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 8821–8880 of 10,384
quote villain critique

""Review of multi-level-marketing MGAs results in enforcement for 65 life agents," — Investment Executive, October 3, 2023"

Aegon Ltd. · AEG Spruce Point Capital · p. 22
quote ceo quote

"「あっちこっち」に保管しなければいけなかった在庫をレーザーテック・イノベーション・パークに置く場所ができて助かっている、という。一方、本社の完成品出荷ドックは部外者立ち入り禁止と言われた。 — レーザー本社テックIR面談、2024年3月13日"

Lasertec Corporation · 6920 Scorpion Capital · p. 304
quote villain critique

"Why was Takeda only using it for one assay? Just because it was too much of a pain in the ass? — Takeda ex-lead scientist"

Berkeley Lights · BLI Scorpion Capital · p. 92
quote other

"The Oilseed and Cotton joint ventures are expected to be earnings and value accretive from the first year onwards. — Olam"

quote ceo quote

"“At Core Laboratories we have always been and still remain peak oil, and believe in the peak oil theory.” — David Demshur"

Core Laboratories · CLB Greenlight Capital · p. 49
quote ceo quote

""We're not replacing any level of cash comp with stock comp" — Peter Anevski on 4Q21 Conference Call on February 28, 2022"

Progyny, Inc. · PGNY Spruce Point Capital · p. 40
quote villain critique

"“Big Tech” (Facebook, Twitter, and others) has unilaterally and unacceptably silenced conservative voices. — Donald Trump"

Digital World Acquisition Corp · DWAC Kerrisdale Capital · p. 14
quote villain critique

"EXCLUSIVE: Rep. Gosar Accuses TransMedics Of Holding Lifesaving Medical Devices ‘Hostage’ — Vows Oversight — Daily Caller"

TransMedics Group Inc · TMDX Scorpion Capital · p. 42
quote villain critique

"World-renowned transplant surgeon named Arab American of the Year — Headline excerpted from 2021 article about the latter"

TransMedics Group Inc · TMDX Scorpion Capital · p. 102
quote peer gap

"“AOL's short-term pay is significantly misaligned with performance.” — A leading independent compensation consulting firm"

AOL, Inc. · AOL Starboard Value · p. 69
quote villain critique

"Chis Monroe sits behind an optics table filled with experimental pieces of his ion trapping quantum computing technology."

IonQ Inc. · IONQ Scorpion Capital · p. 69
quote villain critique

"In fact, while he was CEO of Cognos, the Company delayed its 10-K/Q as the SEC reviewed its revenue recognition policies."

MSCI Inc. · MSCI Spruce Point Capital · p. 113
quote process diagram

"By the end of the year or early next year. — Dr. Melissa Dumble, SVP of Preclinical Development and Translational Science"

PMV Pharmaceuticals · PMVP Wolfpack Research · p. 12
quote villain critique

"Можем предложить Вам тариф длительного размещения (действует от 3 ночей). — Booking Manager, Novotel Sheremetyevo Airport"

Accor SA · AC Grizzly Research · p. 83
quote villain critique

"Your reservation has been confirmed with detail attached, Thank you — Asst Reservation Manager, Novotel & Ibis Balikpapan"

Accor SA · AC Grizzly Research · p. 257
quote villain critique

"PETA behauptet, dass HelloFresh von 2021 bis 2023 Kokosmilch von Farmen bezogen hat, die Affenzwangsarbeit praktizierten."

HelloFresh SE · HFG Grizzly Research · p. 21
quote villain critique

"在业绩指标面前,老师指标参差不齐,没有严格的教师质量把控,经常的情况就是跑成功了机构签约入驻了,老师入驻了,拿到了老师的注册账号密码,手持身份证号,个人照片,行了老师的个人资料教学经历给我们瞎编吧。 — Anonymous ex-intern"

GSX Techedu Inc. · GSX Grizzly Research · p. 42
quote other

"It cannot even be ruled out that certain conduct has been in violation of the law — Marie Ehrling (at April 2, 2014 AGM)."

