Contrarian Corpus
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Callouts & quotes from 237+ activist slides

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

Showing 181–237 of 237 matching "review"
callout villain critique

"A key early warning sign was the occurrence of 13 deaths during the pitolisant development program, as noted by the FDA in its safety review."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 154
callout villain critique

"Based on our review of past incidents, we believe Intuit has a poor track record of defending customer information from external threats."

Intuit Inc. · INTU Spruce Point Capital · p. 96
callout precedent table

"Current Danimer investors placing hope that a partnership with Pepsi will ensure success should review the Metabolix failure carefully."

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 42
callout peer gap

"Based on the app store reviews, FND’s app receives the fewest stars on both platforms and has received minimal recent reviews in 2024."

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 64
callout villain critique

"On their landing page, FreeCash.com prominently shows a Trustpilot rating of 5 stars, based on an unbelievable almost 250,000 reviews."

Trustpilot Group PLC · TRST Grizzly Research · p. 29
callout villain critique

"Reviews spanning a five-year period suggest that Fairmont Dubai failed to address reports of sex workers operating in one of its bars."

Accor SA · AC Grizzly Research · p. 25
callout villain critique

"Reviews And Our Personal Trials Indicate That PLTK Is Feeding Off Of People’s Addiction, Going After The Most Vulnerable Player Base"

Playtika Holding Corp. · PLTK Grizzly Research · p. 18
callout villain critique

"The inside joke at Muddy Waters when reviewing conference call transcripts was: The analysts treat every call like a job interview."

callout villain critique

"Apparently GSX had fake students enroll in trial classes in this incident to give positive reviews and encourage others to sign up."

GSX Techedu Inc. · GSX Grizzly Research · p. 26
callout ceo quote

"As we consider the best path forward for TI today, it is instructive to review the actions that delivered this level of success."

Texas Instruments · TXN Elliott Management · p. 8
callout precedent table

"Since initiating its cost realignment, capital return, and product portfolio review, Brocade's stock price has increased by ~67%"

Juniper Networks · JNPR Elliott Management · p. 25
callout villain critique

"The CDER Clinical Pharmacology Review states the steady-state level is based on an undisclosed “Harmony model” – a black box."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 118
callout ceo quote

"DV started to shift discussion to its smaller customer spend, but based on our recent review, spending is slowing there too."

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 21
callout villain critique

"FDA review indicates its “special interest” in seizures, which are mentioned several times as an area of potential concern"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 160
callout section divider

"Trust Is Perhaps The Biggest Factor Why Customers Choose Remitly: Here’s Evidence They Have Dubious Customers And Reviews"

Remitly Global, Inc. · RELY Spruce Point Capital · p. 8
callout villain critique

"The lower figure in the peer-reviewed manuscript is more favorable to Soleno, suggesting that they manipulated the data."

Soleno Therapeutics · SLNO Scorpion Capital · p. 107
callout timeline

"Within 48 hours of Pershing’s presentation, board rejects the Revised Transaction without seeking rating agency review"

Target Corporation · TGT Pershing Square · p. 9
callout appendix data

"On analysis, Mr Galloway’s claim for judicial review really boils down to two key lines of challenge (§§59, 71 below)."

BP plc · BP Bluebell Capital · p. 10
callout villain critique

"We call on the Board to suspend its acquisition strategy post a through review of management's recent transactions."

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 12
callout villain critique

"HelloFresh ranks only 175th among food delivery sites due to terrible overall review scores of 1.3 of 5 on average."

HelloFresh SE · HFG Grizzly Research · p. 22
callout villain critique

"After reading our report and reviewing Oatly’s corporate credo, we believe you will form a very different opinion."

Oatly Group AB · OTLY Spruce Point Capital · p. 11
callout villain critique

"The consultant’s review details a pattern of flagrant flaws that led to the “vastly overestimated bioavailability”"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 309
callout villain critique

"Liang noticed that the people in the WeChat Groups were giving out multiple great identical reviews to teachers."

GSX Techedu Inc. · GSX Grizzly Research · p. 25
callout demand list

"It is imperative that the Board swiftly announces a strategic review to address the Company's undervaluation."

