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 8101–8160 of 10,384
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"

Office Depot, Inc. · ODP Starboard Value · p. 36
quote villain critique

"There may be up to an additional 40 sites under construction that [AMT] will acquire over the next several months — James Taiclet, AMT CEO and chairman."

American Tower Corp · AMT Muddy Waters · p. 9
quote before after

"Our backlog at September 30, 2004 was $8.3 million, and our backlog at September 30, 2003 was $3.4 million. — Monolithic Power Systems (2003 IPO Filing)"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 17
quote ceo quote

""The goal is to be fully staffed in every restaurant with every position, with talented, skilled and experienced employees." — Joe Lee, November 9, 2005"

Darden Restaurants, Inc. · DRI Starboard Value · p. 123
quote demand list

""The goal is to be fully staffed in every restaurant with every position, with talented, skilled and experienced employees." — Joe Lee, November 9, 2005"

Darden Restaurants, Inc. · DRI Starboard Value · p. 204
quote villain critique

""The goal is to be fully staffed in every restaurant with every position, with talented, skilled and experienced employees." — Joe Lee, November 9, 2005"

Darden Restaurants, Inc. · DRI Starboard Value · p. 123
quote demand list

""The goal is to be fully staffed in every restaurant with every position, with talented, skilled and experienced employees." — Joe Lee, November 9, 2005"

Darden Restaurants, Inc. · DRI Starboard Value · p. 204
quote ceo quote

"“I’m now being attacked equally by the left and the right, so I’m doing something right, I hope” — CEO Larry Fink, Fortune/Bloomberg, October 12th, 2022"

BlackRock, Inc. · BLK Bluebell Capital · p. 61
quote villain critique

"2. Have they threatened to kill you or someone else? [YES ] — Superior Court of California, County of Santa Clara, State of California vs. Adeel Manzoor"

C3.ai, Inc. · AI Spruce Point Capital · p. 66
quote villain critique

"“the purchase of products primarily as an attempt to qualify for advancement in the Marketing Plan is not permitted;” — Herbalife Sales & Marketing Plan"

Herbalife Ltd. · HLF Pershing Square · p. 168
quote other

"According to MedSec medical advisor Dr. Hemal Nayak. However, he points out that remote monitoring improves patient outcomes and survival. — Footnote 49"

St. Jude Medical, Inc. · STJ Muddy Waters · p. 22
quote other

"Their ultimate demotion in the schedule contradicts May 2016 claims that these deposits were “early successes”. — AKG, Investor Presentation, 2016-05-02"

Asanko Gold Inc. · AKG Muddy Waters · p. 17
quote ceo quote

"“I’m now being attacked equally by the left and the right, so I’m doing something right, I hope” — CEO Larry Fink, Fortune/Bloomberg, October 12th, 2022"

BlackRock · BLK Bluebell Capital · p. 61
quote villain critique

"“We generally include a construction project in our contract backlog at the time it is awarded and to the extent we believe funding is probable.” — ROAD"

Construction Partners, Inc. · ROAD Spruce Point Capital · p. 25
quote ceo quote

"Over 70 major customer programs across diverse industries have run on our platform through 2020 — Ginkgo Bioworks (From May 2021 Investor Presentation)."

Ginkgo Bioworks · DNA Scorpion Capital · p. 157
quote peer gap

"Data provided by Nielsen shows PBH’s prices and volumes are declining Y-o-Y while private label brands have experienced positive price and volume growth"

Prestige Consumer Healthcare Inc. · PBH Spruce Point Capital · p. 53
quote ceo quote

""I just met the man who will kill me. It won't be for ten years yet... but check-out carecloud.com. such a beautiful app! Oh the envy!!" — Jonathan Bush"

athenahealth · ATHN Greenlight Capital · p. 57
quote other

"Histamine H3 receptor antagonists/inverse agonists: Where do they go? — 2019 paper by a longtime collaborator of Bioprojet's head, Jean-Charles Schwartz"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 77
quote villain critique

