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 1321–1380 of 1,436 matching "ceo"
quote ceo quote

"“That said, we remain very committed to driving leverage below 4x as quickly as possible.” — Matthew Proud, CEO (Q4 2024 Earnings Call)"

Dye & Durham Limited · DND Engine Capital · p. 2
quote ceo quote

""IonQ is the only provider of quantum computing hardware available on all three major public clouds" — CEO Chapman, Q3 Earnings Call"

IonQ Inc. · IONQ Scorpion Capital · p. 142
quote ceo quote

""We have taken our eye off the ball a little bit with respect to refining." — Mark Lashier (CEO), January 2023, GS Energy Conference"

Phillips 66 · PSX Elliott Management · p. 62
quote cover

"We have taken our eye off the ball a little bit with respect to refining. — Mark Lashier (CEO), January 2023, GS Energy Conference"

Phillips 66 · PSX Elliott Management · p. 1
quote villain critique

"“Zuckerberg’s Pal” and “Zuckerberg’s Friend” — Media reports regarding Dropbox CEO Drew Houston's appointment to Facebook's board."

Dropbox, Inc. · DBX Spruce Point Capital · p. 9
quote ceo quote

"Our company's advantages in AI aren't just somewhat better than our competitors, it's structurally superior. — CEO Smith, Feb 2017"

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 18
quote ceo quote

"In recent years, we have pushed the [soup] business too hard on pricing and margin. — Board member & interim CEO Keith McLoughlin"

Campbell Soup Company · CPB Third Point · p. 20
quote demand list

"“is the most attractive transaction available” — Capricorn Board; “either return it or do something else with it” — Capricorn CEO"

Capricorn Energy PLC · CNE Palliser Capital · p. 6
quote ceo quote

"'inherently stable services based business model generates consistent underlying earnings' — TPC Group CEO (2Q12 Conference Call)"

TPC Group Inc. · TPCG Sandell · p. 6
quote villain critique

"We did not do enough to keep our soup products and brands relevant with consumers. — Board member & interim CEO Keith McLoughlin"

Campbell Soup Company · CPB Third Point · p. 19
quote precedent table

"CEO Trevor Milton called the prototype cell "the single most important advancement in electric vehicle history." — Trevor Milton"

QuantumScape · QS Scorpion Capital · p. 166
quote villain critique

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife'(1) - beyond suspicion."

BlackRock, Inc. · BLK Bluebell Capital · p. 33
quote ceo quote

"“What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth” — Michael Johnson, CEO"

Herbalife Ltd. · HLF Pershing Square · p. 51
quote villain critique

"「(レーザーテックの顧客は)発注を控えています。光源か、何かの改善を待っているようです……だいたいそんな感じです。だからレーザーテックの在庫が増えているのでしょう」 — 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. 251
quote villain critique

"“... AOL’s patent portfolio, it’s beachfront property in East Hampton... it’s basically extremely valuable.” — CEO Tim Armstrong"

AOL, Inc. · AOL Starboard Value · p. 80
quote ceo quote

"Yes. They do have a sizable patent portfolio, not just in the U.S., but outside the U.S., largely design patents. — CEO Farrell"

Church & Dwight Co., Inc. · CHD Spruce Point Capital · p. 46
quote precedent table

""We believe this is the most important organizational change we've made in the last 20 years" — David Taylor, Former CEO of P&G"

The Walt Disney Company · DIS Trian Partners · p. 10
quote ceo quote

""We have the portfolio of a major, we have the technical challenges of a major..." — John Hess, Chairman & CEO Hess, June 2010"

Hess Corporation · HES Elliott Management · p. 19
quote villain critique

"What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth. — CEO Michael Johnson"

Unknown · p. 3
quote ceo quote

"What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth. — CEO Michael Johnson"

Herbalife, Ltd. · HLF Pershing Square · p. 3
quote villain critique

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like ‘Caesar's wife’ - beyond suspicion."

BlackRock · BLK Bluebell Capital · p. 33
quote peer gap

"Box will stay in Silicon Valley, CEO Aaron Levie says, despite 'absolutely insane' costs — Headline from public news article"

Box, Inc. · BOX Starboard Value · p. 52
quote villain critique

"Dye & Durham CEO Matt Proud stepping down, ending controversial reign at Toronto legal software company — The Globe and Mail"

Dye & Durham Limited · DND Engine Capital · p. 15
quote appendix disclosure

"CEO Harold McGraw III comment during Q2 2011 earnings call discussion of McGraw-Hill's portfolio review. — Harold McGraw III"

The McGraw-Hill Companies · MHP JANA Partners · p. 34
quote villain critique

"The CEO once proclaimed that Rotor X was a “once in a lifetime opportunity that came up”. — CEO YouTube interview on Rotor X"

Nova Minerals Limited · NVA Spruce Point Capital · p. 27
quote ceo quote

"There's an opportunity to get invested in our stock when the June (2013) lock-up expiration comes — CEO Peters on Mad Money"

Healthcare Trust of America, Inc. · HTA Spruce Point Capital · p. 29
quote ceo quote

"“I am incredibly excited to unveil IonQ’s new quantum computer, the most powerful on the market.” — Peter Chapman, IonQ CEO"

IonQ Inc. · IONQ Scorpion Capital · p. 38
quote ceo quote

"“We've got the best QPU today, is now built a chip, which has got multiple zones of computation.” — Peter Chapman, IonQ CEO"

IonQ Inc. · IONQ Scorpion Capital · p. 165
quote executive summary

"Not to worry though, Olam CEO Sunny Verghese says that management runs a “clean honest business”. — Olam CEO Sunny Verghese"

quote ceo quote

"“I hope we can get over $40 million this year in Patch.” — CEO Tim Armstrong, 1Q12 conference call, 5/9/12 (emphasis added)"

AOL, Inc. · AOL Starboard Value · p. 41
quote villain critique

"In fact, while he was CEO of Cognos, the Company delayed its 10-K/Q as the SEC reviewed its revenue recognition policies."

