"QS is cherry-picking a dendrites sample versus showing data that’s actually convincing"
QuantumScape · QS
Scorpion Capital · p. 74
Callouts & quotes from 132+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Omnia merely caters to Nevro users who turned away versus expanding the company's base"
Nevro Corp. · NVRO
Scorpion Capital · p. 138
"BNY Mellon went from a 2%+ margin surplus versus State Street to a 5% margin deficit"
The Bank of New York Mellon · BK
Marcato · p. 48
"The Company's valuation multiple versus peers has also FAILED to improve"
Huntsman Corporation · HUN
Starboard Value · p. 22
"The Company's valuation multiple versus peers has also FAILED to improve"
Huntsman Corporation · HUN
Starboard Value · p. 61
"Meaningful opportunity to grow sales versus 2011 levels and peak"
J.C. Penney Company, Inc. · JCP
Pershing Square · p. 55
"Operating margins of at least 25% by 2014 (versus 16% in 2011)"
Lazard Ltd · LAZ
Trian Partners · p. 8
"Huntsman's margin deficit versus peers has WORSENED over time"
Huntsman Corporation · HUN
Starboard Value · p. 50
"Huntsman's margin deficit versus peers has WORSENED over time"
Huntsman Corporation · HUN
Starboard Value · p. 11
"Huntsman's margin deficit versus peers has WORSENED over time"
Huntsman Corporation · HUN
Starboard Value · p. 48
"Huntsman’s margin deficit versus peers has WORSENED over time"
Huntsman Corporation · HUN
Starboard Value · p. 84
"Huntsman's margin deficit versus peers has WORSENED over time"
Huntsman Corporation · HUN
Starboard Value · p. 3