TeliaSonera AB · TLSN Muddy Waters · p. 5
quote villain critique

"In March 2008, Scott Peters, then CEO, was quoted as saying that "This merger is for the next 50 years" — Grubb & Ellis."

Healthcare Trust of America, Inc. · HTA Spruce Point Capital · p. 12
quote villain critique

"In April 2007, we leased the minerals under a certain area in Woods County, Oklahoma from TLW Land & Cattle — 2009 proxy"

SandRidge Energy · SD TPG-Axon · p. 16
quote executive summary

"As Bernard Madoff reminds us, when an established institution commits fraud, the fraud can become stratospheric in size."

quote ceo quote

"The day after, my mother called up and said, "Udo, I don't believe you're a crook." I said, "Thanks a lot!" — Udo Müller"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 8
quote nominee bio

""The Board's abdication of such an essential duty is indefensible and shameful." — Oplink Communications activist report"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 76
quote villain critique

"“The way she was talking, I thought she had already made a battery a meter square.” — Anonymous source in Quartz article"

QuantumScape · QS Scorpion Capital · p. 172
quote villain critique

"Illustrative rendering of a potential form-factor for rackmount QPU. Not a designed system. — IonQ Investor Presentation"

IonQ Inc. · IONQ Scorpion Capital · p. 20
quote villain critique

"Dye & Durham executives threaten to take investors to court in latest twist over battle for company — The Globe and Mail"

Dye & Durham Limited · DND Engine Capital · p. 27
quote villain critique

""Revenue increased by $217.3 million, or 106.5%, to $421.4 million for the year ended December 31, 2020..." — Prospectus"

Oatly Group AB · OTLY Spruce Point Capital · p. 48
quote villain critique

"豊田自動織機の特別委員会は、18,600円という価格が不十分であることおよび、同社の保有する上場会社株式の価値の上昇の双方を認識した上で、トヨタ不動産に対して提案価格を「大幅に引き上げる」ことを要求しています。 — 豊田自動織機 特別委員会"

Toyota Industries Corporation · 6201 Elliott Management · p. 5
quote villain critique

""USPS was not impressed by Samsara's proposed approach for meeting [the OBDI] requirement." — US Court of Federal Claims"

Samsara Inc. · IOT Spruce Point Capital · p. 54
quote villain critique

"Suspicion: Attorney Doron Levy Helped Dayan Brothers Launder Income of More Than 180 Million Euros (trans.) — The Marker"

Vivion Investments Muddy Waters · p. 8
quote villain critique

"‘We wouldn't do that if the deal falls through,’ Burritt said in an interview. ‘I don't have the money.’ — David Burritt"

quote villain critique

"We've always been committed to transparency and candor, and we're taking steps to align fully with those values. — Bunge"

Bunge Global SA · BG Spruce Point Capital · p. 9
quote villain critique

"In 2011, the transferable securities consist of money market funds in Euros for EUR 89,235 K. — Eurofins 2012 AR (p. 88)"

Eurofins Scientific SE · ERF Muddy Waters · p. 17
quote peer gap

"Kao claim that the skill profiles incumbent on the board are “best suited for the continued oversight of Kao’s strategy”"

Kao Corporation · 4452.JP Oasis Management · p. 59
quote appendix data

"“these equity securities were subsequently sold in the second quarter of 2021.” — Pepsi 10-Q (April 15th, 2021, page 19)"

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 61
quote villain critique

"“that’s why they have to stop using diazoxide...it can be devastating...that would be my worry.” — Trial investigator #6"

Soleno Therapeutics · SLNO Scorpion Capital · p. 67
quote villain critique

"“that’s why they have to stop using diazoxide...it can be devastating...that would be my worry.” — Trial investigator #6"

Soleno Therapeutics · SLNO Scorpion Capital · p. 155
quote villain critique

"there was a clear and direct correlation of pitolisant exposure with QTc prolongation — FDA Clinical Pharmacology Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 128
quote villain critique

