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 8881–8940 of 10,384
quote villain critique

""It was Frankenstein-ish. I didn't like it at all," "My tongue was just thrashing over my teeth." — Victoria McCullough"

Inspire Medical Systems, Inc. · INSP Wolfpack Research · p. 49
quote appendix data

"If you're not doing anything unique or proprietary, then there's no reason to go with Perion. — Former Perion Executive"

Perion Network Ltd. · PERI Spruce Point Capital · p. 118
quote villain critique

"AS YOU CAN SEE, BY LATE NEXT MONTH YOU'LL HAVE OVER FOUR DOZEN HUSBANDS. BETTER GET A BULK RATE ON WEDDING CAKE. — XKCD"

Core Laboratories · CLB Greenlight Capital · p. 12
quote villain critique

"¡Y no te dicen nada de eso! “Bueno, todo lo que necesitamos de ti, es $200 dólares y ya estás en el negocio”. — MUJER 9"

Herbalife · HLF Pershing Square · p. 4
quote villain critique

"Thank you. Interested in booking ULTIMATE SPLENDOUR. Can I see a photo of the masseuse? — Grizzly Research Investigator"

Accor SA · AC Grizzly Research · p. 150
quote nominee bio

"We look forward to welcoming the nominees as new Board members and believe they will be valuable contributors — DSP CEO"

DSP Group, Inc. · DSPG Starboard Value · p. 24
quote section divider

"“significant legal proceedings, claims, lawsuits or government investigations.” — Generac's Forward Looking Statements"

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 8
quote appendix data

"Glenmark and Napo are parties to a Collaboration Agreement dated July 2, 2005, as amended ("Collaboration Agreement")."

Burford Capital · BUR Muddy Waters · p. 5
quote villain critique

"Again, it sounds very good, maybe too good to be true and it has to be proven. — Industry Executive In Metal Additives"

IperionX Ltd. · IPX Spruce Point Capital · p. 12
quote villain critique

"We have requested that NQ delete this news numerous times; nevertheless, as of now, NQ still has not deleted it. — ZTE"

NQ Mobile (NetQin) · NQ Muddy Waters · p. 8
quote thesis headline

"W.D. Von Gonten(1) detailed study concluded value of Hess Bakken acreage comparable to Continental's — W.D. Von Gonten"

Hess Corporation · HES Elliott Management · p. 4
quote ceo quote

"11/7/13: “Building and construction, very, very good news, as I was saying, extremely good news.” — Arconic Management"

Arconic Inc. · ARNC Elliott Management · p. 226
quote villain critique

"little to no interest in intellectual property, resource licenses, or contracts — PwC Monitor’s Second Report to Court"

TMC the metals company Inc. · TMC Bonitas Research · p. 3
quote villain critique

"My Herbalife Independent Distributorship has transformed my life with health, wealth and happiness. — Enrique Carrillo"

Herbalife Ltd. · HLF Pershing Square · p. 211
quote appendix disclosure

"My Herbalife Independent Distributorship has transformed my life with health, wealth and happiness. — Enrique Carrillo"

Herbalife Ltd. · HLF Pershing Square · p. 218
quote appendix disclosure

"In my mind, this CIED cybersecurity issue is first and foremost, a patient safety issue. — Hemal Nayak, MD, FACC, FHRS"

St. Jude Medical, Inc. · STJ Muddy Waters · p. 34
quote cover

""Oh What a Tangled Web We Weave, When First We Practice to Deceive!" — Sir Walter Scott, Marmion, Canto vi. Stanza 17."

