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Callouts & quotes from 1,436+ activist slides

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

Showing 1201–1260 of 1,436 matching "ceo"
quote villain critique

"Direct-to-consumer ready-to-eat meals are a nascent food vertical that we believe has the potential to grow into a multi-billion-dollar category over time. — Uwe Voss, HelloFresh U.S. CEO"

HelloFresh SE · HFG Grizzly Research · p. 23
quote villain critique

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

Southwest Airlines · LUV Elliott Management · p. 48
quote ceo quote

""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"

Phillips 66 · PSX Elliott Management · p. 37
quote ceo quote

""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"

Phillips 66 · PSX Elliott Management · p. 38
quote villain critique

"management - which, by its own admission, had taken its "eye off the ball" with respect to the Company's core refining business. — Mark Lashier (CEO), January 2023, GS Energy Conference."

Phillips 66 · PSX Elliott Management · p. 5
quote ceo quote

"And then starting next year, the actual spend on these programs will start to decrease, and you'll start to have a margin pickup starting in ‘19. — CEO Kevin Lobo, JPM Conf, Jan 10, 2018"

Stryker Corp. · SYK Spruce Point Capital · p. 59
quote ceo quote

""We don't -- we're not -- we get a little bit of a sugar high from tuck-in acquisitions where we're just slam-dunking them into the existing business." — CEO, JPMorgan Conf Sept 19, 2023"

Rollins Inc. · ROL Spruce Point Capital · p. 58
quote villain critique

"Adelong represents a unique investment opportunity, combining near-term gold production potential with significant high-grade exploration upside and future antimony prospects. — Nova CEO"

Nova Minerals Limited · NVA Spruce Point Capital · p. 29
quote precedent table

"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"

Phillips 66 · PSX Elliott Management · p. 10
quote precedent table

"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"

Phillips 66 · PSX Elliott Management · p. 10
quote ceo quote

"We see a lot of potential in the Phillips 66 refining company. I mean, there's just tremendous capability there. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"

Phillips 66 · PSX Elliott Management · p. 2
quote nominee bio

"WE SEE A LOT OF POTENTIAL IN THE PHILLIPS 66 REFINING COMPANY. I MEAN, THERE'S JUST TREMENDOUS CAPABILITY THERE. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"

Phillips 66 · PSX Elliott Management · p. 4
quote precedent table

"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"

Phillips 66 · PSX Elliott Management · p. 17
quote villain critique

"I have been disappointed by what I see as a breakdown of effective corporate governance at Phillips 66. — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"

Phillips 66 · PSX Elliott Management · p. 5
quote villain critique

"“be available to address shareholders’ concerns which have failed to be resolved by the chair, CEO or CFO or for which such contact is inappropriate” — BP Corporate Governance Document"

BP plc · BP Bluebell Capital · p. 1
quote villain critique

"Has TransMedics ever used private aircraft to transport staff and equipment without the purpose of transporting organs? — Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024"

TransMedics Group Inc · TMDX Scorpion Capital · p. 46
quote villain critique

"“it’s probably that well-kept of a secret at this point...all those people have been interviewed....” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"

TransMedics Group Inc · TMDX Scorpion Capital · p. 122
quote villain critique

"Bruce Linton, the CEO of Canopy Growth acknowledged in a recent interview on CNBC's Mad Money that the FDA has been clear that food including CBD it is not ready for human consumption."

New Age Beverage Corp. · NBEV Grizzly Research · p. 20
quote ceo quote

"“Ultimately, our goal was to make this neutral or accretive to investors and not have an impact from a shareholder standpoint except for a positive one…” — CEO Aaron Levie, April 2021"

Box, Inc. · BOX Starboard Value · p. 81
quote ceo quote

"Once again, we expect to maintain our full-price selling philosophy and do not anticipate a material change in promotions or markdowns going forward. — CEO Conroy, Q2'23: Oct 26, 2022"

Boot Barn Holdings, Inc. · BOOT Spruce Point Capital · p. 45
quote villain critique

