Callouts & quotes from 37,061+ activist slides

"The Company’s EV / Sales multiple for its M&A is higher than the industry median for the last 10 years."

"Value creation is tremendous – 57% EPS accretion and stock prices of $35-40, representing 57-77% upside"

"The new Omnia stimulator, the centerpiece of Nevro’s turnaround hopes, is a Hail Mary and colossal flop"

"The rhetoric doesn't seem to phase Tesla’s long-term shareholders who evidently see lots of value here."

"I would say, you know, do you want more of the same or do you want to sustainably re-rate this company?"

"He alleged that TransMedics gives the devices to the OPO at no cost – the very definition of a kickback"

"Bypassing OPTN allocation is “flat-out illegal”; discounts for organ procurement cost are an inducement"

"We believe DuPont's recent share price performance reflects the market's desire for Trian's involvement"

"I wouldn’t be surprised if it has happened to us or around certain cases that we’ve been involved with."

"At the grocery store, the brand name doesn't matter; product perception is everything in the cold case."

"Will reduce her board commitments to ensure that, if elected, she will not be on more than four boards."

"The Sandell Plan can be seen as a logical next step to address the issues that the rights issue did not"

"This fact pattern is concerning in the context of revenue issues we illustrate with the current assets."

"Soleno conceals the exact change in treatment group vs. placebo by showing only a pooled HbA1c average."

"Drug is counterintuitive as it causes hyperglycemia; "value is minimal compared to what you're risking""

"FDA's sensitivity to potential CNS and hepatic safety signal will now be highly problematic for Harmony"

"Single does plasma levels upon which the FDA relied massively underestimate the risk of QT prolongation"

"FDA’s sensitivity to potential CNS and hepatic safety signal will now be highly problematic for Harmony"

"I hate having to fill out a separate form and all this other crap. You always have to, like with Wakix."

"HHC’s share price has increased 250% (3.5x) from the November 2010 spinoff from GGP to January 19, 2018"

"601 E Market Street LLC previously purchased the property from MBC Danville LP for $3.4M on 04/09/2019."

"Deed records show that IIPR purchased the property from Green Leaf Medicals LLC on 05/16/2019 for $13M."

"Deed records show that IIPR purchased the property from PharmaCann Ohio LLC on 03/13/2019 for $700,000."

"We believe Southwest represents the most compelling airline turnaround opportunity in the last 20 years"

"INS seems to have made a concentrated effort to hide the fact that Pathak is also a founder of Flexopt."

"The 107MW contracts Doosan won in 2025 are effectively 100% PAFC, with SOFC playing no commercial role."

"Честно говоря, наш отель ни разу не заселял детей-сирот, т.к. наша основная аудитория – бизнес поездки."

"Kindly note that if each room there is an adult we can confirm so please advice if you want to proceed."

"We'd like to take junor suits. Can you add champaign in each room and a pack of condomns just in case ?"

"Recent share price declines reflect concerns about the impact of low oil prices on HHC’s Houston assets"

"Der organische Website-Traffic in den USA auf hellofresh.com ist auf das Niveau vor COVID eingebrochen."

"Ushio source was replaced over a year ago; Ushio tried to cover it up and “pretended” nothing was wrong"

"With all these unemployed people and their AUM gone, it’s actually a great time to be a value investor."

"Next chemistry cartoon to make sure you haven’t fallen asleep – though no shame if you are fighting it."

"How many European industrial companies do you know put this type of mission statement on their website?"

"To achieve such an outcome, GoDaddy must set proper targets and then consistently execute against them."

"“The company has built 80 mu (approximately 580,000 sq. ft.) of production facilities,” — Liu Zhen Yong"

"Exclusive: BP abandons goal to cut oil output, resets strategy — Ron Bousso, Reuters, 7th October, 2024"

"I SHOULD CONSIDER KEEPING A PELOTON FOR MYSELF? WHAT EXACTLY IS IT YOU’RE IMPLYING?! — CartoonStock.com"

""Henry and I are thinking of moving to one of those forests with lawn maintenance." — Cartoon character"

"HDDs are great for bulk cold storage. — Pure Storage blog post "Guide to Types of Storage Media" 6/5/25"

"they were back on the market aggressively in Q4 and into Q1. — CEO Blackford (as cited by Spruce Point)"

"“the primary source of the nominee entities and false documents” — U.S. federal attorney Wifredo Ferrer"

"Maria! I’ve just met a girl named Maria And suddenly that name Will never be the same — West Side Story"

""Honesty may be a good policy, but I'm not convinced it makes financial sense." — Eric & Bill (Cartoon)"

"The Company expects to replace that director, as it has done in the past — Taubman Centers, Inc. filing"

"We sold our holding in Kao as the company continues to underperform its peers — AXA Investment Managers"

"Int'l Energy Drink Competition, 2024 10-K: 1 Deletion, 9 Additions — Monster Beverage Corp. SEC Filings"

"In Human Piranha-speak, FMCN shareholders got their “faces ripped off” by insiders. — Muddy Waters, LLC"

""Interest expense represents interest expense on our term loans and lines of credit." — SMCI Disclosure"

"Taser "didn't have the cash flow needed to pay these officers to do free training work." — Thomas Smith"

"We're seeing budget pressures that lead to longer sales cycles. — CFO (Goldman Conference, Dec 6, 2023)"

"He will be missed by MSCI, but he’s back! Now Co-Head of Private Capital Solutions — MSCI Press Release"

"Your tax return is secret by law. TurboTax wants you to give up your privacy. — Washington Post, 3/1/24"

"「受注している内訳はわれわれとしてはご説明してないんですが、上期の受注を見ると、MATRICS X8ULTRAもACTISも、両方とも受注として計上されております。」 — 岡林 (Lasertec CEO)"

"The approved development, once operational, shall have an export capacity of not more than 49.9MW (AC)."

"“Maybe we have hit the jackpot, Simpkins, maybe we have... Or maybe we’ll be burnt as witches.” — Jorey"

"“AOL cannot commit to a specific profit number for any given period....” — Fred Reynolds (AOL Director)"

"We anticipate that our next launch after BlueWalker 3 would be a BlueBird satellite... — AST Management"

"Jean-Charles Schwartz paper submitted for publication in 2001 - table shows same molecule as pitolisant"