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 7261–7320 of 10,384
quote villain critique

"To the extent that we are unable to make payments under the Tax Receivable Agreement, such payments generally will be deferred and will accrue interest until paid. — PowerSchool 2023 10-K"

PowerSchool Holdings, Inc. · PWSC Spruce Point Capital · p. 92
quote villain critique

"Direct-to-consumer ready-to-eat meals are a nascent food vertical that we believe has the potential to grow into a multi-billion-dollar category over time. — Uwe Voss, HelloFresh U.S. CEO"

HelloFresh SE · HFG Grizzly Research · p. 23
quote villain critique

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

Southwest Airlines · LUV Elliott Management · p. 48
quote villain critique

"locals are skeptical of a company that she said has gone from proposing a large-scale thermal coal mine to focusing on local sales of coal for home furnaces. — Reporting on Ramaco in 2017"

Ramaco Resources, Inc. · METC Wolfpack Research · p. 7
quote cover

"“in most defense deals, the counterpart does not want to be nominated” and that “for the time being, they asked us to keep silent, keep it confidential and we respect it” — EOS Management"

quote villain critique

""the customer has indicated that further work is required to finalize the arrangements" and therefore now "believes this could be concluded in February or March 2026" — EOS Q4 2025 update"

quote nominee bio

"Mr. Golub's refocusing of American Express in the 1990s has been called "one of the most impressive turnarounds of a large public corporation in history" — Salomon Smith Barney 4/13/1999"

Hess Corporation · HES Elliott Management · p. 47
quote nominee bio

"Mr. Golub’s refocusing of American Express in the 1990s has been called “one of the most impressive turnarounds of a large public corporation in history” — Salomon Smith Barney 4/13/1999"

Hess Corporation · HES Elliott Management · p. 13
quote nominee bio

"Mr. Golub's refocusing of American Express in the 1990s has been called "one of the most impressive turnarounds of a large public corporation in history" — Salomon Smith Barney 4/13/1999"

Hess Corporation · HES Elliott Management · p. 36
quote nominee bio

"Mr. Golub's refocusing of American Express in the 1990s has been called "one of the most impressive turnarounds of a large public corporation in history" — Salomon Smith Barney 4/13/1999"

Hess Corporation · HES Elliott Management · p. 70
quote villain critique

"SOFI’s filings claim that the annualized net charge-off rate “remained lower than the assumed weighted average default rates in our fair value model.” — SoFi Technologies, Inc. 2025 10-K"

quote ceo quote

""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"

Phillips 66 · PSX Elliott Management · p. 37
quote villain critique

"As written and applied, the 70% Rule becomes a sword for Equinox to deny refunds, instead of a shield to protect distributors from inventory loading. — FTC v. Equinox International Corp."

Herbalife Ltd. · HLF Pershing Square · p. 312
quote precedent table

"“Being an S&P 500 company is a validation of absolutely nothing. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!” — Ben Axler"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 4
quote ceo quote

""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"

Phillips 66 · PSX Elliott Management · p. 38
quote villain critique

"management - which, by its own admission, had taken its "eye off the ball" with respect to the Company's core refining business. — Mark Lashier (CEO), January 2023, GS Energy Conference."

Phillips 66 · PSX Elliott Management · p. 5
quote villain critique

"“They [Burford] gambled on an ability to leverage a buyout from Perry Ellis at a price above the merger consideration... They lost that gamble.” — Judge Michael Hanzman, February 3, 2020"

Burford Capital · BUR Muddy Waters · p. 6
quote villain critique

"「極端紫外線を発生するためには、錫をプラズマ状態に変形させなければいけません。従来は、高出力の二酸化炭素のレーザーを使っていました。レーザーがあり、冷却システムがあり、錫を取り扱う仕組みがありました。装置の中で錫の液滴を射出して、レーザーを液滴に当てるためのこのモジュールは、ミニクーパーの半分くらいの大きさでした」 — レーザーテックの元フィールド・サービス・エンジニア"

Lasertec Corporation · 6920 Scorpion Capital · p. 115
quote villain critique

"We also understand that there were disagreements on changes to Board composition and frustrations over the speed at which they were occurring... — TD Cowen analyst note, January 2, 2024."

Parkland Corporation · PKI Engine Capital · p. 2
quote villain critique

"In Q1 2012, Mr. Nagamori stated that HDD prices will not continue to steadily decline, that it is a “very healthy market”, and that neither Nidec nor its customers have excess inventory."

