Callouts & quotes from 251+ activist slides

"We believe Lightspeed has always aspired to be the next Shopify, but the evidence suggests it has failed miserably in its ambitions."

"The absence of these standard technical disclosures suggests D-Wave's gate-model efforts remain in early exploration phases at best."

"Once again, this data suggests that the number of BPH resective procedures is much lower than the estimates advertised by Procept."

"His CV states he is on 10 other boards, and his UMD site suggests that he oversees ~30 post-docs, grad students, and researchers."

"EPS product mix – more fastener and casting sales, fewer forgings – actually suggests margins should be higher not lower than PCC"

"This unorthodox offer suggests that the number of agents on BEKE’s platform could be inflated by buyers disguised as employees."

"In a space driven by the trendy new device, the color suggests that Saluda is the "new Nevro" while Nevro is yesterday's fad."

"The report suggests that the patient believed that the emboli were associated with pitolisant but that "nobody" believed him."

"This stark difference in fee structures suggests ERIE's approach is less favorable to policyholders compared with its peers."

"However, the expert opined others are now using Android, which suggests that the first mover advantage may no longer exist."

"Historical performance suggests current leadership has failed to create enduring value for shareholders over the long-term"

"The magnitude of this alleged pay discrepancy suggests that revenue on her channel could be overstated by over six times."

"This suggests that management may have pulled forward cash flow, and there are signs pointing to a large reversal coming."

"Simon’s cap rate suggests the value of GGP REIT, not including GGMI and MPC, is somewhere between $9 and $22 per share."

"The fact that they don’t have a commercial office in North America suggests that they have little to no business there."

"Quantum startup CEO suggests we are only five years away from a quantum desktop computer — TechCrunch article, Sep 2020"

"Our analysis suggests 27% near-term upside, and the potential for over 60% upside in 15 months plus dividends received"

"The revenue trajectory for existing CAR-T therapies suggests it will be very challenging to achieve blockbuster status"

"In light of your admission that Herbalife is a lottery ticket, basic fairness suggests you should disclose the facts."

"This spontaneous and extreme negation suggests they may increase it more rapidly than they presently want to reveal."

"We believe Mailchimp was an overpriced strategic blunder, and recent data suggests a marked business deterioration."

"This suggests the EC strategy is not working, and consumers are not interacting with brands online via My Kao Mall."

"The benefits of asymptomatic testing remain questionable, yet CEO Blackford suggests providers will test annually?"

"The report suggests a potential attempt by the physician and/or company representative to cover up the event."

"Flattish art market suggests Sotheby's has done a poor job making art more accessible and appealing to HNWIs"

"It suggests that some operations and management had been comingled and were under the common control of YY."

"This suggests that the partnership that would be nearly impossible to beat would be NVIDIA and BlackBerry."

"Our analysis suggests that revenue per employee has been down since 2018, and essentially flat thereafter."

"our research suggests that removing reps from the OR may prove difficult, thus perpetuating these costs."

"Our Analysis Suggests That PGNY’s Key Marketing Claims, Particularly Its Outcomes Data, Are Disputable"

"This suggests that Snap's earnings may have been inflated by under-reserving for obsolete inventory."

"The fact that he did not receive a payment upon termination suggests that he was let go with cause."

"The unexplained and arbitrary cut-off suggests an attempt to cherry-pick a favorable data interval."

"This category-level analysis suggests that our 51.5% gross margin estimate for P&G is conservative"

"This suggests that while WFG has been able to recruit more agents, they may be of lower quality."

"Name change to Magnite suggests desire to move past failures of Rubicon and Tremor Video/Telaria"

"The case report suggests a potential attempt by the physician’s office to cover up the event."

"This suggests that absolutely no testing or fine-tuning is meant to take place inside Fab 4A."

"Moody’s suggests an upper bound of 3.5x debt/LTM EBITDA for the current rating level of Baa2."

"The uniformity of negative comments suggests that an Omnia-fueled turnaround is a delusion."

"Sum-of-The Parts Analysis Suggests 25% - 50% Downside Risk Potential To REZI's Share Price"

"Evidence Suggests The New Israeli HQ Could Be Used To Further Inflate Cost Capitalization"

"An OpCo / PropCo analysis suggests the stock could be worth between $40 and $54 per share"

"Heska's Valuation Is Irrational: Our Normalized Analysis Suggests 50% - 60% Downside Risk"

"Flattish sales in a flattish market suggests the Company has failed to gain market share"

"The customer review data from G2 suggests Mailchimp is one of the lowest-rated products."

"This invariably suggests that RS-25 revenues are set to decline from 2019 going forward."

"Chart suggests QS cell performs far better at low temperatures than conventional Li-ion"

"If AOL is the most complex division, shouldn't it be “liberated” as Mr. Case suggests?"

"BR’s Timeline of Highly Concerning And Suspicious Activity Suggests Potential Problems"

"BR’s Timeline of Highly Concerning And Suspicious Activity Suggests Potential Problems"

"Management suggests acquisition is immaterial – implies immaterial sales contribution"

"Management suggests acquisition is immaterial – implies immaterial sales contribution"

"This analysis suggests GGP's 'A' mall assets alone validate GGP's current market cap."

"Now Herbalife suggests this is just a minor adjustment to the way it does business..."

"Two patients with fainting across 22 total suggests an extreme cardiotoxicity signal."

"This suggests that the compensation committee is not establishing challenging goals"

"PepsiCo's 10.1% EBIT margin outside the Americas suggests significant opportunity."

"This strongly suggests that it is sitting on significant inventory it cannot sell."

"The fact that the results were delayed this long suggests it isn't anything great."