Contrarian Corpus
Phrase library

Callouts & quotes from 26,677+ activist slides

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

Showing 21361–21420 of 26,677
callout ceo quote

"While Dr. Kleinfeld has touted Alcoa’s transformation, his actions belied his words"

Arconic Inc. · ARNC Elliott Management · p. 254
callout kpi overview

"Illustrating the Value of Improving Utilization and Cost Cuts at GRP (2016 Revenue)"

Arconic Inc. · ARNC Elliott Management · p. 308
callout villain critique

"Elliott would be happy to compare its track record against any of the board members"

Arconic Inc. · ARNC Elliott Management · p. 330
callout demand list

"The Shareholder Slate can be counted on to create future value for all shareholders"

Sotheby's · BID Third Point · p. 26
callout villain critique

"Oddly, such near-total dominance of open-heart ablation has not led to any profits."

AtriCure, Inc. · ATRC Kerrisdale Capital · p. 23
callout peer gap

"We believe there is significant room for Oatly's multiple to compress below BYND's."

Oatly Group AB · OTLY Spruce Point Capital · p. 121
callout section divider

"We Believe Zebra’s Core Business Is Under Greater Pressure Than The Market Realizes"

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 10
callout sop buildup

"We believe a minority IPO of McOpCo would force a market revaluation of McDonald's."

McDonald's Corporation · MCD Pershing Square · p. 39
callout villain critique

"Twist can barely deliver DNA construct. And the other company can deliver proteins."

Twist Bioscience · TWST Scorpion Capital · p. 204
callout timeline

"Future growth unlocked via structural simplification and enhanced strategic options"

Rio Tinto · RIO Palliser Capital · p. 46
callout transition

"The Bloomin' Onion is Outback’s – and Bloomin’s – most famous and recognizable dish"

Bloomin' Brands · BLMN Starboard Value · p. 7
callout peer gap

"NQ recently addressed the paucity of downloads in these stores with a non sequitur:"

NQ Mobile Inc. · NQ Muddy Waters · p. 31
callout villain critique

"Retailer Visits Further Confirm that NQ has a Sliver of the Market Share it Claims."

NQ Mobile Inc. · NQ Muddy Waters · p. 29
callout other

"All user URL and browsing history is sent to China unencrypted, and easily decoded."

NQ Mobile Inc. · NQ Muddy Waters · p. 35
callout section divider

"McDonald's current “skin in the game” is overstated due to lack of transfer pricing"

McDonald's Corporation · MCD Pershing Square · p. 46
callout section divider

"We Find That HIMS Has A Poor Track Record of Delivering On New Growth Opportunities"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 71
callout peer gap

"Southwest has underperformed peers on 17 of its last 20 significant earnings events"

Southwest Airlines · LUV Carl Icahn · p. 39
callout villain critique

"Saputo's History Has Been Strained By Allegations Of Connections To Organized Crime"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 9
callout timeline

"Spruce Point Believes That Saputo Is Now Entering The Declining Phase Of Its Growth"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 7
callout villain critique

"Environmental Compliance Costs Generally Higher Than Forecasted And Keep Increasing"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 133
callout villain critique

"Disney's Plan for Value Creation Appears to Lack Commitments, Guidance, and Clarity"

The Walt Disney Company · DIS Trian Partners · p. 57
callout villain critique

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

Phillips 66 · PSX Elliott Management · p. 54
callout precedent table

"Higher revenue and margin, despite significantly lower industry aircraft production"

Phillips 66 · PSX Elliott Management · p. 127
callout ceo quote

"$2.0 billion EBITDA target contemplated strong growth across all reporting segments"

Huntsman Corporation · HUN Starboard Value · p. 65
callout peer gap

"We believe Huntsman has an opportunity to streamline its FP&A and IT organizations."

Huntsman Corporation · HUN Starboard Value · p. 236
callout transition

"In fact, AOL's association with TWX has proven to be as much a burden as a benefit."

Time Warner Inc. · TWX Carl Icahn · p. 65
callout demand list

"Please vote the GOLD card today for Elliott's four highly qualified board nominees."

Phillips 66 · PSX Elliott Management · p. 19
callout villain critique

""Dump it! Oh God! Horrible, Horrible, like Horrible. Even the product is Horrible.""

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 30
callout villain critique

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

Phillips 66 · PSX Elliott Management · p. 55
callout precedent table

"Higher revenue and margin, despite significantly lower industry aircraft production"

Phillips 66 · PSX Elliott Management · p. 128
callout ceo quote

"The quotation is 196 million. In the end the agreed-upon deal price is 190 million."

Orient Paper, Inc. · ONP Muddy Waters · p. 4
callout executive summary

"We are short Asanko Gold Inc. ("AKG") because it is highly likely to end up a Zero."

Asanko Gold Inc. · AKG Muddy Waters · p. 4
callout villain critique

"In Q4, NQ insiders made clear they lack of confidence in the future of the company."

NQ Mobile · NQ Muddy Waters · p. 5
callout ceo quote

"「ACTISに関してだけ言えば、粗利率の悪いACTISは売上計上が完了しましたので、第2クォーター以降に売上計上されるACTISの粗利率は改善しております」と逃げた。"

Lasertec Corporation · 6920 Scorpion Capital · p. 92
callout villain critique

"レーザーテックは同社製の極端紫外線マスク検査装置に搭載している光源に致命的な不良を抱えているので、従来の極端紫外線検査の輝度や安定性の基本的な条件すら満たせていない。"

Lasertec Corporation · 6920 Scorpion Capital · p. 167
callout ceo quote

"「放電生成プラズマ方式は将来性のない方式です。ウシオは戦略的な誤りをしました。放電生成プラズマの欺瞞の単純さに酔った結果、誤ってその方式を採用した、ということです」。"

Lasertec Corporation · 6920 Scorpion Capital · p. 180
callout villain critique

"広場を囲むかたちで建てられた各建物の中の様子を、窓やガラス製の入口ドアから覗き込んでみた。中は閑散として人の気配はなく、依然として研究開発や生産活動らしき動きはない。"

Lasertec Corporation · 6920 Scorpion Capital · p. 319
callout villain critique

"Notice carefully that press releases from 2017-2018 have been hidden from investors"

Porch Group Inc · PRCH Spruce Point Capital · p. 23
callout sop buildup

"We believe there is significant value in these assets within News Corp’s portfolio."

GoDaddy · GDDY Starboard Value · p. 49
callout timeline

"Fannie Mae and Freddie Mac share prices declined 32% and 29%, respectively, in 2014"

Unknown · p. 63
callout villain critique

"Citron believes Peloton’s glory days of hardware sales are in the rear-view mirror."

Peloton Interactive · PTON Citron Research · p. 4
callout appendix data

"Such evident overlap increases our concerns about the integrity of DLO’s financials"

DLocal Ltd. · DLO Muddy Waters · p. 41
callout appendix methodology

"The details information of each completed transaction we collected from each store."

KE Holdings · BEKE Muddy Waters · p. 50
callout appendix methodology

"Note "fondue cart" and "novel" are shopify plug ins as tracking an ApplePay signal."

AppLovin · APP Muddy Waters · p. 50
callout appendix disclosure

"If you agree to the foregoing terms, please sign below to indicate your acceptance."

Huntsman Corporation · HUN Starboard Value · p. 56
callout other

"Goldman forecasts a record $15,000 per metric tonne or about $6.80 a pound in 2025."

Teck Resources · TECK Greenlight Capital · p. 26