Contrarian Corpus
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Callouts & quotes from 665+ activist slides

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

Showing 421–480 of 665 matching "ceo"
callout ceo quote

"Of course, Ban and Khuong aren't the only insiders that have been rapidly dumping their stock. CEO Tim Herbert is a habitual seller as well."

Inspire Medical Systems, Inc. · INSP Wolfpack Research · p. 11
callout villain critique

"Apparently, if you are looking to put out a press release with a penny stock that has no money, Nature's Miracle's CEO James Li is your guy."

Datavault AI Inc. · DVLT Wolfpack Research · p. 2
callout executive summary

"Trian recommends that the Board take the following actions*: Strengthen management by immediately bringing back Chuck Bunch as Chairman/CEO"

PPG Industries, Inc. · PPG Trian Partners · p. 4
callout ceo quote

"For the CEO to reverse course on the Q3 2020 conference call and claim zero impact and underlying cash flow improvement is highly dubious."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 43
callout villain critique

"It is clear to us that the CEO and his family who run this company do not have their interests aligned with the interests of shareholders."

Goosehead Insurance, Inc. · GSHD Wolfpack Research · p. 12
callout villain critique

"BlackRock's meritless and self-referential arguments to oppose the separation of Chair/CEO proposed by Bluebell Capital Partners (Item 6)"

BlackRock, Inc. · BLK Bluebell Capital · p. 10
callout villain critique

"Twist’s CEO allegedly instructed senior staff to not discuss operational details with a board member representing a key Chinese investor"

Twist Bioscience · TWST Scorpion Capital · p. 230
callout ceo quote

"There's strong evidence the CEO doesn't have a full grasp of Waterpik's numbers, and recent growth is coming at the sacrifice of margin."

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 61
callout villain critique

"UEC burned through $106 million in 2024 and raised $176 million which factored heavily towards the CEO hitting his maximum target bonus."

Uranium Energy Corp · UEC Spruce Point Capital · p. 34
callout thesis headline

"CEO Seifi Ghasemi has begun a transformation of Air Products, which we expect will continue to create meaningful value for shareholders"

Unknown · p. 25
callout peer gap

"Combined Chair/CEO roles in the S&P 500 have decreased by 13% over the last 10 years, the most significant decrease across the indices."

BlackRock, Inc. · BLK Bluebell Capital · p. 40
callout thesis headline

"CEO Seifi Ghasemi has begun a transformation of Air Products, which we expect will continue to create meaningful value for shareholders"

Unknown · p. 25
callout ceo quote

"P&G’s Misrepresentation of Quote by Mondelēz Chairman and CEO Irene Rosenfeld in P&G’s Letter to Shareholders, dated September 20, 2017"

callout peer gap

"Combined Chair/CEO roles in the S&P 500 have decreased by 13% over the last 10 years, the most significant decrease across the indices."

BlackRock · BLK Bluebell Capital · p. 40
callout villain critique

"Andrew Anagnost was appointed CEO in June 2017, and in the 7 years since then, Autodesk's share price has meaningfully underperformed."

Autodesk, Inc. · ADSK Starboard Value · p. 14
callout villain critique

"Chairman / CEO Jason Jiang personally made at least $24.8 million in seven months by investing in Allyes, which is an IRR of 2,127.2%."

Focus Media Holding · FMCN Muddy Waters · p. 6
callout villain critique

"Andrew Anagnost was appointed CEO in June 2017, and in the 7 years since then, Autodesk's share price has meaningfully underperformed."

Autodesk, Inc. · ADSK Starboard Value · p. 14
callout villain critique

"Other Israeli Companies Have The CEO Sign The 20-F, But Amdocs Has Its Head of IR / Secretary Sign Both The 20-F And Credit Agreement"

Amdocs Limited · DOX Spruce Point Capital · p. 13
callout executive summary

"Prestige’s low-quality management team has consistently underdelivered on its promises, and it is time for the CEO and CFO to resign."

Prestige Consumer Healthcare Inc. · PBH Spruce Point Capital · p. 6
callout villain critique

"We remind investors that all of this occurred under President and CEO Dan Bodner, who remains President and CEO (and Chairman) today."

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 92
callout executive summary

"Spruce Point is calling for an immediate Board investigation into the SD&A transaction and the dismissal of CEO Krone and CFO Reagan."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 8
callout ceo quote

"The CEO evaded and refused to answer the question, which asked for the number of customers that comprise the bookings and their mix."

IonQ Inc. · IONQ Scorpion Capital · p. 144
callout villain critique

"Despite multiple years of deteriorating operating results and share price underperformance, CEO compensation has increased each year"

callout other

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated 25x in six years including dividend reinvestment"

Allergan, Inc. · AGN Pershing Square · p. 11
callout villain critique

"As a young, first-time public company CEO, we would assume Dudum should focus his attention on HIMS, yet he remains a part-time VC."

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 98
callout peer gap

"Under CEO Filliol's tenure, Mettler has shown it is the most aggressive company in its industry when it comes to share repurchases."

