Callouts & quotes from 37,061+ activist slides

"EOS financials have seen mounting pressure since EOS sold its only profitable business unit “EM Solutions” in 2024."

"We believe GSX is the worst among its peers and generates a massive amount of volume from fake student enrollments."

"Lasertec is just an over-hyped assembler of third-party components with no EUV capability or intellectual property."

"The bottom line is that the balancing act you are trying to perform is impossible, and this scenario is unwinnable."

"6,000 people lost millions with the Fiberline deals and BIC operated as a high-pressure sales operation. — LA Times"

"The sales of the company's products are largely conducted by another subsidiary located in Beijing. — Liu Zhen Yong"

"“Corporate vultures”: how Americans fearing higher water bills are fighting takeovers — The Guardian (Nina Lakhani)"

"We Believe ABML Failed To Disclose Riedel Research If It Was Paid Via The Company — Spruce Point Capital Management"

"Do not do this. This is a major mistake and not in the best interest of shareholders. — Peter Feld, Starboard Value"

"“There are no lockups have expired. Everybody is still locked up the way they were supposed to be.” – QS CEO, Jan 4"

""you may make additional premium payments at any time when this policy is in force." — The Mosten-Manulife Contract"

"“The IAA Merger would severely erode RBA's business quality and lacks compelling industrial logic.” — Luxor Capital"

"“If the board is so convinced [a Red Lobster spinoff] is such a great idea, then put it to a vote.” — New York Post"

"“We’re doing research around the clock in this company” — Michael Johnson, CEO, CNBC’s Mad Money, February 22, 2012"

"“The Perfect Stock: How a 7,000% move was set-up, started and finished in an astonishing 52 weeks” — Brad Koteshwar"

""It was surprising to see [Strobel] retire so early – I don't think that was expected." — Former Employee, Hill-Rom"

"「はい、なぜかというと、TSMCはその装置を何台も、おそらく10台だったと思います、発注したので否定的な論文を発表するわけにはいきません」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

"「おおよそ一段落ですね。この2年ほど、5ナノメートル関連が成長のほとんどでした。今後は買うならば3ナノメートルと2ナノメートルの関連でしょう。しかし、それらの発注を延期しています」 — KLAで極端紫外線マスク検査を担当した元幹部"

"「10億ドルに近い投資です。私が知っているかぎり、順調に進んでいます。もちろん、実現します。でたらめじゃないですよ。本格的に投資しています。ウォール街の期待に応えようとしています」 — KLAで極端紫外線マスク検査を担当した元幹部"

"88% de todos los distribuidores no recibieron comisiones de Herbalife en el 2012 - Datos de Herbalife. — TITLE CARD"

"The defining moment of the China Hustle era was Sino-Forest, which fell 82% the day it was exposed by Muddy Waters."

"So, I've never been a huge believer in scaling things that aren't profitable. — Kevin Wilson, Q3 2020 Earnings Call"

"SLS has been dubbed "the rocket to nowhere" — Unattributed. "We're not committed to any one contractor" — VP Pence."

"競合他社が成功しているのは、商品が花王より優れているからではありません。顧客のニーズと欲求をより良く理解したうえで、自社商品を通じてそれらのニーズや欲求に応えるものを利用者に提案し販売しているからにほかなりません。 — OASIS"

""Yes, it will go to zero." — Chief of transplant surgery at a major transplant center; high-volume TransMedics user"

"SEC Charges CSC and Former Executives With Accounting Fraud Company to Pay $190 Million Penalty — SEC press release"

"“You don't...that's the thing...unless you're able to crush it and you're not supposed to” — PWS endocrinologist #8"

"“profound influence on the binding and structural recognition of a piperidine-containing drug.” — Scientific Update"

"no significant difference in the daily cataplexy rate was found among patients in the three treatment groups. — FDA"

"Histamine Is Not a Reliable Biomarker for Narcolepsy and Other Central Hypersomnias — Thomas Scammell (2019 paper)."

"“The dissident [Elliott] has presented a compelling case for change.” — Institutional Shareholder Services, 5/12/25"

"“Our March 8, 2013 letter did not correctly reflect the last and final position proposed by Starboard.” — DSP Group"

"…I’d be surprised, as I said in the call, in a year, if Perrigo is not bigger, better and more valuable. — Joe Papa"

"Spruce Point believes that Remitly's playbook of finding revenue and cost levers to improve performance is waning."

"Spruce Point believes that Remitly's playbook of finding revenue and cost levers to improve performance is waning."

"An enterprise whose returns fail to exceed the cost of equity destroys shareholder value, regardless of its growth"

"We believe that Chipotle is currently one of the most compelling and authentic large-scale food brands in the U.S."

"Independent Slate will manage Campbell to enhance long-term value and pursue optimal outcomes for ALL shareholders"

"In a majority of the cases, the share price collapse has met or exceeded our downside estimate of intrinsic value."

"Current users seem to be expecting significant price concessions from Procept if they choose to upgrade to HYDROS."

"For eight years, current leadership has consistently failed to grow volumes and reach its OR profitability targets"

"Phillips 66 (NYSE: PSX) needs to refocus on operational excellence by adding deep industry expertise to its Board."

"We believe material changes are needed, and we remain committed to seeking such change at the 2018 Annual Meeting."

"In a majority of the cases, the share price collapse has met or exceeded our downside estimate of intrinsic value."

"While EBITDA is expected to approach 2019 levels, shares are down nearly 70% from prior highs and 50% year-to-date"

"Greenlight wonders whether these fees are arms-length transactions for competitive services at competitive prices."

"Although it is a lower priority, we would expect to begin realizing repairs and maintenance savings after 6 months"

"The alcohol opportunity is an example of low-hanging fruit that could improve same-store-sales and margins quickly"

"FDO has launched gross margin enhancement initiatives that are similar to the ones DG has successfully implemented"

"Quantumscape is little more than a bet on the validation provided by its "smart money" venture capitalists and VW."

"These are not typical or standard provisions that would reasonably be included in such a reincorporation proposal."

"Reuchlinstraße 10-11 seems to be a prime example of how CPI PG manipulates its Berlin office portfolio valuations."

"Target's management and the board have a greater percentage of their ownership in derivatives than Pershing Square"

"There Are Fundamental, Deep-Rooted Problems at Hess Shareholder Nominees Acknowledge The Problems and Can Fix Them"

"Hess's March promises (if delivered) affect less than 10% of potential share uplift (1) over another 2 year period"

"Collectively, since 2008, Valeant has earned a >20% unlevered return (before tax efficiencies) on its acquisitions"

"Valeant has achieved one of the most competitive SG&A ratios in the industry, while continuing to grow organically"

"We believe the unfortunate but inescapable reality is that performance at athenahealth is not going to get better."

"We believe the construction market was historically marked by aggressive competition and undisciplined risk taking"

"We believe the construction market was historically marked by aggressive competition and undisciplined risk taking"