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 7441–7500 of 10,384
quote appendix methodology

""3G leads to an explosion in the security market! Cell phone security software suites are on fire!" — July 22, 2009, http://www.enet.com.cn/article/2009/0722/A20090722505055.shtml."

NQ Mobile Inc. · NQ Muddy Waters · p. 26
quote ceo quote

""[CP] doesn't need more locomotives. [CP] already has one of the best fleets that I've ever seen in my travels whether as a consultant or a prior executive." — Ed Harris, June 2010"

Canadian Pacific Railway · CP Pershing Square · p. 29
quote ceo quote

""And so what I think you can expect from us is that continued expansion every quarter, every two quarters, the launch of new major categories." — CEO Dudum on Q3 2021 Earnings Call"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 76
quote peer gap

"Also, as innovation forms part of Saputo's growth strategy, our research and development teams develop new technologies, products, and process optimization methods. — Annual Report"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 123
quote ceo quote

""Deals are my art form. Other people paint beautifully on canvas or write wonderful poetry. I like making deals, preferably big deals. That's how I get my kicks." — Donald J. Trump"

quote appendix data

"「今回の装置については、KLAは10年前に開発を始めました。学術論文を発表したし、いくつかのプレゼンテーションも行いました。コンセプトが次第に固まって、光源の試作品ができて、顧客に対して技術的な実現可能性を示しました。対して、ASMLは極端紫外線仕様の装置を10年も延ばして、2年半前にやっと動き出しました。」 — KLAで極端紫外線マスク検査を担当した元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 273
quote villain critique

"If we stick together, we can overcome this threat from DSM, but if this is positioned as a problem with shield, then we have no recourse but to issue the attached. — Steve Croskrey"

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 13
quote villain critique

"HBOP, the entity through which the Company operates its business currently has no subsidiaries, either wholly- or partially-owned. [emphasis added] — Orient Paper Regulatory Filing"

Orient Paper, Inc. · ONP Muddy Waters · p. 5
quote ceo quote

""Deals are my art form. Other people paint beautifully on canvas or write wonderful poetry. I like making deals, preferably big deals. That's how I get my kicks." — Donald J. Trump"

quote villain critique

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

TransMedics Group Inc · TMDX Scorpion Capital · p. 201
quote transition

"“with currently available internet facilities, many PS Now users aren't satisfied with the user interface, particularly visible latency” — Sony management (IR comments, March 2019)"

Sony Corporation · 6758.T Third Point · p. 61
quote ceo quote

"Well, Vykat's just been approved. I've been around a long time. I won't use it. That's my own opinion. — Trial investigator and physician; one of the leading KOL's in the PWS field"

Soleno Therapeutics · SLNO Scorpion Capital · p. 282
quote ceo quote

"“There is, some that are bigger, some that are smaller. There’s some that we never think about and there some that we think about every other day.” — Bryant Riley, Chairman and CEO"

B. Riley Financial, Inc. · RILY Wolfpack Research · p. 7
quote villain critique

"The Company reclassifies inventory used at customer sites for evaluation purposes to property and equipment due to a limited history of sales of evaluation units. — IPO Prospectus"

PROCEPT BioRobotics Corporation · PRCT Spruce Point Capital · p. 88
quote other

"foreign party did not contribute the majority of the equity to which it subscribed. The joint venture therefore is merely a shell, existing in name only. — 1996 Annual Information"

quote peer gap

"“Many of the Sell-side analysts that follow Goodyear have heard PM's lament that this company ‘hasn't missed an opportunity to miss an opportunity’...” — Wolfe Research, 2/11/2021"

The Goodyear Tire & Rubber Company · GT Elliott Management · p. 31
quote ceo quote

"How do you explain the fact that ZTE Corporation denied collaboration with NQ? I hope it is not because NQ was collaborating with ZTE's sales partners to fake rankings. — Rossiloo"

NQ Mobile (NetQin) · NQ Muddy Waters · p. 12
quote kpi overview

"“...there’s an opportunity for Carrabba’s clearly...more to come on development, but Carrabba’s certainly earned the right to more expansion.” — Dave Deno, CEO, 2Q23 Earnings Call"

Bloomin' Brands · BLMN Starboard Value · p. 19
quote thesis headline

"A former DV executive interviewed by Tegus said he/she worked on the product development and wasn't a believer that it would drive performance. That opinion appears to have merit."