Nidec Corp. · 6594 JP Muddy Waters · p. 17
quote ceo quote

"And then starting next year, the actual spend on these programs will start to decrease, and you'll start to have a margin pickup starting in ‘19. — CEO Kevin Lobo, JPM Conf, Jan 10, 2018"

Stryker Corp. · SYK Spruce Point Capital · p. 59
quote ceo quote

""We don't -- we're not -- we get a little bit of a sugar high from tuck-in acquisitions where we're just slam-dunking them into the existing business." — CEO, JPMorgan Conf Sept 19, 2023"

Rollins Inc. · ROL Spruce Point Capital · p. 58
quote ceo quote

"Second, our gross margins were healthy, exceeding 53% this quarter. We were positive on the price/cost equation and saw good performance across several key cost categories? — Rollins CFO"

Rollins Inc. · ROL Spruce Point Capital · p. 59
quote appendix data

"“Overplanting” refers to the situation in which the installed generating capacity or nameplate capacity of the facility is larger than the generator’s grid connection. — Draft EN-3 fn.43"

BP plc · BP Bluebell Capital · p. 19
quote villain critique

"As of June 30, 2021, the Company had a deferred revenue balance of $11.9 million with Kalo, consisting of the non-cash consideration received. — Soaring Eagle Acquisition Corp prospectus"

Ginkgo Bioworks · DNA Scorpion Capital · p. 64
quote villain critique

"the surgeon, in his own words is 'merely the technician'. The rep from NEVRO will instruct him where to place the leads (in my case, paddles). — Facebook support group for Nevro patients"

Nevro Corp. · NVRO Scorpion Capital · p. 237
quote villain critique

"Adelong represents a unique investment opportunity, combining near-term gold production potential with significant high-grade exploration upside and future antimony prospects. — Nova CEO"

Nova Minerals Limited · NVA Spruce Point Capital · p. 29
quote villain critique

"I never really 100% trusted they were, so I always made sure to get the exact times so the centers could make their own decision based on the numbers. — Former TransMedics OCS specialist"

TransMedics Group Inc · TMDX Scorpion Capital · p. 235
quote peer gap

"“if you were making a large bet on training data centers in the middle of nowhere, you may not feel as great about that.” — Waldemar Szlezak, global head of digital infrastructure at KKR"

CoreWeave, Inc. · CRWV Kerrisdale Capital · p. 18
quote villain critique

"The patient's wife stated the patient complained of dizziness during the two-week WAKIX titration phase but did not report it to the sleep center or cardiologist. — FDA FAERS Case Report"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 181
quote other

"Peter Chapman was saying that if you have to spend a lot of money to get a deal, that’s fine with me, I just want the signing. — Former employee cited in Scorpion's extensive 2021 report"

IonQ Inc · IONQ Wolfpack Research · p. 3
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 will be kind of bed do you have? — Vladimir"

Accor SA · AC Grizzly Research · p. 191
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 will be kind of bed do you have? — Vladimir"

Accor SA · AC Grizzly Research · p. 217
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 will be in trar bed do you have? — Vladimir"

Accor SA · AC Grizzly Research · p. 236
quote villain critique

"“they would actually swap out the A150 that we have with an A300 at a discounted price...because they wanted to try to get early purchase volume.” — Senior employee at Marvell Technology"

Lasertec Corporation · 6920 Scorpion Capital · p. 97
quote ceo quote

"“they would actually swap out the A150 that we have with an A300 at a discounted price...because they wanted to try to get early purchase volume.” — Senior employee at Marvell Technology"

Lasertec Corporation · 6920 Scorpion Capital · p. 236
quote ceo quote

"“they would actually swap out the A150 that we have with an A300 at a discounted price...because they wanted to try to get early purchase volume.” — Senior employee at Marvell Technology"

Lasertec Corporation · 6920 Scorpion Capital · p. 246
quote ceo quote

"“The leagues wouldn’t pay anything. Usually the leagues don’t have any money. No league has money besides the big USA leagues, but they wouldn’t pay for it.” — Senior Industry Executive"

Genius Sports Limited · GENI Spruce Point Capital · p. 48
quote ceo quote

""So we're like Wal-Mart but with a Tiffany price. So we offer one thing under one roof for them and so we're doing the same thing now to K-12." — Louis Hsieh, EDU Q1 2011 earnings call."

quote peer gap

"The composition of the treasury balance and other equivalent assets as of December 31, 2021 and 2020 is as follows. — Bureau Veritas Inspeccion y Testing, S.L. Financial Statements 2021"

