Contrarian Corpus
Phrase library

Callouts & quotes from 10,384+ activist slides

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

Showing 7141–7200 of 10,384
quote villain critique

"These documents plainly show Defendants had direct knowledge that TelexFree was a Ponzi scheme, and yet, continued to service the illicit enterprise until at least March 2014. — Legal filings"

Nuvei Corp · NVEI Spruce Point Capital · p. 61
quote villain critique

"“In non-Tier 1 sports, Genius will continue to aggressively deploy its “contra” model and acquire long-term agreements in exchange for technology and software solutions.” — Form F-1 5/27/2021"

Genius Sports Limited · GENI Spruce Point Capital · p. 46
quote villain critique

"“...This certainly is the difference between joining a franchise and building your own business. This part will grow and develop into a system...” — Unattributed source in franchise agreement"

quote ceo quote

"hon·est /'änəst/ free of deceit; truthful; sincere; candid; frank; open; forthright; straightforward; plain-speaking; upfront; aboveboard — Automotive Logistics 2016, CEO Jacobs' Presentation"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 6
quote valuation reveal

"“remains an execution story” — BofA, October 2023; “[F]eedback from investors following [our] upgrade suggested they wanted to see PSX execute before giving them credit” — Cowen, August 2023."

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

""Both our GCCV and our NCCV are experiencing significant increases year-over-year, and this translates directly into shareholder value creation." - William Berger, CEO (Q2 2020 Earnings Call)"

Sunnova Energy International Inc. · NOVA Spruce Point Capital · p. 52
quote ceo quote

"We are differentiating ourselves with innovative products, deep channel relationships and a global ecosystem of more than 10,000 partners and a highly trusted brand. — Q3 2015 Conference Call"

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 27
quote villain critique

"“we’ve initiated monthly Culture Conversations where we explore identities and systems of power using an intersectional lens...LGBTQIA+, ageism, Latinx identity.” — Emily Leproust (Twist CEO)"

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

"“It’s one of those companies that’s always been a question mark for me. I didn’t get it. It went against everything that I learned in my science career.” — Longtime executive in Twist’s space"

Twist Bioscience · TWST Scorpion Capital · p. 158
quote villain critique

""we have yet to find one investor that is planning to vote in favor of the current management, which reflects long-run frustration with NSC's operating track record." — Deutsche Bank Research"

quote villain critique

"Taser was exposed for having "cultivated financial ties to police chiefs whose departments have bought the recording devices, raising a host of conflict-of-interest questions" — Star-Telegram"

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 59
quote demand list

""Pepsi is slow to act and cannot make decisions." — Senior merchandising official at a large U.S. retail chain; "Coke swooped in" — Senior merchandising official at a large U.S. retail chain."

PepsiCo, Inc. · PEP Trian Partners · p. 24
quote villain critique

"Credit Karma has maybe 1% of the features of mint, and even what it has is poorly implemented. In it's current state I can't imagine what possessed them to announce a migration. — Reddit User"

Intuit Inc. · INTU Spruce Point Capital · p. 63
quote villain critique

"Droplet-based, high-brightness extreme ultraviolet laser plasma source for metrology — A. Yu. Vinokhodov; M. S. Krivokorytov; Yu. V. Sidelnikov; V. M. Krivtsun; V. V. Medvedev; K. N. Koshelev"

Lasertec Corporation · 6920 Scorpion Capital · p. 145
quote villain critique

"Droplet-based, high-brightness extreme ultraviolet laser plasma source for metrology — A. Yu. Vinokhodov; M. S. Krivokorytov; Yu. V. Sidelnikov; V. M. Krivtsun; V. V. Medvedev; K. N. Koshelev"

Lasertec Corporation · 6920 Scorpion Capital · p. 182
quote villain critique

"“Disaggregated assets by segment are not used to allocate resources or to assess performance of the segments and therefore, segment assets have not been disclosed.” — New Disclosure 2024 10-K"

Resideo Technologies, Inc. · REZI Spruce Point Capital · p. 83
quote appendix disclosure

""The Company de-prioritized the development and sale of POET optical transceiver modules in 2025 to avoid conflicts with its module customers." — POET Technologies Inc., Form 6-K Exhibit 99.2"

POET Technologies Inc. · POET Wolfpack Research · p. 6
quote ceo quote

"They tend to be in line with our consumables, and perhaps maybe a little bit additive....But you can think of them roughly in line with our consumables gross margin. — Kevin Wilson, Heska CEO"

Heska Corporation · HSKA Spruce Point Capital · p. 84
quote villain critique

"The ultimate beneficial owner of Mountfort Investments S.à r.l. was Patrick Vítek (eldest, adult and not dependant son of the Company main shareholder). — CPI PG Annual Management Report 2021"

quote villain critique

"Ending Q1 2011, there were 33 Patches that had above $2,000 per month in revenue. Ending Q4 2011, there were 401 Patches above $2,000 per month in revenue. — Company's Chief Financial Officer"

