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 24481–24540 of 26,677
callout before after

"How will this change the pitch to prospective distributors?"

Herbalife · HLF Pershing Square · p. 31
callout villain critique

"We believe ~92% of participants’ income is from recruiting."

Herbalife, Ltd. · HLF Pershing Square · p. 7
callout villain critique

"4 teens and 4 adults. 1 adult in each room with a teenager."

Accor SA · AC Grizzly Research · p. 198
callout transition

"Solvay might, and we think should, divest it at some point."

Solvay SA · SOLB BB Greenlight Capital · p. 34
callout villain critique

"ORGANIZATION WOULD BENEFIT FROM MORE OUTSIDER PERSPECTIVES"

Nestlé S.A. · NESN Third Point · p. 27
callout peer gap

"We believe there is substantial upside potential at Pfizer"

Pfizer Inc. · PFE Starboard Value · p. 9
callout other

"We believe investment is still attractive at current price"

Unknown · p. 83
callout kpi overview

"Permanent Capital Now Represents >1/3 of our Investor Base"

Unknown · p. 18
callout timeline

"CP's share price increased 40% including dividends in 2014"

Unknown · p. 44
callout section divider

"Box has suffered from poor operating performance for years"

Box, Inc. · BOX Starboard Value · p. 58
callout villain critique

"ion traps are not "going to solve any real-world problem.""

IonQ Inc. · IONQ Scorpion Capital · p. 131
callout process diagram

"Val-gan's Platform Value is a function of several factors:"

Allergan, Inc. · AGN Pershing Square · p. 96
callout villain critique

"Are the budgets wrong or are the compensation plans wrong?"

Autodesk, Inc. · ADSK Starboard Value · p. 55
callout section divider

"1) We Believe Tripadvisor Should Explore a Sale of TheFork"

Tripadvisor, Inc. · TRIP Starboard Value · p. 20
callout peer gap

"Avantor's Issues Are Widespread and Largely Self-Inflicted"

Avantor, Inc. · AVTR Engine Capital · p. 3
callout other

"Valeant’s Platform Value is a function of several factors:"

Unknown · p. 18
callout villain critique

"Essentially, gene synthesis was never meant to make money."

Twist Bioscience · TWST Scorpion Capital · p. 59
callout villain critique

"Imagine 16 people with their own [liquid handling] robots."

Twist Bioscience · TWST Scorpion Capital · p. 76
callout villain critique

"There are clear signs that PwC’s audits of NQ were sloppy."

NQ Mobile Inc. · NQ Muddy Waters · p. 57
callout other

"We believe investment is still attractive at current price"

Unknown · p. 83
callout transition

"Nevertheless, AOL has struggled to monetize this position."

Time Warner Inc. · TWX Carl Icahn · p. 46