Contrarian Corpus
Phrase library

Callouts & quotes from 195+ activist slides

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

Showing 121–180 of 195 matching "review"
quote villain critique

"“Although in some scenarios it is possible that some bonds might have to be redeemed depending on what transaction occurs, we think the Company and even agitating shareholders might be overestimating the likelihood of that occurring.” — Covenant Review, February 28, 2014"

Darden Restaurants, Inc. · DRI Starboard Value · p. 72
quote villain critique

"There were 298 blood cultures included in the study, and the Accelerate Pheno system provided a definitive identification result in 218 instances (73.2%). The Accelerate Pheno system provided a definitive and correct result for 173 runs (58.1%). — Peer-reviewed article"

Accelerate Diagnostics · AXDX White Diamond Research · p. 5
quote villain critique

"We prepared the estimates of reserves which were audited by MM&A, and MM&A reviewed our methodology, assumptions and reserve factors utilized in calculations...MM&A relied on their independent pro-forma economic analysis for ultimate reserve determination — 10-K p.48"

Alpha Metallurgical Resources, Inc. · AMR Spruce Point Capital · p. 38
quote other

"Notably, our review of 3rd party app analytics data on Bigo’s overseas revenues showed the gifting activity was heavily skewed to a limited number of geographies, with approximately three quarters of its revenue associated with the top ten countries. — Footnote 52"

Joyy Inc. · YY Muddy Waters · p. 37
quote other

"「この製品はまさに魔法です(...) とても癒され、成分豊富で、かつ潤いも与えてくれます」 — MakeupAlley (Curél, US). 「実に革新的な製品です」 — Try&Review (freeplus, Singapore). 「食べられるのなら食べてしまいたいほど、最高!使うことが楽しくなるご褒美です」 — Cult Beauty (Molton Brown, UK). 「この日焼け止めが大好き!日焼け止めを毎日使うのはこの製品が初めてです」 — Kokoro (Bioré, Japan)."

Kao Corporation · 4452.JP Oasis Management · p. 11
quote appendix disclosure

"The claim for judicial review is allowed. (7) The non-material amendment (reference DM/23/03147/NMA) made by the Council on 7th November 2023 is quashed. (8) The Council do pay Mr Galloway’s costs of the proceedings summarily assessed in the sum of £9,000."

BP plc · BP Bluebell Capital · p. 43
quote other

"Wats, K, et al, The Convergent AF Ablation Procedure: Evolution of a Multidisciplinary Approach to AF Management We extensively reviewed the references used in this study and believe that the characterization of many references was sloppy. — Footnote 13"

AtriCure, Inc. · ATRC Kerrisdale Capital · p. 18
quote villain critique

"“There are multiple 5-star fake reviews for freecash.com listed on trustpilot. I've tried contacting freecash support numerous times and was temporarily banned today from their subreddit for "defamation" after posting the screenshots.” — Reddit user"

Trustpilot Group PLC · TRST Grizzly Research · p. 31
quote villain critique

"The product comes directly from Japan (a confirmation for the authenticity of the product), which is why it takes a long time to ship and the seller is unfortunately not able to give tracking number but it's very helpful. — Amazon Italy Reviewer"

Kao Corporation · 4452.JP Oasis Management · p. 29
quote villain critique

"nine deaths occurred in the pitolisant development program; all occurred in patients receiving pitolisant — that is,100% of fatalities were in the treatment arm and none for patients on placebo. — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 154
quote villain critique

""[The accounts] had been reviewed and scrubbed quarterly since they were put in place by Arthur Andersen. We thought all that had become history, and it was now news." — Former Enron Corp. Chairman Kenneth Lay during his 2006 criminal trial"

Olam International · OLAM Muddy Waters · p. 5
quote other

"“the complicated pharmacology of H3R” and “over 20 existing hH3R isoforms, with some having a different pharmacological profile.” — New developments around histamine H3 receptor antagonists/inverse agonists: a patent review (2010 - present)"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 74
quote villain critique

"“The first year we had lots of wonderful one-qubit machines popping up all over the place,” he says. “Now at IBM we have a three-qubit computer, and we’re planning even larger computers.” — Chuang (MIT Technology Review)"

IonQ Inc. · IONQ Scorpion Capital · p. 12
quote villain critique

"The Division acknowledges the limitations of this endpoint, as it relies on patients to provide hypothetical responses about how they would respond in different situations and is vulnerable to recall bias. — FDA Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 217
quote other

""PLA-based bioplastics showed a similar biodegradability of PHAs, as quickly degraded under composting and anaerobic digestion" — Biodegradation of Wasted Bioplastics in Natural and Industrial Environments: A Review"