AOL, Inc. · AOL Starboard Value · p. 28
quote villain critique

"I'm worried that [the satellite] will shake itself apart and create a giant cloud of debris that will last for 10-15 years and I'm not usually a big space junk worrier. — Former JPL physicist"

AST SpaceMobile, Inc. · ASTS Kerrisdale Capital · p. 8
quote precedent table

"“The Chinese authorities suspended the registration and approval of direct selling amid a nationwide crackdown on wrongdoing in the health products market” — Article cited by Grizzly Research"

New Age Beverage Corp. · NBEV Grizzly Research · p. 14
quote villain critique

"Weichai’s management characterized the license as “routine business” and even stated the agreement “did not meet the disclosure threshold” for an announcement on the Hong Kong Stock Exchange."

Ceres Power Holdings plc · CWR Grizzly Research · p. 15
quote villain critique

"This firm may be providing or promoting financial services or products without our permission. You should avoid dealing with this firm and beware of scams. — Financial Conduct Authority (FCA)"

Trustpilot Group PLC · TRST Grizzly Research · p. 25
quote villain critique

"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки! — Email inquiry"

Accor SA · AC Grizzly Research · p. 69
quote villain critique

"I would like to inquire about possibility of hosting four young beautiful girls from Donetsk People’s Republic, Russia (14-17 years old). They \ pool? What kind of bed do you have? — Vladimir"

Accor SA · AC Grizzly Research · p. 229
quote ceo quote

"The client is “an Industrial Partner”, and has evaluated all the international options but chose EOS. The first part is simply not true; the second part is highly doubtful. — Grizzly Research"

quote peer gap

"I am really impressed by IF – they have a strong brand name, are trusted by customers and are well known in the market as a high-tech modern player. — Former head of consumer at a competitor"

Sampo Oyj · SAMPO Elliott Management · p. 15
quote villain critique

"The pipeline of potential water and wastewater municipal acquisitions the company is actively pursuing represents over 400,000 total customers. — Essential Utilities Press Release (Feb 2023)"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 26
quote ceo quote

""WCT is an independent oil and gas company in which Mr. Ward retains no financial interest nor has any management or operational involvement." — SandRidge Energy consent revocation statement"

SandRidge Energy · SD TPG-Axon · p. 8
quote ceo quote

"Due to COVID-19 headwinds, this year, we also expect to see continued softness in our professional services bookings and our small business segments... — Dylan Smith, Q2 FY2021 Earnings Call"

Box, Inc. · BOX Starboard Value · p. 56
quote process diagram

"“They have relied on ‘service’ as a differentiator but over time ‘service’ became something the customer expected to do themselves with self-service.” — Former DVP of Business Transformation"

quote process diagram

"Visits to several [PCC] facilities have highlighted the extent to which [PCC] seeks to involve every employee in efforts to improve productivity and reduce costs. — Cowen, September 22, 2004"

Arconic Inc. · ARNC Elliott Management · p. 278
quote villain critique

"Only monitoring device proven to detect atrial fibrillation with 100% sensitivity and 100% positive predictivity in the detection of ≥30-second AF episodes* — Philips MCOT Marketing Material"

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 31
quote ceo quote

"Exhibit 4: We reach our $33PT for NOVA by applying a 1.8x multiple to our estimated 30 year NAV using a 4% discount rate, implying 35% upside from the current price of $24.45. — Roth Capital"

Sunnova Energy International Inc. · NOVA Spruce Point Capital · p. 88
quote ceo quote

"NVIDIA (NVDA) is up nearly 2,000% over the last five years, but would you believe that there's another stock -- a non-AI stock -- that's up even more? — Beauty Stock ELF Beats the King of AI"

e.l.f. Beauty, Inc. · ELF Muddy Waters · p. 9
quote transition

"reducing costs is either cutting compensation or non-compensation costs. So in the end it’s going to come down to a reduction in compensation — Ken Jacobs, Lazard's CEO (Bloomberg interview)"

Lazard Ltd · LAZ Trian Partners · p. 18
quote villain critique

"“Segment operating income for Credit Karma includes all direct expenses, which is different from our other reportable segments where we do not allocate all corporate expenses.” — FY2023 10-K"

Intuit Inc. · INTU Spruce Point Capital · p. 99
quote other

"we think the coverage-with-evidence-development process is very favorable because in fact you get paid while you're completing your clinical utility work. — Natera's Chief Commercial Officer"

