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 9061–9120 of 10,384
quote villain critique

"Promoters make extravagant promises about your earning potential. Stop. These promises are false. — FTC Article"

Aegon Ltd. · AEG Spruce Point Capital · p. 24
quote ceo quote

"This leads to a TSR conclusion which conflicts with its own SEC reported values — Elliott Investment Management"

Phillips 66 · PSX Elliott Management · p. 96
quote villain critique

"BCSC panel permanently bans B.C. man from capital markets — British Columbia Securities Commission News Release"

Uranium Energy Corp · UEC Spruce Point Capital · p. 15
quote ceo quote

"...it is my view that Phillips has lost its way. — Greg Goff, Veteran Energy Executive and Phillips 66 Investor"

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

""Yesterday upon the stair, I met a man who wasn't there, he wasn't there again today..." — English WWII proverb"

Quintis Limited · QIN Viceroy Research · p. 20
quote ceo quote

"“Ginkgo will organize the world’s biological code and make it useful.” — GINKGO HEAD OF CODEBASE, PATRICK BOYLE"

Ginkgo Bioworks · DNA Scorpion Capital · p. 143
quote ceo quote

"Cramer: If Management Can Deliver On Its Guidance - I Think IRBT Is A Spec Worth Owning — Jim Cramer, Mad Money"

iRobot Corp · IRBT Spruce Point Capital · p. 15
quote villain critique

"CEO Phil Caldwell called it “a very exciting opportunity” to work with Cummins and the DOE on this application."

Ceres Power Holdings plc · CWR Grizzly Research · p. 18
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 124
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 127
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Corporate Slogan"

Accor SA · AC Grizzly Research · p. 131
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 129
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 136
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 137
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 146
quote ceo quote

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Corporate Slogan"

Accor SA · AC Grizzly Research · p. 135
quote villain critique

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

Accor SA · AC Grizzly Research · p. 145
quote villain critique

"Sorry , our hotel haven't the condoms .Please bring your own. — Reservation <rsvn@mercure-wanshang-beijing.com>"

Accor SA · AC Grizzly Research · p. 262
quote other

"“本项目占地面积为 16709.61m²,建设 2 栋研发楼和 1 栋产品展示销售中心,总建筑面积为 64660.62m²。项目建成后主要作为写字楼出租或出售给民企和社会团体使用。” — Evaluation Report"

GSX Techedu Inc. · GSX Grizzly Research · p. 21
quote villain critique

"a few hundred thousand [US] dollars. — Salesperson for a large European paper manufacturing equipment producer."

Orient Paper Inc. · ONP Muddy Waters · p. 12
quote ceo quote

"Up to 15 Potential Blockbusters Approved by 2022 (Subject to Attrition) — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 31
quote villain critique

"The entire Union Pacific team recognizes that 2022 did not beat expectations. — UNP on its Q4'22 earnings call"

quote before after

"significantly shorter lead times while ensuring high levels of value and reliability — Mercury Systems website"

Mercury Systems Inc. · MRCY Spruce Point Capital · p. 15
quote villain critique

""The Company retired a significant level of substantially depreciated assets in the current year." — 2023 10-K"

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 14
quote thesis headline

"Even Janet Yellen warned that commercial real estate prices are "quite high relative to rents." — Janet Yellen"

Realty Income Corp · O Spruce Point Capital · p. 5
quote villain critique

"“Don't even try,” one person told N'sangou, she said. “They don't hire Black girls.” — Arizona Central Article"

Twist Bioscience · TWST Scorpion Capital · p. 217
quote villain critique

"However, one industry insider told us that Dongfeng was being supplied by Shanghai Re-Fire and not Broad Ocean"

Ballard Power Systems · BLDP Spruce Point Capital · p. 49
quote villain critique

"All truths are easy to understand once they are discovered; the point is to discover them......Galileo Galilei"

Valeant Pharmaceuticals · VRX Citron Research · p. 7
quote executive summary

"PeptiDream cannot possibly fail as long as the projects that that you see here stay on track — Chairman Kubota"

PeptiDream, Inc. · 4587 JP Muddy Waters · p. 3
quote ceo quote

"Three-Pronged Approach and Multi-Year Plan to Drive Sales and Profitability — Darden's March 3rd presentation."

