Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Multiple retired presidents/CEOs serving as advisors to Keisei whilst serving in senior roles at OLC results in significant and inappropriate influence over incumbent Keisei management - further impairing an objective appraisal of the OLC stake"
"BlackRock’s vote ‘FOR’ is a contradiction of BlackRock pledge in 2020 of “Exiting investments that present a high sustainability-related risk, such as thermal coal producers” (BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020)"
"BlackRock’s vote ‘FOR’ is a contradiction of BlackRock pledge in 2020 of “Exiting investments that present a high sustainability-related risk, such as thermal coal producers” (BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020)"
"There is tangible evidence that warm weather is affecting WTRG, ultimately reducing the need for natural gas consumption. The CEO recently punted on discussing the impact to their outlook despite 20% warmer weather than normal. Wonder why....?"
"Spruce Point is concerned to see WD-40’s CEO promoting his investment case on Jim Cramer’s Mad Money, a venue that attracts many retail investors. The CEO offered a perplexing view on his Company, claiming they are in the “memories” business."
"Spruce Point has a track record of calls in the advertising technology and outsourced technology services industry. Notably, DV’s CEO was formerly the CEO of Telaria and was an architect of the merger with Rubicon Project that became Magnite."
"Kao's largest rivals' CEOs have extensive experience both globally and at competitor firms. However, both President Hasebe and former President Sawada are lifetime employees of Kao from the R&D department with little international experience."
"New Pacific CEO Rui Feng has taken it a step further, with a history of using litigation and state influence (including payments to Chinese authorities and pressure on Canadian regulators) to silence criticism against his business interests."
"It is deeply concerning that Archer's CEO is hyping TIA (which means in the next four months), whilst simultaneously promoting their very basic achievements showing they are in the very earliest stages of envelope expansion and only in CTOL."
"On October 26, 2021, days before his other 10b5-1 stock sale program started, the Chairman & CEO formed the Jagdfeld Giving Foundation for charitable purposes. This certainly makes it appear as if the CEO's stock sales are well intentioned."
"TMDX’s entire “inner circle” appears to have done all of part of their medical training at these two schools: the CEO, the Chief Commercial Officer; the head of its liver program and “Medical Director” who oversees its surgeons; and others."
"MacLellan failed to disclose his role at PortaCom Wireless. While his tenure occurred over 20 years ago, we believe his role as CEO of a company that declared bankruptcy is material as an event where shareholders were significantly harmed."
"To safeguard employees, shareholders, and other stakeholders' interests, Palliser call on Kobayashi-CEO and the Board to stem the ongoing value destruction and facilitate conditions for longer-term improvement with three immediate measures"
"Monroe – the real heavy – appears to want his cake and eat it too: trying to preserve his scientific reputation by allegedly privately blaming the CEO and “financial types,” while publicly playing along as the scientific promoter-in-chief."
"Misclassifying expenses, particularly as capex, is one of the oldest accounting frauds in the book – causing Worldcom’s rapid collapse into bankruptcy when it was revealed, and landing its CEO, CFO, and various accounting staff in prison."
"We can only conclude two things from this fact pattern. Either: 1) By February 2011... the CEO search committee... had already determined that Mr. Austrian would become the permanent CEO... 2) The Board's governance is seriously lacking."
"Spruce Point is alarmed by the recent pattern of MSCI's investments and alliances which appear to financially benefit members of MSCI, Morgan Stanley and former Morgan Stanley executives in the sphere of CEO and Chairman Henry Fernandez."
"Through either one or two degrees of separation, GFL’s CEO has been closely associated with people that have been involved with various business scandals, some of which have involved charges (and convictions) for fraud and imprisonment."
"Through either one or two degrees of separation, GFL’s CEO has been closely associated with people that have been involved with various business scandals, some of which have involved charges (and convictions) for fraud and imprisonment."
