""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"
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.
""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"
"“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"
"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"
"“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"
"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"
"“CYP2D6 alleles tested and genotyping methods were appropriate for determining CYP2D6 PM [poor metabolizer] and NM [normal metabolizer] status.” — FDA CDER Clinical Pharmacology Review"
"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"
"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"
"“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)."
"restatements [which] may signal weak internal accounting expertise, poor internal controls and aggressive financial reporting practices at the Company. — Glass Lewis"
""Sinking ship, resignations every month, extremely poor data infrastructure and processes on Growth team" — Former Employee - Revenue Analyst"
"See Olam's Aggressive Accounting Masks Its Poor Performance and Incentivizes it to Spend Increasingly Precious Cash. — Muddy Waters, LLC"
"3 to 10% of Caucasians and 2 to 7% of African Americans are poor metabolizers. — FDA"
"Again, we timed it poorly, initially buying in the 30s and adding all the way down."
"Glass Lewis has rated AOL's compensation program structure as "Poor.""