Callouts & quotes from 37,061+ activist slides

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Corporate Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Corporate Slogan"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care — Accor Marketing Slogan"

"Sorry , our hotel haven't the condoms .Please bring your own. — Reservation <rsvn@mercure-wanshang-beijing.com>"

"“本项目占地面积为 16709.61m²，建设 2 栋研发楼和 1 栋产品展示销售中心，总建筑面积为 64660.62m²。项目建成后主要作为写字楼出租或出售给民企和社会团体使用。” — Evaluation Report"

"a few hundred thousand [US] dollars. — Salesperson for a large European paper manufacturing equipment producer."

"In our view, this tortured construction defies common sense, and, at a minimum breaches the spirit of the law."

"The telephone hotline for Party A's Audit Investigation Department is: 010-62605388; Email: wubi jubao@xdf.cn."

"In its recent 2020 10-Q filings, it now ceases disclosures of R&D expenses, which we view as a major red flag."

"In our opinion, Dovigi’s success from aspiring NHL goalie to garbage magnate is a carefully curated narrative."

"GFL’s longest tenured Director is Dino Chiesa. We find him connected to Mr. DiBattista on Facebook as friends."

"GGP’s share price was flat, including dividends, from the beginning of 2014 to the date we exited the position"

"Regardless, our Balance Sheet approach shows that (non-GAAP) Subscribers do not seem to tie to GAAP financials"

"There are other recent incidents where Generac’s products allegedly sparked a fire and caused bodily injuries."

"Why do Pramac-Generac UK’s disclosures not reveal that it made €17.5m of purchases from PR Industrial (Italy)?"

"Since October 2015, no current director or executive has purchased a single share of stock in the open market."

"Lowe's level of same-store sales growth has underperformed Home Depot's for eight out of the last ten quarters"

"Based on its recent underperformance, Lowe’s trades at a discount to Home Depot on both LTM and 2012 multiples"

"The analysts' key assumptions vary significantly, but the one item on which they are most consistent is price."

"Carvana sells its receivables to third parties after originating auto loans associated with its vehicle sales."

"Thus, the market opportunity for Aquablation is only a very small subset of patients undergoing BPH treatment."

"If Dollar Tree were to achieve financial results similar to Dollarama, significant upside exists in the stock."

"From the time of the IPO until 2012, ARM’s valuation increased from approximately $150 million to $17 billion."

"JANA’s unorthodox tax adjustment is intended to inflate the value of Wholesale to make Retail look undervalued"

"The only record of a purchase by MPWR in Chengdu is from 2011, when the company bought land for just $388,000."

"ADP’s PEO pass-throughs are inflating growth. Growth is slowing while ADP’s sales force growth is accelerating"

"Rather than focus on short-term quarterly earnings, ADP should focus on maximizing long-term shareholder value"

"26% annual streaming revenue growth and ~360 bps of average annual EBIT margin expansion over last three years"

"If the product risk is real – as management’s actions suggest – it should have been disclosed, not swept away."

"This is merely one, albeit simplified, permutation of how we envisage such complexity could enable sham sales."

"The value of VIP's vendor rebates in FY17 was ~$6M greater than the combined company's total operating income!"

"Given this distressing history, why would the Board look to add a director with a well-known Reg-FD violation?"

"Well performing restaurant companies work with their suppliers to deliver superior food and value to customers"

"Darden should focus on markets with suitable customer demographics and where there is demand for casual dining"

"Bob Evans should take steps to unlock the substantial value inherent in these 482 owned restaurant properties."

"We’ve Identified Multiple Operating And Financial Discrepancies And Call Into Question IPX’s Internal Controls"

"It’s because the scaling up of the production process is much harder than moving something out on a lab bench."

"MISTAKE: Board elects not to transfer credit risk in the transaction, primarily to retain underwriting control"

"THIS REPORT REPRESENTS THE CURRENT OPINIONS OF SCORPION CAPITAL LLC CONCERNING IONQ INC. (STOCK TICKER: IONQ)."

"Even now, over a year and a half after the 32-qubit announcement, both AWS and Azure only reference 11 qubits."

"We believe that this will only extend Abbott’s cost advantage and create further downside risk in CGM pricing."

"It is clear that management has neither taken the shareholder proposal seriously nor evaluated it in any depth"

"Maybe a Reason Viacom Avoids YouTube is Because Dauman Sued YouTube for $1B In 2010 for Copyright Infringement"

"Fluor has nearly doubled its exposure to Urban Solutions, which we believe is poised to see substantial growth"

"The Board is clearly committed to ignoring the will of shareholders, underscoring its culture of entrenchment."

"Given this distressing history, why would the Board look to add a director with a well-known Reg-FD violation?"

"Well performing restaurant companies work with their suppliers to deliver superior food and value to customers"

"Darden should focus on markets with suitable customer demographics and where there is demand for casual dining"

"The mines have some of the most desirable coal in Northern Appalachia, with high heat and low sulphur content."

"MDA was historically an aggressive purchaser of intangible assets and aggressively capitalized internal costs."

"W.D. Von Gonten study concluded Hess has higher per acre value and is very comparable to CLR in absolute value"

"Logically, one cannot sell an asset and simultaneously pledge it as collateral in a new borrowing arrangement."

"Vote to remove Dr. Klaus Kleinfeld, the worst performing continuously tenured CEO in the S&P 500, from Arconic"

"Under Dr. Kleinfeld, the Company massively underperformed virtually all peer groups over virtually all periods"

"More than $3 billion in value was added to Arconic since Elliott called for the removal of Dr. Klaus Kleinfeld"