"Southwest’s Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"Southwest's Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"On the #StrongerSouthwest podcast, Gregg Saretsky, Elliott's nominee for Southwest Airlines' (NYSE: LUV) board and former WestJet CEO, discusses the importance of accountability during WestJet's drive for stronger financial performance."
"CEO Dominik Richter's private company borrowed massively against his HelloFresh’s shares to fund highly leveraged real estate investments by his brother Benedikt Richter, apparently triggering margin calls amid a steep share price drop."
"Southwest's Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"Southwest's Executive Chairman and its CEO, who have spent a combined 74 years at the Company, have presided over a period of severe underperformance, and they have demonstrated that they are not up to the task of modernizing Southwest."
"We question how AMT’s towers can be positioned to capture incremental growth when, according to their President, CEO, and Chairman, the vast majority of their towers are not located where the people generating the increased demand are."
"Notice that in Alpha Natural’s two largest acquisitions of Massey Energy and Foundation Coal there were virtually no adjustments in the value of the acquired coal inventories. This was under CEO Kevin Crutchfield’s leadership of Alpha."
"Twist explicitly states that the facility is for “DNA Data Storage,” not manufacturing, which it lists as the use case only for its South San Francisco HQ – contradicting numerous statements the CEO has made about its intended purpose."
"The role of the CEO is to run the company. The role of the Board is to provide independent oversight of the CEO. Therefore, in general terms, there is an inherent conflict of interest for a CEO to act as her/his own oversight as Chair."
"APPS CEO claims to have neither the means nor desire to look at other companies' user data, but the evidence in its code indicates the opposite – APP has the means and is engaging in collecting 3P platforms data to construct its PIGs."
"Disney's supposed "progress" appears elusive - the Company has significantly underperformed its Media Industry (Proxy) Peers since Mr. Iger returned as CEO in late 2022 and since the Company's "transformation" began in February 2023."
"Alan Lindsay was UEC’s Chairman of the Board and large shareholder who was granted practically free equity. His son Oliver Lindsay is a convicted stock fraudster who served time in prison. CEO Adnani is related to the Lindsay family."
"Disney’s supposed “progress” appears elusive – the Company has significantly underperformed its Media Industry (Proxy) Peers since Mr. Iger returned as CEO in late 2022 and since the Company’s “transformation” began in February 2023."
"Zebra was asked twice about Fetch Robotics on the Q2'24 conference call, and we think the CEO failed to provide any concrete update or specifics other than a reference that customers are giving them an opportunity to sell solutions."
"While Maria Elena Lagomasino has overseen three problematic CEO succession processes as a director, Nelson Peltz has overseen several effective leadership transitions that have been well-received by shareholders and other observers."
"We’re calling on the Audit Committee, led by Harvard Business School Dean Srikant Datar, to review our report with an independent forensic investigator. We believe it’s time for CEO Lobo and CFO Boehnlein to resign or be terminated."
"Despite the CEO offering expectations of “winning” in Europe at the beginning of the year, we find that profits were down materially. Even worse, we find that Amcor’s cash pool swung from a surplus of €62.7m to a deficit of -€34.4m."
"While Maria Elena Lagomasino has overseen three problematic CEO succession processes as a director, Nelson Peltz has overseen several effective leadership transitions that have been well-received by shareholders and other observers."
"Through accounting sleight of hand, a cash investment partially provided by Invesco, and a reverse merger into a soon-to-collapse U.S. nanocap led by a highly questionable CEO, BUR turned a loss at trial into a purported 195% ROIC."
"The CEO's claim of FLAWLESS being a "brand-new category" is suspect. ULTA categorizes its products as Depilatories – hardly a new category. Sally Beauty buries the product under lubricants "Cool Care" and above the First Aid kit!"
"CEO Adnani has regularly been talking about uranium on CNBC, but curiously the interviews do not focus on how exactly UEC will profitably produce and supply uranium along with detailed specifics about the capital costs necessary."
"In reality, it is a one-trick pony in liver, with zero chance in kidney, the most widely transplanted organ by orders of magnitude; OCS Lung, run by the CEO’s sister, is a colossal failure; and OCS Heart is currently in freefall."
