proxy cards if sent."

Hilton Grand Vacations · HGV Land & Buildings · p. 13
callout villain critique

"Shareholders Now Have A Unique Opportunity To Vote For A Highly-Qualified Slate Of Alternate Directors And Chart A New Strategic Course For The Company"

callout villain critique

"The fact that he left Red Cat to help found a new company is further confirmation that his resignation is a vote of no-confidence in Red Cat's future."

Red Cat Holdings, Inc. · RCAT Kerrisdale Capital · p. 26
callout other

"Elliott's John Pike and Geoff Sorbello provide their final analysis as shareholders vote to secure a stronger, more prosperous future for Phillips 66."

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

"VOTE for meaningful change VOTE to allow us to help improve Huntsman for the benefit of ALL shareholders VOTE on Starboard's BLUE proxy card today"

Huntsman Corporation · HUN Starboard Value · p. 40
callout demand list

"VOTE for meaningful change VOTE to allow us to help improve Huntsman for the benefit of ALL shareholders VOTE on Starboard's BLUE proxy card today"

Huntsman Corporation · HUN Starboard Value · p. 172
callout cover

"Vote the GOLD card FOR all four of Elliott's highly qualified board nominees: Brian Coffman, Sigmund Cornelius, Michael Heim and Stacy Nieuwoudt."

Phillips 66 · PSX Elliott Management · p. 2
callout demand list

"If you vote against Proposal 2, you will tell Apple and its Board that you agree with us and that Apple needs to improve its capital management."

Apple Inc. · AAPL Greenlight Capital · p. 53
callout demand list

"Phillips 66 (NYSE: PSX) shareholders have a clear choice: maintain the status quo or vote for change that could drive the stock up 75% or more."

Phillips 66 · PSX Elliott Management · p. 2
callout thesis headline

"We believe Avery has grown so dependent on restructuring charges to perpetuate growth, that it has pivoted towards accounting manipulation"

Avery Dennison Corporation · AVY Spruce Point Capital · p. 8
callout kpi overview

"21.2% perpetual, convertible preferred stock that could be converted to common equity pending a shareholder vote post-close of the deal"

callout villain critique

"DWAC has forecast Truth Social users to grow to 81m by 2026 based solely on a 2021 Morning Consult/Politico poll of registered voters."

Digital World Acquisition Corp · DWAC Kerrisdale Capital · p. 18
callout villain critique

"We believe it is clear that the Board approved the $500 million Preferred Financing to “buy the vote” and dilute common stockholders."

Box, Inc. · BOX Starboard Value · p. 95
callout demand list

"a vote for Trian’s nominees is a vote for four highly qualified individuals who will seek to work collaboratively with the Board to:"

callout demand list

"Time is running out: vote the GOLD card FOR Elliott's four highly qualified board nominees and corporate governance enhancements."

Phillips 66 · PSX Elliott Management · p. 8
callout villain critique

"For over 5 years, shareholders have been asking to vote on directors annually; For over 5 years, shareholders have been ignored"

Hess Corporation · HES Elliott Management · p. 74
callout demand list

"Vote the GOLD card FOR Elliott’s highly qualified board nominees and proposal calling for annual elections for all board seats."

Phillips 66 · PSX Elliott Management · p. 3
callout demand list

"Vote the GOLD card FOR Elliott's highly qualified board nominees and proposal calling for annual elections for all board seats."

Phillips 66 · PSX Elliott Management · p. 6
callout demand list

"Your vote can help Phillips 66 improve operations, strengthen Board accountability and increase the value of your investment."

Phillips 66 · PSX Elliott Management · p. 18
callout demand list

"We urge you, our fellow shareholders, to VOTE FOR each of the Resolutions at the EGM to set Capricorn in the right direction."

Capricorn Energy PLC · CNE Palliser Capital · p. 3
callout villain critique

"Bolloré forced minorities to allow Florange Act's multiple voting at 2015 AGM, by rapidly growing his stake before the vote."

Telecom Italia · TIT.MI Elliott Management · p. 30
callout demand list

"ISS, GLASS LEWIS AND EGAN-JONES UNANIMOUSLY ENDORSE SIGNIFICANT CHANGES AT PHILLIPS 66. VOTE BEFORE THE MAY 21ST DEADLINE."

Phillips 66 · PSX Elliott Management · p. 4
callout nominee bio

"Vote the GOLD card FOR Elliott's highly qualified nominees and proposal calling for annual elections for all Board seats."

Phillips 66 · PSX Carl Icahn · p. 36
callout villain critique

"For context, the average percentage of votes withheld from a nominee in a non-contested S&P 500 election is less than 5%."

Hess Corporation · HES Elliott Management · p. 13
callout nominee bio

"Vote the GOLD card FOR Elliott’s qualified Board nominees and proposal calling for annual elections for all Board seats."

Phillips 66 · PSX Elliott Management · p. 4
callout demand list

"Vote the GOLD card FOR Elliott's qualified Board nominees and proposal calling for annual elections for all Board seats."

Phillips 66 · PSX Elliott Management · p. 141
callout villain critique

"In Arconic's 2017 proxy statement, the Company disclosed that they had traded away company assets in exchange for votes"

Arconic Inc. · ARNC Elliott Management · p. 16
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 4
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 8
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 3
callout villain critique

"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"

Multiple REITs (21 underperformers) Land & Buildings · p. 7