"'Your company stinks': Resident confronts Norfolk Southern CEO — CNN. 'Evacuate Us!' Fear and Anxiety Boil Over as Residents Confront Train Company on Derailment — The New York Times."

quote ceo quote

"I think as the personalized learning products, those would be factored a little bit more towards the tail end of 3 to 5 years plus. — Hardeep Gulati, CEO, September 2023 Investor Day"

PowerSchool Holdings, Inc. · PWSC Spruce Point Capital · p. 50
quote ceo quote

"“...our conventional portfolio generate[s] the cash needed to fund the unconventional growth that we have in the Bakken and the Utica.” — John Hess, Chairman & CEO Hess, January 2013"

Hess Corporation · HES Elliott Management · p. 25
quote precedent table

"“Capital allocation is a CEO’s most important job” — The Outsiders; “Decentralized organizations release entrepreneurial energy and keep both costs and ‘rancor down” — The Outsiders"

Allergan, Inc. · AGN Pershing Square · p. 86
quote villain critique

"…on the monetization of Patch… I would just say when we started the product in general, we started it without monetization in mind… — CEO Tim Armstrong, 2Q10 conference call, 8/4/10"

AOL, Inc. · AOL Starboard Value · p. 40
quote villain critique

"With the exception of the current and former CEOs, the Board lacks significant, recent experience with water and wastewater utilities — Aqua NJ Audit by SAGE Management Consultants"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 80
quote ceo quote

""And so what I think you can expect from us is that continued expansion every quarter, every two quarters, the launch of new major categories." — CEO Dudum on Q3 2021 Earnings Call"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 76
quote ceo quote

"“There is, some that are bigger, some that are smaller. There’s some that we never think about and there some that we think about every other day.” — Bryant Riley, Chairman and CEO"

B. Riley Financial, Inc. · RILY Wolfpack Research · p. 7
quote kpi overview

"“...there’s an opportunity for Carrabba’s clearly...more to come on development, but Carrabba’s certainly earned the right to more expansion.” — Dave Deno, CEO, 2Q23 Earnings Call"

Bloomin' Brands · BLMN Starboard Value · p. 19
quote ceo quote

""We're not running the company for the OR, we're running the company for EPS growth, operating income, free cash flow" — Jean-Jacques Ruest, CEO, Q2 2021 earnings conference call"

quote ceo quote

"“Element i+ is now shipping the full commercial quantities this quarter and we are working to quickly expand Element i+'s very exciting menu.” — CEO Wilson, Q2 2020 Earnings Call"

Heska Corporation · HSKA Spruce Point Capital · p. 35
quote ceo quote

"I think we’re getting better at both identifying and building a pipeline of future tenancy, and the strategy is playing out exactly as we thought. — CEO Jay Brown, February 2020"

Crown Castle International · CCI Elliott Management · p. 48
quote ceo quote

""[We're] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds." — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 29
quote ceo quote

"「極秘の扱いではありませんが、訊くべき人に訊けば、話してもらえます。私が知っているある人は、レーザーテックで〇〇〇を務めており、問題について〇〇〇に話しました。3ヶ月しか保たない光源は実質的に2ヶ月しか使えないし、交換に時間もお金もすごくかかる、そう認めました」 — 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. 29
quote ceo quote

""[We're] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds." — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 46
quote other

"“If they didn’t have any [issues], he would happily talk about how things are going.” — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec’s CEO"

Lasertec Corporation · 6920 Scorpion Capital · p. 206
quote villain critique

"“...parallel inspections of the same masks...just to make sure there are no defects.” — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec’s CEO"

Lasertec Corporation · 6920 Scorpion Capital · p. 287
quote ceo quote

""It was obvious to open on the East coast and not anywhere else. The sky is blue, the people are nice. Can't be better, right?" — Oatly CEO Peterson, Vice Interview, March 2019"

Oatly Group AB · OTLY Spruce Point Capital · p. 33
quote ceo quote

"As you saw from the first quarter impact, we are not immune from COVID-19, especially since roughly half of our business is exposed to elective surgery. — CEO Lobo, May 5, 2020"

