Contrarian Corpus
Phrase library

Callouts & quotes from 141+ activist slides

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

Showing 121–141 of 141 matching "reduce"
quote villain critique

"Improved the Company’s financial health by driving companywide efforts to improve profit margins, reduce debt, secure credit rating, and increase return on capital, positioning the Company to take advantage of future growth opportunities — DuPont 2014 proxy statement"

quote ceo quote

"Decreased residential customer water and natural gas usage as a result of conservation efforts, and the impact of more efficient appliances and furnaces, may harm demand for our utility services and may reduce our revenues and earnings. — Essential Utilities 10-K"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 47
quote other

"In our discussions with intermodal experts and shipping brokers, the common estimate was that the ceiling on intermodal prices – usually about 20% lower than OTR – was about half a function of time and half due to reduced reliability and flexibility. — Footnote 9"

Aurora Innovation, Inc. · AUR Kerrisdale Capital · p. 29
quote villain critique

""If [HMA] does not meet or exceed the Quality Requirement, the [Compensation] Committee will exercise its discretion to reduce the portion of the Adjusted EBITDA-Modified Performance Components that is eligible to vest and be paid by up to 20%." — HMA Form 10-Q"

quote ceo quote

"While I was there, we were much higher. Like over time, I'm sure that the price has come down, but it was well-known that we were at a premium. And we would really only reduce pricing in exchange for a long-term contract. — Former strategy executive at DV"

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 28
quote villain critique

"This ion induced damage limits the collector lifetime. It is necessary to reduce the velocity of the ions to minimize ion induced damage. Argon gas at high flow rate is injected in the path of the ions. The argon atoms collide with the fast-moving ions"

Lasertec Corporation · 6920 Scorpion Capital · p. 199
quote villain critique

"Over time, this [Oklo's size and technology] should allow us to reduce cost and asset construction time through purchasing economies of scale, as well as efficiencies that should come from deploying essentially the same asset over time. — Oklo CFO"

Oklo Inc. · OKLO Kerrisdale Capital · p. 12
quote villain critique

"“if you have hyperglycemia and diabetes, and you have edema and heart failure, and I do believe there were a couple of patients hospitalized with heart failure just to reduce appetite, it may not be a risk worth taking.” — Ex-Soleno employee #1"

Soleno Therapeutics · SLNO Scorpion Capital · p. 231
quote kpi overview

""[W]orking capital could be reduced... without a detrimental effect on margins... best-of-breed distributors and retailers are able to drive down working capital needs while at the same time boosting profitability" — Piper Jaffray, 12/2/12"

Agrium Inc. · AGU JANA Partners · p. 12
quote ceo quote

""The decrease in Other CCA revenue in 2019 was driven primarily by a $14.9 million decrease from contract manufactured heartworm preventive, Tri-Heart, as a result of reduced customer demand." — Heska 2019 10-K"

Heska Corporation · HSKA Spruce Point Capital · p. 96
quote ceo quote

"We also believe doctors are sampling alternative products and/or taking advantage of wires and brackets bundles that essentially give clear aligners away for free or at reduced prices. — ALGN: 2019 10-K"

Align Technology, Inc. · ALGN Spruce Point Capital · p. 61
quote villain critique

"We have a similar approach. We have taken away ID, because many labs in Europe have already invested in MALDI and that solution is good. So we can reduce the price of our product. — Qlinea rep"

Accelerate Diagnostics · AXDX White Diamond Research · p. 9
quote process diagram

"Visits to several [PCC] facilities have highlighted the extent to which [PCC] seeks to involve every employee in efforts to improve productivity and reduce costs. — Cowen, September 22, 2004"

Arconic Inc. · ARNC Elliott Management · p. 278
quote ceo quote

"More Consistent Free Cash Flow Growth. Transition to annual billings for product subscriptions reduces FY24 FCF, but accelerates FY25 & FY26 FCF — Autodesk Investor Day Excerpt"

Autodesk, Inc. · ADSK Starboard Value · p. 26
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 ceo quote

"More Consistent Free Cash Flow Growth. Transition to annual billings for product subscriptions reduces FY24 FCF, but accelerates FY25 & FY26 FCF — Autodesk Investor Day 2021"

Autodesk, Inc. · ADSK Starboard Value · p. 26
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 villain critique

"“restructuring will reduce spending in DOC...but not in the Company’s Intellectual Property business.” — March 21, 2013 Press Release."

Tessera Technologies Inc. · TSRA Starboard Value · p. 15
quote cover

"the Board has no appetite for M&A — Colleen Moorehead (Chair). The Board’s priority is to reduce debt. — Colleen Moorehead (Chair)."

Dye & Durham Limited · DND Engine Capital · p. 1
quote peer gap

""optimize resource allocation" and "reduce complexity" — Zimmer Biomet press release, Feb 5, 2021."

Stryker Corp. · SYK Spruce Point Capital · p. 53
quote villain critique

"Yogurt stocker told us that Oatly SKUs are being reduced"

Oatly Group AB · OTLY Spruce Point Capital · p. 103