Contrarian Corpus
Phrase library

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 1261–1320 of 1,436 matching "ceo"
quote ceo quote

"Our employee growth has grown slower every year since I've been CEO at about half the rate of revenue growth... — Carlos Rodriguez, ADP, CEO, CNBC, August 10, 2017"

quote villain critique

"「最新のKLA製の光学検査装置は4000万〜5000万ドルで、捜査電子顕微鏡は価格が500万〜700万ドルです。したがって、生産性と稼働率を含めて考えると、光学・電子の組み合わせがレーザーテックの極端紫外線マスク検査装置より安いです」 — 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. 290
quote villain critique

"At the JPMorgan Conf, Sept 19, 2023 the CEO said, "With a brand like Fox, when we acquire a Fox, we're not focused on integration in the first year." — Rollins CEO"

Rollins Inc. · ROL Spruce Point Capital · p. 57
quote appendix disclosure

""Schwer highlights this contract as the first operational deployment of such a high-powered laser globally, moving beyond prototypes to real-world use." — EOS' CEO"

quote other

""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"

Darden Restaurants, Inc. · DRI Starboard Value · p. 154
quote sop buildup

""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"

Darden Restaurants, Inc. · DRI Starboard Value · p. 154
quote ceo quote

"[We] believe that our integrated business model generates the highest long-term value... So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 4
quote villain critique

"“They approached my CEO. My CEO and their CEO have known each other a long time. And this was something that they’re going to try out.” — Transplant surgeon, Utah"

TransMedics Group Inc · TMDX Scorpion Capital · p. 135
quote ceo quote

""The price of copper could double overnight...and we couldn't add new production of significance for a number of years." — Richard Adkerson, Freeport-McMoRan CEO"

Teck Resources · TECK Greenlight Capital · p. 36
quote ceo quote

"[We] believe that our integrated business model generates the highest long-term value...So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 23
quote villain critique

"「はい、見逃している欠陥がないことを確認するために。もし欠陥を見逃せば、生産される各々の半導体装置に転写されます。致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルもの損失を招くことになるのです」 — 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. 287
quote villain critique

"Kandela accuses Porch and its CEO “have engaged in a stunning and systematic pattern of fraud designed to prevent Kandela from achieving any earnout” — Kandela"

Porch Group Inc · PRCH Spruce Point Capital · p. 22
quote appendix data

"「数字は申し上げられないですが」、「第2期工事が終了すると、更に生産量が増加する計画でおります」、「第2期工事も昨年10月からスタートしまして、完成した暁にはそれも生産に寄与する予定です。そういう意味では生産キャパシティの増強に取り組んでおります。」 — 岡林CEO (2023年8月7日および10月23日決算説明会)"

Lasertec Corporation · 6920 Scorpion Capital · p. 56
quote ceo quote

"So, saying that aerospace is going to grow in the high-single digits or a 10% or low-teens, I think is reasonable. — Tony Thene, CEO of Carpenter Technologies"

Arconic Inc. · ARNC Elliott Management · p. 183
quote precedent table

"At a fall 2013 meeting with PepsiCo’s leadership team, the CEO told Nelson that repurchasing the bottlers was a “mistake” but the bottlers were “in disarray.”"

PepsiCo, Inc. · PEP Trian Partners · p. 25
quote ceo quote

"4/29/21: Mark Wang, CEO – “As Japan restrictions ease, we believe that Oahu will recover and set us up for a strong second half of the year…” — Mark Wang, CEO"

Hilton Grand Vacations · HGV Land & Buildings · p. 12
quote villain critique

"The complaint is troubling, with the COO saying the CEO had “cooked the books” and telling them he was not “going to be part of this scam.” — Legal Complaint"

QuantumScape · QS Scorpion Capital · p. 171
quote ceo quote

"We are rebuilding and increasing inventories in an effort to reduce the excessive cost of trucking long distances to satisfy demand. — Co-CEO Sacks, Feb 2022"

Monster Beverage Corp. · MNST Spruce Point Capital · p. 33
quote other

"Olam CEO Sunny Verghese defiantly announced plans to spend an average of S$226 million to S$308 million on investments per quarter over the next three years."

quote ceo quote

"in a context of that I want to point out that since I became CEO in 2015, my team and I have always met the guidance we provided to the street. — WTRG CEO"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 16
quote ceo quote

"in a context of that I want to point out that since I became CEO in 2015, my team and I have always met the guidance we provided to the street. — WTRG CEO"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 87
quote ceo quote

""They don't exist. We could replicate them with contracts. That's nonsense." — John (referencing Marathon's former CEO Mike Hennigan regarding synergies)."

