Callouts & quotes from 37,061+ activist slides

"In November 2020, Polma 1, which Vitek owned and for which CPI PG CEO Martin Nemecek served as director, established a new Maltese entity, BT 2 Vessel Ltd."

"On July 27, 2021—little more than a month after the Polma 1 acquisition—100% ownership of BT 2 was transferred to Vitek’s privately held Aspermont S.à.r.l."

"We believe if home-buyers had to contract with agents directly, a significant number would either seek to negotiate fees or go without an agent altogether."

"The consequences of management taking its “eye off the ball” in Refining (some of which predates Mr. Lashier’s tenure) have proven costly for shareholders."

"The facility services sector has become increasingly crowded with private equity-backed platforms, intensifying competition and accelerating consolidation."

"In addition to growing competition from private equity buyers, Limbach also faces pressure from larger industry incumbents when pursuing M&A opportunities."

"Note that the number that is shown in the URL is the teacher's User Number. Each user on genshuixue.com and gaotu100.com have their own unique User Number."

"Analysts have poorly forecasted USCR's financial results, which we believe lowers their credibility in valuing the Company. Estimates continue to contract."

"It could essentially be giving them a competitive advantage, if you can go in there and see what center has all the top listed, the sickest liver patients."

"Just two years ago, Norfolk Southern expressed significant concern about what the CPKC merger would mean for the Meridian Speedway and its interests there."

"All peer sets and all time periods yield the same conclusion: Autodesk’s share price has meaningfully underperformed over the short, medium, and long-term."

"It is well settled that the road to any recovery begins with an acknowledgement that a problem exists. We have yet to hear anything of this sort from Olam."

"The investigator indicated the generic liquid formulation is naturally more sensical – "everybody can take that, whereas not everybody can swallow a pill.""

"The FDA’s approach to mitigating CYP2D6-related risks – merely suggesting a smaller dose – is therefore naïve and defies clinical and commercial realities."

"Altogether these data suggest that despite the increased number of HDC cells, extracellular histamine levels are likely normal in patients with narcolepsy."

"Notice that BR has been losing clients and network members in the long-run. For example, in 2014 it reported ~10,000 corporate issuers, now down to 9,000+."

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to ~45x its initial value in seven years including dividend reinvestment"

"According to county GIS map, the property 's building value is assessed to be $552,035 and $219,500, for a total of $771,535, merely 20% of what IIPR paid."

"Southwest’s operational meltdown stranded 2 million customers over the holidays and drove 30%+ share price underperformance relative to peers over 2 months"

"Southwest needs new independent directors with relevant expertise to challenge entrenched thinking, drive strategic changes and hold management accountable"

"As is evident from the pictures above, the facility is not all hands-on-deck manufacturing the promised fleet of aircraft. We also notice a few dozen cars."

"FF is like my child. It carries my lifelong belief, my resources, my passion, my only remaining spark, after years of sacrifice, battles, and hard choices."

"These data reinforce our concerns about the potency of the drug, with doses as high as 300 mg/kg needed just to maintain tumor size (i.e., stable disease)."

"This firm may be providing or promoting financial services or products without our permission. You should avoid dealing with this firm and beware of scams."

"When comparing this to EOS' latest updated backlog from their fourth quarter update, we can see that EOS has now barely exceeded their 2023 stated backlog."

"Despite foreign exchange revenue impact of approximately -10%¹ since inception, ZTS has increased 49% from when we purchased our first shares in July 2014²"

"TSMC is angry and began delaying purchases a year ago; new light source failed in the qualification period; EUV source “is just not stable” and “just dies”"

"We confirmed with two of the 2008 top 10 customers that ONP's purported sales amounts to them were false by at least a very large amount - if not entirely."

"The report published yesterday by Muddy Waters Capital primarily consists of the manipulation of facts known and already published by Ströer... — Ströer SE"

""Our 10 director nominees bring a balance of skills, qualifications and backgrounds in overseeing our company, as highlighted below" — AVY Proxy March 2020"

"“EBITDA levels are at a low point and [the Company expects] to see improvements with revenue growth in 2015...” — Yahoo! Management, Q3 2014 earnings call."

"U.S. Navy Looks to Replace IBM Servers for Security After Lenovo Purchase — Department of Homeland Security identifies security concerns with IBM unit sale"

"Receivables mainly consist of cash advances or deposits with a duration of less than one year to related companies. The cash advances do not bear interest."

