Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Under his leadership as CEO, total shareholder returns have been abysmal, and Mr. Simmons has done nothing other than to reiterate that the Company is at “an inflection point.”"
"We note that Sequa has previously had a supply arrangement with Calgon Carbon, a Company where GCP's current CEO, Randy Dearth, has previously served as a Board member and CEO."
"Current pay limits lead to high leadership turnover, with Fannie averaging a new CEO every three years and Freddie every two years since conservatorship began in September 2008"
"Current pay limits lead to high leadership turnover, with Fannie averaging a new CEO every three years and Freddie every two years since conservatorship began in September 2008"
"Historically, the CEO has not been held to stringent financial performance. In FY 2020, only 25% of his short-term incentive compensation was linked to "fiscal responsibility"."
"CEO Cole appears to have “selectively disclosed” his work history. The companies that are omitted don’t appear to have succeeded, and at least one has been charged with fraud."
"A former employee revealed that former CEO Eric Schadt was aware that the company was billing insurance providers for tests without sufficient evidence to support the charges."
"We’ve rarely experienced so many interviews with former employees who universally share such a negative opinion of their company’s CEO as we did with SKLZ and Andrew Paradise."
"Spruce Point cannot recommend investing in a company where the CEO makes headlines for large compensation while “flexing” his muscles. This suggests extreme managerial hubris."
"When asked about patent protections for FLAWLESS, the CEO boldly responded it has a “sizeable” patent portfolio. It didn't take much work to call this statement into question."
"We would like to see a CEO that balances the needs of customers, while at the same time generating acceptable returns for shareholders who capitalize the company's businesses"
"What did CEO Jagdfeld know before entering into a second 10B5-1 program as dealer growth stopped, margins subsequently collapsed, and working capital and liquidity worsened?"
"CEO Fayer’s biography has many open hole questions. First, it says he started Nuvei as Pivotal Payments in 2003. However, it fails to say what exactly he did prior to 2003."
"The rate limiter on [a new strategy] is the CEO. I don't have a lot of confidence he is the right person at this stage... The Street would be widely supportive of a change."
"Yahoo's potential has been diminished by failed management and governance at the highest levels (i.e., CEO and Chairman positions), but new opportunities await new leaders"
"We highlight that iRhythm management rushed to sell stock immediately after its recent Q2 results. $4.8 million of the $5.8 million in stock sales came from CEO Blackford."
"However, in the case of CEO Blackford, we find that nearly every company he has been involved with at the senior executive or Board Director level has faced controversies."
"Our analysis indicates that the CEO and the other pre-IPO members have taken more than $900 million off the table through a combination of different methods since the IPO."
"In the Last 5 Years, Viacom Shareholders Have Paid CEO Philippe Dauman and COO Thomas Dooley a combined $432 million in compensation, Far Ahead of Any Other Media Company"
"MDC Partners reported frequent bank overdrafts before shares collapsed, and an SEC investigation commenced. Its CEO and Chief Accounting Officer were ultimately replaced."
"The CEO’s denial was absolute and unambiguous: "the allegations of anticompetitive business practices are unfounded...none of these actions are practiced by TransMedics.""
"Warning: How is it that after more than 20 years in business, Oatly does not have in place named executives, or a structure beyond the CEO and CFO in its IPO prospectus?"
"The OCS Specialist resigned because the company was “entirely unethical,” and described a “weird secretive culture” with CEO conduct suggestive of a racket and cover-up."
"Proposed CEO Jim Barber has a track record of growth and significant experience in operations, supply chain, strategic planning, employee relations and risk management."
"When asked about long-term EBITDA margin potential, we observe that Dycom's former Chairman & CEO's response has become less specific and increasingly vague over time."
"Given the progress made so far with the executive search firm and the strong pipeline of candidates, we are confident a full-time CEO will be hired within eight weeks."
"P&G's TSR of 24% since David Taylor took over as CEO is 2% higher than the peer average, but he took over after a one-year period where P&G underperformed peers by 31%"
"Spruce Point reiterates that it prefers Perion's audit chair have no prior business dealings with the CEO (soon to be Director) to ensure objectivity and independence."
"We are short FFAI because we think the company is, and always has been, a house of cards, built on a foundation of lies from the founder and Co-CEO Jia Yueting (“YT”)."
