Contrarian Corpus
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Callouts & quotes from 226+ activist slides

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

Showing 181–226 of 226 matching "suggests"
callout peer gap

"Flattish art market suggests Sotheby's has done a poor job making art more accessible and appealing to HNWIs"

Sotheby's · BID Third Point · p. 12
callout villain critique

"It suggests that some operations and management had been comingled and were under the common control of YY."

Joyy Inc. · YY Muddy Waters · p. 64
callout other

"This suggests that the partnership that would be nearly impossible to beat would be NVIDIA and BlackBerry."

Unknown · p. 4
callout peer gap

"Our analysis suggests that revenue per employee has been down since 2018, and essentially flat thereafter."

TaskUs, Inc. · TASK Spruce Point Capital · p. 30
callout section divider

"Our Analysis Suggests That PGNY’s Key Marketing Claims, Particularly Its Outcomes Data, Are Disputable"

Progyny, Inc. · PGNY Spruce Point Capital · p. 66
callout villain critique

"This suggests that Snap's earnings may have been inflated by under-reserving for obsolete inventory."

Resideo Technologies, Inc. · REZI Spruce Point Capital · p. 75
callout villain critique

"The fact that he did not receive a payment upon termination suggests that he was let go with cause."

PowerSchool Holdings, Inc. · PWSC Spruce Point Capital · p. 106
callout villain critique

"The unexplained and arbitrary cut-off suggests an attempt to cherry-pick a favorable data interval."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 240
callout sop buildup

"This category-level analysis suggests that our 51.5% gross margin estimate for P&G is conservative"

Procter & Gamble · PG Pershing Square · p. 21
callout kpi overview

"This suggests that while WFG has been able to recruit more agents, they may be of lower quality."

Aegon Ltd. · AEG Spruce Point Capital · p. 28
callout comparison table

"Name change to Magnite suggests desire to move past failures of Rubicon and Tremor Video/Telaria"

Magnite, Inc. · MGNI Spruce Point Capital · p. 6
callout villain critique

"This suggests that absolutely no testing or fine-tuning is meant to take place inside Fab 4A."

Lasertec Corporation · 6920 Scorpion Capital · p. 326
callout villain critique

"The uniformity of negative comments suggests that an Omnia-fueled turnaround is a delusion."

Nevro Corp. · NVRO Scorpion Capital · p. 137
callout section divider

"Sum-of-The Parts Analysis Suggests 25% - 50% Downside Risk Potential To REZI's Share Price"

Resideo Technologies, Inc. · REZI Spruce Point Capital · p. 85
callout section divider

"Evidence Suggests The New Israeli HQ Could Be Used To Further Inflate Cost Capitalization"

Amdocs Limited · DOX Spruce Point Capital · p. 58
callout section divider

"Heska's Valuation Is Irrational: Our Normalized Analysis Suggests 50% - 60% Downside Risk"

Heska Corporation · HSKA Spruce Point Capital · p. 121
callout kpi overview

"Flattish sales in a flattish market suggests the Company has failed to gain market share"

Sotheby's · BID Third Point · p. 13
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 villain critique

"Chart suggests QS cell performs far better at low temperatures than conventional Li-ion"

QuantumScape · QS Scorpion Capital · p. 80
callout comparison table

"If AOL is the most complex division, shouldn't it be “liberated” as Mr. Case suggests?"

Time Warner Inc. · TWX Carl Icahn · p. 268
callout villain critique

"Management suggests acquisition is immaterial – implies immaterial sales contribution"

Amdocs Limited · DOX Spruce Point Capital · p. 122
callout other

"Management suggests acquisition is immaterial – implies immaterial sales contribution"

Amdocs Limited · DOX Spruce Point Capital · p. 126
callout villain critique

"Now Herbalife suggests this is just a minor adjustment to the way it does business..."

Unknown · p. 28
callout other

"PepsiCo's 10.1% EBIT margin outside the Americas suggests significant opportunity."

PepsiCo, Inc. · PEP Trian Partners · p. 22
callout ceo quote

"The fact that the results were delayed this long suggests it isn't anything great."

Accelerate Diagnostics · AXDX White Diamond Research · p. 26
callout villain critique

"This selective reporting suggests potential for data suppression or inconsistency"

Soleno Therapeutics · SLNO Scorpion Capital · p. 194
callout peer gap

"Such an outlier price for NMC Royal Women’s suggests significant overpayment."

NMC Health plc · NMC.LN Muddy Waters · p. 5
callout appendix methodology

"This variant point of view alone suggests a lower stock price for Momo"

Momo, Inc. · MOMO Spruce Point Capital · p. 8
callout villain critique

"Once again, the bottom of the site suggests it is hosted by Ginkgo."

Ginkgo Bioworks · DNA Scorpion Capital · p. 88
callout appendix methodology

"The analysis suggests a WACC of 7.5% - 9.0% for TWC."

Time Warner Inc. · TWX Carl Icahn · p. 336