"Dissenting views have no place at the company...different interpretations of the science. You're picking up on it [the discrepancies]. I'm sure a lot of the science team there would do it differently, but it's all up to the CEO."
"Mr Christopher Jordinson, a former CEO of UCL Resources Limited (UCL), his nephew, Mr Joe Turner, and Mr Jonathan Breen were convicted and sentenced for their roles in an insider trading scheme which generated $20,000 in profit."
"An executive named Gene Reznik touted by CEO Siebel as heading up a key growth initiative recently resigned in Jan 2022. Based on our analysis, sales and alliance executives have short duration tenures, often leaving under 2yrs."
"Brandon Porter, whose social media profile says he advises the CEO of a mid-sized advertising agency in the USA, frequently likes posts by Mr. Horowitz of Movers+Shakers. Specifically, he also likes posts related to ELF Beauty."
"Phillips 66's choice of only looking at Lashier's tenure as CEO hides the fact that Lashier's stint as COO led to >50% relative underperformance vs. its refining peers, given poor operations during the "Golden Age" of refining."
"Phillips 66's choice of only looking at Lashier's tenure as CEO hides the fact that Lashier's stint as COO led to >50% relative underperformance vs. its refining peers, given poor operations during the "Golden Age" of refining."
"Former employees of Quantumscape confirmed the color we received directly from VW, suggesting that VW was kept in the dark and that the QS CEO and Chief Sales Officer “just had it nailed” as far how to play the VW bureaucracy."
"In our opinion, Porch gave a long-winded and non-sensical explanation, as to why it booked $33m as stock-based compensation expense when Lowe's sold a portion of its equity for $4.0 million ($0.25 per share) to CEO Ehrlichman."
"Managing retail chains is very much a family affair for the Rossys - at both stores. Perhaps Neil was going to be anointed CEO of Dollarama regardless of the caliber of other potential candidates. Let's hope he's not Commodus!"
"CEO Gerstel's official biography does not mention that he was instrumental in growing Lumenis Ltd. (formerly ESC Medical Systems). His LinkedIn bio says he was VP of Operations, but an earlier bio says Chief Operating Officer."
"According to BlackRock, it is in the best interest of their clients to have their capital invested in a company whose CEO has a serious criminal record for falsifying the financial statement of another publicly listed company"
"TO US, IT APPEARS THAT THE REAL REASON PHILLIPS 66 REBUFFED MR. GOFF HAS NOTHING TO DO WITH HIS INDEPENDENCE FROM ELLIOTT, AND EVERYTHING TO DO WITH HIS INDEPENDENCE FROM CEO MARK LASHIER AND THE COMPANY’S BOARD OF DIRECTORS."
"According to BlackRock, it is in the best interest of their clients to have their capital invested in a company whose CEO has a serious criminal record for falsifying the financial statement of another publicly listed company"
"Spruce Point finds it highly unusual that all its executive officers serve at the discretion of the Board except the Financial Controller and Chief Accounting Officer, who serves at the discretion of Chairman and CEO Farrell."
"We give credit to Generac’s CEO for relentlessly promoting and evangelizing the investment story. The public should review his seven most recent CNBC appearances, especially his three “Mad Money” appearances with Jim Cramer."
"GFL uses Campus Auto Collusion for its vehicle and equipment refurbishment. This reconnects CEO Dovigi with Claudio Villa, who plead guilty at Earthworx in 2015 for dumping toxic dirt, while charges against GFL were dropped."
"Spruce Point believes change is required at Maxar Technologies (Nasdaq/TSX: MAXR). Based on our research, we believe CEO Howard Lance should resign for inflating Maxar’s earnings through an aggressive M&A accounting scheme."
"The CEO and CFO are among the most evasive we have ever seen across any company during quarterly analyst Q&A's, with a pattern of vague, non-committal answers and tersely dismissing even the most basic requests for details."