"SOFI's deceptive accounting,, which largely provides CEO Noto's performance bonuses, results in serial equity dilution, and explains why the treadmill does not stop."
"Right or wrong, the waste management business has often been associated with organized crime and illegal activity, a fact that GFL’s CEO acknowledges and downplays."
"To appreciate how extraordinary this compensation is, consider the track records and compensation of the two most accomplished CEOs in REIT history, in our opinion:"
"If LSPD really did acquire Crank Logic as it claims, why were regulatory documents filed in California over 20 months later listing its founder Justin Laing as CEO?"
"The CEO's annual incentives did not rise or fall in line with annual financial performance, reflecting a potential misalignment in the short-term incentive design."
"David Cush shares insights from his 30 years of experience in the aviation industry, including two decades at American Airlines and later as CEO of Virgin America."
"The CEO also claimed the European flexible volumes increased, yet Amcor did not disclose that two Flexible facilities were to be shut down in Finland by June 2020."
"Comments on Glass Door reiterate what we have heard from dozens of former employees: Arconic’s culture centers around the CEO and his teams of consultants in NYC."
"We are concerned about the costs incurred to maintain an in-house aviation team partly devoted to personal travel for the CEO and other key members of management."
"We believe drastic action is needed NOW because we fear that failing to replace Jeff Jacobson as CEO could inevitably result in the loss of our entire investment."
"Furthermore, we think Charlie's brother, METC CEO Randall Atkins, was aware of these charges as early as 2019 when Charlie's home was subject to a search warrant."
"Since Mr. Goldberg was appointed CEO on July 1, 2022, Tripadvisor's stock price has declined by nearly 50%, underperforming the broader market by more than 100%."
"Total revenues do not explicitly exclude related-party revenues through entities the CEO has an interest in. These have historically amounted to ~2.5% of revenue"
"Why is the Board in such a rush to spin off Red Lobster before evaluating candidates with significant operational, turnaround, and public company CEO experience?"
"Today, Valeant Pharmaceuticals International, Inc. issued a press release announcing that the Board has appointed Joseph C. Papa as Chairman and CEO of Valeant."
"Nuvei listed Allan Lacoste below its CEO and CFO on the investor relations website. Most recently, his biography is no longer listed under Executive Management."
"GCP received a “D” from Glass Lewis on executive compensation, as the Board has compensated the CEO in-line with peers, despite significantly worse performance."
"We believe the machine doesn't exist and that the announcement was part of an ongoing pattern of fraud that its CEO and co-founders are now trying to cover up."
"If P&G's current CEO cannot demonstrate a sustainable turnaround in the near term, we believe the Board will do the right thing and put in place new leadership"
"When determining long-term compensation awards, Huntsman compares itself to peers that perform 2X WORSE than the peers used to benchmark the CEO's base salary!"
"DV's CEO Mark Zagorski failed miserably at his prior Company in expanding Telaria's international sales. We believe history is again repeating at DoubleVerify."
"Mitra's Program could be worth 10 to 25 times that amount, for a CEO with one-sixth the tenure and returns measured from a cyclically depressed starting point."
"From 2011-2015, ROC has declined as the Company executed $34.2 million of acquisitions, while the CEO and CTO enriched themselves at the shareholders' expense"
"Senior leadership should be hands-on and actively focus on cultivating client relationships, and the CEO needs to be active as the face of the firm to clients"
"Stryker talked a big game in its deal to acquire K2M Group to bolster its spine business. The CEO said it expected mid-single digit performance going forward."
"We intend to install an independent slate and legendary CEO to abandon the blocked deal, collect the $565 million breakup fee and Make U.S. Steel Great Again."
"WE BELIEVE THE BOARD'S SEEMING DISINTEREST IN DEMANDING ACCOUNTABILITY IS DUE TO STRONG INTERCONNECTS AND PERSONAL LOYALTIES BETWEEN BOARD MEMBERS AND THE CEO"
"The number of times PDN was hyped by the CEO and sell-side on the recent Q3 earnings call - 19 mentions of PDN - is suggestive of its importance to the story."
"In 2016, Vend’s founder stepped aside from the CEO role and made a claim that it could grow from $20 to $100 million in sales in the next two to three years."
"The CEO of Phillips 66 (NYSE: PSX) is talking down the value of his own company’s shares, saying they are fully valued despite 10 years of underperformance."
"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."