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 25621–25680 of 26,677
callout before after

"VOTE FOR: THE “GOLD CARD” AND STREAMLINE 66"

Phillips 66 · PSX Carl Icahn · p. 13
callout villain critique

"W.T.F. = True Lines = True Science = PetIQ."

PetIQ, Inc. · PETQ Spruce Point Capital · p. 23
callout villain critique

"Paramount Has Lost Significant Market Share"

Viacom · VIAB SpringOwl · p. 53
callout thesis headline

"本改定後TOBは同社の価値を著しく過小評価しており、重大なガバナンス上の問題が存在する"

callout villain critique

"62% of cash flow blown on share repurchases"

WD-40 Company · WDFC Spruce Point Capital · p. 53
callout section divider

"What is the Herbalife business opportunity?"

Herbalife Ltd. · HLF Pershing Square · p. 52
callout villain critique

"7% “Packaging & handling” and 15% “freight”"

Herbalife Ltd. · HLF Pershing Square · p. 100
callout ceo quote

"Mint Was Highly Strategic...Until It Wasn't"

Intuit Inc. · INTU Spruce Point Capital · p. 61
callout other

"その迷走ぶりは見事なもので、各アナリストによって極端紫外線の比重の推定は大きく異なる。"

Lasertec Corporation · 6920 Scorpion Capital · p. 52
callout process diagram

"損益計算書での純利益増によって、貸借対照表では株主資本の一部である内部留保が増大する。"

Lasertec Corporation · 6920 Scorpion Capital · p. 61
callout ceo quote

"今の足元で申し上げますと、膠着状態といいますか、1,600億円ぐらいになっております。"

Lasertec Corporation · 6920 Scorpion Capital · p. 82
callout ceo quote

"「現時点ではこれほどの投資に踏み切りたくなるほど、強い関心を示していらっしゃらない。」"

Lasertec Corporation · 6920 Scorpion Capital · p. 270
callout ceo quote

"また、これはマルチビーム方式だから、ホロン製の検査装置よりもスループットがはるかに多い"

Lasertec Corporation · 6920 Scorpion Capital · p. 296
callout before after

"VOTE FOR: THE “GOLD CARD” AND STREAMLINE 66"

Phillips 66 · PSX Elliott Management · p. 12
callout villain critique

"CFO has just $1.6m of Amcor stock “at-risk”"

Amcor plc · AMCR Spruce Point Capital · p. 82
callout ceo quote

"No reductions in the workforce are planned."

Sotheby's · BID Marcato · p. 12
callout villain critique

"discounting is part of Nevro's approach now"

Nevro Corp. · NVRO Scorpion Capital · p. 194
callout peer gap

"Kate Tokyo が成長を遂げ、他社に対する遅れを取り戻すまでの道のりは長い..."

Kao Corporation · 4452.JP Oasis Management · p. 67
callout transition

"This opens up a whole new market for Apple."

Apple Inc. · AAPL Greenlight Capital · p. 36
callout ceo quote

"Let’s see if he can explain the excitement."

athenahealth · ATHN Greenlight Capital · p. 15
callout executive summary

"この調査を経て、レーザーテックは日本の史上最大級の詐欺を働いている、との結論に至った。"

Lasertec Corporation · 6920 Scorpion Capital · p. 4
callout appendix data

"レーザーテックの経営陣がイノベーション・パークについて事実と異なる一連の主張を指摘する"

Lasertec Corporation · 6920 Scorpion Capital · p. 55
callout section divider

"要はマスクを検査するために、光学の深紫外線と電子ビームを組み合わせる必要があるのです。"

Lasertec Corporation · 6920 Scorpion Capital · p. 50
callout peer gap

"Is IRBT Headed The Way of 3D Systems (DDD)?"

iRobot Corp · IRBT Spruce Point Capital · p. 5
callout villain critique

"What little retail exists is not profitable"

Herbalife · HLF Pershing Square · p. 16
callout villain critique

"Do you have king size bed with a city view?"

Accor SA · AC Grizzly Research · p. 166
callout villain critique

"Subject: Re: Stay for young beautiful girls"

Accor SA · AC Grizzly Research · p. 222
callout appendix data

"Subject: Re: Stay for young beautiful girls"

Accor SA · AC Grizzly Research · p. 227
callout other

"Solvay has a 17% market share in peroxides."

Solvay SA · SOLB BB Greenlight Capital · p. 29
callout peer gap

"Avg. premium of 4.2x+ or ~25% vs. peer P/E"

Sampo Oyj · SAMPO Elliott Management · p. 6