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 44
quote villain critique

"there was a clear and direct correlation of pitolisant exposure with QTc prolongation. At supratherapeutic doses, QTc increases greater than 10 msec are anticipated — FDA CDER Clinical Pharmacology Review, Dec 2018"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 107
quote villain critique

"a trained cardiologist at the study site will review the ECG output and provide an assessment of the intervals, segments, abnormalities of T-wave or U-wave morphology — Study Protocol and Statistical Analysis Plan"

Soleno Therapeutics · SLNO Scorpion Capital · p. 149
quote ceo quote

""We've reviewed what the costs would be of unifying the DLC, in particular the DLC into Limited, and the tax costs would be in the mid-single digit billions of dollars." — Peter Cunningham, CFO, 31 July 2024"

Rio Tinto · RIO Palliser Capital · p. 30
quote peer gap

"“Many stakeholders commented that CN was generally more aggressive than CP in pursuing financial objectives, including cost cutting and other efficiency measures” — Rail Freight Service Review, January 2011"

Canadian Pacific Railway · CP Pershing Square · p. 26
quote villain critique

"MRV TO REVIEW HISTORICAL OPTION PRACTICES AND TO REVIEW ACCOUNTING FOR EARNOUTS AND PROFIT SHARING IN TWO EUROPEAN SUBSIDIARIES AND EXPECTS TO RESTATE FINANCIAL STATEMENTS — MRV Communications Press Release"

Kornit Digital Ltd. · KRNT Spruce Point Capital · p. 52
quote villain critique

"“This difference was not clinically relevant as it was lower than the pre-defined threshold of 3 points.” — EMA. “HARMONY 1-bis provides confirmatory evidence of pitolisant’s effect on EDS.” — FDA Reviewer."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 231
quote villain critique

"Dye & Durham to Consider Sale as Strategic Review Process Expands — The Wall Street Journal. Dye & Durham pauses sale process as big shareholders say they won't support deals on offer — The Globe and Mail."

Dye & Durham Limited · DND Engine Capital · p. 24
quote villain critique

"Third-party reviews, we are more than happy to do that. So we're more than happy to do that, so if there's really demand for a third-party review of what we're saying today, we're — Udo Müller, Ströer SE"

Stroer SE & Co. KGaA · SAX Muddy Waters · p. 8
quote executive summary

"According to a supply chain consultant who reviewed an AST bid package for parts critical to unfolding the array, AST's engineering was so "immature" that his highly qualified client no-bid the business."

AST SpaceMobile, Inc. · ASTS Kerrisdale Capital · p. 4
quote villain critique

"there was a clear and direct correlation of pitolisant exposure with QTc prolongation and that “at supratherapeutic doses, QTc increases greater than 10 msec are anticipated.” — FDA clinical review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 118
quote villain critique

"The IRS audited one of our investment funds covered by our 2018 insurance policy in an audit involving a review of the fair market value determination of our solar energy — RUN Q2 2021 10-Q, p. 75"

Sunrun Inc. · RUN Muddy Waters · p. 20
quote appendix data

"The ventilation of Agreed Issue [A1.4c] attracted resistance from the Council and the Developer. They characterised it as inappropriate ‘rolling judicial review’. But this resistance subsided."

BP plc · BP Bluebell Capital · p. 15
quote villain critique

"Most patients who receive pitolisant are unlikely to reach exposures seen with the 106.8 mg dose, as the highest recommended dose is 35.6 mg once daily. — FDA CDER Clinical Review, Dec 2018"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 129
quote villain critique

"“CYP2D6 alleles tested and genotyping methods were appropriate for determining CYP2D6 PM [poor metabolizer] and NM [normal metabolizer] status.” — FDA CDER Clinical Pharmacology Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 145
quote villain critique

"Parkland announced its determination that a strategic review is unnecessary and does not consider the best interests of the majority of our shareholders. — Parkland Corporation"

Parkland Corporation · PKI Engine Capital · p. 2
quote villain critique

"When you attach materials to your entries for judges' review, consider that judges have only a few minutes to review and rate each entry. — Entry Preparation Tips from website"

Perion Network Ltd. · PERI Spruce Point Capital · p. 77
quote executive summary

"“Unfortunately, we haven't seen any evidence that Nuvei has changed any of the shady business practices that made the Pivotal Payments brand name so toxic.” — One review site"

Nuvei Corp · NVEI Spruce Point Capital · p. 6
quote villain critique

"Table 4 (excerpts) :Deaths in the Pitolisant Development Program (All Indications) by 120-Day Safety Update, FDA CDER Clinical Review (Solages, Sep 28, 2020), p10-11"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 168
quote peer gap

"NMC “has maintained a relatively consistent reimbursement claim rejection rate of around 2.0 per cent. over the periods under review.” — NMC sukuk offering document"

NMC Health plc · NMC.LN Muddy Waters · p. 16
quote villain critique

"What a joke! The unit has less than 15 hours total on it. You're product and warranty are garbage and will never get my business again. — Anonymous Customer Review"

Generac Holdings, Inc. · GNRC Spruce Point Capital · p. 25
quote villain critique

"“And how do I prep all these samples? Hamilton Robots” — Ginkgo Bioworks (Twitter). “Great product for liquid handling.” — Daniel Wen (SelectScience Review)."