Smiths Group plc · SMIN Engine Capital · p. 7
callout villain critique

"There are good reasons for shareholders to be highly concerned about the current strategic review process."

Yahoo! Inc. · YHOO Starboard Value · p. 3
callout demand list

"Arconic’s new board and management team should undertake a comprehensive strategic and operational review"

Arconic Inc. · ARNC Elliott Management · p. 275
callout villain critique

"Only 32% of employees from a recent Glassdoor review have a “Positive Business Outlook” on Weis Markets."

Weis Markets, Inc. · WMK Spruce Point Capital · p. 41
callout villain critique

"Current BBB reviews of Nuvei generally reflect a poor rating and frustrations echoed on other websites."

Nuvei Corp · NVEI Spruce Point Capital · p. 22
callout villain critique

"This check can easily be automated for all review profiles but apparently Trustpilot fails to do that."

Trustpilot Group PLC · TRST Grizzly Research · p. 12
callout ceo quote

"We would review the Company’s investment strategy given the large focus in its lower return business."

GCP Applied Technologies · GCP Starboard Value · p. 92
callout precedent table

"We applaud Morgan Stanley for being the most realistic analyst on the Street in reviewing Carvana."

Carvana Co. · CVNA Spruce Point Capital · p. 8
callout precedent table

"Early indicators of sales and earnings revisions can be identified with a careful forensic review."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 5
callout villain critique

"Everything here is a black box - we couldn't even locate the CDER review package, last we looked."

Soleno Therapeutics · SLNO Scorpion Capital · p. 40
callout villain critique

"Trustpilot’s review page for Crypto Family is spammed with 5-star reviews praising the project."

Trustpilot Group PLC · TRST Grizzly Research · p. 28
callout villain critique

"The Trustpilot reviews are dominated by the usual 5-star “this-changed-my-life” fake postings."

Trustpilot Group PLC · TRST Grizzly Research · p. 37
callout demand list

"Board should conduct a comprehensive strategic review of assets to maximize shareholder value"

Rubicon Limited · RBC Sandell · p. 8
callout villain critique

"Trustpilot is not a review platform. It’s a pay-to-protect extortion racket disguised as one."

Trustpilot Group PLC · TRST Grizzly Research · p. 40
callout villain critique

"The oddity of the global and unusual purchases is not addressed in any of the review texts."

Trustpilot Group PLC · TRST Grizzly Research · p. 11
callout peer gap

"The customer review data from G2 suggests Mailchimp is one of the lowest-rated products."

Intuit Inc. · INTU Spruce Point Capital · p. 42
callout demand list

"Sony's listed stakes, which total ~$12bn at market, should be reviewed for divestiture"

Sony Corporation · 6758.T Third Point · p. 94
callout villain critique

"A review system that only allows positive reviews is worse than no review system."

Trustpilot Group PLC · TRST Grizzly Research · p. 31
callout villain critique

"Current reviews of Nuvei on other websites express negative opinions of Nuvei."

Nuvei Corp · NVEI Spruce Point Capital · p. 21
callout villain critique

"NQ admitted widespread tampering with data reviewed during the investigation."

NQ Mobile · NQ Muddy Waters · p. 2
callout villain critique

"Here are some fake reviews that the providers presented to us as their work:"

Trustpilot Group PLC · TRST Grizzly Research · p. 17
callout villain critique

"These glaringly good reviews are also shown on Trustpilot.com for FreeCash:"

Trustpilot Group PLC · TRST Grizzly Research · p. 30
callout demand list

"It is past time for Nestlé to undergo a comprehensive portfolio review."

Nestlé · NESN Third Point · p. 6
callout villain critique

"Noticeable lack of core competency and skills as reviewed by the Board"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 22
callout process diagram

"Review segments to develop a brand mix to enable sustainable growth"

Kao Corporation · 4452.JP Oasis Management · p. 78
callout appendix data

"SMR Projects in Pre-Application; None Currently in Licensing Review"

Oklo Inc. · OKLO Kerrisdale Capital · p. 21
callout villain critique

"But an even cursory review of the study reveals its shoddiness:"

AtriCure, Inc. · ATRC Kerrisdale Capital · p. 22