MSCI Inc. · MSCI Spruce Point Capital · p. 113
quote villain critique

"In March 2008, Scott Peters, then CEO, was quoted as saying that "This merger is for the next 50 years" — Grubb & Ellis."

Healthcare Trust of America, Inc. · HTA Spruce Point Capital · p. 12
quote ceo quote

"Quantum startup CEO suggests we are only five years away from a quantum desktop computer — TechCrunch article, Sep 2020"

IonQ Inc. · IONQ Scorpion Capital · p. 75
quote precedent table

"The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success — William N. Thorndike, Jr."

Allergan, Inc. · AGN Pershing Square · p. 12
quote villain critique

"“we've made all the updates in the labeling that we need to do and in the packaging that we need to do” — CEO Blackford"

iRhythm Technologies, Inc. · IRTC Spruce Point Capital · p. 87
quote other

"Comments by CEO Sebastian Kanovich on DLO's Q3 2021 call that local-to-local had reached 30% of TPV support this range."

DLocal Ltd. · DLO Muddy Waters · p. 28
quote nominee bio

"We look forward to welcoming the nominees as new Board members and believe they will be valuable contributors — DSP CEO"

DSP Group, Inc. · DSPG Starboard Value · p. 24
quote ceo quote

""The market has all the information it needs to value our petroleum business." — Andrew Mackenzie, CEO, April 12, 2017"

BHP Billiton · BHP Elliott Management · p. 21
quote villain critique

"“No experience as CEO or senior executive level of a global company or director of a listed company” — Kao Corporation"

Kao Corporation · 4452.JP Oasis Management · p. 105
quote transition

"Mark Hurd, HP's CEO, said the job cuts will have little effect on HP's research, development and sales organizations."

Time Warner Inc. · TWX Carl Icahn · p. 18
quote ceo quote

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

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

"2022年10月の時点で、データセクションの石原紀彦CEOは慶應リーダーシップセンターのインタビューにおいて、NowNawを「米国版TikTok」と表現し、AR(拡張現実)やeコマースなどのサービスを提供していると説明していました。"

Datasection Inc. · 3905 Wolfpack Research · p. 10
quote ceo quote

"CEO Foroughi denied that APP creates or uses persistent identifiers in his March 31, 2025 blog post. — Adam Foroughi"

AppLovin Corporation · APP Muddy Waters · p. 3
quote ceo quote

"“There are no lockups have expired. Everybody is still locked up the way they were supposed to be.” – QS CEO, Jan 4"

QuantumScape · QS Scorpion Capital · p. 9
quote ceo quote

"“We’re doing research around the clock in this company” — Michael Johnson, CEO, CNBC’s Mad Money, February 22, 2012"

Herbalife Ltd. · HLF Pershing Square · p. 29
quote villain critique

"「はい、なぜかというと、TSMCはその装置を何台も、おそらく10台だったと思います、発注したので否定的な論文を発表するわけにはいきません」 — 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. 207
quote ceo quote

"「数字は申し上げられないですが」...「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 (Lasertec)"

Lasertec Corporation · 6920 Scorpion Capital · p. 333
quote villain critique

"“Vivendi is totally against the spin-off of Telecom Italia network” — Arnoud De Puyfontaine, CEO and TIM director"

Telecom Italia · TIT.MI Elliott Management · p. 21
quote appendix data

""Due to achieved objectives, we received the media budget on top of the financing" — Nik Myftari, CEO of Spotted."

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 61
quote comparison table

"In 2016, CEO Lang said that International would be 20% - 25% of its business over the next few years. — CEO Lang"

Stryker Corp. · SYK Spruce Point Capital · p. 93
quote other

"We also know from an early interview of iKentoo's CEO in 2017 that its ARPU was ~$100, or 50% lower than LSPD's."

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 80
quote ceo quote

""Right now, between Facebook and YouTube, they make up about 15% of our total revenue." — CEO, Q3 2021 Conf Call"

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 22
quote ceo quote

""It’s very clear that it does not make economic sense to unify Rio Tinto." — Jakob Stausholm, CEO, 30 July 2024"

Rio Tinto · RIO Palliser Capital · p. 25
quote villain critique

"CEO Phil Caldwell called it “a very exciting opportunity” to work with Cummins and the DOE on this application."

Ceres Power Holdings plc · CWR Grizzly Research · p. 18
quote ceo quote

"so excited that we don't have to switch aircraft for the first time ever and just build — CEO Jeffrey Thompson"

Red Cat Holdings, Inc. · RCAT Kerrisdale Capital · p. 5
quote ceo quote

"“I don't use the word ESG anymore, because it's been entirely weaponized” — CEO Larry Fink, 25th June, 2023"

BlackRock, Inc. · BLK Bluebell Capital · p. 67
quote ceo quote

"“I don't use the word ESG anymore, because it's been entirely weaponized” — CEO Larry Fink, 25th June, 2023"

BlackRock · BLK Bluebell Capital · p. 67