Callouts & quotes from 37,061+ activist slides

"KLA’s impending launch of an EUV actinic patterned mask inspection tool will be catastrophic for Lasertec."

"The aforementioned quotation is perhaps the best criticism one could level at Olam's accounting practices."

"Eli Lilly and Pfizer Put Osteoarthritis Pain Drug Tanezumab Out of its Misery — Heather McKenzie, Biospace"

"“i think management get kick backs and not only they can fire you at any time.” — Current Employee, Indeed"

"Müller: No need. The technology is so sophisticated that I can hear you even when I'm peeing. — Udo Müller"

"We have retained one of the leading operationally-focused consulting firms to assist us with this analysis"

"Our high-performance titanium products have secured the interest of leading potential customers — IperionX"

"THE COMPANY CATEGORICALLY DENIES THE ALLEGATIONS MADE IN THESE PUBLICATIONS. — China MediaExpress Holdings"

"“It turns out they just spend less than we thought.” — Fran Rathke at GMCR equity road show on May 5, 2011"

"there’s no reason that it should not be a 60-plus precent gross margin business. — CFO of Twist Bioscience"

"L'Oréal's CEO Nicolas Heronimus earmarked LatAm as one of the key growth drivers in his 2023 presentation."

"Samara's revenue recognition policy rose to the level of a Critical Audit Matter in Samsara's recent 10-K."

"From Phillips 66's April 24 Letter: Elliott's competitive interests merit careful attention. — Phillips 66"

""In that first month we were able to save our home. Herbalife saved us from bankruptcy." — Herbalife Today"

"「蝋燭のように明滅することがあり、確実な再現性が得にくいこともありました」。また、「インテルのエンジニアが対応できないほど焦点がぼけていくこともありました」 — レーザーテックの元フィールド・サービス・エンジニア"

"「すごかったよ。プレッシャーが信じられないほど大きくて、気が狂いそうでした。サムスンからもTSMCからもひどいプレッシャーを受けました。TSMCは一番きつかった」 — KLAで極端紫外線マスク検査を担当した元幹部"

"「お願いだから、この装置を開発してください」と頼み込んでいました。P2はデブリを残さない装置でないとできないものです。顧客はその開発を急ぐように嘆願していました。 — KLAで極端紫外線マスク検査を担当した元幹部"

"「お願いだから、この装置を開発してください」と頼み込んでいました。P2はデブリを残さない装置でないとできないものです。顧客はその開発を急ぐように嘆願していました。 — KLAで極端紫外線マスク検査を担当した元幹部"

"“Three independent directors” includes Mr. Kiefaber and Ms. Ogilvie, both of whom are already on the Board"

"“It’s not something that’s been on the radar” — Alan Smith, Chief Digital Officer at Media Agency Assembly"

"“Hospitals could lose between $53B and $122B this year due to pandemic,” — FiereceHealthcare, Feb 23, 2021"

"Disclosure of loan balances of $16.8m at March 31 2021 and $31.5m Dec 31, 2020 are removed. — DLocal 424B1"

"Agent: Because there was another store, but it was closed, now there is just store No. 1, No. 2 and No. 6."

"$100/t Carbon tax represents only 10% of marginal copper costs but 80% of aluminium costs — Wood Mackenzie"

"日本から直接送られてくるため（商品が本物であるという証拠）、商品が届くのに時間がかかります。また、残念ながら売主は追跡番号を教えてくれないのですが、とても親切です。 — Amazon Italy Reviewer"

"“Innovation has nothing to do with how many R&D dollars you have.” — Steve Jobs, Fortune, November 9, 1998"

"General Electric Agrees to Pay $200 Million Penalty for Disclosure Violations — SEC Press Release 2020-312"

"JUST SO WE'RE CLEAR, ONCE I CLEAN HIM... HE JUST DISAPPEARS - GOT IT? — The Argyle Sweater (Scott Hilburn)"

"Based on Starboard's margin improvement plan, AAP trades at less than half of ORLY's EV / EBITDA multiple"

"SEE ADDITIONAL DISCLAIMERS AND NOTES AT THE END OF THIS PRESENTATION FOR ADDITIONAL IMPORTANT INFORMATION"

"Campbell probably has more challenges/weaknesses in its immediate future than any other company we cover."

"Even With ~$215m of short and long-term cost reductions, Avery still cannot fill the share repurchase gap"

"A ton of work is needed to right-size this company, but it is fixable; they just have to want to do it..."

"Spruce Point believes that Generac paid way more cash in acquiring ecobee than it reported on face value."

"eWellness Healthcare has a history of poor financial management and a CFO with a questionable background."

"Box took stockholder-unfriendly actions in a misguided attempt to defend any challenges to the status quo"

"It took extensive negotiation to overcome Box’s resistance to change even a few poor governance practices"

"Spruce Point does not believe management is best suited to run a large, capital-intensive public company."

"Despite our skepticism, we determined after extensive research that Valeant meets our investment criteria"

"We expect to hear details of a broader restructuring at Yahoo including elements laid out in this letter."

"We also believe energy infrastructure GPs provide an attractive template which CCI could choose to adopt."

"We believe towers should be seen by investors as “utilities of the 21st century,” with much faster growth"

"Think of this as your fitness waiver. Please consult your physician before beginning any fitness routine."

"Monolithic sits on more cash than any of its semiconductor peers: so what does it do with all this money?"

"Elect shareholder-nominated directors empowered to drive accountability and improve long-term performance"

"Improve accountability of Phillips 66’s management by adding credible directors with a mandate for change"

"The veneer of U.S. management has been integral to taking NQ's fraud to a one-time value of $1.1 billion."

"SEE ADDITIONAL DISCLAIMERS AND NOTES AT THE END OF THIS PRESENTATION FOR ADDITIONAL IMPORTANT INFORMATION"

"LOW's share price including dividends increased 63% in 2021 and has decreased 10% year-to-date in 2022(1)"

"SBUX's share price including dividends increased 1% in 2021 through our last share sale on March 26, 2021"

"Wayfair is a prime example of the growing e-commerce threat to Canadian Tire’s brick-and-mortar business."

"Brinker has also recognized the importance of great leaders driving engagement with employees and guests."

"Our nominees, if elected, are excited to bring back the inspiration and camaraderie that Darden once had."

"Darden's costs as a % of sales would still be above peers even AFTER implementing our identified savings."

"This leads us to conclude that IonQ’s total cumulative revenue since inception to 9/30/21 was only $451K."

"Peers trade at an average 5.8x EV/Sales multiple on FY20 sales, versus Dexcom at 9.1x – a premium of 57%."

"The suggestion that IAA is on the verge of losing another top customer is a highly misleading conjecture."

"It is hard to take Luxor seriously when its actions and analysis reflect the work of an activist imposter"

"PAH has increased in value by ~100% in the six months since the announcement of the MacDermid acquisition"

"Services business contributed to ServiceCo, which elects to be treated as a taxable REIT subsidiary (TRS)"