Ginkgo Bioworks · DNA Scorpion Capital · p. 141
quote villain critique

"No clear signal for serious dysrhythmias or QT prolongation emerged in the clinical development program. — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 158
quote precedent table

"4Q18 Review: Focus Shifts to the Potential Need for Capital & Potential for Insider Selling — Downgrading To Price Target To $21/share — Morgan Stanley"

Carvana Co. · CVNA Spruce Point Capital · p. 8
quote villain critique

"“Pitolisant purportedly inhibits the negative feedback mechanism for histamine, resulting in increasing histamine release.” — FDA CDER Clinical Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 297
quote villain critique

"“No clear association between pitolisant and pulmonary edema is apparent in this narrative.” — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 169
quote demand list

"‘The BoD regularly reviews its leadership structure’: failure to correct confirms lack of independent oversight — BlackRock Board of Directors"

BlackRock · BLK Bluebell Capital · p. 10
quote thesis headline

"enforce sanctions to deter businesses that try to benefit from fake reviews and sanction those that write fake or misleading reviews. — Google"

Trustpilot Group PLC · TRST Grizzly Research · p. 4
quote cover

"target operational excellence...in order to drive enhanced revenue and operating income growth — eBay Inc. Operating Review announcement"

eBay Inc. · EBAY Starboard Value · p. 1
quote peer gap

"Key Assumptions: “Revenue at around USD13.5 billion for FY20, increasing by low single-digits over FY21-FY23” — Fitch Credit Review"

Amcor plc · AMCR Spruce Point Capital · p. 18
quote other

"… while we would have preferred the opportunity to review a detailed account of the information… — St. Jude Medical (STJ) rebuttal"

St. Jude Medical · STJ Muddy Waters · p. 6
quote villain critique

"the Company could create a REIT spin-off that holds most – but not all – of the real estate assets. — Independent Covenant Review"

Darden Restaurants, Inc. · DRI Starboard Value · p. 74
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

"I have done hundreds of biodistribution studies and literature reviews and I have never seen this. — Pharmacology consultant"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 311
quote filler

"“Before I launch into our boring financial report, I want to review my truly awesome gym workout stats!” — CartoonStock.com"

Peloton Interactive · PTON Greenlight Capital · p. 27
quote villain critique

"Why would I recommend a product that cost a lot of money when I can't afford it and haven't tried it? — Glassdoor Reviewer"

PetIQ, Inc. · PETQ Spruce Point Capital · p. 55
quote villain critique

""Review of multi-level-marketing MGAs results in enforcement for 65 life agents," — Investment Executive, October 3, 2023"

Aegon Ltd. · AEG Spruce Point Capital · p. 22
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

"there was a clear and direct correlation of pitolisant exposure with QTc prolongation — FDA Clinical Pharmacology Review"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 128
quote villain critique

""Low salary compared to competitors and you have to jump through hoops to get any sort of rise." — Glassdoor Reviewer"

WSP Global Inc. · WSP Spruce Point Capital · p. 22
quote villain critique

"The Nobel Foundation has no affiliation with Herbalife and does not review, approve or endorse Herbalife products."

Herbalife Ltd. · HLF Pershing Square · p. 36
quote peer gap

"Revenue at around USD13.5 billion for FY20, increasing by low single-digits over FY21-FY23 — Fitch Credit Review"

Amcor plc · AMCR Spruce Point Capital · p. 76
quote transition

"Electroanatomical mapping of atrial fibrillation: Review of the current techniques and advances — Rolf, S et al"

Acutus Medical Inc. · AFIB Kerrisdale Capital · p. 12
quote villain critique

"日本から直接送られてくるため(商品が本物であるという証拠)、商品が届くのに時間がかかります。また、残念ながら売主は追跡番号を教えてくれないのですが、とても親切です。 — Amazon Italy Reviewer"

Kao Corporation · 4452.JP Oasis Management · p. 29
quote villain critique

"Trustpilot isn’t a review site, it’s a protection racket for fake reviews — 0zerofuksgiven (Reddit user)."

Trustpilot Group PLC · TRST Grizzly Research · p. 40