Callouts & quotes from 37,061+ activist slides

"Mood swings, uncooperative, argumentative. — Palm Beach County Florida open records (case: 50-2016-CT-019838-AXXX-NB)"

"According to Green Street, EBITDAR / rent coverage of 2.25x to 2.50x is often deemed adequate by net lease investors."

"According to Green Street, EBITDAR / rent coverage of 2.25x to 2.50x is often deemed adequate by net lease investors."

"The GMCR growth story is still in the early innings — SunTrust Robinson Humphrey research note published May 6, 2011."

""There is a drive for excellence. And excellence does not accept mediocrity." — Dr. Klaus Kleinfeld, January 25, 2004"

""Low salary compared to competitors and you have to jump through hoops to get any sort of rise." — Glassdoor Reviewer"

"APP CTO Basil Shirkin, March 31, 2025: Performance Advertising: Examination of e-commerce data practices — Footnote 1"

"Without Evidence, P&G Claims that “Companies face lasting effects [after Trian exits]” — The Procter & Gamble Company"

"Mark Hurd, HP's CEO, said the job cuts will have little effect on HP's research, development and sales organizations."

"“Well, you may think I’m a loser, but I’ve got a letter here that says I may already be a winner.” — CartoonStock.com"

""an event that is blown out of all proportion because of a divorce dispute" — Sources on behalf of the Dayan brothers"

"「A150は手厚い整備を要する装置です」……「オフラインでよく聞きますが、信頼性はあまり良くないです」。……「私が思うには、業界ではACTIS A300が信頼できる製品になるとの期待度が低いです」。 — KLAの元エンジニアリング幹部"

"¡Y no te dicen nada de eso! “Bueno, todo lo que necesitas de ti, es $200 dólares y ya estás en el negocio”. — MUJER 9"

"Our cash generation and free cash flow conversion remain best-in-class. — Ronald Lombardi, Q4 2020 Call – May 8, 2020"

""You have to be careful about them — They're low on the food chain, but they keep cutting in line." — Dilbert cartoon"

"Our approximately 220 person technology team leads platform innovation inside CLEAR. — CLEAR (from company materials)"

"Building America's Antimony Solution - From High-Grade U.S. Domestic Ore — Felix Gold Limited (ASX: FXG) Announcement"

"ASIC disqualifies former ASX listed Merlin Diamonds director Joseph Gutnick for four years — Media Release (24-041MR)"

"overall purchasing plans for homes, autos, appliances, and vacations all pulled back in April. — The Conference Board"

"“it was a lot of pressure...I mean, if I got one more email, I’m like dude...I’m not signing these things...” — A KOL"

"As a result, the compound growth rate for game console will be -6.8% from 2017 to 2022. — Pegatron 2018 Annual Report"

"NetQin's “Business Partners” ZTE, Huawei and Lenovo, Denied There Was Pre-installation Cooperation — The Beijing News"

"BETTER THAN CHANGING LEAD INTO GOLD, I'VE TRANSMUTED DIHYDRIC ALCOHOL AND TEREPHALIC ACID INTO POLYESTER. — S. Harris"

"~60% of Sweden home insurance customers and ~40% of motor insurance customers have had the same insurer for 7+ years"

"This statement is a form of impeachment (1), designed to erode the credibility and vilify the motive of the accuser."

"Only 1 of 12 independent Nestlé directors (newly appointed Kasper Rorsted) has fast-moving consumer goods experience"

"Companies following best corporate governance practices adopt policies that prohibit executives from pledging stock."

"The majority of the improvements will come from implementing best practices well-established by O'Reilly or AutoZone"

"We expect substantial additional share price appreciation as key steps are taken towards ending the conservatorships"

"PSH’s broker-traded volume is double the exchange-traded volume at 70% vs 30% from January 2, 2015 to April 15, 2016"

"The Board is responsible for holding management accountable on improving its expected revenue return to at least 38%"

"VER's stock price plummets by ~40% wiping out $4.5bn in equity capitalization value due to manipulating AFFO results"

"Given FIGS carefully crafted corporate image, we believe this level of exaggeration can materially harm FIGS’ brand."

"Spruce Point believes shareholders would be better served if CEO Dovigi focused all his attention and effort on GFL."

"P&G's share price declined by 1%, including dividends, from the beginning of 2014 to the date we exited the position"

"We find a step-down in acquisition deal activity from almost 20 per year to low single digits in the past few years."

"A price reduction on the order of 20% would have reduced cash flow by $91 - $126 million assuming all else is equal."

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

"Carl Bass’s appointment reflects Box’s unwillingness to collaborate in good faith with Starboard and other investors"

"SilverRock, a related party, administers Carvana's limited warranty. Does Carvana pay a full price for this service?"

"Procept’s Aquablation is a resective surgical procedure, meaning it is generally used only when LUTS become serious."

"We have a long history of unlocking shareholder value at companies such as Marathon Petroleum, Hess, NRG and Suncor."

"Regardless, this is not what TRE is really doing. It is lying about selling such large volumes of timber to the AIs."

"ADP’s functional matrix reporting structure hampers execution, precludes transformational change, and promotes waste"

"Despite his credibility in leading TIM and impressive early performance, Vivendi is working hard against TIM new CEO"

"FNMA and FMCC share prices declined 66% and 64%, respectively, in 2021 and both increased 5% year-to-date in 2022(1)"

"The names are very similar, but not identical and the registration and ownership show they are completely different."

"By reducing the time it takes to bus a table by 2 minutes, we believe Olive Garden can improve EBITDA by $6 million."

"International franchising is an opportunity for long-term, highly profitable growth with negative capital investment"

"Franchising will improve performance and spur innovation – again, a win for Darden, the franchisee, and the customer"

"Spruce Point interviewed a materials science expert who opined on the HAMR process and titanium product end markets."

"Trian's objective is to create sustainable, long-term value at Disney by working WITH Bob Iger and the Disney Board."

"Vitek's profit on the roundtrip was €30.9 million, even though neither parcel of land had undergone any development."

"Assuming Valeant achieves “Floor” 2016 EBITDA guidance of $7.5bn, the stock is inexpensive as a multiple of 2016 EPS"

"Albanian media reports that Mr. Peçini is a doctor (the below is a Google translation of just one of the headlines):"

"We believe Fluor has several viable options to separate its NuScale stake in a way that would benefit both companies"

"If the land around the airport is worth $2.1 billion, bulls claim you are getting the other 500,000 acres “for free”"

"Now, management is trying to distract investors by blaming the oil spill and hoping for the “legal lottery” windfall"

"Pure trades at 6.3x and 26.9x CY2026 revenue and EBITDA, respectively, representing 95% and 171% premiums to NetApp."

"Based on this analysis, Veritas could pay north of $30 per share for HMHC and still earn a 5-year IRR north of 17.5%"