Contrarian Corpus
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Callouts & quotes from 19+ activist slides

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

Showing 1–19 of 19 matching "monetize"
callout other

"Playtika indirectly puts a lot of pressure on and gives incentives to the studio to monetize their game very aggressively this is immediately noticeable in the player reviews, all saying that the game is very addictive but at a certain point, it is not possible to keep unlocking new designs and progressing without spending a lot of money, making the game "boring" for most users very fast."

Playtika Holding Corp. · PLTK Grizzly Research · p. 20
callout other

"Chinook, in our opinion, improperly recorded collaboration and licensing revenues from SanReno in 2021 and 2022. This seems to have been an intentional mischaracterization to create the false impression that Chinook’s pipeline, especially atrasentan, can be easily monetized and generate repeatable and sustainable revenue."

Chinook Therapeutics · KDNY Muddy Waters · p. 4
callout other

"All the Turner Networks, with the exception of CNN, are general entertainment networks that do not enjoy a natural extension to the Internet and therefore, there are limited additional ways to monetize the audience of the Turner Networks (excluding CNN)."

Time Warner Inc. · TWX Carl Icahn · p. 80
callout other

"The point of a strategic process is not to sell the Company below its intrinsic value, but to explore whether shareholders could monetize their shares at or above intrinsic value today without having to take any execution risks."

Parkland Corporation · PKI Engine Capital · p. 3
callout nominee bio

"Led unprecedented effort to monetize 6,500 patents in industry defining transaction. Patents were sold for $4.5 billion to a consortium including Ericsson, Apple, RIM, Microsoft and EMC."

Tessera Technologies Inc. · TSRA Starboard Value · p. 63
callout demand list

"We believe that it would be prudent for the Board to evaluate the Company's intellectual property and determine whether there are certain areas that can be monetized."

DSP Group, Inc. · DSPG Starboard Value · p. 42
callout appendix methodology

"The RUN Partnership Flips are designed to allow RUN to monetize multiple tax benefits of owning PV Systems even though RUN does not have any taxable income."

Sunrun Inc. · RUN Muddy Waters · p. 28
callout other

"As the single most cited source for travel data, we believe Tripadvisor has an opportunity to monetize its unique dataset of user-generated content"

Tripadvisor, Inc. · TRIP Starboard Value · p. 36
callout sop buildup

"If Riot can monetize its power in-line with recent precedent transactions, we believe it could generate more than $1.6 billion of annual EBITDA."

Riot Platforms, Inc. · RIOT Starboard Value · p. 3
callout ceo quote

"The expert indicated that Zillow's MBP model very quickly became saturated, forcing the Company to develop new ways to monetize Zillow leads."

Zillow Group, Inc. · Z Spruce Point Capital · p. 31
callout villain critique

"In the past two years, we estimate insiders have monetized £1 billion, net, via selling, collaring, and pledging stock."

NMC Health plc · NMC.LN Muddy Waters · p. 32
callout sop buildup

"Within Bayer, it's overlooked and under appreciated. With time, Bayer is likely to beef it up or monetize it."

Bayer AG · BAYN Greenlight Capital · p. 27
callout other

"We believe Tripadvisor’s data could also be monetized through more significant licensing agreements"

Tripadvisor, Inc. · TRIP Starboard Value · p. 39
callout villain critique

"Xerox must develop a strategy to monetize this valuable asset to increase shareholder value"

Xerox Corporation · XRX Carl Icahn · p. 34
callout ceo quote

"Huntsman CLEARLY promises to Monetize Its REMAINING Stake in Venator for ~$1 Billion"

Huntsman Corporation · HUN Starboard Value · p. 35
callout demand list

"Analyze alternatives to license/monetize the remaining patent portfolio."

AOL, Inc. · AOL Starboard Value · p. 77
callout transition

"Nevertheless, AOL has struggled to monetize this position."

Time Warner Inc. · TWX Carl Icahn · p. 46