Contrarian Corpus
Phrase library

Callouts & quotes from 76+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

Showing 61–76 of 76 matching "poor"
quote section divider

""Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program." — TD Cowen, December 4, 2023"

Phillips 66 · PSX Elliott Management · p. 17
quote section divider

""Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program." — TD Cowen, December 4, 2023"

Phillips 66 · PSX Elliott Management · p. 17
quote section divider

"“Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program.” — TD Cowen, December 4, 2023"

Phillips 66 · PSX Elliott Management · p. 24
quote villain critique

"Credit Karma has maybe 1% of the features of mint, and even what it has is poorly implemented. In it's current state I can't imagine what possessed them to announce a migration. — Reddit User"

Intuit Inc. · INTU Spruce Point Capital · p. 63
quote villain critique

"“unlike actively managed funds, which can and do sell the stock of a company they perceive as having poor corporate governance, index funds are the ultimate long- term investors” — Mr. Fink"

BlackRock · BLK Bluebell Capital · p. 4
quote villain critique

"Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program. — TD Cowen, 12/4/23"

Phillips 66 · PSX Elliott Management · p. 10
quote villain critique

"“CYP2D6 alleles tested and genotyping methods were appropriate for determining CYP2D6 PM [poor metabolizer] and NM [normal metabolizer] status.” — FDA CDER Clinical Pharmacology Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 145
quote villain critique

"Huntsman has received an “F” from Glass Lewis on executive compensation for two consecutive years as pay was more than its Proxy Peers, notwithstanding poor relative performance"

Huntsman Corporation · HUN Starboard Value · p. 114
quote other

"Their general responses indicated that these farms are typical Chinese barn designs, were "built cheap" with "poor airflow" and "not built to last." — Two China dairy experts"

quote timeline

"“execution risk remains given the poor track record” — Morgan Stanley (May-2013). “We remain to be convinced that management can deliver a turnaround” — Nomura (Jun-2013)."

FirstGroup plc · FGP Sandell · p. 23
quote villain critique

"restatements [which] may signal weak internal accounting expertise, poor internal controls and aggressive financial reporting practices at the Company. — Glass Lewis"

Office Depot, Inc. · ODP Starboard Value · p. 45
quote villain critique

""Sinking ship, resignations every month, extremely poor data infrastructure and processes on Growth team" — Former Employee - Revenue Analyst"

Dropbox, Inc. · DBX Spruce Point Capital · p. 33
quote other

"See Olam's Aggressive Accounting Masks Its Poor Performance and Incentivizes it to Spend Increasingly Precious Cash. — Muddy Waters, LLC"

quote scqa situation

"Again, we timed it poorly, initially buying in the 30s and adding all the way down."

CONSOL Energy · CNX Greenlight Capital · p. 4
quote villain critique

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

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