Contrarian Corpus
Phrase library

Callouts & quotes from 349+ activist slides

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

Showing 301–349 of 349 matching "sell"
quote villain critique

"Jeff Skilling famously called a presumed short seller an “asshole” on a conference call after the investor questioned why Enron was always unable to produce a balance sheet with its earnings announcement."

quote precedent table

""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."

Aegon Ltd. · AEG Spruce Point Capital · p. 49
quote other

"“to this day, the electric table, the superior alignment technology...are ASML’s bedrock...its super-fast, super-precise stage and alignment have been unique selling points for decades.” — ASML"

Lasertec Corporation · 6920 Scorpion Capital · p. 137
quote ceo quote

"“This last contract with Rapiscan was a big kind of fallacy... They were selling something that this equipment can’t do... This is the red point on this contract.” — Former senior SAT official"

OSI Systems, Inc. · OSIS Muddy Waters · p. 17
quote precedent table

"“The Chinese authorities suspended the registration and approval of direct selling amid a nationwide crackdown on wrongdoing in the health products market” — Article cited by Grizzly Research"

New Age Beverage Corp. · NBEV Grizzly Research · p. 14
quote ceo quote

"Absolutely. It's super confusing. It creates ill will. — Former Senior Executive. I feel like it's a bit of an oversell without iBuying. It's a bit of an oversell. — Former Senior Executive."

Zillow Group, Inc. · Z Spruce Point Capital · p. 18
quote villain critique

"“unlike actively managed funds, which can and do sell the stock of a company they perceive as having poor corporate governance, index funds are the ultimate long- term investors” — Mr. Fink"

BlackRock · BLK Bluebell Capital · p. 4
quote ceo quote

""And we may periodically put a rental out with a customer, but right now, our model is pretty much we're going to sell and not offer a demo program." — CFO Waters, Q2 2022 Earnings Call"

PROCEPT BioRobotics Corporation · PRCT Spruce Point Capital · p. 83
quote ceo quote

"Once again, we expect to maintain our full-price selling philosophy and do not anticipate a material change in promotions or markdowns going forward. — CEO Conroy, Q2'23: Oct 26, 2022"

Boot Barn Holdings, Inc. · BOOT Spruce Point Capital · p. 45
quote ceo quote

""Our Mission is to change people's lives by providing the best business opportunity in direct selling and the best nutrition and weight-management products in the world" — Herbalife"

Herbalife Ltd. · HLF Pershing Square · p. 5
quote villain critique

"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."

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 115
quote peer gap

"“Many of the Sell-side analysts that follow Goodyear have heard PM's lament that this company ‘hasn't missed an opportunity to miss an opportunity’...” — Wolfe Research, 2/11/2021"

The Goodyear Tire & Rubber Company · GT Elliott Management · p. 31
quote villain critique

"“So with this satellite thing and then the electric engine thing and the launch business, when do you worry about spreading yourself too thin, right?” — Sell-side analyst to Kemp"

Astra Space, Inc. · ASTR Kerrisdale Capital · p. 22
quote ceo quote

"We sell access to a quantum computer with 11 qubits...; We are still in the early stages of generating revenue with our 11-qubit quantum computer. — IonQ Prospectus Oct 22, 2021"

IonQ Inc. · IONQ Scorpion Capital · p. 44
quote process diagram

"SoFi IR confirmed: "seller financing" arrangement | CFO Lapointe: "investment-grade equivalent" | 10-K: zero credit loss allowance — Documentary Evidence (December 20, 2023)"

SoFi Technologies, Inc. · SOFI Muddy Waters · p. 13
quote precedent table

"“the Chinese authorities suspended the registration and approval of direct selling amid a nationwide crackdown on wrongdoing in the health products market” — Unattributed"

New Age Beverage Corp. · NBEV Grizzly Research · p. 14
quote ceo quote

"Activist short sellers" borrow shares, sell them for 50 euros and then think about how they can manipulate the price, i.e. how can they make the price fall. — Udo Müller"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 6
quote ceo quote

"I think buyer commissions are going to become unbundled from seller commissions and buyers are going to have to pay their own agents directly. — Former Senior Executive"

Zillow Group, Inc. · Z Spruce Point Capital · p. 17
quote ceo quote

""So the (specialty) cartons business is a little less than 10% of sales now. It's a global business. It's predominantly selling tobacco cartons." — Amcor CEO Response"

Amcor plc · AMCR Spruce Point Capital · p. 23
quote executive summary

"A former senior Zillow employee we spoke with called the Super App a glorified CRM and a former Zillow Senior Executive called it a bit of an eye roll or oversell."

