"Nine consecutive quarters of double-digit EPS growth, every quarter since Seifi became CEO, despite significant f/x headwinds"
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.
"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife' - beyond suspicion."
"Other Israeli Companies Have The CEO Sign The 20-F, But Amdocs Has Its U.S. Secretary Sign Both The 20-F And Credit Agreement"
"Citron has reason to believe that CEO Cedric Francois is not being honest with Wall St. about the report cases of vasculitis."
"Nine consecutive quarters of double-digit EPS growth, every quarter since Seifi became CEO, despite significant f/x headwinds"
"We believe the CEO's response to a question of why it chose Millville is whimsical and displays a lack of in depth planning."
"NIKE’s turnaround is in the early stages as new CEO Elliott Hill lays the foundations to drive sustainable, long-term growth"
"Swiss controlled company, known for secrecy. Limited Swiss external sales, abnormal segment profit. Entrenched CEO/Chairman"
"How is it appropriate that the family of the CEO is a frequent competitor to SandRidge, in the company's primary business?"
"The "decisive actions" taken by CEO Mark Lashier and his management team run counter to what shareholders have called for."
"I've worked for many CEO's, and I'm more in the camp of being honest with your investors. That's not the Quantumscape way."
"The “decisive actions” taken by CEO Mark Lashier and his management team run counter to what shareholders have called for."
"Investors should be concerned that an XPO employee is signing business filings for the candy business of its CEO's wife."
"In 3 of the last 5 years, John Hess has ranked in the Top 25 Highest Paid CEOs... despite underperforming peers by (55%)"
"In one major corporate fraud after another, we see the CEO and/or CFO depart when the scheme becomes too big to sustain."
"Spruce Point warns that despite the CEO's bullish tone around Off Grid, we believe the deal has been a failure to date."
"That is the automatic reaction of a CEO when an attack is launched and the share price goes down, that is quite normal."
"Phillips 66 (NYSE: PSX) CEO Mark Lashier has been richly rewarded for failure, reaping $79M in compensation since 2022."
"Be Wary of Chasing SMCI’s Revenue Growth Story As Many Signs Point To Failure And The CEO Dumps Record Amounts of Stock"
"Shareholders are picking up the tab for CEO Dovigi to purchase a new car annually and personal use of the Company jet."
"Peloton's interim co-CEOs are telling the same story of a recurring, high-margin subscription revenue stream business."
"The CEOs chronicled in The Outsiders produced returns of over 20x the S&P 500 and over 7x their respective peer groups"
"The Board would be paying the CEO half a billion dollars on the way out the door after he destroyed shareholder value."
"21 REIT CEOs have consistently underperformed their proxy peers, yet their executive compensation was rarely adjusted."
"a lot of people in different transplant centers are very pissed off with the company...I can tell you, I hate the CEO."
"Spruce Point does not believe investors should accept its CEO being distracted with real estate ventures on the side."
"Of particular note and importance, IonQ’s CEO stated that they already “put our first customers onto the 32 in June…”"
"Your inability to manage this company is becoming clearer every day...I suspect your days as CEO of BWLD are numbered"
"APP CEO and CTO Blog Responses Lie About The Existence Of Persistent Identifiers And How It Breaks Data Privacy Rules"
"The CEO claimed 15,000 employees worldwide in 2018, while numbers recently stated in the IPO prospectus claim 13,800."
"Spruce Point believes shareholders would be better served if CEO Dovigi focused all his attention and effort on GFL."
"Despite his credibility in leading TIM and impressive early performance, Vivendi is working hard against TIM new CEO"
"Spruce Point raises concerns about the manner in which CEO Liang recently disposed of more than 528,000 SMCI shares."
"The benefits of asymptomatic testing remain questionable, yet CEO Blackford suggests providers will test annually?"
"In the opinion of former Intuit executives, CEO Goodarzi has a highly aggressive, "win at all costs" personality."
"Under Lance Fritz's eight-year tenure as CEO, UNP has repeatedly and significantly failed to reach its potential"
"Someone is lying, and we already have precedent examples of the CEO exaggerating the state of the SD&A business."
"Vote to remove Dr. Klaus Kleinfeld, the worst performing continuously tenured CEO in the S&P 500, from Arconic"
"We will appoint a qualified interim CEO to implement the plan while the search for a permanent CEO is underway"
"National Express vs. FirstGroup stock performance since Mr Finch became National Express CEO in February 2010:"
"PHILLIPS 66 "HAS NOT GENERATED COMPETITIVE VALUE DURING THE SPAN OF [CEO MARK] LASHIER'S EXECUTIVE SERVICE...""
"In June 2015, the CEO resigned, and Boulder was acquired for $11/share, or 52% below Chappell’s price target."
"Directors with the appropriate skills, unaffiliated with the CEO and who bring a fresh perspective are needed"
"Directors with the appropriate skills, unaffiliated with the CEO and who bring a fresh perspective are needed"
"We View UEC's CEO As A Promoter With Documented Connections To Multiple SEC, BCSC And DOJ Charged Individuals"
"It does not seem appropriate to us to appoint a CEO potentially disgruntled / motivated by reasons of revenge"
"Since the beginning of Caforio's tenure as CEO, Bristol-Myers has stagnated, and shareholders have suffered."
"Stryker's CEO had claimed that tuck-in acquisitions are "easy" and that it has a "pretty good" track record."
"Nuvei’s CEO And CFO’s Past Historical And Current Close Business Relationships Should Cause Serious Concern"
"Celebrity CEOs, at those same decision points, are more likely to favor self and ego over company and work."
"Norfolk Southern has missed consensus EBIT targets in six out of eight quarters since Alan Shaw became CEO."
"22 of Dr. Kleinfeld's 34 quarterly earnings releases as CEO of Alcoa have seemingly disappointed investors"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Investors should be concerned by the unexpected and abrupt resignation of CEO Gabi Seligsohn in June 2018."
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn’t they be buying stock?"
"Ask yourself: If the CEO and Board members truly believed in their strategy wouldn't they be buying stock?"
"Disney's Board reportedly expedited Bob Chapek's interview process for CEO based on Mr. Iger's suggestion"
"We find clear evidence that CEO and Co-Founder Bryce Maddock has embellished his educational credentials."