Phillips 66 · PSX Elliott Management · p. 16
quote villain critique

""We are pleased to have Verint, a recognized global leader in the security industry, join NowForce as a strategic investor." — Assaf Shafran, NowForce CEO"

Verint Systems, Inc. · VRNT Spruce Point Capital · p. 39
quote villain critique

"The University of Georgia possesses professors with very unique skills and abilities that are extremely beneficial to our company — Paul Pereira, MHG CEO."

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 32
quote ceo quote

"“... any healthy content business, media business would have margins attached to it that are attractive.” — CEO Tim Armstrong 1Q11 conference call, 5/4/11"

AOL, Inc. · AOL Starboard Value · p. 19
quote ceo quote

"CEO Cord Christensen stated that he expects the legacy veterinary business, excluding new stores, to support sales growth in the services segment of 25%."

PetIQ, Inc. · PETQ Spruce Point Capital · p. 57
quote villain critique

""The Board appointed Alan Shaw as CEO because the depth and breadth of his experience would best position us to leverage PSR..." — Norfolk Southern Board"

quote timeline

"“... Our cleanse process culminated in record quarterly reported income ... of $42.5 million.” — Tom Schmitt, Chairman, President & CEO, October 27, 2021"

quote villain critique

"A Former Employee Told Us They Believed the CEO of Datasection, Norihiko Ishihara, Has Used NowNaw Japan to Mask Its Backing by a China Military Company."

Datasection, Inc. · 3905.TYO Wolfpack Research · p. 5
quote villain critique

"There may be up to an additional 40 sites under construction that [AMT] will acquire over the next several months — James Taiclet, AMT CEO and chairman."

American Tower Corp · AMT Muddy Waters · p. 9
quote ceo quote

"“I’m now being attacked equally by the left and the right, so I’m doing something right, I hope” — CEO Larry Fink, Fortune/Bloomberg, October 12th, 2022"

BlackRock, Inc. · BLK Bluebell Capital · p. 61
quote ceo quote

"“I’m now being attacked equally by the left and the right, so I’m doing something right, I hope” — CEO Larry Fink, Fortune/Bloomberg, October 12th, 2022"

BlackRock · BLK Bluebell Capital · p. 61
quote ceo quote

"“Thanks to our Board, who knows that we will be the standard of care and to our patient shareholders, thank you. We are on our way.” — Mehren (AXDX CEO)"

Accelerate Diagnostics · AXDX White Diamond Research · p. 3
quote ceo quote

""We've shipped so much of our fall/winter order book earlier, which naturally means less shipments in the next quarter." — Dani Reiss, Canada Goose CEO"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 47
quote ceo quote

"We are not going to run for EBITDA per ton, we're going to run for total EBITDA out of this business. — Roy Harvey, CEO, Alcoa Corp., February 28, 2017"

Arconic Inc. · ARNC Elliott Management · p. 166
quote ceo quote

"When they opt out, we don't create alternative accurate and persistent identifiers, typically called device fingerprints. — Adam Foroughi, AppLovin CEO"

AppLovin Corporation · APP Muddy Waters · p. 4
quote ceo quote

"I have tens of thousands of people selling with us around the market today at -- with the Microsoft Azure team. — CEO Siebel, Needham Conf Jan 11, 2022"

C3.ai, Inc. · AI Spruce Point Capital · p. 57
quote ceo quote

""but the way we looked at it was, as I said earlier, this is a brand-new category that's starting to form up now." — CEO FLAWLESS Deal Call March 2019"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 39
quote villain critique

"According to Glassdoor, PPG's CEO approval rating currently stands at 61%, more than 20 percentage points lower than the peer average — Trian Partners"

PPG Industries, Inc. · PPG Trian Partners · p. 15
quote kpi overview

"Last week, Alibaba Group's CEO, Jack Ma, provided a gross merchandise value target across Taobao Mall and Taobao Marketplaces of $157 billion in 2012"