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 111
callout villain critique

"While Mr. Labriola's performance is not unique in the recent history of TIM, his performance has been the worst of all last 5 CEOs."

TIM S.p.A. (Telecom Italia) · TIT Bluebell Capital · p. 8
callout ceo quote

"Spruce Point will put CEO Lobo’s claims to the test that tuck-ins are easy and that its track record is good and it is disciplined."

Stryker Corp. · SYK Spruce Point Capital · p. 152
callout villain critique

"Outside Directors are Among the Highest Paid in the Media Sector, Perhaps Explaining their Generosity Towards Viacom's CEO and COO"

Viacom · VIAB SpringOwl · p. 13
callout villain critique

"We find the pump-and-dump ironic given the CEO’s virtue signaling and wokeness, to the point that the E in ESG may stand for Emily"

Twist Bioscience · TWST Scorpion Capital · p. 34
callout villain critique

"Mr. Parsons is an affable, well-liked executive and consummate politician. He has become one of the most honored CEO's in America."

Time Warner Inc. · TWX Carl Icahn · p. 15
callout ceo quote

"The appointment of the CEO of the world’s largest oil producer to BlackRock’s board undermines its own stated climate commitments."

BlackRock · BLK Bluebell Capital · p. 49
callout timeline

"Over the past 50 years, Burger King Corporation has had numerous owners. In the past 25 years alone, the company has seen 13 CEOs."

callout executive summary

"While we have found no pictures of its CEO wearing black turtlenecks, our research leads us to believe that DLO is likely a fraud."

DLocal Ltd. · DLO Muddy Waters · p. 2
callout villain critique

"Incumbent Board also failed to plan for succession, leaving Campbell without a permanent CEO at a crucial juncture in its history"

Campbell Soup Company · CPB Third Point · p. 27
callout ceo quote

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

Southwest Airlines · LUV Elliott Management · p. 29
callout ceo quote

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

Unknown · p. 40
callout peer gap

"Since Shirley Singleton became CEO in January 2002, Edgewater has massively underperformed its North American IT Consulting peers"

callout ceo quote

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

Southwest Airlines · LUV Carl Icahn · p. 40
callout villain critique

"We believe it's time for CEO Lobo to resign so that credibility and accountability can restored to the once revered Stryker name."

Stryker Corp. · SYK Spruce Point Capital · p. 8
callout ceo quote

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is "great" and that he is "very proud""

Southwest Airlines · LUV Elliott Management · p. 29
callout ceo quote

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

Southwest Airlines · LUV Elliott Management · p. 40
callout before after

"Since Elliott announced its intention to pursue the removal of Dr. Kleinfeld as CEO, the Company’s stock has risen substantially"

Arconic Inc. · ARNC Elliott Management · p. 53
callout peer gap

"PPG outperformed the peer median by 4,700 basis points and the S&P 500 by 13,700 basis points during Chuck Bunch's tenure as CEO"

PPG Industries, Inc. · PPG Trian Partners · p. 21
callout villain critique

"Going forward, CEO compensation should be directly tied to achieving PPG’s financial targets and creating value for shareholders"

PPG Industries, Inc. · PPG Trian Partners · p. 39
callout ceo quote

"We find it concerning that Danimer's reason for hiring a new CEO differs between its public press release and its court filings."

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 17
callout villain critique

"The OPO CEO appears prescient - “it’s a ticking time bomb...wait til somebody finds out” - judging by the reactions we observed."

TransMedics Group Inc · TMDX Scorpion Capital · p. 209
callout ceo quote

"Southwest reports Q4 earnings, with CEO Bob Jordan stating that "...Our processes and technology generally worked as designed.""

Southwest Airlines · LUV Elliott Management · p. 23
callout demand list

"P&G must enhance the process today by hiring senior leaders with external experience who can be candidates to be P&G's next CEO"

The Procter & Gamble Company · PG Trian Partners · p. 77
callout villain critique

"Almost one month after this announcement, Lorenzo Simonelli, Chairman and CEO of Baker Hughes, stepped down from C3.ai's Board."

C3.ai, Inc. · AI Spruce Point Capital · p. 49
callout ceo quote

"The CEO forecasted margin improvements from the project in early 2019, but instead Non-GAAP EBIT margins fell 150 basis points."

Stryker Corp. · SYK Spruce Point Capital · p. 59
callout thesis headline

"We believe that the upside in APD remains significant as it continues its transformation under a great CEO and management team"

Unknown · p. 27
callout kpi overview

"We believe that the upside in APD remains significant as it continues its transformation under a great CEO and management team"

Unknown · p. 27
callout kpi overview

"We believe that the upside in APD remains significant as it continues its transformation under a great CEO and management team"

Unknown · p. 23
callout demand list

"NEW ORGANIZATIONAL STRUCTURE WILL IMPROVE FOCUS AND SPEED TO MARKET FOR EACH CATEGORY (A KEY OBJECTIVE OF CEO MARK SCHNEIDER)"

Nestlé S.A. · NESN Third Point · p. 30