Orient Paper, Inc. · ONP Muddy Waters · p. 1
quote villain critique

"「レーザーテックはKLAと直接競合するとなると、苦労するでしょう。極端紫外線はレーザーテックには無理でしょう。レーザーテックは製品の問題を解決しなければ、5年以内に消えてしまうでしょう」 — 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. 276
quote ceo quote

""The market has all the information it needs to value our petroleum business." — Andrew Mackenzie, CEO, April 12, 2017"

BHP Billiton · BHP Elliott Management · p. 21
quote villain critique

"“Amazon has quietly launched an exclusive line of over-the-counter health products” — CNBC Article | February 20, 2018"

Prestige Consumer Healthcare Inc. · PBH Spruce Point Capital · p. 83
quote ceo quote

"[Phillips 66] is saying, ‘The stock’s fully valued’…We obviously have a different vision. — John Pike, Elliott Partner"

Phillips 66 · PSX Elliott Management · p. 3
quote demand list

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott's letter to Phillips 66's Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 8
quote demand list

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott’s letter to Phillips 66’s Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 11
quote demand list

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott’s letter to Phillips 66’s Board, 2/11/25"

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

"“No experience as CEO or senior executive level of a global company or director of a listed company” — Kao Corporation"

Kao Corporation · 4452.JP Oasis Management · p. 105
quote ceo quote

"Another year of empty rhetoric and broken promises is unacceptable. — Elliott's letter to Phillips 66's Board, 2/11/25"

Phillips 66 · PSX Elliott Management · p. 7
quote villain critique

"“in the business of transplanting people with 70-year-old livers.” — One such “super user” regarding Houston Methodist"

TransMedics Group Inc · TMDX Scorpion Capital · p. 176
quote precedent table

"Comprehensive multi-year investigation addressed and solved all significant technical risks. — KLA-Tencor presentation"

Lasertec Corporation · 6920 Scorpion Capital · p. 269
quote thesis headline

"Nuvei "has not independently verified the accuracy or completeness of such information" — New risk factor added Q3'21"

Nuvei Corp · NVEI Spruce Point Capital · p. 10
quote villain critique

"Mood swings, uncooperative, argumentative. — Palm Beach County Florida open records (case: 50-2016-CT-019838-AXXX-NB)"

Dycom Industries, Inc. · DY Spruce Point Capital · p. 35
quote sop buildup

"According to Green Street, EBITDAR / rent coverage of 2.25x to 2.50x is often deemed adequate by net lease investors."

Darden Restaurants, Inc. · DRI Starboard Value · p. 224
quote sop buildup

"According to Green Street, EBITDAR / rent coverage of 2.25x to 2.50x is often deemed adequate by net lease investors."

Darden Restaurants, Inc. · DRI Starboard Value · p. 224
quote scqa situation

"The GMCR growth story is still in the early innings — SunTrust Robinson Humphrey research note published May 6, 2011."

Green Mountain Coffee Roasters · GMCR Greenlight Capital · p. 15
quote ceo quote

""There is a drive for excellence. And excellence does not accept mediocrity." — Dr. Klaus Kleinfeld, January 25, 2004"

Arconic Inc. · ARNC Elliott Management · p. 75
quote villain critique

""Low salary compared to competitors and you have to jump through hoops to get any sort of rise." — Glassdoor Reviewer"

WSP Global Inc. · WSP Spruce Point Capital · p. 22
quote villain critique

"APP CTO Basil Shirkin, March 31, 2025: Performance Advertising: Examination of e-commerce data practices — Footnote 1"

AppLovin Corporation · APP Muddy Waters · p. 6
quote ceo quote

"Without Evidence, P&G Claims that “Companies face lasting effects [after Trian exits]” — The Procter & Gamble Company"

quote transition

"Mark Hurd, HP's CEO, said the job cuts will have little effect on HP's research, development and sales organizations."

