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 9481–9540 of 10,384
quote villain critique

""Andreessen Horowitz Went All In on Crypto at the Worst Possible Time," — WSJ, Oct 26, 2022"

Samsara Inc. · IOT Spruce Point Capital · p. 70
quote other

"SNAP cuts: What banning candy and soda from food stamps could mean — Newsnation, March 2025"

Monster Beverage Corp. · MNST Spruce Point Capital · p. 28
quote villain critique

""For Messrs. Poling['s]... award the grant date was February 21, 2019." — 2020 Proxy Filing"

GCP Applied Technologies · GCP Starboard Value · p. 50
quote villain critique

"All life is an experiment. The more experiments you make, the better. — Ralph Waldo Emerson"

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 16
quote other

"to organize the world's information and make it universally accessible and useful. — Google"

Time Warner Inc. · TWX Carl Icahn · p. 47
quote precedent table

"“Moving forward, we expect capital expenditures to approximate 3% of revenue.” — Concentrix"

TaskUs, Inc. · TASK Spruce Point Capital · p. 78
quote villain critique

""McGraw-Hill Financial is a completely different business than S&P" — CEO Harold McGraw III"

The McGraw-Hill Companies · MHP JANA Partners · p. 37
quote villain critique

"“Occidental closing operation blamed for mercury pollution” — The Decatur Daily, April 2006"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 12
quote villain critique

"The Loan Company That Sued Thousands of Low-Income Latinos During the Pandemic — ProPublica"

Intuit Inc. · INTU Spruce Point Capital · p. 112
quote villain critique

"Finally, we sold $312 million of senior secured loans at a par execution — SoFi Management."

SoFi Technologies · SOFI Muddy Waters · p. 2
quote villain critique

"「すごかったよ。プレッシャーが信じられないほど大きくて、気が狂いそうでした。サムスンからもTSMCからもひどいプレッシャーを受けました。TSMCは一番きつかった」 — KLAの元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 27
quote villain critique

"I was impressed by how quiet the aircraft was — CFO of United (as cited in eVTOL Insights)."

Archer Aviation Inc · ACHR Grizzly Research · p. 19
quote villain critique

"Rooms with only children/teenagers will not be possible due to safety and security reasons."

Accor SA · AC Grizzly Research · p. 198
quote precedent table

"the largest export thermal focused coal operation in North America — Pre-Feasibility study"

IperionX Ltd. · IPX Spruce Point Capital · p. 72
quote villain critique

"the Court, should have received a more transparent, evidenced explanation. — Judge Fordham"

BP plc · BP Bluebell Capital · p. 5
quote transition

""When people say 'Do the math,' is this the kind of thing they're referring to?" — Sipress"

CONSOL Energy · CNX Greenlight Capital · p. 47
quote villain critique

"“We cannot bring in outside people at too senior a level or they will fail” — David Taylor"

The Procter & Gamble Company · PG Trian Partners · p. 73
quote precedent table

"“We are skin care” and “Skin care is everything to us”. — Vincent Warnery, CEO, Beiersdorf"

Kao Corporation · 4452.JP Oasis Management · p. 72
quote peer gap

"we believe this issue is both material and urgent — BlackRock (referencing Exxon AGM 2020)"

BlackRock · BLK Bluebell Capital · p. 42
quote appendix data

"Shall be carried out in strict accordance with the approved plans ... — Legal text excerpt"

BP plc · BP Bluebell Capital · p. 28
quote ceo quote

"Over the long term, our goal is to maintain growth and expand profitability — athenahealth"

athenahealth · ATHN Greenlight Capital · p. 9
quote executive summary

"“The single biggest risk factor for Zillow is employee malaise.” — Former Senior Executive"

Zillow Group, Inc. · Z Spruce Point Capital · p. 11
quote villain critique

"「貸借対照表に対して減損処理をしていないのだろう、ということです。また、その結果として在庫を実際の価値よりも高い評価で計上しているでしょう。」 — Scorpion Capital"

Lasertec Corporation · 6920 Scorpion Capital · p. 10
quote appendix methodology

"An interviewer at Warburg Pincus Private Equity asked this question to one of our clients."

