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 9661–9720 of 10,384
quote ceo quote

"Yes, and the total locations including A1 and A2 are 93,000 locations. — FMCN Sales"

Focus Media Holding · FMCN Muddy Waters · p. 10
quote villain critique

"I’d love to, Barbara, but I’ll have to check with the Bundesbank. — Cartoon caption"

AerCap Holdings · AER Greenlight Capital · p. 19
quote transition

"“You’re saying that because of the merger I have to admit both of you?” — Handelman"

Bayer AG · BAYN Greenlight Capital · p. 40
quote precedent table

"it is possible that an impairment or write-down will be recognized in Q3'18 — Maxar"

Dollarama Inc. · DOL Spruce Point Capital · p. 4
quote appendix data

"A spokesman for BOL described VK as one of Mr. Bolloré most successful investments."

Bolloré SA · BOL FP Muddy Waters · p. 10
quote other

"“look[ing] forward to supporting the Company’s strategic direction.” — New Director"

Southwest Airlines · LUV Elliott Management · p. 5
quote villain critique

"“We are looking forward to welcoming the girls” — Sebla Soydan (Rixos Hotels - CHQ)"

Accor SA · AC Grizzly Research · p. 18
quote ceo quote

"“We have nothing to hide” and “we are totally transparent” — Udo Müller, Ströer SE"

Stroer SE & Co. KGaA · SAX Muddy Waters · p. 19
quote villain critique

"We can’t make them fast enough — Aaron Jagdfeld, Generac CEO (CNBC, Feb 17, 2021)."

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 14
quote before after

"Spherical Metal Powders are the future of additive manufacturing — Industry Source"

IperionX Ltd. · IPX Spruce Point Capital · p. 29
quote villain critique

"“How were we to know oil would run out? We only sell the stuff!” — Cartoon caption"

CONSOL Energy · CNX Greenlight Capital · p. 34
quote villain critique

""How were we to know oil would run out? We only sell the stuff!" — Cartoon caption"

Pioneer Natural Resources · PXD Greenlight Capital · p. 24
quote villain critique

"“the Global CEO does not own any common shares of the Company.” — Company filings."

Dye & Durham Limited · DND Engine Capital · p. 85
quote villain critique

"FourKites confirms 15% cut in global workforce, dismisses key exec — Grace Sharkey"

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 47
quote transition

"Rising Mortgage Rates Are Starting to Become a Problem — Bloomberg, March 29, 2021"

Porch Group Inc · PRCH Spruce Point Capital · p. 55
quote ceo quote

"“We’re really proud of our record on capital allocation” — Marissa Mayer, 12/09/15"

Yahoo! Inc. · YHOO SpringOwl · p. 36
quote villain critique

"Aizhikang is Haoweilai’s (previously known as Xueersi) Brand — TAL Education Group"

TAL Education Group · TAL Muddy Waters · p. 53
quote villain critique

""It’s a proprietary strategy, I can’t go into it in great detail" — Bernard Madoff"

Quintis Limited · QIN Viceroy Research · p. 41
quote ceo quote

"When I was there, Rollins was never the highest bidder. — Former Rollins Executive"

Rollins Inc. · ROL Spruce Point Capital · p. 51
quote villain critique

""The gentleman at the other register would like to cover your co-pay." — Paul Noth"

Bayer AG · BAYN Greenlight Capital · p. 8
quote other

"Mine does the exact same thing – but without the tassel. — Mike Baldwin / Cornered"

Bayer AG · BAYN Greenlight Capital · p. 20
quote villain critique

"“Heads I (Jinbao Yao) win, tails you (WUBA shareholders) lose.” — Grizzly Research"

58.com Inc. · WUBA Grizzly Research · p. 19
quote executive summary

"But if you want to have information, surely you will get it from us. — Udo Müller"

Stroer SE & Co. KGaA · SAX Muddy Waters · p. 25
quote villain critique

"strong alignment between corporate performance and compensation — Incumbent Board"

