Contrarian Corpus
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Callouts & quotes from 281+ activist slides

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

Showing 241–281 of 281 matching "failed"
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 villain critique

"Despite constant promises of revenue growth reacceleration, Box has failed to deliver"

Box, Inc. · BOX Starboard Value · p. 29
callout villain critique

"Despite constant promises of revenue growth reacceleration, Box has failed to deliver"

Box, Inc. · BOX Starboard Value · p. 46
callout sop buildup

"Limbach has failed to quantify revenue or cost synergies for any of its acquisitions."

Limbach Holdings, Inc. · LMB Spruce Point Capital · p. 33
callout ceo quote

"Incumbent Board, in their own words, has consistently failed Campbell shareholders"

Campbell Soup Company · CPB Third Point · p. 13
callout villain critique

"Several attempts by AtriCure at innovating a hybrid procedure have so far failed."

AtriCure, Inc. · ATRC Kerrisdale Capital · p. 14
callout ceo quote

"All of the Company’s core businesses FAILED to generate above GDP growth in 2016"

Huntsman Corporation · HUN Starboard Value · p. 76
callout villain critique

"It appears the CFO and social media manager failed to coordinate their stories."

Twist Bioscience · TWST Scorpion Capital · p. 133
callout villain critique

"Huntsman failed to achieve its 2018 Investor Day share price improvement goal."

Huntsman Corporation · HUN Starboard Value · p. 13
callout villain critique

"Huntsman failed to achieve its 2018 Investor Day share price improvement goal."

Huntsman Corporation · HUN Starboard Value · p. 19
callout villain critique

"Huntsman failed to achieve its 2018 Investor Day share price improvement goal."

Huntsman Corporation · HUN Starboard Value · p. 17
callout villain critique

"The Company made a series of failed commitments regarding its TiO2 business."

Huntsman Corporation · HUN Starboard Value · p. 192
callout demand list

"The management team and Board of Yahoo have repeatedly failed shareholders."

Yahoo! Inc. · YHOO Starboard Value · p. 2
callout villain critique

"The Board and CEO Matt Proud Have Failed in Their Primary Responsibilities"

Dye & Durham Limited · DND Engine Capital · p. 14
callout ceo quote

"“Margin Gap with PCC is Structural”: Management Failed Year after Year..."

Arconic Inc. · ARNC Elliott Management · p. 319
callout villain critique

"ACAS has consistently paid excessive compensation for failed performance"

American Capital, Ltd. · ACAS Elliott Management · p. 21
callout peer gap

"The Company's valuation multiple versus peers has also FAILED to improve"

Huntsman Corporation · HUN Starboard Value · p. 22
callout peer gap

"The Company's valuation multiple versus peers has also FAILED to improve"

Huntsman Corporation · HUN Starboard Value · p. 61
callout villain critique

"Kao's K27 Plan is Under-Ambitious and has Failed to Convince the Market"

Kao Corporation · 4452.JP Oasis Management · p. 32
callout villain critique

"BMC has failed to meaningfully grow organically over the last 10-years"

BMC Software · BMC Elliott Management · p. 35
callout peer gap

"PHILLIPS’ STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

Phillips 66 · PSX Elliott Management · p. 22
callout peer gap

"PHILLIPS' STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

Phillips 66 · PSX Elliott Management · p. 22
callout villain critique

"PHILLIPS’ STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

Phillips 66 · PSX Elliott Management · p. 29
callout demand list

"The Yahoo Board has failed in its duties and must be overhauled"

Yahoo! Inc. · YHOO Third Point · p. 3
callout ceo quote

"Analysts want Hess to return cash and halt failed exploration"

Hess Corporation · HES Elliott Management · p. 43
callout villain critique

"Autodesk's Board has failed in each of these areas"

Autodesk, Inc. · ADSK Starboard Value · p. 85
callout villain critique

"Autodesk’s Board has failed in each of these areas"

Autodesk, Inc. · ADSK Starboard Value · p. 85