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 9781–9840 of 10,384
quote villain critique

"「インテルでマスク事業を担当する副社長と数回会ったことがある」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

Lasertec Corporation · 6920 Scorpion Capital · p. 195
quote villain critique

"「KLAより優れた装置を発表すれば、一気に状況が変わります。」 — 半導体製造装置企業の主席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

Lasertec Corporation · 6920 Scorpion Capital · p. 278
quote villain critique

"Shares of Synthetic Biology Hopeful Zymergen Plunge as CEO Departs — BARRON'S"

Berkeley Lights · BLI Scorpion Capital · p. 10
quote filler

""Oh, I was looking for something with a little more hay." — Bruce Eric Kaplan"

Core Laboratories · CLB Greenlight Capital · p. 59
quote cover

"Dear Board, our perspective on why we agree with Engine Capital... — Barclays"

UniFirst Corporation · UNF Engine Capital · p. 1
quote villain critique

"This one goes to eleven. — Christopher Guest (referencing This Is Spinal Tap)"

eBay · EBAY Carl Icahn · p. 1
quote villain critique

"GSX: The way you defraud consumers to purchase courses are disgusting — Liang"

GSX Techedu Inc. · GSX Grizzly Research · p. 26
quote ceo quote

"“They are occasionally an R&D tool.” — Longtime executive at Global Foundries"

Lasertec Corporation · 6920 Scorpion Capital · p. 229
quote filler

""Wait, wait, before you mix them, you have to say, 'Pow!'" — CartoonStock.com"

Solvay SA · SOLB BB Greenlight Capital · p. 18
quote villain critique

"“The Ford Family’s History With Drug Dealing” — Globe and Mail, May 25, 2013"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 17
quote villain critique

""The Ford Family's History With Drug Dealing" — Globe and Mail, May 25, 2013"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 37
quote villain critique

"the process is not energy-efficient — Journal of The Electrochemical Society"

IperionX Ltd. · IPX Spruce Point Capital · p. 26
quote ceo quote

"The business had 2005 EBITDA of approximately CHF 115 million ($92 million)."

Huntsman Corporation · HUN Starboard Value · p. 30
quote executive summary

"“go bankrupt or collapse” — Major customer regarding Twist's pricing scheme."

Twist Bioscience · TWST Scorpion Capital · p. 5
quote executive summary

"many compare this to a kind of modern slavery — Article regarding Televerde."

Twist Bioscience · TWST Scorpion Capital · p. 21
quote villain critique

"「最初の3台後、その他の装置について私は担当していません」 — インテルのオレゴン州にあるファブに配属されているウシオのフィールド・サービス・エンジニア"

Lasertec Corporation · 6920 Scorpion Capital · p. 149
quote other

"「ACTIS A150装置は全部で6台あったと思います。私の情報は2023年末の時点です」 — Ushio field service engineer"

Lasertec Corporation · 6920 Scorpion Capital · p. 259
quote villain critique

"早晩実現するKLAの極端紫外線のアクティニックパターンマスク検査装置の発売は、レーザーテックにとって存亡の危機だ。 — Scorpion Capital"

Lasertec Corporation · 6920 Scorpion Capital · p. 267
quote villain critique

"「KLAのキセノン光源はちゃんと機能します。レーザーテックが採用したウシオ製の錫方式の光源は失敗です」 — 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. 275
quote transition

"“not just writing the code to drive the truck.” — Torc Solutions description"

Aurora Innovation, Inc. · AUR Kerrisdale Capital · p. 41
quote villain critique

"I would say about three to four times a month. — Harbour Biomed ex-executive"

Berkeley Lights · BLI Scorpion Capital · p. 102
quote other

""Money trees is the perfect place for shade" — Kendrick Lamar, "Money Trees""

Quintis Limited · QIN Viceroy Research · p. 33
quote villain critique

"BRIEF-Core Lab prices upsized public offering of 1.5 mln share — Market News"

Core Laboratories · CLB Greenlight Capital · p. 62
quote villain critique

"Mr. Krempa is a Certified Public Accountant (CPA) — Bemis website biography."