Time Warner Inc. · TWX Carl Icahn · p. 18
quote filler

"“Well, you may think I’m a loser, but I’ve got a letter here that says I may already be a winner.” — CartoonStock.com"

Vitesco Technologies · VTSC Greenlight Capital · p. 32
quote villain critique

""an event that is blown out of all proportion because of a divorce dispute" — Sources on behalf of the Dayan brothers"

Vivion Investments Muddy Waters · p. 35
quote villain critique

"「A150は手厚い整備を要する装置です」……「オフラインでよく聞きますが、信頼性はあまり良くないです」。……「私が思うには、業界ではACTIS A300が信頼できる製品になるとの期待度が低いです」。 — KLAの元エンジニアリング幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 130
quote villain critique

"¡Y no te dicen nada de eso! “Bueno, todo lo que necesitas de ti, es $200 dólares y ya estás en el negocio”. — MUJER 9"

Unknown · p. 4
quote ceo quote

"Our cash generation and free cash flow conversion remain best-in-class. — Ronald Lombardi, Q4 2020 Call – May 8, 2020"

Prestige Consumer Healthcare Inc. · PBH Spruce Point Capital · p. 92
quote transition

""You have to be careful about them — They're low on the food chain, but they keep cutting in line." — Dilbert cartoon"

AerCap Holdings · AER Greenlight Capital · p. 22
quote ceo quote

"Our approximately 220 person technology team leads platform innovation inside CLEAR. — CLEAR (from company materials)"

Clear Secure, Inc. · YOU Spruce Point Capital · p. 48
quote peer gap

"Building America's Antimony Solution - From High-Grade U.S. Domestic Ore — Felix Gold Limited (ASX: FXG) Announcement"

Nova Minerals Limited · NVA Spruce Point Capital · p. 25
quote villain critique

"ASIC disqualifies former ASX listed Merlin Diamonds director Joseph Gutnick for four years — Media Release (24-041MR)"

Nova Minerals Limited · NVA Spruce Point Capital · p. 34
quote other

"overall purchasing plans for homes, autos, appliances, and vacations all pulled back in April. — The Conference Board"

Carvana Co. · CVNA Kerrisdale Capital · p. 21
quote villain critique

"“it was a lot of pressure...I mean, if I got one more email, I’m like dude...I’m not signing these things...” — A KOL"

Soleno Therapeutics · SLNO Scorpion Capital · p. 37
quote villain critique

"As a result, the compound growth rate for game console will be -6.8% from 2017 to 2022. — Pegatron 2018 Annual Report"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 45
quote ceo quote

"NetQin's “Business Partners” ZTE, Huawei and Lenovo, Denied There Was Pre-installation Cooperation — The Beijing News"

NQ Mobile (NetQin) · NQ Muddy Waters · p. 3
quote transition

"BETTER THAN CHANGING LEAD INTO GOLD, I'VE TRANSMUTED DIHYDRIC ALCOHOL AND TEREPHALIC ACID INTO POLYESTER. — S. Harris"

Solvay SA · SOLB BB Greenlight Capital · p. 35
quote executive summary

"“a pain in the ass” or saying it “sounds a lot cooler than it actually is” — Urologists interviewed by Spruce Point."

PROCEPT BioRobotics Corporation · PRCT Spruce Point Capital · p. 8
quote cover

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

Darden Restaurants, Inc. · DRI Starboard Value · p. 1
quote cover

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

Darden Restaurants, Inc. · DRI Starboard Value · p. 1
quote villain critique

"“the retirement plan for former Ernst & Young partners” — Muddy Waters Issues Strong Sell on Sino-Forest Corporation"

NMC Health plc · NMC.LN Muddy Waters · p. 31
quote villain critique

"Our interview with Mr. C indicates Mr. Lin is also the cousin (表弟) of the Chairman and head of ANTA’s Yunnan branch."

quote ceo quote

"“exiting investments that present a high sustainability-related risk, such as thermal coal producers” — CEO Mr. Fink"

BlackRock, Inc. · BLK Bluebell Capital · p. 46
quote ceo quote

"2022年10月の時点で、データセクションの石原紀彦CEOは慶應リーダーシップセンターのインタビューにおいて、NowNawを「米国版TikTok」と表現し、AR(拡張現実)やeコマースなどのサービスを提供していると説明していました。"

Datasection Inc. · 3905 Wolfpack Research · p. 10