Contrarian Corpus
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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 23461–23520 of 26,677
callout villain critique

"it’s an order of magnitude of pain and more to work for TransMedics."

TransMedics Group Inc · TMDX Scorpion Capital · p. 194
callout section divider

"We have serious concerns with AOL's executive compensation practices"

AOL, Inc. · AOL Starboard Value · p. 53
callout demand list

"Our board would run a process to maximize value for ALL SHAREHOLDERS"

SandRidge Energy · SD Carl Icahn · p. 19
callout villain critique

"It's a two-hit. It's two hits. That increases your risk. Absolutely."

Soleno Therapeutics · SLNO Scorpion Capital · p. 18
callout villain critique

"I don't know anybody who's gotten approval from their insurance yet."

Soleno Therapeutics · SLNO Scorpion Capital · p. 274
callout villain critique

"It's a two-hit. It's two hits. That increases your risk. Absolutely."

Soleno Therapeutics · SLNO Scorpion Capital · p. 392
callout ceo quote

"To call this clinical outcome impressive, to our mind, is laughable."

Pulse Biosciences · PLSE White Diamond Research · p. 10
callout villain critique

"ONP's Claims About its Top 10 Customers Support Our Fraud Conclusion"

Orient Paper Inc. · ONP Muddy Waters · p. 7
callout demand list

"Simplify organization to improve focus, agility, and accountability"

Nestlé S.A. · NESN Third Point · p. 29
callout section divider

"We Think Wise Is A Formidable Competitor That Is Pressuring Remitly"

Remitly Global, Inc. · RELY Spruce Point Capital · p. 49
callout other

"Box spent nearly $1 billion in R&D expenses over the last six years"

Box, Inc. · BOX Starboard Value · p. 160
callout section divider

"Another year of empty rhetoric and broken promises is unacceptable."

Phillips 66 · PSX Elliott Management · p. 9
callout other

"Another year of empty rhetoric and broken promises is unacceptable."

Phillips 66 · PSX Elliott Management · p. 8
callout section divider

"We Believe DY Is A Troubled Business Experiencing Growing Pressures"

Dycom Industries, Inc. · DY Spruce Point Capital · p. 8
callout kpi overview

"Fortrea is a large scale and global contract research organization."

GoDaddy, News Corp, Fortrea Starboard Value · p. 55
callout villain critique

"Burford Uses Hedging Assets to Inflate Deployments and Realizations"

Burford Capital · BUR Muddy Waters · p. 9
callout demand list

"This is an election is about choosing the best directors for Target"

Target Corporation · TGT Pershing Square · p. 79
callout nominee bio

"One of the founders and former President and COO of Targa Resources"

Phillips 66 · PSX Elliott Management · p. 17
callout sop buildup

"Valeant has built a diversified collection of platforms, including:"

Unknown · p. 30
callout villain critique

"The way I see it right now, I don’t see a really good way to do so."

IonQ Inc. · IONQ Scorpion Capital · p. 91
callout demand list

"Shareholders deserve a Board that demonstrates proactive leadership"

Hess Corporation · HES Elliott Management · p. 143
callout appendix methodology

"We use a discounted cash flow analysis to value the cliff portfolio"

Allergan, Inc. · AGN Pershing Square · p. 81
callout appendix methodology

"We use a discounted cash flow analysis to value the cliff portfolio"

Allergan, Inc. · AGN Pershing Square · p. 80
callout other

"We believe Autodesk has a significant opportunity to expand margins"

Autodesk, Inc. · ADSK Starboard Value · p. 39
callout other

"JOE sold last beachfront lot 9/20/10 Lot #13 Sale Price: $1,253,800"

The St. Joe Company · JOE Greenlight Capital · p. 74
callout transition

"The bulls dream about what JOE's land might be worth in 20-30 years"

The St. Joe Company · JOE Greenlight Capital · p. 138
callout timeline

"Expedia owned Tripadvisor until Tripadvisor was spun off in 2011..."

Tripadvisor, Inc. · TRIP Starboard Value · p. 7
callout kpi overview

"Online experiences is the single fastest growing category in travel"

Tripadvisor, Inc. · TRIP Starboard Value · p. 14
callout ceo quote

"Even excluding Warrick, Arconic missed 3-year rolling historic high"

Arconic Inc. · ARNC Elliott Management · p. 111
callout villain critique

"The Director of "The Fast and The Furious" is next to Dr. Kleinfeld"

Arconic Inc. · ARNC Elliott Management · p. 204
callout precedent table

"Aerospace is a growth industry! Arconic should be a growth company!"

Arconic Inc. · ARNC Elliott Management · p. 299
callout sop buildup

"Management’s $7.5bn 2016 EBITDA guidance implies ~57% EBITA margins"

Unknown · p. 45
callout sop buildup

"Further upside available from enhanced capital allocation over time"

Rio Tinto · RIO Palliser Capital · p. 47