Yahoo! Inc. · YHOO Third Point · p. 12
quote villain critique

"“Now I'd like to turn the call over to Viacom's CEO, my great, great friend, the wisest man I have ever known, Philippe Dauman...” — Sumner Redstone"

Viacom · VIAB SpringOwl · p. 40
quote ceo quote

""the cost of cloud storage, we are trying to monetize carefully because of cost." — CEO of Perion Network Ltd. at the Needham conference on May 17th"

Perion Network Ltd. · PERI Spruce Point Capital · p. 20
quote villain critique

"“if volumes were not maintained, they would not offer more cassettes for purchase.” — Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024"

TransMedics Group Inc · TMDX Scorpion Capital · p. 43
quote ceo quote

"That is the automatic reaction of a CEO when an attack is launched and the share price goes down, that is quite normal. — Shareholder at Ströer AGM"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 20
quote ceo quote

""So I think we've had a historical preference to grow EPS 10%, and I don't think we're walking away from that." — Michael McGarry, CEO, 10/19/2017"

PPG Industries, Inc. · PPG Trian Partners · p. 10
quote villain critique

"I am committed to helping Phillips 66 reach its full potential... — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"

Phillips 66 · PSX Elliott Management · p. 4
quote ceo quote

"In 2020, BlackRock pledged “exiting investments that present a high sustainability-related risk, such as thermal coal producers” — CEO Mr. Fink."

BlackRock · BLK Bluebell Capital · p. 46
quote ceo quote

"In the coming year, there will be almost 300 million in output volume for orders from Huawei, ZTE, Lenovo and Coolpad. — Lin (CEO of NQ Mobile)"

NQ Mobile (NetQin) · NQ Muddy Waters · p. 4
quote villain critique

""SK Foods Former and CEO Scott Salyer Pleads Guilty to Racketeering and Price Fixing in California," — US Department of Justice, March 23, 2012"

quote ceo quote

"And our model and our track record has been to acquire. We've done 25-plus deals in the last 6 or 7 years. — CEO Delia, Citigroup Conf Dec 2019"

Amcor plc · AMCR Spruce Point Capital · p. 12
quote villain critique

"“monster that’s lurking” and that “with enough cycles it will just burst out” like “that monster in Alien in the ’80’s....” — QuantumScape CEO"

QuantumScape · QS Scorpion Capital · p. 52
quote ceo quote

"In BK's 11/14/11 Investor Day, CEO Gerald Hassell provided a roadmap for 7 – 11% EPS growth between 2011 and 2014 — Marcato Capital Management"

quote ceo quote

""rundown strategy is the responsible strategy for both our business and for the world" — CEO Gary Nagle, Investor Update, 2nd December, 2021."

Glencore Plc · GLEN Bluebell Capital · p. 3
quote villain critique

""the rocket gives you the keys to space. It's critically important, but the big revenue is doing things in space." — Firefly CEO Tom Markusic"

Astra Space, Inc. · ASTR Kerrisdale Capital · p. 18
quote villain critique

"The worst is over for this industry. That doesn't mean that we are there and the future is rosy — Marten Pieters, MD & CEO of Vodafone India"

American Tower Corp · AMT Muddy Waters · p. 33
quote ceo quote

"「TSMCがレーザーテック製の装置をどれだけうまく生産の流れに導入できているかについてはよくわかりません。しかし、......聞いているかぎり、今のところはあまりうまくいっていないようです」 — 半導体製造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. 208
quote villain critique

"“...our biggest capital allocation mistake by yours truly” and “our biggest disappointment over the past decade.” — CEO Mitra, Q2 2025 call"

Welltower Inc. · WELL Land & Buildings · p. 9
quote ceo quote

"I would say we've had a little more pushback than we've had in prior years, but nothing that's insurmountable. — CEO Gahlhoff, Q2 2023 Call"

Rollins Inc. · ROL Spruce Point Capital · p. 22
quote villain critique

"“Celebrity CEOs, at those same decision points, are more likely to favor self and ego over company and work.” — Jim Collins, Fast Company"

Arconic Inc. · ARNC Elliott Management · p. 220
quote villain critique

"CEO Farrell boldly claimed that FLAWLESS is a “brand new category”, yet retailers can't seem to agree how best to position it on shelves."

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 37