"Behind the scenes of NQ's unusual rise to fortune there has been "a Ghost founder" operating out of sight, directing the company's fate. — iFeng Finance"

NQ Mobile · NQ Muddy Waters · p. 11
quote ceo quote

"Наша гостиница использует товарный знак ibis и Accor, но юр. лицо гостиницы зарегистрировано в РФ. — Reservations Manager, IBIS Moscow Oktyabrskoye Pole"

Accor SA · AC Grizzly Research · p. 98
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 villain critique

"“I do not think that the IRS has solar experts. So, when they audit us, we basically educating them on what is going on.” — Former Novogradac executive"

Sunrun Inc. · RUN Muddy Waters · p. 14
quote precedent table

"4Q18 Review: Focus Shifts to the Potential Need for Capital & Potential for Insider Selling — Downgrading To Price Target To $21/share — Morgan Stanley"

Carvana Co. · CVNA Spruce Point Capital · p. 8
quote ceo quote

"The unleashing of the avalanche alone is reason enough to press charges. In my opinion, this is nothing less than insider trading. — Shareholder at AGM"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 19
quote ceo quote

""We've shipped so much of our fall/winter order book earlier, which naturally means less shipments in the next quarter." — Dani Reiss, Canada Goose CEO"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 47
quote villain critique

"We make tests intelligent by connecting laboratory results to a patient's own clinical data, thereby personalizing the results. — Tempus IPO Prospectus"

Tempus AI, Inc. · TEM Spruce Point Capital · p. 28
quote other

"“I am convinced that the only edge we have on our competitors, is the quality of our employees as reflected each day by the job they do.” — Bill Darden"

Darden Restaurants, Inc. · DRI Starboard Value · p. 188
quote villain critique

"It was more like I was working for Keurig than I was working for MBlock... I really never even had a boss while I was at MBlock. — Former MBlock worker"

Green Mountain Coffee Roasters · GMCR Greenlight Capital · p. 89
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 ceo quote

"We are not going to run for EBITDA per ton, we're going to run for total EBITDA out of this business. — Roy Harvey, CEO, Alcoa Corp., February 28, 2017"

Arconic Inc. · ARNC Elliott Management · p. 166
quote villain critique

"Example of Big Li continuously receiving gifts when off the air, especially from early morning (midnight to 6:35am Beijing time) on September 19, 2020."

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

"In the gaming industry, Skillz does not have good brand recognition. Most of the players in the industry consider them a joke. — Former Skillz employee"

Skillz, Inc. · SKLZ Wolfpack Research · p. 10
quote ceo quote

"When they opt out, we don't create alternative accurate and persistent identifiers, typically called device fingerprints. — Adam Foroughi, AppLovin CEO"

AppLovin Corporation · APP Muddy Waters · p. 4
quote ceo quote

"I have tens of thousands of people selling with us around the market today at -- with the Microsoft Azure team. — CEO Siebel, Needham Conf Jan 11, 2022"

C3.ai, Inc. · AI Spruce Point Capital · p. 57
quote villain critique

""We are proud to become a part of the DoubleVerify organization and are excited to expand our breadth of publisher solutions globally." — Dennis Clerke"

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 70
quote ceo quote

"“The Company’s research and development is primarily performed by outside consultants and is less than $2 million per year” — Herbalife 2004 Prospectus"

Herbalife Ltd. · HLF Pershing Square · p. 32
quote villain critique

"You are required to use the Evidence SYNC software which reads the Axon devices via a USB connection. — Justin Taylor, Technical Support Representative"

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 34
quote appendix data

"We manufacture products such as camera bags, laptop bags, protective cases, and paintball gear in our Guangdong, China factory. — Konda Industries Ltd."

