Contrarian Corpus
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Callouts & quotes from 617+ activist slides

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

Showing 541–600 of 617 matching "board"
quote ceo quote

"Breaking up large energy companies is not only possible, but it also unlocks significant value. — Stacy Nieuwoudt, Elliott nominee for Phillips 66's Board and former energy investor"

Phillips 66 · PSX Elliott Management · p. 7
quote villain critique

"With the exception of the current and former CEOs, the Board lacks significant, recent experience with water and wastewater utilities — Aqua NJ Audit by SAGE Management Consultants"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 80
quote nominee bio

"These independent directors agreed to join our board, because they believe in our outstanding plan and they recognize that our plan is the right plan... — John Hess's Nominees"

Hess Corporation · HES Elliott Management · p. 142
quote ceo quote

"I think that what Nelson is doing is trying to get things to be as good as possible at DuPont. I think they should put him on the board.” — Jim Cramer, Host, CNBC's Mad Money"

quote other

"I think that what Nelson is doing is trying to get things to be as good as possible at DuPont. I think they should put him on the board.” — Jim Cramer, Host, CNBC’s Mad Money"

quote ceo quote

"I think that what Nelson is doing is trying to get things to be as good as possible at DuPont. I think they should put him on the board.” — Jim Cramer, Host, CNBC's Mad Money"

quote timeline

"“...he did not believe that the Celgene Board would accept the proposal...and noting that reaching a definitive agreement by January 2, 2019 would be difficult.” — Mr. Alles"

Bristol-Myers Squibb · BMY Starboard Value · p. 143
quote ceo quote

"Those same dollars could have been spent on reinforcing, expanding their own base operations. — Michael Heim, Elliott nominee for PSX’s Board and Co-Founder, Targa Resources"

Phillips 66 · PSX Elliott Management · p. 30
quote demand list

""The Board does not intend to issue preferred stock in the future and believes that it is appropriate to eliminate this provision from the Articles." — Apple Proxy Statement"

Apple Inc. · AAPL Greenlight Capital · p. 51
quote ceo quote

""We do not believe that Pershing Square's nominees would add value to the Board." — Target spokesperson; "Ackman campaign for Target like prize fight" — Reuters, 4/18/2009"

Target Corporation · TGT Pershing Square · p. 75
quote before after

"The Board says Jamie Boychuk "offers more downside for Norfolk Southern than upside" and that "his track record as an operator is not inspiring." — Norfolk Southern Board"

quote villain critique

"“[I]t is often the case that older directors are among the savviest and most skilled board members...” — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"

quote villain critique

""[I]t is often the case that older directors are among the savviest and most skilled board members..." — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"

quote villain critique

"Our directors are not permitted to serve on more than four additional public company boards without the approval of the Board of Directors. — Samsara Proxy Statement"

Samsara Inc. · IOT Spruce Point Capital · p. 74
quote villain critique

"[I]t is often the case that older directors are among the savviest and most skilled board members... — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"

quote nominee bio

"In all our decades of investing, we cannot recall a proposed board slate so eminently qualified for the task at hand — Artisan Partners, Top Ten Active Shareholder"

Southwest Airlines Co. · LUV Elliott Management · p. 22
quote other

"Management and the Board's conclusion that the "current structure maximizes value" is at odds with many years of subpar operating results. — Trian Fund Management"

PepsiCo, Inc. · PEP Trian Partners · p. 5
quote villain critique

"No. This was the only assets literally that's acquired from Media Ventures... — Udo Müller Co-Founder, Chairman of Management Board and Chief Executive Officer"

Stroer SE & Co. KGaA · SAX Muddy Waters · p. 4
quote villain critique

"We currently purchase finished circuit boards and injection-molded plastic components from suppliers located in the U.S., Mexico and Taiwan — Axon SEC Filings"

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 50
quote villain critique

"consumer compliance breakdowns, ...numerous unfair and deceptive practices and a deficient consumer compliance risk management program — Federal Reserve Board"

Intuit Inc. · INTU Spruce Point Capital · p. 68
quote ceo quote

"VERINT'S BOARD-LED STRATEGY IS DELIVERING STRONG OPERATIONAL PERFORMANCE, FINANCIAL RESULTS AND STOCK PRICE APPRECIATION — Verint Systems Inc. Proxy Filing"

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 73
quote villain critique

""The Board appointed Alan Shaw as CEO because the depth and breadth of his experience would best position us to leverage PSR..." — Norfolk Southern Board"

quote ceo quote

"“Thanks to our Board, who knows that we will be the standard of care and to our patient shareholders, thank you. We are on our way.” — Mehren (AXDX CEO)"

Accelerate Diagnostics · AXDX White Diamond Research · p. 3
quote ceo quote

"“We believe the stock performance is compelling evidence of the effectiveness of the Board and management” — Buffalo Wild Wings Media Statement, 3/8/17"

quote ceo quote

""We believe the stock performance is compelling evidence of the effectiveness of the Board and management" — Buffalo Wild Wings Media Statement, 3/8/17"

quote nominee bio

"Stacy Nieuwoudt, Elliott nominee for Phillips 66’s (NYSE: PSX) Board, explores how breaking up large energy conglomerates can unlock significant value."

Phillips 66 · PSX Elliott Management · p. 4
quote transition

"Transforming Office Depot: A Plan for Renewal and Reinvigoration — Starboard Value LP (White Paper Presentation filed with the SEC on August 2, 2013)."