Zillow Group, Inc. · Z Spruce Point Capital · p. 10
quote villain critique

"“We’re basically selling our identity soul to a private company, who’s then going to be the gatekeeper ... everywhere one goes.” — Kaliya Young, identity expert"

Clear Secure, Inc. · YOU Spruce Point Capital · p. 42
quote ceo quote

""[U]ncertainties relating to interpretation and enforcement of legislation in China governing direct selling and anti-pyramiding" — Herbalife Q1'2017 Form 10-Q"

Herbalife · HLF Pershing Square · p. 11
quote villain critique

"a recent search of sell-side research covering Nidec yielded the words “synergy” and “synergies” in 153 Nidec reports over the past five years. — Alpha-Sense"

Nidec Corp. · 6594 JP Muddy Waters · p. 29
quote timeline

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

Tripadvisor, Inc. · TRIP Starboard Value · p. 8
quote villain critique

"and moved the entire team over to Looker at the same time — Justin Laing, Q&A Justin Laing On Selling Crank Logic, SantaCruzTechBeat.com, March 13, 2018."

Lightspeed Commerce, Inc. · LSPD Spruce Point Capital · p. 72
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 ceo quote

"I have tens of thousands of people selling with us around the market today at -- with the Microsoft Azure team. — CEO Siebel, Needham Conf Jan 11, 2022"

C3.ai, Inc. · AI Spruce Point Capital · p. 57
quote villain critique

"At this time, we are not interested in selling a piece of the Orange St. property. — Bryce Kell, Business Administrator, Millville Board of Education"

Oatly Group AB · OTLY Spruce Point Capital · p. 34
quote thesis headline

"Even worse, an industry expert recently outed "legacy fraud verification vendors" for selling a "useless" product and double-billing customers."

DoubleVerify Holdings, Inc. · DV Spruce Point Capital · p. 7
quote appendix data

"Source: Kerrisdale analysis based on “Illustrative Cash Flow Impact of New Contract” disclosure provided to sell-side analysts on June 9, 2025."

CoreWeave, Inc. · CRWV Kerrisdale Capital · p. 27
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 other

"the stock has underperformed and we have concluded we would not be able to sell it for much — Burford Capital 2019 Interim Report"

Burford Capital Ltd. · BUR LN Muddy Waters · p. 10
quote ceo quote

""We have a lot of diversity in our products. We have probably a 130,000 sellable products." — CFO, Bofa/ML Conference, May 2019"

Mettler-Toledo International, Inc. · MTD Spruce Point Capital · p. 49
quote executive summary

""The investment banking profession will sell shit as long as shit can be sold" — Charlie Munger on SPACs, February 24, 2021."

XL Fleet Corp · XL Muddy Waters · p. 3
quote villain critique

"Huntsman won’t sell shares of Venator until its stock price is “significantly higher” — Huntsman Management (May 16, 2019)"

Huntsman Corporation · HUN Starboard Value · p. 20
quote villain critique

"“the retirement plan for former Ernst & Young partners” — Muddy Waters Issues Strong Sell on Sino-Forest Corporation"

NMC Health plc · NMC.LN Muddy Waters · p. 31
quote villain critique

"Jailed in a Chinese hellhole, a B.C. short-seller strikes back with lawsuit against mining company — National Post"

New Pacific Metals · NUAG Hindenburg Research · p. 9
quote villain critique

"Of course, the sell side is confused. UBS mistakenly thinks U.S. shale is 30-35% of revenues. — Greenlight Capital"

Core Laboratories · CLB Greenlight Capital · p. 47
quote villain critique

"College Prep Software Naviance Is Selling Advertising Access to Millions of Student — The Markup"

PowerSchool Holdings, Inc. · PWSC Spruce Point Capital · p. 70
quote precedent table

"Home Sellers Win $1.8 Billion After Jury Finds Conspiracy Among Realtors — Headline, WSJ article"

Zillow Group, Inc. · Z Spruce Point Capital · p. 38
quote timeline

""the new presence of a well-known shareholder-value advocate investor" — Sell-side research"

Sotheby's · BID Third Point · p. 6
quote villain critique

"“Existing relationships between the seller and Lasertec Corporation” — “Nothing of note”"

Lasertec Corporation · 6920 Scorpion Capital · p. 309
quote precedent table

"Named one of the top Activist Short sellers in world in 2020 — Activist Insight Review"

WD-40 Company · WDFC Spruce Point Capital · p. 3
quote appendix data

""on average, in a given day, we can sell 6 or 7 cards." — Salesperson at booth B2178"

NQ Mobile · NQ Muddy Waters · p. 16
quote villain critique

"“How were we to know oil would run out? We only sell the stuff!” — Cartoon caption"

CONSOL Energy · CNX Greenlight Capital · p. 34
quote villain critique

""How were we to know oil would run out? We only sell the stuff!" — Cartoon caption"

Pioneer Natural Resources · PXD Greenlight Capital · p. 24
quote villain critique

"“If you build it, they will come.” — Ray Kinsella theory of investing"

Carvana Co. · CVNA Spruce Point Capital · p. 97