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 7621–7680 of 10,384
quote ceo quote

"“Yeah, Josh. I’ll take the first question, as you think about the process, right now we won’t comment on that, just given where we are in the process.” — CFO, Stryker Corp."

Stryker Corp. · SYK Spruce Point Capital · p. 95
quote other

"A 2005 UNDP report predicted that the dam was at "a point of potential collapse," a failure that could release up to 55 million cubic feet of water downstream into Nigeria."

quote villain critique

"According to a former executive we spoke with, these were legacy issues which were not likely to have been completely unknown by the management team from the 2018 spin-off."

Resideo Technologies, Inc. · REZI Spruce Point Capital · p. 72
quote villain critique

"“looking back now, we don’t really need [ad exchanges]. It’s not a core part of the business,” when we spoke with her. — Ströer's internal investor relations representative"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 24
quote sop buildup

">70% of '25 EBITDA comes from more defensive midstream, chemicals, and marketing segments – all premium multiple businesses vs refining. — Bank of America, October 17, 2024"

Phillips 66 · PSX Elliott Management · p. 13
quote villain critique

"There are 224 U.S.-listed companies (with $1.8 trillion in combined market capitalization) where the PCAOB faces obstacles in inspecting the principal auditor’s work. — SEC"

58.com Inc. · WUBA Grizzly Research · p. 14
quote villain critique

"Если мы правильно поняли ваш запрос, для размещения 4 девочек и сопровождающих потребуется 4 двухместных номера с раздельными кроватями. — Mövenpick Hotel Samarkand Manager"

Accor SA · AC Grizzly Research · p. 115
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 transit to a have?"

Accor SA · AC Grizzly Research · p. 204
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 transit to a have?"

Accor SA · AC Grizzly Research · p. 256
quote villain critique

"“当时,我在思考一个问题,跟谁学是由B端和C端用户构成的一个学习服务型的教育O2O平台。就像淘宝是由1千万卖家中小企业和20亿买家用户构成的交易平台,所以我一直认为一个大型的教育O2O平台要着力发展C端用户是必不可少的。但是,谁来做?我来做,这才有了现在的家长家。” — Xiao Xiong (Founder of Jiazhang Jia)"

GSX Techedu Inc. · GSX Grizzly Research · p. 17
quote ceo quote

"Gross profit per employee is not a relevant performance indicator for Ströer. Within the context of a growth strategy, it may well come to temporary setbacks. — Udo Müller"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 66
quote villain critique

"“Mens rea” is Latin for “guilty mind”, and is a foundational legal concept in many jurisdictions. Simply put, it’s the intention to commit a crime. — Muddy Waters Research"

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 villain critique

""RBA risks permanent destruction of billions of dollars in shareholder value, as evidenced by the market's reaction to the announcement of the IAA Merger." — Luxor Capital"

quote other

"There’s always a desire to burn off more [tissue], and Acutus can cater to that desire by really pointing to what should be further ablated. — An EP treating persistent AF"

Acutus Medical Inc. · AFIB Kerrisdale Capital · p. 21
quote thesis headline

"A McKinsey survey revealed that 72% of district leaders have expressed concern over their ability to continue funding pandemic era obligations after stimulus funds expire."

PowerSchool Holdings, Inc. · PWSC Spruce Point Capital · p. 10
quote ceo quote

"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"

BlackRock, Inc. · BLK Bluebell Capital · p. 48
quote villain critique

"Future lease payments exclude approximately $514.0 million of legally binding minimum lease payments for operating leases signed but not yet commenced. — FND 10-K Footnote"

Floor & Decor Holdings, Inc. · FND Spruce Point Capital · p. 43
quote villain critique

"entirely driven by other companies contracts. Amdocs is not a product oriented company - services are the primary activity — Anonymous Employee, Glassdoor (June 20, 2018)."