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 49
quote ceo quote

"Overall, revenue growth trends continue to show strength 5-plus weeks into the fourth quarter, and we expect them to continue. — Management (Conf call)"

Magnite, Inc. · MGNI Spruce Point Capital · p. 28
quote ceo quote

"最も有望な成長機会は海外の化粧品市場にある。この業界には多くの成長機会が存在している一方、花王にとって最も有望な収益・利益成長の可能性は、海外における、ダーマスキンケア、一部の大衆向けおよび高級化粧品ブランド、そして花王にとって最大となる大衆向けスキンケア&パーソナルケアのブランドに秘められています。"

Kao Corporation · 4452.JP Oasis Management · p. 50
quote executive summary

"A congressional report dubbed Boeing under Mr. Muilenburg as having a “culture of concealment” and putting corporate goals and profits ahead of safety."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 8
quote peer gap

"if we had to add 20% of mass of batteries cells back into this, it would impact our payload by about 300lbs — Alex Garwood, Head of Battery Development"

Archer Aviation Inc · ACHR Grizzly Research · p. 36
quote villain critique

"So problem solving—that kind of thing was not in AJR's wheelhouse. It was more like repeat orders over and over. They never grew. — Former AJR Employee"

UFP Technologies, Inc. · UFPT Wolfpack Research · p. 8
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 other

"[by] fulfilling their stewardship responsibilities investors will be able to contribute to the growth of the economy as a whole — The Stewardship Code"

quote precedent table

"“Brilliant with the Basics” mantra with a relentless focus on great tasting food, superior service, and best-in-class value through flawless execution"

Darden Restaurants, Inc. · DRI Starboard Value · p. 181
quote executive summary

"Twist is not a big vendor...they have their market, which is laboratories in universities and smaller startups.... — A longtime executive in the space"

Twist Bioscience · TWST Scorpion Capital · p. 17
quote transition

"“I'm not interested in minimum risk. I want long term gains without risk.” — a.bacall (Cartoonist); “an almost perfect money machine.” — Business Week"

Assured Guaranty · AGO Greenlight Capital · p. 7
quote before after

"We evaluated the Entity's ability to accurately forecast EBITDA by comparing actual results to historical EBITDA forecasts — KPMG (2022 Annual Report)"

Saputo Inc. · TSX:SAP Spruce Point Capital · p. 107
quote ceo quote

""but the way we looked at it was, as I said earlier, this is a brand-new category that's starting to form up now." — CEO FLAWLESS Deal Call March 2019"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 39
quote villain critique

"According to Glassdoor, PPG's CEO approval rating currently stands at 61%, more than 20 percentage points lower than the peer average — Trian Partners"

PPG Industries, Inc. · PPG Trian Partners · p. 15
quote ceo quote

"ウシオ製の光源を、Isteqというロシア系の会社から調達した光源と差し替えた。そうせざるをえなくなってしまったのだ。そして、日本発で、社内で開発された技術と見せかけるために「Urashima」に改名した。 — Scorpion Capital (based on expert interviews)"

Lasertec Corporation · 6920 Scorpion Capital · p. 144
quote villain critique

"「しかし、アクティニックパターンマスクはマスクブランクスと比べて光学系がより複雑で、一層多くの光が必要になるのです。難航していたのでなんとかならないかと思ってウシオに切り替えたのです。しかし、今なお難航しています。また別の光源に切り替えなきゃダメでしょう。」 — サイマー(のち、ASML)の元科学者"

Lasertec Corporation · 6920 Scorpion Capital · p. 175
quote villain critique

"Tomas los sueños de esta gente y sus esperanzas y los conviertes en una pesadilla para ellos. No es correcto... Simplemente no es correcto. — HOMBRE 7"

Unknown · p. 10
quote other

"Overall, there is no clear evidence of equity-related gains having translated into additional consumption and thus no real economic growth. — Swiss Re"

AerCap Holdings · AER Greenlight Capital · p. 11
quote villain critique

"Terms of the deal were not disclosed and both the purchase price and ongoing financials are deemed immaterial to the business. — Aerojet Press Release"

Aerojet Rocketdyne Holdings, Inc. · AJRD Spruce Point Capital · p. 27