Callouts & quotes from 154+ activist slides

"To plug the gap on the asset side of the balance sheet, Oatly could be inflating PP&E asset accounts."

"Three-Year Outlook from January 2024 Explicitly Indicated the Margin Gap to Peers Will Not Close"

"In this case, it is unusual to see that PwC England and Singapore did not audit PBH's entities."

"Despite claims of success, Phillips 66 has not closed any of the profitability gap with Valero"

"Despite claims of success, Phillips 66 has not closed any of the profitability gap with Valero"

"Despite claims of success, Phillips has not closed any of the profitability gap to VLO"

"Despite claims of success, Phillips has not closed any of the profitability gap to VLO"

"Despite claims of success, Phillips has not closed any of the profitability gap to VLO"

"We believe there is opportunity to bridge the valuation gap between Box and its peers"

"We believe there is opportunity to bridge the valuation gap between Box and its peers"

"The unsustainable Singapore-based marketing structure by which BHP seeks to avoid tax"

"The gap between W's stock price and consensus 2018 adj. EPS estimate is confounding."

"Despite claims of success, Phillips has not closed the profitability gap to VLO"

"Neither of Nexia Singapore or Kreston are referenced in Monster's PCAOB filing."

"Historical 650 bps+ operating margin gap to comparable Praxair could be closed"

"Historical 650 bps+ operating margin gap to comparable Praxair could be closed"

"Note that the gap between GAAP and non-GAAP earnings is now $1.50 per share."

"“Margin Gap with PCC is Structural”: Management Failed Year after Year..."

"My focus is scalability and manufacturability and that's a huge gap."

"Removing the SCT Value Gap offers share price upside of up to ~170%"

"Salesforce can continue closing the gap to peers on S&M efficiency"

"Salesforce can continue closing the gap to peers on S&M efficiency"

"Goldman forecasts a long-term supply gap starting in a few years."

"Street estimates show margin gap persisting at NSC through 2026."

"Hong Kong’s rich-poor gap is Asia’s widest according to UN data"

"We believe AAP can close the vast majority of this margin gap"

"This is well below the ~$52/kg needed to plug the import gap."

"Specialisms address FUNDAMENTAL GAPS IN OPERATING STRATEGY"

"Specialisms address FUNDAMENTAL GAPS IN OPERATING STRATEGY"

"The volume difference quantifies the service quality gap."

"~17% gap to Canadian rails and ~10% gap to US rails"

"Management is Working to Close the Gap"

"37% Performance Gap"

"37% gap"