Callouts & quotes from 293+ activist slides

"In our view it’s both beneficial for consumers to enter into what we think is strong relief rather than litigating every case to conclusion... when we can’t reach a good settlement we will not hesitate to litigate. — FTC Chairwoman Edith Ramirez"

""You can't judge us on a one-year basis. You have to do it over the long term." — John Hess, Chairman & CEO Hess, January 2010; "There is no hiding place for underperformance." — Rodney Chase, Shareholder Nominee, Former Deputy CEO BP, May 2005"

"Anytime you can sell a volume of MDI on a rail car basis on a long-term fixed contract basis, that's going to be something we like. So not everything has to go through a system house... — Peter Huntsman, Chairman, President & CEO, December 2019"

""[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"

""Jeff will bring to our board a great perspective as a global investor and a shared belief in building long-term value for shareholders," Executive Co-Chairmen Rupert Murdoch and Lachlan Murdoch stated. — Rupert Murdoch and Lachlan Murdoch"

"Speaking in unusually blunt terms, [the chairman of PricewaterhouseCoopers global] told the Financial Times yesterday that Arata’s limited size reflected the availability of staff who met the firm performance standards. — Financial Times"

"The selection for this channel for the more detailed reply appears intended to help Chairman Larry Chen protect his personal reputation in China, rather than provide more or useful information to international investors and shareholders."

"“China is 1.3 billion people, you can recruit for a long time there before we had what was called the classic 'pop-and-drop' in that marketplace.” — Michael O. Johnson, Herbalife Chairman and CEO, HLF Q2 2008 Earnings Call, Aug. 6, 2008."

"Glass Lewis believes that separating the roles of CEO (or, more rarely, another executive position) and Chair creates a better governance structure than a combined CEO/Chair position. — Glass Lewis 2024 Benchmark Policy Guidelines"

""The best measure to judge a company's performance over time is growth of free cash flow per share, and we believe that's what drives long-term value for our owners." — Rich Templeton, Chairman and former CEO of Texas Instruments."

"Glass Lewis believes that separating the roles of CEO (or, more rarely, another executive position) and Chair creates a better governance structure than a combined CEO/Chair position. — Glass Lewis 2024 Benchmark Policy Guidelines"

"How can Lawrence Kurzius be expected to handle his new responsibilities as Chair and “drive sustainable growth and long-term value for shareholders” when his predecessor sits in the same boardroom? — Ancora Alternatives"

"“...The key to [profitable growth] will be [that] we will be able to live within our means and deliver, I think, very attractive financial returns on a going forward basis as I said.” — John Hess, Chairman & CEO Hess"

"“Companies pushing anti-Texas policies and woke indoctrination have no place in Texas public education, whether in the classroom or as investments in Texas Permanent School Fund” — Tom Maynard, Chair, Texas PSF."

"I'd like to have an explanation as to how you, as chairman of Telecom Italia and Olivetti, can justify a move like this that destroys so much value for Telecom Italia — Mark Levine, New York Times, 13 March 2003"

"“Companies pushing anti-Texas policies and woke indoctrination have no place in Texas public education, whether in the classroom or as investments in Texas Permanent School Fund” — Tom Maynard, Chair, Texas PSF."

"[Jay] has been a valued colleague and friend, as well as a vital contributor to Disney's success, particularly in his roles as chief financial officer and chairman of our Parks and Resorts division. — Bob Iger"

"“We’re concerned that HMA is potentially selling itself short on its CEO search, as we’ve heard from many talented executives few would consider the job with a heavy-handed chairman.” — RW Baird, June 12, 2013"

"“I think if Muddy Waters analyzes our data seriously, there is a high probability that I think Muddy Waters will not be so stupid. The level and IQ of the people in Muddy Waters is quite high.” — Chairman Chen"

""This settlement will require Herbalife to fundamentally restructure its business so that participants are rewarded for what they sell, not how many people they recruit," — FTC Chairwoman Ramirez."

"“be available to address shareholders’ concerns which have failed to be resolved by the chair, CEO or CFO or for which such contact is inappropriate” — BP Corporate Governance Document"

"“...our conventional portfolio generate[s] the cash needed to fund the unconventional growth that we have in the Bakken and the Utica.” — John Hess, Chairman & CEO Hess, January 2013"

"Robert Spoerry, non-Executive Chairman, who owns, directly or indirectly, 362,720 shares, has stated that in the context of estate planning, he intends to sell up to 125,000 shares."

"“There is, some that are bigger, some that are smaller. There’s some that we never think about and there some that we think about every other day.” — Bryant Riley, Chairman and CEO"

"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"

"“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” — Sam Walton"

"“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” — Sam Walton"

"No. This was the only assets literally that's acquired from Media Ventures... — Udo Müller Co-Founder, Chairman of Management Board and Chief Executive Officer"

"Ladies and gentleman, the holding of this role by a spouse of the chairman - please check for me; perhaps I'm wrong - is highly unsatisfactory. — Shareholder"

""Expedia to Spin Off TripAdvisor" — Scott Morrison, Wall Street Journal. "Barry Diller sells shares in TripAdvisor, steps down as chairman" — Business News."

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

"Expedia to Spin Off TripAdvisor — Scott Morrison (Wall Street Journal). Barry Diller sells shares in TripAdvisor, steps down as chairman — Business News."

"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."

"Ex-Ontrak chairman was accused of abusing trading strategy that usually shields executives against suspicions of insider trading — WSJ Headline"

"Vote AGAINST Chair and President if ROE has been below 5% and in the bottom 1/3 of the industry for the past 3 years — Nomura Asset Management"

"many of the characteristics of a Ponzi scheme — Bankruptcy Trustee in court documents regarding a company the Audit Chairman once advised."

""when it came to serious discussions, I [Schoen] recommended to the board that we look at all our alternatives." — Chairman Bill Schoen"

"“I want everyone to understand that the most important thing in this business is to get to Supervisor.” — Shawn Dahl (Chairman’s Club)"

"“They were not determined not to be a pyramid. That would be inaccurate... I do not endorse [Icahn’s] statement.” – Chairwoman Ramirez"

"“They were not determined not to be a pyramid. That would be inaccurate... I do not endorse [Icahn’s] statement.” – Chairwoman Ramirez"

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

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

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

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

"Our interview with Mr. C indicates Mr. Lin is also the cousin (表弟) of the Chairman and head of ANTA’s Yunnan branch."

"SEC Charges Medical Diagnostics Company Chairman and Two Others Behind Scheme to Manipulate Company Stock — SEC PR"

"PeptiDream cannot possibly fail as long as the projects that that you see here stay on track. — Chairman Kubota"

"PeptiDream cannot possibly fail as long as the projects that that you see here stay on track — Chairman Kubota"

"CEO / Chairman Referenced Through Internal Email As “Disingenuous” — Spruce Point Capital Management"

""The team has done a terrific job trading assets along the way." — Jac Nasser, Chairman, May 4, 2017"

"Vilanek, Chairman: Although that was not a question, correction: the north is my home. — Vilanek"

"This is a shitty place - I always have to swivel my chair back and forth here. — C. Sch."

"“very likely over” — Federal Reserve Chairman Bernanke"