Callouts & quotes from 82+ activist slides

"As it turns out, it appears the last priority of acquisitions became the top priority and REZI has levered up while failing to return capital."

"Several KOL’s indicated that doctors who deny the existence of explants do too few implants per year to notice or care that they’re failing."

"We Believe Saputo’s Aggressive Global Expansion Through M&A Is Failing, Transparency Is Declining, And Financial Stress Is Mounting"

"Over ~25 years, Hill-Rom managed to destroy Germany's top two premier hospital bed brands, failing to learn from previous missteps."

"SEC Charges Sports Nutrition Company With Failing to Properly Disclose Perks for Executives — SEC Press Release 2015-179"

"Spruce Point believes Stryker's recent large acquisitions of public companies either are failing, or likely to fail."

"Spruce Point believes that current financial data providers are, at a minimum, failing to capture operating leases."

"Remove a management team that has a proven track record of failing to bring cost-savings to the bottom line"

"Relationship Too Close With PwC, An Auditor Slapped With Dozens of Lawsuits For Failing To Catch Fraud"

"Failing to allocate a portion of the purchase price to these cases results in higher ROICs and IRRs."

"Kao is failing to effectively convert its large R&D spend into products that customers want to buy."

"The Revised TOB very substantially undervalues TICO and is fraught with governance failings"

"BHP – a first-class portfolio, which is failing to deliver optimal value for shareholders"

"Beiersdorf made the decision to replace existing management who were failing to deliver."

"Canadian National has been failing to meet its objectives under current leadership"

"TCS is yet another example of management failing to achieve its targets"

"Huntsman has a track record of failing to deliver on its commitments."

"Huntsman has a track record of failing to deliver on its commitments."

"Huntsman has a track record of failing to deliver on its commitments."

"Huntsman has a track record of failing to deliver on its commitments."

"Failing to reform the GSEs will impose significant costs on society"

"It appears to be a failing product line quietly being disregarded."