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 10
quote villain critique

"“the controversial nature of being associated with the Company Principal [defined as former President Donald J. Trump] and the Company Principal's family.” — DWAC merger agreement"

Digital World Acquisition Corp · DWAC Kerrisdale Capital · p. 8
quote villain critique

"I’m stuck...literally, I’m stuck...I literally don’t have the device and they’re holding it hostage. — Veteran transplant administrator/executive at Massachusetts General Hospital"

TransMedics Group Inc · TMDX Scorpion Capital · p. 65
quote villain critique

"In order to get in the study, you had to be able to demonstrate that you could swallow a pill. — Trial investigator and author on Soleno papers, pediatrician/geneticist, professor"

Soleno Therapeutics · SLNO Scorpion Capital · p. 220
quote villain critique

"Can an early phase clinical pharmacology study replace a thorough QT study? Experience with a novel H3-receptor antagonist/inverse agonist — Eur J Clin Pharmacol (2016) 72:533–543"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 123
quote villain critique

"The ESS score at the end of year 1 is even lower than that claimed in the trial paper (-3.62 vs. -4.6) – a reduction identical to that in the placebo arm in their previous trials."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 245
quote villain critique

"In May 2012 and August 2012, we purchased a portion of the working interest in leases covering acreage in northern Oklahoma from WCT Resources — 2013 consent revocation statement"

SandRidge Energy · SD TPG-Axon · p. 13
quote villain critique

"“agreed to reimburse the costs of the AI, including the cost of the purchase of raw timber, and to pay both a processing fee and management fee...” — 2006 Annual Information Form"

Sino-Forest Corporation · TRE Muddy Waters · p. 11
quote peer gap

"So the characteristic of ADP, in a very interesting way is that we have a margin profile that is actually very similar between our product sets. — Jan Siegmund (February 3, 2016)"

quote sop buildup

"In a base case, Green Street values the Fee Simple properties at approximately $1.8 billion and the Ground Leased properties at approximately $0.6 billon. — Green Street Advisors"

Darden Restaurants, Inc. · DRI Starboard Value · p. 223
quote ceo quote

""One thing that we are committed to do as an executive team is make sure we can meet our forecasts and deliver on our promises..." — Karl Kurz, Shareholder Nominee, February 2009"

Hess Corporation · HES Elliott Management · p. 47
quote other

"A 127.0.0.1 is an IP created by a “localhost” indicating that the activity is being conducted within the server itself, totally separate from the external internet. — Footnote 43"

Joyy Inc. · YY Muddy Waters · p. 31
quote villain critique

"Recall that in 2019, AMR admitted a material weakness in the process level controls over the valuation of coal inventory and elements of the procurement process were ineffective."

Alpha Metallurgical Resources, Inc. · AMR Spruce Point Capital · p. 18
quote ceo quote

"We reported record revenue for both the quarter and the fiscal year, as well as a gross margin of more than 40% for the quarter and 39% for the year — Jim Thorburn, CFO of Twist."

Twist Bioscience · TWST Scorpion Capital · p. 114
quote demand list

"As a Phillips 66 (NYSE: PSX) shareholder, don't miss your opportunity to shape the company's future. For help voting your shares by the deadline on May 21, watch our short video:"

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

"holistically, this portfolio provides a platform for balanced growth, margin and return improvement...all of which leads to top-tier total shareholder return — PepsiCo Management"

PepsiCo, Inc. · PEP Trian Partners · p. 7
quote ceo quote

""We're not running the company for the OR, we're running the company for EPS growth, operating income, free cash flow" — Jean-Jacques Ruest, CEO, Q2 2021 earnings conference call"

quote ceo quote

"We believe that in terms of the structural reforms and other adjustments, then there'll be an effect realized per year of between JPY 10 billion to JPY 15 billion. — Mr. Nagamori"

Nidec Corp. · 6594 JP Muddy Waters · p. 10
quote kpi overview

"According to TheInformation, Mail, Tumblr & Search have 10 million DAUs to its apps and mobile web properties; and Fantasy and Sports crack 10 million DAUs in the Fall and Winter"

Yahoo! Inc. · YHOO SpringOwl · p. 49
quote villain critique

"As the data stands and as the reliability stands, you wouldn't really use the data to file with the FDA or any other reputable agencies to prove your scientific finding. — Expert"

Berkeley Lights · BLI Scorpion Capital · p. 74
quote ceo quote

""believes that Adjusted EBITDA provides a simple and understandable measure of our recurring profitability and it is highly correlated to our stock price performance" — HMA Proxy"

quote villain critique

"According to an EY July 2023 market update on the impacts of IFRS 17 and 9 adoption by insurers, the three P&C insurers it studied had Book Value swings of -2% to +3% (at right)."

quote villain critique

"“So with this satellite thing and then the electric engine thing and the launch business, when do you worry about spreading yourself too thin, right?” — Sell-side analyst to Kemp"

Astra Space, Inc. · ASTR Kerrisdale Capital · p. 22
quote villain critique

"We view this facility as an asset which could allow us to control our cost of goods on any pharmaceuticals and vaccines that we may commercialize in the future. — Heska 2020 10-K"

