Contrarian Corpus
Phrase library

Callouts & quotes from 205+ activist slides

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

Showing 181–205 of 205 matching "eps"
quote villain critique

"What about cost capitalization and accounting levers? Is it really possible to never miss an EPS estimate in 10yrs? — Spruce Point Capital Management"

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 128
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 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 villain critique

""the benefits from which will be increasingly seen in the second half of 2012 and into 2013," — PepsiCo Management (Q2'12 earnings call)"

PepsiCo, Inc. · PEP Trian Partners · p. 15
quote ceo quote

"“Trian’s analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont’s public filings...” — DuPont presentation, February 2015"

quote ceo quote

"Trian's analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont's public filings... — DuPont presentation, February 2015"

quote peer gap

"Supply chain issues, sales disappointment and concerns over Pepsi distribution and inventory — Annotation on Celsius stock chart."

Monster Beverage Corp. · MNST Spruce Point Capital · p. 60
quote villain critique

"WAKIX is the first and only FDA-approved treatment for people with narcolepsy that is not a controlled substance. — Wakix.com"

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 27
quote villain critique

"“the stories that the reps provided with us...aren't things that I'm seeing right now with my patients” — Endourologist #4"

Soleno Therapeutics · SLNO Scorpion Capital · p. 82
quote villain critique

"We've always been committed to transparency and candor, and we're taking steps to align fully with those values. — Bunge"

Bunge Global SA · BG Spruce Point Capital · p. 9
quote appendix data

"“these equity securities were subsequently sold in the second quarter of 2021.” — Pepsi 10-Q (April 15th, 2021, page 19)"

Danimer Scientific, Inc. · DNMR Spruce Point Capital · p. 61
quote cover

"We also question whether the Board is appropriately holding senior management accountable for its numerous missteps."

Upwork Inc. · UPWK Engine Capital · p. 1
quote villain critique

"Histamine Is Not a Reliable Biomarker for Narcolepsy and Other Central Hypersomnias — Thomas Scammell (2019 paper)."

Harmony Biosciences Holdings · HRMY Scorpion Capital · p. 305
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 19
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 18
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 17
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1-2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 64
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 19
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 17
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 18
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 31
quote ceo quote

"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1-2019 Investor Presentation"

Pfizer Inc. · PFE Starboard Value · p. 64