CareDx, Inc. · CDNA Kerrisdale Capital · p. 21
quote villain critique

"The act of deception intended to result in financial or personal gain or a benefit for the company is fraud and must be prevented or stopped. — Broadridge Code of Business Conduct and Ethics"

Broadridge Financial Solutions, Inc. · BR Spruce Point Capital · p. 60
quote other

"“jury is still out” — Gingko Executive; “a concept on paper” — Gingko Executive; “hard to know” — Gingko Executive; “consistency issues” — Gingko Executive; “been smarter” — Gingko Executive"

Berkeley Lights · BLI Scorpion Capital · p. 40
quote villain critique

"I work a lot with the boots on the ground at Lasertec, and they complain about having to maintain their light sources...[they] feel that management made some compromises.... — Ushio engineer"

Lasertec Corporation · 6920 Scorpion Capital · p. 18
quote ceo quote

"Absolutely. It's super confusing. It creates ill will. — Former Senior Executive. I feel like it's a bit of an oversell without iBuying. It's a bit of an oversell. — Former Senior Executive."

Zillow Group, Inc. · Z Spruce Point Capital · p. 18
quote villain critique

"SCIENCE APPLICATIONS INTERNATIONAL CORPORATION ENTERS INTO AGREEMENT WITH MANHATTAN U.S. ATTORNEY'S OFFICE TO FORFEIT MORE THAN $500 MILLION IN CONNECTION WITH CITYTIME PROJECT — Justice.gov"

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 68
quote villain critique

"I didn't even know the letter was disclosed to the public. Even within Twist, we really downplayed that...I don't feel comfortable elaborating on that one, unfortunately. — Ex-Twist employee"

Twist Bioscience · TWST Scorpion Capital · p. 22
quote kpi overview

"On average, approximately 64.6% of our quarterly subscription-based paying membership accounts purchased our online marketing services in 2018 as compared to 60.2% in 2017. — 58.com 2018 20F"

58.com Inc. · WUBA Grizzly Research · p. 26
quote villain critique

"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки! — Email sender"

Accor SA · AC Grizzly Research · p. 57
quote villain critique

"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки! — Email sender"

Accor SA · AC Grizzly Research · p. 88
quote ceo quote

"I can see no significant IP anywhere. And for instance, looking closely at their motors, they were using T motors. Those are hobby grade motors. Those are not aerospace products. — Dr. Moore"

EHang Holdings, Ltd. · EH Wolfpack Research · p. 14
quote peer gap

"EUV light source for high-NA and low-NA lithography — Karl Umstadter, Matthew Graham, Michael Purvis, Alex Schafgans, Jayson Stewart, Peter Mayer, Daniel Brown (ASML SPIE paper, April 2023)."

Lasertec Corporation · 6920 Scorpion Capital · p. 125
quote villain critique

"“unlike actively managed funds, which can and do sell the stock of a company they perceive as having poor corporate governance, index funds are the ultimate long- term investors” — Mr. Fink"

BlackRock · BLK Bluebell Capital · p. 4
quote villain critique

"The value of investments in public securities is determined using quoted market prices, discounted for illiquidity or restrictions on resale. — Allied Capital Corporation 2001 Annual Report"

Allied Capital · ALD Greenlight Capital · p. 17
quote villain critique

"Investments are marked down only when we believe that there has been a permanent impairment of the value. Once we mark it down we don't believe we will recover the investment. — Ms. Sparrow"

Allied Capital · ALD Greenlight Capital · p. 19
quote ceo quote

""The teams in Germany are among our most intelligent. They bring our products to world markets at a fast pace. You should never change a winning team." — Dr. Klaus Kleinfeld, April 19, 2006"

Arconic Inc. · ARNC Elliott Management · p. 216
quote ceo quote

""The idea that some of the acquisitions we've done, we've done venture investments first because we're going to understand more about that market." — CEO Burns, Innovation Day, May 14, 2024"

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 51
quote precedent table

"“Being an S&P 500® index member is a validation of absolutely nothing. It means more financial scrutiny and more due diligence should be applied before investing, not less.” — CIO Ben Axler"

Monster Beverage Corp. · MNST Spruce Point Capital · p. 4
quote other

""with GameTap, Turner fills a need in the industry for a viable post-retail sales channel for games" — Dennis Quinn, Executive Vice President of business development at TBS, April 27, 2005."

Time Warner Inc. · TWX Carl Icahn · p. 80
quote villain critique

"“such information to obtain a financial benefit that is separate from the benefit generated from providing the product or service requested by the individual” — FTC Warning Letter to Intuit"

Intuit Inc. · INTU Spruce Point Capital · p. 94
quote other

"“Due to a wide range of equipment and materials required for the project, the requirements are not all listed one by one, and the specifics for the project may vary.” — Bidding announcement"