Callouts & quotes from 37,061+ activist slides

"コンピュータ支援設計による構成図と実物の写真により、わかることがある。レーザーテック製の装置に採用されているウシオ製の極端紫外線光源の電気的・機械的な複雑さと、液体錫、気体、飛沫の“雲”が発生する。これらは弱点だ。"

"The TAM for AlloSure is a fraction of CareDx’s claims and Medicare coverage will be scaled back accordingly"

"GCP’s share price performance has compared poorly to peers and broader indices over almost any time period."

"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."

"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."

"Please Consent to the calling of the Special Meeting on Starboard's White Request Card as soon as possible."

"We believe BILL has an opportunity to drive sustainable growth and significant improvement in profitability"

"We believe Fluor is well-positioned, with far fewer competitors for full-service, integrated EPCM contracts"

"We also believe that companies engaging in such practices are vastly more likely to have something to hide."

"In our opinion, it is difficult to justify the bulk of these charges, and they could therefore be improper."

"Asserts Parkland Could Be Worth $45 Per Share if the Board Follows Engine's Value-Enhancing Recommendations"

"The $500 is a pretty good rule of thumb to use for drayage cost at each side of the autonomous middle mile."

"We believed there was significant opportunity to improve these companies on a growth + profitability basis."

"There are definite weak points from a biological standpoint that would potentially encourage contamination."

"Since the spinoff from GGP in November 2010, The Howard Hughes Corporation’s share price has increased 219%"

"This, of course, explains the statistical omissions in the SPIE papers lauding the tool's purported uptime."

"The insights we gathered are not as "bullish" as the promotional sell-side analysts would have you believe."

"HMA’s total shareholder return has sharply and consistently lagged other publicly traded hospital companies"

"HMA's "comfort" has proven ill-advised as interest rates have moved higher since the CFO's May 3rd remarks."

"Spruce Point Estimates 30% - 40% ($21.75 - $25.40/sh) Downside Risk To Rollins Inc. (NYSE: ROL) Share Price"

"The Company's capex to depreciation ratio is well below 1x which indicates underinvestment in the business."

"We propose to acquire 100% of the outstanding shares of QEP for $8.75 per share in an all-cash transaction."

"The failure to have regard to this obviously material consideration vitiated the Planning Permission, which"

"Our collection detected only 435,888 agents, suggesting BEKE inflated its agent count by approximately 26%."

"10-K Peers include IBM, HPQ, and CA; listed as BMC's closet competitors in the Company's annual 10-K report"

"FY2002A ESM revenues include Other Software revenues. ESM and MSM revenues exclude Other revenues of $7.9mm"

"normalized Business segment revenue (excluding Other) fell -8.6% y/y in 2Q24, the worst in company history."

"which begs the question as to why they would put the figure in a press release other than to pump the stock"

"SCT sits at the top of the current group structure, but it is not a formal holding company under Korean law"

"Getting the right product in the store is a critical factor in driving higher sales and better gross margin"

"The findings of the FTC substantially agree with our assertion that Herbalife operates as a pyramid scheme:"

"We believe the new administration will work with Congress to successfully reform Fannie and Freddie (cont.)"

"Spruce Point's fair value price target for PGNY's stock is $7 to $14 per share, or 60% to 80% downside risk"

"We do not believe this team is qualified to run Xerox, let alone some larger combination of Xerox and Fuji."

"We think the creation of a bifurcated technology hub outside China is vital to win other regional business."

"Weis horrible performance was matched only by Supervalu, which faced a proxy battle by frustrated investors"

"Bunge says absolutely nothing about GLP-1 and weight loss trends in its SEC filings or on conference calls."

"Bunge is now more exposed than ever to Argentina and Brazil which now account for 23% of long-lived assets."

"We believe Bunge has struggled in China and does not give a fully transparent view as to what is happening."

"Bunge insiders have increasingly little equity at risk as management levered itself to Viterra's struggles."

"Post separation, Target Corp and TIP REIT will continue to be closely aligned, but on an arm's-length basis"

"Spruce Point has a track record of calls of companies in and around the home and facility services markets."

"Autodesk told shareholders one thing and did the opposite – this is not how public companies should operate"

"Over the next few years, we believe Autodesk can meaningfully shrink its share count and grow FCF per share"

"Something doesn't seem correct here: Cintas produced a 35x cash return on investment and won't explain how."

"LHCG's reported organic home health growth could collapse once AFAM is finally included in the organic base"

"LHCG’s reported organic home health growth could collapse once AFAM is finally included in the organic base"

"At the analyst day in December, the bullish highlight was that bookings growth would return to 30% in 2015."

"Pfizer management committed to “constant flow” of innovation – as highlighted by 15 potential blockbusters."

"Pfizer management committed to “constant flow” of innovation – as highlighted by 15 potential blockbusters."

"Pfizer management committed to “constant flow” of innovation – as highlighted by 15 potential blockbusters."

"Trial stimulator is externally secured and the procedure is not as invasive as a permanent surgical implant"

"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。"

"The period expanded from 45 to 51 days in mid-2024 and now management no longer discloses the exact period."

"Oasis recommends shareholders to support the elections of additive board profiles and compensation reforms."

"When looked at over the whole term of current management, the company has underperformed the Nikkei by 60%."

"However, in breach of Kao’s own process, only two members of the Committee interviewed the Oasis directors."

"Distributing a total of 5 iPrefs per common share would be the equivalent of almost "doubling the dividend""

"Wendy’s stock price is down 16% since January 1, 2007 while comparable Quick Service Restaurants are up 38%"

"Think of Covestro as the ex-boyfriend in need of a new mate – one more compatible with its cyclical nature."