Amdocs Limited · DOX Spruce Point Capital · p. 40
quote section divider

"we have a different profile than any of the big diversified media companies because we do have some of the Internet superspice in our portfolio – namely AOL. — Mr. Parsons"

Time Warner Inc. · TWX Carl Icahn · p. 9
quote ceo quote

"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"

BlackRock · BLK Bluebell Capital · p. 48
quote other

""I don't see why they couldn't. I mean, there's nothing proprietary about what PGNY is really doing." — Endocrinologist at Leading Fertility Clinic, Spruce Point Interview"

Progyny, Inc. · PGNY Spruce Point Capital · p. 63
quote villain critique

"“There was a Ginkgo employee that was dictating who could stay or who could go depending on whether they were yes-men or not kind of thing.” — Former senior-level employee"

Ginkgo Bioworks · DNA Scorpion Capital · p. 130
quote villain critique

"The way they did things - all of it definitely was not for me...I wasn't super comfortable with things, so I thought it was time to go. — Former TransMedics OCS specialist"

TransMedics Group Inc · TMDX Scorpion Capital · p. 199
quote timeline

"“execution risk remains given the poor track record” — Morgan Stanley (May-2013). “We remain to be convinced that management can deliver a turnaround” — Nomura (Jun-2013)."

FirstGroup plc · FGP Sandell · p. 23
quote villain critique

"“they didn't solve the problem, and we didn't solve the problem.” — Senior pharmaceutical executive/scientist, previously at Abbott and now at another major pharma company"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 87
quote ceo quote

"Net installations is a good measure of organic growth and is calculated as total installations less total customer churn. — GTT Communications (Annual Report on Form 10-K)"

GTT Communications, Inc. · GTT Wolfpack Research · p. 7
quote ceo quote

"Since our CEO transition, we have consistently outperformed what an investor could have earned by buying a synthetic basket of our segment peers. — Company Proxy Materials"

Phillips 66 · PSX Elliott Management · p. 27
quote executive summary

"Clearly, the financial combination is transformative for New Age, and we believe the level of acceleration from the transaction for shareholders will be outstanding. — CFO"

New Age Beverage Corp. · NBEV Grizzly Research · p. 2
quote executive summary

"Clearly, the financial combination is transformative for New Age, and we believe the level of acceleration from the transaction for shareholders will be outstanding. — CFO"

New Age Beverage Corp. · NBEV Grizzly Research · p. 2
quote villain critique

"Do you accept Russian credit cards? Additionaly, do you have some beautiful local masseuses at your spa? Is it possible to book private sessions at our number? — Requester"

Accor SA · AC Grizzly Research · p. 206
quote villain critique

"“We were after the higher-risk-tolerant VCs who didn’t demand a lot of detail,” Albano said. “We got the $2 million with no questions asked.” — Albano (Sakti3 co-founder)"

QuantumScape · QS Scorpion Capital · p. 14
quote process diagram

"Keisei Vision for 2030: "We contribute to sustainability through community partnerships and by enhancing Narita Airport, the entrance to Japan." — Keisei Electric Railway"

Keisei Electric Railway · 9009 JT Palliser Capital · p. 16
quote appendix data

"The boss, Ding Shizhong or Wu Yonghua have their investment in this company, and they control their subsidiary through this Yundong Company. They call it Yundong. — Mr. A"

quote villain critique

"Dropbox, at first was a lot easier to use. It seems like a lot of these new things have really 'gummed-up' the smooth and easy way that Dropbox had. — Spruce Point Survey"

Dropbox, Inc. · DBX Spruce Point Capital · p. 24
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 ceo quote

""First, how much of the sales that you'd make in terms of final sales are sold outside the network and how much are consumed within the distributor base?" — David Einhorn"

Herbalife Ltd. · HLF Pershing Square · p. 114
quote ceo quote

"“First, how much of the sales that you’d make in terms of final sales are sold outside the network and how much are consumed within the distributor base?” — David Einhorn"

Herbalife Ltd. · HLF Pershing Square · p. 119
quote villain critique

"「秘密が多すぎて、会社が隠していることが多すぎました……従業員であっても、いつまでも会社からちゃんとした説明ももらえない。レーザーテックは競合関連など問題となりうることは何もかも隠蔽しました。極端紫外線光源の大きな問題はもとより、小さな問題についても決して明らかにはしませんでした。稼働率あるいはそれよりも重大な問題……」 — 元エンジニア"