N/A 99_Other · p. 47
quote villain critique

"Duele. Duele profundamente. Y yo me siento profundamente abusado y aprovechado. — HOMBRE 4"

Herbalife · HLF Pershing Square · p. 9
quote before after

"“Tesla Powerwall 2+ Secretly went into production in November” — Electrek, April 27, 2021"

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 105
quote villain critique

""How to Predict the Next Fiasco In Accounting and Bail Early" — Wall St Journal, Jan 2002"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 59
quote villain critique

"“Empowered by Unique Technological Advantages.” — IonQ website and investor presentations"

IonQ Inc. · IONQ Scorpion Capital · p. 164
quote comparison table

"Oatly’s Founder (and Board Member) Oste on record admitting that brands have little value"

Oatly Group AB · OTLY Spruce Point Capital · p. 10
quote villain critique

"Noble defends its MTM assumptions on off take agreements as “conservative”. — Noble Group"

Noble Group · NOBL Muddy Waters · p. 6
quote ceo quote

"“Our solutions remain essential to our customers’ operations…” — Zebra Technologies Corp."

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 104
quote demand list

"VETERAN ENERGY EXECUTIVE GREGORY GOFF BACKS ELLIOTT'S PLAN TO UNLOCK VALUE AT PHILLIPS 66"

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

""We offer a money-back guarantee, assuming we have the money." — Eric & Bill (Cartoonist)"

Assured Guaranty · AGO Greenlight Capital · p. 62
quote ceo quote

""It is true that we have too many businesses" — President Yoshihiro Hasebe, February 2023"

Kao Corporation · 4452.JP Oasis Management · p. 31
quote ceo quote

"certainly creative; it is also, for three distinct reasons, illegal. — A leading academic"

Phillips 66 · PSX Elliott Management · p. 11
quote process diagram

"“maintain exclusive authority regarding the provision of healthcare services” — HIMS 10-K"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 18
quote villain critique

"“19 Customer Printing Services As An Alternative To Amazon Merch” — Small Business Trends"

Kornit Digital Ltd. · KRNT Spruce Point Capital · p. 18
quote villain critique

"For Messrs. Poling[’s]... award the grant date was February 21, 2019. — 2020 Proxy Filing"

GCP Applied Technologies · GCP Starboard Value · p. 25
quote ceo quote

"certainly creative; it is also, for three distinct reasons, illegal. — A leading academic"

Phillips 66 · PSX Elliott Management · p. 23
quote villain critique

"SEC Charges Former Biotechnology Company CEO for Misleading Investors — SEC Press Release"

Ginkgo Bioworks · DNA Scorpion Capital · p. 21
quote villain critique

"Q. Lots of liars? A. Yes, they are all part of organized crime... — Deposition Transcript"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 30
quote villain critique

"QTT even referred to its loyalty program expenses as "a paltry amount in monetary terms.""

Qutoutiao, Inc. · QTT Wolfpack Research · p. 14
quote villain critique

"“a parade of woman (...) lined up like dolls, waiting to be chose” — TripAdvisor reviewer"

Accor SA · AC Grizzly Research · p. 25
quote cover

"there is no proof that any optimization problem is solved faster — former D-Wave engineer"

D-Wave Quantum Inc · QBTS Kerrisdale Capital · p. 1
quote villain critique

"“Used as a base for Toshiba Group training centers” — Lasertec press release, Sep 30 2022"

Lasertec Corporation · 6920 Scorpion Capital · p. 308
quote villain critique

""Getting listed will allow the Company to develop at rocket-like speed." — Liu Zhen Yong"

Orient Paper, Inc. · ONP Muddy Waters · p. 2
quote appendix data

"the most direct impact on coverage and interference parameters — JDSU Product Literature"

American Tower Corp · AMT Muddy Waters · p. 54
quote villain critique

"Poyry states that, “Trees are typically felled by axe or handsaw, cut to length” — Poyry"

Sino-Forest Corporation · TRE Muddy Waters · p. 16
quote villain critique

""Insiders Attest That GeneDx Is Actively Committing Widespread Fraud" — Grizzly Research"

Tempus AI, Inc. · TEM Spruce Point Capital · p. 8