Darden Restaurants, Inc. · DRI Starboard Value · p. 33
quote demand list

"Parkland will continue to enforce the terms of the Governance Agreement going forward — Parkland Press Release"

Parkland Corporation · PKI Engine Capital · p. 5
quote villain critique

"In our opinion, Kyoto Audit is to audit failures what Michael Jordan was to basketball. — Muddy Waters Capital"

Nidec Corp. · 6594 JP Muddy Waters · p. 28
quote transition

"actually, on the ground performing [to] that level of volume is extremely difficult. — Former Carvana Director"

Carvana Co. · CVNA Kerrisdale Capital · p. 4
quote villain critique

"a few hundred thousand dollars. — A salesman for a large European manufacturer of papermaking production lines"

Orient Paper, Inc. · ONP Muddy Waters · p. 3
quote ceo quote

"so excited that we don't have to switch aircraft for the first time ever and just build — CEO Jeffrey Thompson"

Red Cat Holdings, Inc. · RCAT Kerrisdale Capital · p. 5
quote peer gap

"management provides dubious KPIs, such as GTV, that even one former employee described as "smoke and mirrors"."

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 124
quote villain critique

"“Got it,” — Dr. Freedman (in response to an email from an Insys Sales Manager regarding speaker program fees)."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 16
quote villain critique

"We did say on the previous call that the revenue guidance for the year included organic and inorganic sources."

IonQ Inc · IONQ Wolfpack Research · p. 10
quote villain critique

"“members of [the compensation] committee should be held accountable for this lack of oversight” — Glass Lewis"

Office Depot, Inc. · ODP Starboard Value · p. 37
quote ceo quote

"That, I think, is hiding and retreating behind BaFin and sounds more like impotence than strategy. — Mr. Kiel"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 68
quote villain critique

"“there is no trail of evidence” to explain the purported breakthrough — Jeff Sakamoto, University of Michigan"

QuantumScape · QS Scorpion Capital · p. 63
quote timeline

"Reit'z counsel notes his clients intention to "retain any and all funds in R&O's possession" — Reit'z lawyers"

Unknown · p. 15
quote villain critique

"Investors Generally Prefer That Independent Directors be a Substantial Majority of the Company's Board. — ISS"

Viacom · VIAB SpringOwl · p. 26
quote sop buildup

""On an absolute basis, Hess and Continental's Williston basin acreages are very comparable" — W.D. Von Gonten"

Hess Corporation · HES Elliott Management · p. 25
quote transition

"“Launching a new incompatible brewer system would be a significant risk for the company.” — Professor of Law."

Green Mountain Coffee Roasters · GMCR Greenlight Capital · p. 60
quote villain critique

"My jaw dropped — Former executive regarding the $10m paid for a former plumbing station in rural southern NJ."

Oatly Group AB · OTLY Spruce Point Capital · p. 7
quote villain critique

""hadn't really done that much work" — Agrium's VP of Corporate and Investor Relations (commenting to Reuters)"

Agrium Inc. · AGU JANA Partners · p. 23
quote section divider

"An industry professional questioned ‘whether there is any management of Caesarstone's sales channels at all.’"

Caesarstone Ltd. · CSTE Viceroy Research · p. 11
quote appendix data

""Phillips 66 refineries are every bit as good as [those of its peers], Valero & Marathon." — Brian S. Coffman"

Phillips 66 · PSX Elliott Management · p. 147
quote transition

""Can anyone remember what our core business is?" — Richard Cline; The New Yorker Collection/The Cartoon Bank."

Core Laboratories · CLB Greenlight Capital · p. 31
quote villain critique

"TMTG 'intend to create a media and technology company rooted in social media...' — TMTG Investor Presentation"

Digital World Acquisition Corp · DWAC Kerrisdale Capital · p. 7
quote section divider

"「マスク工場は毎日24時間稼働しなければいけないので、各装置の稼働率の1%、1%が極めて重要だ。85%以下の稼働率は許されない。」 — KLA (presentation on EUV mask inspection)"

Lasertec Corporation · 6920 Scorpion Capital · p. 14
quote ceo quote

"The AR monetization facility contributed only $7 million during the quarter — Leidos Q3 2020 Conference Call."

Leidos Holdings, Inc. · LDOS Spruce Point Capital · p. 43
quote ceo quote

""Taubman reported metrics that were ahead of our expectations in almost all respects" — Green Street Advisors"

Taubman Centers, Inc. · TCO Land & Buildings · p. 8
quote ceo quote

"Yes. First and foremost, what I would say is our accruals at June 30 are complete and accurate. — Rollins CFO"

Rollins Inc. · ROL Spruce Point Capital · p. 41
quote villain critique

"PIONEERING THE ART OF RESPONSIBLE HOSPITALITY, CONNECTING CULTURES, WITH HEARTFELT CARE. This is our Purpose."

Accor SA · AC Grizzly Research · p. 219
quote villain critique

"Our research shows Dealers are "highly incentivize to encourage customers to use Canadian Tire Credit Cards""

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 75