Lasertec Corporation · 6920 Scorpion Capital · p. 31
quote villain critique

"「インテルが私のところに来て『すごい!勝利です。レーザーテックと組んだのです。ウシオは素晴らしい』と叫び、まるで祝勝会のようでした。同じ人間がこんどは『市場では各社顧客の装置からウシオ製の光源を抜き出して、Isteq製のものに取り替えています』と言っています」 — 極端紫外線リソグラフィーの名だたる専門家で、レーザーテックの顧客に近いA氏"

Lasertec Corporation · 6920 Scorpion Capital · p. 156
quote villain critique

""This is not rocket science. What market research was done by Yahoo to determine Katie Couric should be the face of them on Snapchat?" — Eric Jackson, Feb 7, 2015, Forbes"

Yahoo! Inc. · YHOO SpringOwl · p. 45
quote other

"On the 2016 Q2 earnings call, Rong Luo advised that GZ 1-1’s quarterly revenues as of August 2015 were approximately $2.5 million. — FY2016 Q2 earnings call, CFO Rong Luo"

TAL Education Group · TAL Muddy Waters · p. 56
quote ceo quote

"“No, we've stopped providing that level of detail. We think it's commercially not a great idea. And so we think we give enough information without that.” — Joe Adams, CEO"

FTAI Aviation Ltd. · FTAI Muddy Waters · p. 21
quote table of contents

"“We do it all the time. They’re never going to know”; “I just got the sense it happened all the time”; “I saw them actually make it. I saw the spreadsheet.” — Ex-employee"

Ginkgo Bioworks · DNA Scorpion Capital · p. 5
quote villain critique

"but they have no control over what I say and all opinions in this video are my own ... I don't make any money based on the performance of this video. — YouTube Influencer"

POET Technologies Inc. · POET Wolfpack Research · p. 3
quote peer gap

"Research and Development. As a company specializing in sales and marketing, scil does not conduct its own research or development. — German entity's 2019 financial report"

Heska Corporation · HSKA Spruce Point Capital · p. 72
quote other

"Electrical spinal-cord stimulation for painful diabetic peripheral neuropathy — Solomon Tesfaye, Jonathan Watt, Susan J Benbow, Kiang A Pang, John Miles, Ian A MacFarlane"

Nevro Corp. · NVRO Scorpion Capital · p. 156
quote villain critique

"We don’t track this number [of sales outside the distributor network] and do not believe it is relevant to the business or investors. — Herbalife (8-K, dated May 1, 2012)"

Unknown · p. 6
quote before after

"material misstatements or omissions related to any de-SPAC transaction will be subject to liability under Sections 11 and 14(e) of the Exchange Act — Schulte Roth & Zabel"

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 29
quote villain critique

"“...the main drawback is that it doesn’t work or works very little”; “not going to be like a miraculous wonder drug that goes nuts.” — Sleep physician in the Bay Area, CA"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 277
quote ceo quote

"At the time of sale in 2014, the land plots were valued using the comparable transactions method as potential development was considered a long way off. — CPI PG response"

quote villain critique

"We don’t track this number [of sales outside the distributor network] and do not believe it is relevant to the business or investors. — Herbalife (8-K, dated May 1, 2012)"

Herbalife, Ltd. · HLF Pershing Square · p. 6
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” — Unattributed"

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

"“This manufacturing facility will allow us to deliver EV Stars built with the efficiency and quality that comes Made in America.” — Brendan Riley, President of GreenPower"

GreenPower Motor Company · GP White Diamond Research · p. 3
quote ceo quote

"In the event we are unable to obtain sufficient capital, we may need to take steps to conserve cash by reducing our capital expenditures or dividend payments — 2011 10-K"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 72
quote ceo quote

"Activist short sellers" borrow shares, sell them for 50 euros and then think about how they can manipulate the price, i.e. how can they make the price fall. — Udo Müller"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 6
quote villain critique

"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 8
quote ceo quote

"1/12/09: “We completed a new smelter in Iceland, a location that gives us access to some of the most competitive and sustainable energy in the world.” — Alcoa Management"

Arconic Inc. · ARNC Elliott Management · p. 228