Stryker Corp. · SYK Spruce Point Capital · p. 24
quote villain critique

""We're just waiting for the FDA approval... that's not in our hands, it's in the government's hands. Once we get the FDA approval, we'll be launching posthaste." — PepsiCo CEO"

PepsiCo, Inc. · PEP Trian Partners · p. 18
quote ceo quote

""During the fourth quarter, we achieved our strategic priority targets for shareholder distributions and asset dispositions." — Phillips 66 CEO Mark Lashier, January 31, 2025"

Phillips 66 · PSX Elliott Management · p. 56
quote ceo quote

"We[re] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds. — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 27
quote ceo quote

""Either way, we're charging a small fraction of the serious ridiculously high 30% to 40% of commissions being charged by Zillow and Realtor.com to agents." — CoStar Group CEO"

Zillow Group, Inc. · Z Spruce Point Capital · p. 73
quote ceo quote

"Concerning Mr. Weimann's question number 2.6.: Media Ventures has an agreement that enables them to buy advertisements from Ströer at a reduced price, etc. — Udo Müller (CEO)"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 81
quote villain critique

"Curtailment requests from ERCOT are rare, less than 3% of the time according to Marathon Digital's CEO (and confirmed in our conversations with other industry participants)."

Riot Platforms, Inc. · RIOT Kerrisdale Capital · p. 10
quote ceo quote

"“I think a good way for you to think about it is $1 of [new] revenue costs us about $1 of sales [and] implementation expense.” — Gary Butler, ADP Former CEO (February 2009)"

quote ceo quote

"In terms of TurboTax Live, we intentionally do not report the actual numbers in TurboTax Live other than just our growth rate. — Intuit CEO Goodarzi, FQ3 2021 Earnings Call"

Intuit Inc. · INTU Spruce Point Capital · p. 79
quote ceo quote

"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"

BlackRock, Inc. · BLK Bluebell Capital · p. 48
quote ceo quote

"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"

BlackRock · BLK Bluebell Capital · p. 48
quote ceo quote

"Since our CEO transition, we have consistently outperformed what an investor could have earned by buying a synthetic basket of our segment peers. — Company Proxy Materials"

Phillips 66 · PSX Elliott Management · p. 27
quote ceo quote

"“No, we've stopped providing that level of detail. We think it's commercially not a great idea. And so we think we give enough information without that.” — Joe Adams, CEO"

FTAI Aviation Ltd. · FTAI Muddy Waters · p. 21
quote villain critique

"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"

Monolithic Power Systems · MPWR Spruce Point Capital · p. 8
quote ceo quote

"while there will always be cost savings when you bring two companies like these together, the opportunity in this transaction is not based on reducing head count. — CEO"

Bunge Global SA · BG Spruce Point Capital · p. 57
quote ceo quote

"And the brewer consumption per brewer is not particularly important, it is the overall portion packs sales and our share of household that we're focused on. — GMCR CEO"

Green Mountain Coffee Roasters · GMCR Greenlight Capital · p. 31
quote ceo quote

""She tried. It's impossible. It's not her fault" — @jonsteinberg, CEO of DailyMail.com North America on Mayer's efforts to turn Yahoo around on CNBC, October 21, 2015"

Yahoo! Inc. · YHOO SpringOwl · p. 74
quote ceo quote

""So the (specialty) cartons business is a little less than 10% of sales now. It's a global business. It's predominantly selling tobacco cartons." — Amcor CEO Response"

Amcor plc · AMCR Spruce Point Capital · p. 23
quote villain critique

"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"

The Walt Disney Company · DIS Trian Partners · p. 44
quote ceo quote

""I don't anticipate that you'll see a -- sort of a big acquisition of the size of Wright Medical for a couple of years." — CEO Lobo, Q4 2020 Conf Call, Jan 27, 2021"

Stryker Corp. · SYK Spruce Point Capital · p. 81
quote ceo quote

"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"

The Walt Disney Company · DIS Trian Partners · p. 44
quote ceo quote

"We had extraordinarily good performance in the first quarter of 2016, the best start to the business years since the company was formed in 1990. — Udo Müller (CEO)"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 12