Office Depot, Inc. · ODP Starboard Value · p. 55
quote villain critique

"At this time, we are not interested in selling a piece of the Orange St. property. — Bryce Kell, Business Administrator, Millville Board of Education"

Oatly Group AB · OTLY Spruce Point Capital · p. 34
quote villain critique

""[O]ne person with direct knowledge of the boardroom spats maintained that Mr. Genish was "Vivendi’s man"..." — Financial Times, November 13, 2018"

Telecom Italia · TIT.MI Elliott Management · p. 18
quote demand list

"‘The BoD regularly reviews its leadership structure’: failure to correct confirms lack of independent oversight — BlackRock Board of Directors"

BlackRock · BLK Bluebell Capital · p. 10
quote other

""Right now, the retailers, they're doing better in this round of the fight," — Warren Buffett, investor and board member of Kraft Heinz Co."

Prestige Consumer Healthcare Inc. · PBH Spruce Point Capital · p. 79
quote ceo quote

"Thoughtful Multi-Year Board Refreshment In Process And Largely Completed Before Starboard Appeared — Excerpt from Huntsman Investor Deck"

Huntsman Corporation · HUN Starboard Value · p. 43
quote executive summary

""when it came to serious discussions, I [Schoen] recommended to the board that we look at all our alternatives." — Chairman Bill Schoen"

quote cover

"Our strong business performance has driven total shareholder returns that have outperformed our peers. — Autodesk Board and Management"

Autodesk, Inc. · ADSK Starboard Value · p. 1
quote villain critique

"Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases. — VoteDisney.com, 02/28/24"

The Walt Disney Company · DIS Trian Partners · p. 126
quote villain critique

"Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases. — VoteDisney.com, 02/28/24"

The Walt Disney Company · DIS Trian Partners · p. 126
quote ceo quote

"Management expected doses sold to increase every year after 2023 — Starboard Value (annotating Pfizer Q4 2022 Earnings Presentation)"

Pfizer Inc. · PFE Starboard Value · p. 56
quote cover

"the Board has no appetite for M&A — Colleen Moorehead (Chair). The Board’s priority is to reduce debt. — Colleen Moorehead (Chair)."

Dye & Durham Limited · DND Engine Capital · p. 1
quote precedent table

"Elliott played a significant role in encouraging the change in Brocade's management and in laying out the opportunity for the board"

Juniper Networks · JNPR Elliott Management · p. 25
quote villain critique

"“Zuckerberg’s Pal” and “Zuckerberg’s Friend” — Media reports regarding Dropbox CEO Drew Houston's appointment to Facebook's board."

Dropbox, Inc. · DBX Spruce Point Capital · p. 9
quote ceo quote

"In recent years, we have pushed the [soup] business too hard on pricing and margin. — Board member & interim CEO Keith McLoughlin"

Campbell Soup Company · CPB Third Point · p. 20
quote demand list

"“is the most attractive transaction available” — Capricorn Board; “either return it or do something else with it” — Capricorn CEO"

Capricorn Energy PLC · CNE Palliser Capital · p. 6
quote villain critique

""Engine requisitioned a special meeting of shareholders, and the Company promptly set a meeting for August 20, 2024." — DND Board"

Dye & Durham Limited · DND Engine Capital · p. 29
quote other

"Like in a banana republic, the Board is playing tricks with the corporate machinery to ensure its reelection and remain in power."

Parkland Corporation · PKI Engine Capital · p. 4
quote villain critique

"We did not do enough to keep our soup products and brands relevant with consumers. — Board member & interim CEO Keith McLoughlin"

Campbell Soup Company · CPB Third Point · p. 19
quote ceo quote

"They've got a reputation to repair. — Michael Heim, Elliott nominee for Phillips 66's Board and Co-Founder, Targa Resources"

Phillips 66 · PSX Elliott Management · p. 11
quote other

"Interpretation of pacing data by MedSec medical advisor and board member, Dr. Hemal Nayak. See The Appendix. — Footnote 19"

St. Jude Medical, Inc. · STJ Muddy Waters · p. 16
quote nominee bio

""The Board's abdication of such an essential duty is indefensible and shameful." — Oplink Communications activist report"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 76
quote peer gap

"Kao claim that the skill profiles incumbent on the board are “best suited for the continued oversight of Kao’s strategy”"

Kao Corporation · 4452.JP Oasis Management · p. 59
quote nominee bio

"We look forward to welcoming the nominees as new Board members and believe they will be valuable contributors — DSP CEO"

DSP Group, Inc. · DSPG Starboard Value · p. 24
quote demand list

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott's letter to Phillips 66's Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 8
quote demand list

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott’s letter to Phillips 66’s Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 11
quote demand list

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott’s letter to Phillips 66’s Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 10
quote ceo quote

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott's letter to Phillips 66's Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 7
quote other

"overall purchasing plans for homes, autos, appliances, and vacations all pulled back in April. — The Conference Board"

Carvana Co. · CVNA Kerrisdale Capital · p. 21
quote cover

"We also question whether the Board is appropriately holding senior management accountable for its numerous missteps."

Upwork Inc. · UPWK Engine Capital · p. 1
quote ceo quote

"Do not do this. This is a major mistake and not in the best interest of shareholders. — Peter Feld, Starboard Value"

Box, Inc. · BOX Starboard Value · p. 94
quote nominee bio

"“If the board is so convinced [a Red Lobster spinoff] is such a great idea, then put it to a vote.” — New York Post"

Darden Restaurants, Inc. · DRI Starboard Value · p. 14
quote villain critique

"“Our March 8, 2013 letter did not correctly reflect the last and final position proposed by Starboard.” — DSP Group"

DSP Group, Inc. · DSPG Starboard Value · p. 36
quote villain critique

"We are excited to have Corey Walker, President of Lab Solutions, fully onboarded. — Avantor 1Q 2025 earnings call"

Avantor, Inc. · AVTR Engine Capital · p. 7