"Mr Galloway has said, from the start, that capacity means "maximum instantaneous output" and that you measure it by the Combined-Panels Method (§16 below)."

"Targeting Nonpulmonary Vein Sources in Persistent Atrial Fibrillation Identified by Noncontact Charge Density Mapping: UNCOVER AF Trial — Willems, S et al."

"“[Productivity idea generation is] a very robust system because it goes down to the plant. I mean, everybody is involved.” — Dr. Kleinfeld, October 8, 2014"

"We rate NOVA Overweight. At ~20 times CY21E EV/EBITDA, we think the multiple is attractive, set against an earnings growth rate of about 40%. — J.P. Morgan"

"The book value per share for Toyota Industries [...] could be underplaying the benefits of the deal, in terms of tax [...] — Travis Lundy, January 14, 2026"

""Digital technology is transforming the financial-services industry, and banks face the challenge of fully digitizing their businesses." — McKinsey&Company"

"“They aren’t happy with the fact that they do not see an improvement in living standards, despite the good economic statistics.” — Bloomberg July 1st, 2011"

"MOMO this is the single greatest stock I've ever bought and have absolutely no idea what they do, none..best guess is penile enhancement — ejakul8ted2earlE"

"“Since 2003, we've increased our research and development expenditures dramatically to advance the product-development process.” — Herbalife Website (2012)"

"「光源がちゃんと機能しないから、TSMCが怒っている……稼働時間が少なく、サービスの費用は高く、光源自体が明滅するような状態でした。……A300を評価しましたが、これも不合格となりました。レーザーテックはそれらの装置を損失として計上しなければいけないでしょう」 — KLAで極端紫外線マスク検査を担当した元幹部"

"The Company's fixed assets were revalued on open market basis on December 31, 2007 by Messrs Oludemi Jagun Dosumum & Co. (Chartered Surveyors and Valuers)."

"Mr Galloway has said, from the start, that capacity means 'maximum instantaneous output' and that you measure it by the Combined-Panels Method (§16 below)."

"Our PCAs have deep fertility expertise and provide extensive clinical education, guidance and emotional support to our members. — PGNY 2021 10-K Disclosure"

"Additionally, strong earnings growth combined with modest rerating towards its branded alcohol peer group offers substantial upside — Apis Capital Dec 2015"

"Until the identified material weakness is eliminated, there is a risk of a material adverse effect on our financial results. — Aerojet Rocketdyne 2017 10-K"

"The Company has stated that these uncertainties raise substantial doubt about the Company's ability to continue as a going concern. — Deloitte & Touche LLP"

"19 Deaths, Serious Liver Injury Linked to Intercept Pharma's Ocaliva; Intercept Pharma Sued After FDA Sounded Alarm About Drug Deaths — Headline screenshot"

"No clear signal for serious dysrhythmias or QT prolongation emerged in the clinical development program. — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

"“I really, really liked what I saw”; “I had no hesitation to use the medicine”; “it works really, really well.” — Physician in greater New York and CT area"

"yeah, unfortunately, it doesn't make people be like, oh my god, it's a game changer. Most people don't say that. — Physician and Harmony speaker in Alabama"

""I have dealt with other rare diseases...I mean, I just wasn't accustomed to those kinds of numbers." — Ex-field reimbursement manager working with Harmony"

"VERINT'S BOARD-LED STRATEGY IS DELIVERING STRONG OPERATIONAL PERFORMANCE, FINANCIAL RESULTS AND STOCK PRICE APPRECIATION — Verint Systems Inc. Proxy Filing"

"It's not just cohort and transaction data or mobile wallets that Remitly ceased to provide, but also order completion and detailed LTV / CAC calculations."

"We believe that Remitly trades at an unsupported valuation premium to peers on the belief that its high revenue growth rate is sustainable and attractive."

"As results at Tim Hortons improve, investor focus will likely turn towards the company’s long-term growth opportunity and lead to share price appreciation"

"Pershing Square exited our investment as prospective returns became more modest as the market more accurately priced ADP's prospects for continued success"

"Due to the efficiencies of scale, management oversight & capital from international franchising, BWLD should accelerate its effort to grow internationally"