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 9901–9960 of 10,384
quote villain critique

"Grow is a magazine that tells the unfolding story of synthetic biology."

Ginkgo Bioworks · DNA Scorpion Capital · p. 23
quote villain critique

"НА: Размещение детей — Email subject line from Mercure Nizhny Novgorod."

Accor SA · AC Grizzly Research · p. 89
quote villain critique

"Glencore consistently lags in value creation — Teck Board of Directors"

Glencore Plc · GLEN Bluebell Capital · p. 6
quote villain critique

"Trapped-ion quantum computer; Source: IonQ — June 2020 research paper."

IonQ Inc. · IONQ Scorpion Capital · p. 70
quote villain critique

"Bristol-Myers Goes From Hunter to Target — Max Nisen, January 26, 2017"

Bristol-Myers Squibb · BMY Starboard Value · p. 147
quote section divider

""Show Me the Incentive and I'll Show You the Outcome" — Charlie Munger"

e.l.f. Beauty, Inc. · ELF Muddy Waters · p. 33
quote ceo quote

"Thank you Evan Horowitz, we love working with your team. — Tarang Amin"

e.l.f. Beauty, Inc. · ELF Spruce Point Capital · p. 20
quote section divider

"Neil Begley, Moody's, Time Warner, Inc., December 2005. — Footnote (a)"

Time Warner Inc. · TWX Carl Icahn · p. 201
quote demand list

"Show me the incentives and I’ll show you the outcome. — Charlie Munger"

Welltower Inc. · WELL Land & Buildings · p. 18
quote precedent table

"We believe Tom Pike is well suited to improve Fortrea’s profitability."

GoDaddy · GDDY Starboard Value · p. 65
quote kpi overview

"one of our more popular specialty starches — MGPI (regarding Fibersym)"

MGP Ingredients, Inc. · MGPI Spruce Point Capital · p. 28
quote villain critique

"CRIME/TERROR/WEAPONS Bank in South America... — Enki Ea (forum poster)"

American Tower Corp · AMT Muddy Waters · p. 16
quote executive summary

""We are excited about capital" — Agba Group CEO Wing Fai Ng on 5/24/24"

AGBA Group · AGBA White Diamond Research · p. 2
quote villain critique

"potential to improve workflow with a pliable catheter — Unnamed Expert"

Pulse Biosciences · PLSE White Diamond Research · p. 3
quote villain critique

"“If you build it, they will come.” — Ray Kinsella theory of investing"

Carvana Co. · CVNA Spruce Point Capital · p. 97
quote nominee bio

"“Great companies don't sit on legacy structures.” — Sigmund Cornelius"

Phillips 66 · PSX Elliott Management · p. 2
quote table of contents

"Elon Musk: 99.9% of the challenge in batteries is scaling production."

QuantumScape · QS Scorpion Capital · p. 6
quote other

"As indicated in the film “People’s Republic of Desire.” — Footnote 42"

Joyy Inc. · YY Muddy Waters · p. 30
quote villain critique

"PWC Viewpoint US IFRS vs. US GAAP; 15.8 Statement of cash flows — PWC"

WSP Global Inc. · WSP Spruce Point Capital · p. 50
quote appendix data

"「P1市場ではKLAが独走状態で、競合と言えるほどの競合もなく、実質的には独占している」 — 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. 113
quote ceo quote

"「この世の中、マジックはありませんよ。究極的な解決はありません。直しようがありません」 — Isteqの研究開発部門における中心的な従業員"

Lasertec Corporation · 6920 Scorpion Capital · p. 179
quote villain critique

"I think it's a little hard to say at this moment. — Amgen employee #2"

Berkeley Lights · BLI Scorpion Capital · p. 47
quote transition

"Show me the incentive, and I'll show you the outcome — Charlie Munger"

TAL Education Group · TAL Muddy Waters · p. 3
quote villain critique

"the remaining key issue is the global strategy for cosmetics — Source"

Kao Corporation · 4452.JP Oasis Management · p. 86
quote executive summary

"the biggest marketing campaign in real estate history. — CoStar Group"

Zillow Group, Inc. · Z Spruce Point Capital · p. 12
quote section divider

"「救いようがない光源」 — Former KLA executive regarding Lasertec's light source."

Lasertec Corporation · 6920 Scorpion Capital · p. 11
quote villain critique

"Glass Lewis has rated AOL's compensation program structure as "Poor.""

AOL, Inc. · AOL Starboard Value · p. 55
quote other

"1/13/14: Suntory agrees to acquire BEAM for $83.50 per share in cash"

Unknown · p. 68
quote precedent table

"“a clear path to predictable, strong cash flows” — Paringa Resources"

IperionX Ltd. · IPX Spruce Point Capital · p. 71
quote villain critique

"“I couldn’t be happier” — Michele Ganeless, Comedy Central President"

Viacom · VIAB SpringOwl · p. 57
quote villain critique

"“没想到工作如此繁忙还有时间上大学,真的感谢公司给了我这样一个既能学习又不耽误工作的机会。” — 郑家远 (Zheng Jiayuan)"

quote villain critique

"“Pimpin’ Ain’t Easy”, Big Daddy Kane, It’s a Big Daddy Thing (1989)."

NQ Mobile Inc. · NQ Muddy Waters · p. 42
quote villain critique

""Accounting Change Cuts Groupon's Revenue" — NY Times, Sept 23, 2011"

Perion Network Ltd. · PERI Spruce Point Capital · p. 16
quote villain critique

"“Russia’s Yandex seeks Putin’s approval for restructuring” — Reuters"

Perion Network Ltd. · PERI Spruce Point Capital · p. 56
quote precedent table

"「収入と粗利率に関する公約について重圧に屈して2年弱にわたって四半期ごとに収入を誇大に計上した」 — SEC Press Release"

Lasertec Corporation · 6920 Scorpion Capital · p. 88
quote villain critique

"レーザーテックは、「上場会社と当該会社の関係」について、あえて「特記事項はありません」と記入した。 — Scorpion Capital"

Lasertec Corporation · 6920 Scorpion Capital · p. 309
quote other

"1/13/14: Suntory agrees to acquire BEAM for $83.50 per share in cash"

Unknown · p. 68
quote villain critique

"「TSMCとインテルがレーザーテックから装置を調達したのは、主にKLAに対して価格面での交渉力を高めるためだった」 — TSMCの元幹部"

Lasertec Corporation · 6920 Scorpion Capital · p. 33
quote villain critique

"Customer service questionable — Lynn T., Brentwood, TN, Jan 27, 2019"

Carvana Co. · CVNA Spruce Point Capital · p. 30
quote executive summary

"“History Never Repeats Itself, but it Does Often Rhyme” — Mark Twain"

DLocal Ltd. · DLO Muddy Waters · p. 2
quote villain critique

"I am not comfortable with sharing the passports before the check in."

Accor SA · AC Grizzly Research · p. 154