Campbell Soup Company · CPB Third Point · p. 26
quote demand list

"“transparency, openness and solid business logic.” — CPIPG 2023 management report"

CPI Property Group · CPIPG Muddy Waters · p. 2
quote villain critique

"Who Knew Lobsters Had Middle Fingers? — Mark Kalinowski of Janney Capital Markets"

Darden Restaurants, Inc. · DRI Starboard Value · p. 8
quote cover

"look[ing] forward to supporting the Company’s strategic direction. — New Director"

Southwest Airlines Co. · LUV Elliott Management · p. 1
quote other

"“Brands that win at the two moments of consumer truth” — P&G Marketing Philosophy"

Procter & Gamble · PG Pershing Square · p. 7
quote timeline

"Steve Case, It's Time to Take It Apart, Washington Post, December 11, 2005. — (a)"

Time Warner Inc. · TWX Carl Icahn · p. 14
quote ceo quote

""To actually get started, we're not an MLM. We're not a pyramid." — WFG Recruiter"

Aegon Ltd. · AEG Spruce Point Capital · p. 21
quote ceo quote

"Yes. In China, there isn't a machine with such speed that is so wide. — Speaker B"

Orient Paper, Inc. · ONP Muddy Waters · p. 5
quote section divider

""I like how festive it is, but maybe you should just try Viagra." — Zachary Kanin"

Core Laboratories · CLB Greenlight Capital · p. 7
quote villain critique

"Verint Announces Delisting From Nasdaq Effective February 1, 2007 — Business Wire"

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 92
quote villain critique

"ロレアルのCEOであるニコラ・イエロニムス氏は、2023年のプレゼンテーションにて今後の成長を牽引する地域の一つとして、中南米地域を挙げている — L'Oréal"

Kao Corporation · 4452.JP Oasis Management · p. 22
quote villain critique

"“the company’s leading surgeon in California” — Saverio La Francesca LinkedIn bio"

TransMedics Group Inc · TMDX Scorpion Capital · p. 220
quote villain critique

"“horrible, painful deaths” — Unspecified source regarding Macchiarini's patients."

TransMedics Group Inc · TMDX Scorpion Capital · p. 222
quote villain critique

"Jennifer Miller...shines brightly as an inspiration... — Univ. of Florida FB page"

Soleno Therapeutics · SLNO Scorpion Capital · p. 262
quote other

"According to Ms. Roll, $29 million of the fees came from controlled investments."

Allied Capital · ALD Greenlight Capital · p. 21
quote ceo quote

"“...Our processes and technology generally worked as designed.” — CEO Bob Jordan"

Unknown · p. 34
quote executive summary

"misleading investors by obscuring financial performance — SEC (regarding VMware)"

Samsara Inc. · IOT Spruce Point Capital · p. 8
quote villain critique

""it would be impossible." — a former employee with knowledge of the relationship"

C3.ai, Inc. · AI Spruce Point Capital · p. 41
quote villain critique

"「A150は手厚い整備を要する装置です」……「問題のある製品です。……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」 — 元KLAエンジニアリング幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 26
quote other

"UBSの2024年1月18日付けのレポート(抜粋) — UBS; シティグループのの2023年12月21日付けのレポート(抜粋) — Citi Research"

Lasertec Corporation · 6920 Scorpion Capital · p. 52
quote villain critique

"「海外ではEUV-Labsの子会社であるIsteqとして事業を展開している。」 — RnD-ISAN website (via Wayback Machine)"

Lasertec Corporation · 6920 Scorpion Capital · p. 176
quote other

""Most people prefer small businesses over large chains," — NY Post, Nov 22, 2022"

Rollins Inc. · ROL Spruce Point Capital · p. 17
quote transition

"I used to think he was my imaginary playmate till he stepped on Joey. — P.C. Vey"

AerCap Holdings · AER Greenlight Capital · p. 20
quote other

"I tried Google's Stadia, and latency got me killed — PCGamer article, March 2019"

Sony Corporation · 6758.T Third Point · p. 64