"SEC Charges Sports Nutrition Company With Failing to Properly Disclose Perks for Executives — SEC Press Release 2015-179"

Heska Corporation · HSKA Spruce Point Capital · p. 101
quote villain critique

"“fraudulent conduct in connection with its Residential Mortgage-Backed Securities offerings.” — US Department of Justice"

Lasertec Corporation · 6920 Scorpion Capital · p. 310
quote ceo quote

""Return of capital is an important part of the CTC story" — RBC Capital Markets Equity Research Note (October 31, 2019)"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 65
quote other

""You just have to have good people if you are going to have a good operation, without them you are lost." — Bill Darden"

Darden Restaurants, Inc. · DRI Starboard Value · p. 183
quote villain critique

"But I'm home now. There shouldn't be anything on QQ because our hard drives have been replaced at that time. — CCME Rep"

quote ceo quote

"Quantum startup CEO suggests we are only five years away from a quantum desktop computer — TechCrunch article, Sep 2020"

IonQ Inc. · IONQ Scorpion Capital · p. 75
quote villain critique

"“isn’t really real”; “way too much instability”; “not really useful”; “run times are really slow” — Anonymous customers"

IonQ Inc. · IONQ Scorpion Capital · p. 132
quote precedent table

"The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success — William N. Thorndike, Jr."

Allergan, Inc. · AGN Pershing Square · p. 12
quote ceo quote

""You just have to have good people if you are going to have a good operation, without them you are lost." — Bill Darden"

Darden Restaurants, Inc. · DRI Starboard Value · p. 183
quote demand list

"we recognize that we did not deliver on expectations we set in the past. — US Foods public letter, dated April 18, 2022"

quote villain critique

"“we've made all the updates in the labeling that we need to do and in the packaging that we need to do” — CEO Blackford"

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 87
quote ceo quote

"“我们团队战术考虑最多是整个集体,我在离终点5公里的时候,扛着红旗,确保有的远征军第二师人员都能安全到达,这才是我们的大目标。” — Anta Kunming Company's General Manager: Lin Sankuang"

quote villain critique

"“semiconductor chip technology to electrochemically synthesize DNA right on the chip surface.” — Dec 2017 press release"

Twist Bioscience · TWST Scorpion Capital · p. 49
quote villain critique

"“So, the other people are twice as fast, basically.” — Novartis, a large Twist customer, scientist in a leadership role"

Twist Bioscience · TWST Scorpion Capital · p. 149
quote villain critique

"AfterDox's partners are all current and former top executives - from Amdocs and from other leading high-tech companies."

Amdocs Limited · DOX Spruce Point Capital · p. 92
quote villain critique

"UNITED THERAPEUTICS AND HERBALIFE INTERNATIONAL SETTLE ALL PATENT LITIGATION — United Therapeutics Press Release (2006)"

Herbalife Ltd. · HLF Pershing Square · p. 37
quote villain critique

"「信じられないほど大量のレーザーテック製のコレクターを現場で見たことがあります。......コレクターごとに何十万ドルもかかります。......表面からデブリを剥がしてコレクターを使える状態に復帰させるのに2日近くかかります」 — 元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 132
quote other

"「実はある会社は、表向きにはレーザーテック製の極端紫外線装置を使っていると公表しつつも、実際は同社の従来の深紫外線装置を使っていたとわかり、びっくりしました」 — 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. 294
quote other

"Comments by CEO Sebastian Kanovich on DLO's Q3 2021 call that local-to-local had reached 30% of TPV support this range."

DLocal Ltd. · DLO Muddy Waters · p. 28
quote appendix data

"「レーザーテック製の装置については、不良が多発しており、製品として『用途を満たす』とすら言えなくなっているために、『直近の出荷予定を延期した顧客がある』とグローバルファウンドリーズの元幹部はいう。」 — グローバルファウンドリーズの元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 36
quote villain critique

"$PLUG Way to go Andy, master of share destruction. No one does it better, one lie at a time. — FraudBuster (Stocktwits)"

Plug Power Inc. · PLUG Spruce Point Capital · p. 13