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 25081–25140 of 26,677
callout appendix data

"Broker trading volume is 2.3x exchange traded volume"

Unknown · p. 78
callout transition

"We See 60% - 80% Downside Risk To PGNY’s Share Price"

Progyny, Inc. · PGNY Spruce Point Capital · p. 96
callout villain critique

"PSX R&M RemainCo is a similar size as its core peers"

Phillips 66 · PSX Elliott Management · p. 30
callout villain critique

"The Company misjudged the durability of COVID sales."

Pfizer Inc. · PFE Starboard Value · p. 54
callout sop buildup

"Percentage of Revenues Addressed by Naviguard: 85.7%"

MultiPlan Corp · MPLN Muddy Waters · p. 9
callout villain critique

"A PDN label won't help Nevro's market share with me."

Nevro Corp. · NVRO Scorpion Capital · p. 160
callout kpi overview

"Lower Share Count Drives Accelerated Earnings Growth"

Apple Inc. · AAPL Greenlight Capital · p. 25
callout ceo quote

"Jonathan Bush understands bubble dynamics perfectly."

athenahealth · ATHN Greenlight Capital · p. 21
callout villain critique

"この申し出から伺えるのは、新商品の「販促促進に必死」という姿でなく、投資家をごまかそうとしている姿勢だ。"

Lasertec Corporation · 6920 Scorpion Capital · p. 39
callout other

"PepsiCo underinvested in beverages to support snacks"

PepsiCo, Inc. · PEP Trian Partners · p. 14
callout villain critique

"All are independent of Manager other than Nick Botta"

Unknown · p. 5
callout villain critique

"PSX R&M RemainCo is a similar size as its core peers"

Phillips 66 · PSX Carl Icahn · p. 31
callout transition

"We are mastering the elements essential to our world"

Solvay SA · SOLB BB Greenlight Capital · p. 10
callout peer gap

"Box trades at the lowest multiple of its Peer Group"

Box, Inc. · BOX Starboard Value · p. 43
callout ceo quote

"EBITDA levels were clearly not “...at a low point.”"

Yahoo! Inc. · YHOO Starboard Value · p. 4
callout villain critique

"Phillips' quality assets are operated inefficiently"

Phillips 66 · PSX Elliott Management · p. 8
callout villain critique

"Where is Stevenson now? Certainly not with PetIQ..."

PetIQ, Inc. · PETQ Spruce Point Capital · p. 32
callout ceo quote

"No offense, but we don’t really care what you think"

QuantumScape · QS Scorpion Capital · p. 36
callout villain critique

"Realistically speaking, there's nothing before 2030"

QuantumScape · QS Scorpion Capital · p. 186
callout demand list

"YOUR VOTE MATTERS NO MATTER HOW MANY SHARES YOU OWN"

Phillips 66 · PSX Elliott Management · p. 3
callout other

"Management is focused on creating shareholder value"

Allergan, Inc. · AGN Pershing Square · p. 19
callout villain critique

"Was an $18m (+12%) boost to cash flow not material?"

Xylem Inc. · XYL Spruce Point Capital · p. 32
callout sop buildup

"Goldman uses Continental as a Proxy for Hess Bakken"

Hess Corporation · HES Elliott Management · p. 49
callout villain critique

"Meet the new targets; still same as the old targets"

Arconic Inc. · ARNC Elliott Management · p. 171
callout ceo quote

"Alcoa Corp. management is telling you about Arconic"

Arconic Inc. · ARNC Elliott Management · p. 212
callout villain critique

"Pay Not Linked to Performance, Board/CEO Not Owners"

Arconic Inc. · ARNC Elliott Management · p. 253
callout thesis headline

"We See 25% – 50% Downside Risk To WSP’s Share Price"

WSP Global Inc. · WSP Spruce Point Capital · p. 62