Amcor plc · AMCR Spruce Point Capital · p. 19
quote peer gap

"「花王の株価が競合他社をアンダーパフォームする状態が続いているため、弊社は花王の株式を売却しました」 — AXA Investment Managers"

Kao Corporation · 4452.JP Oasis Management · p. 14
quote expose contradiction

"Spruce Point Thinks The Robotic Vacuum Market is Here — Spruce Point Capital"

iRobot Corp · IRBT Spruce Point Capital · p. 24
quote transition

"“Change is going to start there.” — John Pike, Elliott Investment Management"

Phillips 66 · PSX Elliott Management · p. 3
quote cover

"Industry experts call this scheme the “Trustpilot Mafia.” — Grizzly Research"

Trustpilot Group PLC · TRST Grizzly Research · p. 1
quote villain critique

"С радостью разместим гостей в отеле в номерах Стандарт. — Ibis Cheboksary SL"

Accor SA · AC Grizzly Research · p. 56
quote ceo quote

"the appropriate standard is, 'what can you get for it today?' — Mr. Scheidt"

Allied Capital · ALD Greenlight Capital · p. 10
quote villain critique

"“Peter doesn’t do any quantum.” — Former senior scientific employee of IonQ"

IonQ Inc. · IONQ Scorpion Capital · p. 183
quote demand list

"REJECTED TAKEOVER OFFER OF $18-$19/ SHARE FROM UNDISCLOSED STRATEGIC BIDDER"

Tripadvisor, Inc. · TRIP Starboard Value · p. 42
quote villain critique

"The incredible shrinking laboratory or 'lab-on-a-chip' — The Guardian, 2011"

Twist Bioscience · TWST Scorpion Capital · p. 43
quote villain critique

"“I don't know how they can make it” — Former Twist employee, director-level"

Twist Bioscience · TWST Scorpion Capital · p. 78
quote villain critique

"“a level of inauthenticity” and “an eventual deception” — Stephan Gratziani"

Herbalife Ltd. · HLF Pershing Square · p. 2
quote villain critique

"They don't care about employees only numbers — Current Employee, Glassdoor."

Amdocs Limited · DOX Spruce Point Capital · p. 93
quote ceo quote

"I think it's a huge opportunity for Southwest going forward. — David (9:43)"

Southwest Airlines · LUV Elliott Management · p. 19
quote villain critique

"The movie "Bowfinger" is a decent analogy for both NQ and YDT. — Footnote 1"

NQ Mobile · NQ Muddy Waters · p. 4
quote villain critique

"“we just spend money; we don’t make money.” — Chan Zuckerberg Biohub source"

Berkeley Lights · BLI Scorpion Capital · p. 109
quote villain critique

"“Yeah, oh yeah.” — Executive at a West Coast OPO, longtime industry veteran"

TransMedics Group Inc · TMDX Scorpion Capital · p. 85
quote villain critique

"Do you have king size bed with a city view? — Grizzly Research Investigator"

Accor SA · AC Grizzly Research · p. 166
quote villain critique

"FIGS surpassed $100M in sales in 2018 -- FIGS Press Release (Oct 28, 2019)"

FIGS, Inc. · FIGS Spruce Point Capital · p. 30
quote villain critique

"FIGS is a dysfunctional company. Period. — Anonymous Employee on Glassdoor"

FIGS, Inc. · FIGS Spruce Point Capital · p. 46
quote ceo quote

""one of the premiere liquid waste businesses in the U.S." — Patrick Dovigi"

GFL Environmental Inc. · GFL Spruce Point Capital · p. 89
quote kpi overview

"Source: Sunrun “Historic Financial and Metric Model” on the Sunrun IR site"

Sunrun Inc. · RUN Muddy Waters · p. 9
quote timeline

"Sourced from Tolaga Research 2010 and highlighted to show progress to date"

American Tower Corp · AMT Muddy Waters · p. 51
quote precedent table

"We believe Tom Pike will create considerable shareholder value at Fortrea."

GoDaddy, News Corp, Fortrea Starboard Value · p. 66