Eurofins Scientific SE · ERF Muddy Waters · p. 30
quote precedent table

"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"

Phillips 66 · PSX Elliott Management · p. 10
quote villain critique

"“It was weird from our part that you’re doing this deal, but you don’t trust anybody that you have in sales to do it... It was just a very strange situation.” — Former executive of IonQ"

IonQ Inc. · IONQ Scorpion Capital · p. 158
quote appendix data

"I do not see how the Developer could simply choose to build a smaller solar farm on part of the fields (eg. the blue areas nearest to the village). — High Court Judgment (Chamberlain J)"

BP plc · BP Bluebell Capital · p. 32
quote villain critique

"We certify that the information given in this Return (including 1 pages of Continuation Sheets and 1 pages of Schedules) is true to the best of our knowledge and belief. — Annual Return"

Sino-Forest Corporation · TRE Muddy Waters · p. 14
quote precedent table

"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"

Phillips 66 · PSX Elliott Management · p. 10
quote villain critique

"Napo (or whatever BUR would call it at the time) was shown as a “Concluded Investment” in the 2013 annual report, despite there being no cash available to back up — Muddy Waters Capital"

Burford Capital · BUR Muddy Waters · p. 5
quote ceo quote

"We see a lot of potential in the Phillips 66 refining company. I mean, there's just tremendous capability there. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"

Phillips 66 · PSX Elliott Management · p. 2
quote ceo quote

"PHILLIPS CLAIMS: The annual election policy proposal would force directors to resign and therefore could be found by a court to conflict with its charter and Delaware law. — Phillips 66"

Phillips 66 · PSX Elliott Management · p. 116
quote demand list

""In a somewhat surprising tactic, PSX management talked down the potential [sum-of-the-parts] upside (i.e., [stating that the Company is] fairly valued)..." — Piper Sandler, March 2025."

Phillips 66 · PSX Elliott Management · p. 6
quote other

"The LCD from MolDX in late 2017 essentially subsidized further studies of cfDNA by providing reimbursement for AlloSure, which flung open the door for large-scale studies to take place."

CareDx, Inc. · CDNA Kerrisdale Capital · p. 5
quote villain critique

""Loaner instrumentation not intended to be sold of $302 in 2019 has been reclassified from inventories to other noncurrent assets to conform with current year presentation." — 2020 10-K"

Stryker Corp. · SYK Spruce Point Capital · p. 48
quote villain critique

"E&Y notified the Company that they did not wish to submit a proposal for the 2005 audit engagement and had also decided to resign as auditors for fiscal year 2004 effective immediately."

Weis Markets, Inc. · WMK Spruce Point Capital · p. 34
quote ceo quote

"Our recently completed P&S strategic planning process identified several attractive categories for growth, including water, indoor air quality and cross-platform solutions. — Former CFO"

Resideo Technologies, Inc. · REZI Spruce Point Capital · p. 69
quote villain critique

"Bourbon and whiskeys are normally aged in barrels for several years, following industry practice; all barreled bourbon and whiskey is classified as a current asset. — MGPI Annual Report"

MGP Ingredients, Inc. · MGPI Spruce Point Capital · p. 41
quote nominee bio

"WE SEE A LOT OF POTENTIAL IN THE PHILLIPS 66 REFINING COMPANY. I MEAN, THERE'S JUST TREMENDOUS CAPABILITY THERE. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"

Phillips 66 · PSX Elliott Management · p. 4
quote precedent table

"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"

Phillips 66 · PSX Elliott Management · p. 17
quote other

""potential for phospholipidosis" — Abbott researchers (2008 paper). "The combination of these two factors is probably what led to the compound's demise." — 2009 paper regarding ABT-239."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 171
quote villain critique

"“there was always an overhanging threat of being put on a disciplinary plan if you didn’t get a certain amount of speaker programs within your territory.” — Ex-Harmony territory manager"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 321
quote ceo quote

""And we may periodically put a rental out with a customer, but right now, our model is pretty much we're going to sell and not offer a demo program." — CFO Waters, Q2 2022 Earnings Call"

PROCEPT BioRobotics Corporation · PRCT Spruce Point Capital · p. 83
quote ceo quote

"As regards this year, we again are budgeting for a loss in China, and we actually committed -- absolutely committed to success in that territory. — Monster Beverage Corp. (Feb 27, 2019)"

Monster Beverage Corp. · MNST Spruce Point Capital · p. 43