Heska Corporation · HSKA Spruce Point Capital · p. 16
quote ceo quote

"“Element i+ is now shipping the full commercial quantities this quarter and we are working to quickly expand Element i+'s very exciting menu.” — CEO Wilson, Q2 2020 Earnings Call"

Heska Corporation · HSKA Spruce Point Capital · p. 35
quote ceo quote

"「花王は世界トップクラスの酵素研究を行っており、...酵素駆動形の電池は思いもよらぬ場所で役に立ちそうですね。」 — 長谷部佳宏社長、2021年12月; 「...新しいエンジンが将来のために必要だ」こうした思いから、これまで踏み込まなかったメディカル(治療・診断)領域への参入を目指す。 — 日経ビジネスによる長谷部佳宏社長へのインタビュー、2022年3月"

Kao Corporation · 4452.JP Oasis Management · p. 39
quote section divider

"So in the online advertising, right now, we say, I would say, 95% -- 90% third-party inventory and probably 10% first-party inventory — Udo Müller, Ströer FQ4 2014 Earnings Call."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 18
quote ceo quote

"Ich persönlich glaube, der größte Wert unserer Firma steckt am Ende in dem, wo wir herkommen, und das ist sicherlich diese Außenwerbe-Infrastruktur — C. Sch. (Christian Schmalzl)"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 56
quote villain critique

"“Shareholders need to be satisfied that the peer group is appropriate and not cherry-picked for the purpose of justifying or inflating pay.” — Glass Lewis 2011 proxy paper on AOL"

AOL, Inc. · AOL Starboard Value · p. 59
quote peer gap

"Raising 2016 capex for better demand in 2017: TSMC raised 2016 capex to US$9.5-10.5bn from US$9-10bn as the company sees better demand in the mobile market next year. — Macquarie"

Sony Corporation · 6758.T Third Point · p. 38
quote precedent table

"The plant, which cost nearly $400 million to build, is next to ADM's wet corn mill in Clinton. Its startup has been delayed several times over the past four years. — Plastic News"

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 41
quote villain critique

"Allowing anyone to remotely own a cutting edge mining rig and mine crypto 7/24, Exabit stands out with its high profitability, security and transparency mining features. — Exabit"

Trustpilot Group PLC · TRST Grizzly Research · p. 28
quote villain critique

"Beginning in the first quarter of 2021, our default platform subscription contract has had a multi-year term and did not allow termination for convenience — Enfusion Q2 2022 10-Q"

Enfusion, Inc. · ENFN Spruce Point Capital · p. 14
quote ceo quote

"Q: “Let me put it the other way, can I safely say that there are other listed Hong Kong companies that has a similar arrangement?” A: “Hahaha …We believe so, yes.” — Man Wah CFO"

Man Wah Holdings · 1999.HK Muddy Waters · p. 8
quote demand list

"「デジタルガレージは、優れた決済代行事業を持ちながら、日本におけるキャッシュレス決済への移行による成長機会を十分に採り込めていない。株主として、この素晴らしい会社がこの機会を逃すのを黙って見逃すことはできない。これは、DG の経営陣に対して、行動を起こすように求める呼びかけである。」 — セス・フィッシャー (Oasis Management CIO)"

Digital Garage, Inc. · 4819 JT Oasis Management · p. 3
quote villain critique

"Awards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle.... — Legal & General Investment Management, May 15, 2024"

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

"I think we’re getting better at both identifying and building a pipeline of future tenancy, and the strategy is playing out exactly as we thought. — CEO Jay Brown, February 2020"

Crown Castle International · CCI Elliott Management · p. 48
quote villain critique

"The primary direct equipment costs include deoxygenation furnaces, with the deoxygenation cost area making up US$3.2 million of the direct costs. — IPX Press Release (Sept 2022)"

IperionX Ltd. · IPX Spruce Point Capital · p. 31
quote ceo quote

"We sell access to a quantum computer with 11 qubits...; We are still in the early stages of generating revenue with our 11-qubit quantum computer. — IonQ Prospectus Oct 22, 2021"

IonQ Inc. · IONQ Scorpion Capital · p. 44
quote villain critique

"“million, billion times more powerful”; “can’t do anything useful”; “an 11-bit vacuum tube computer in 1920 might have been relevant.” — Ex-employees and leading quantum experts"

IonQ Inc. · IONQ Scorpion Capital · p. 83
quote villain critique

"“Televerde, an integrated sales and marketing technology organization, pays prisoners the state minimum wage. But after deductions, prisoners earn much less.” — Arizona Republic"

Twist Bioscience · TWST Scorpion Capital · p. 215