Callouts & quotes from 37,061+ activist slides

"CXW is composed of two businesses: an operating company ("OpCo") and a real estate company ("PropCo")"

"We view these statements as disingenuous because customers are not obligated to renew their policies."

"Most importantly it shows where APP intercepts other 3P platforms data and engages in fingerprinting."

"If JCP becomes a collection of specialty stores, why can't its sales approach specialty store levels?"

"We believe that the approximate one-third decline on the day of the ruling was a market overreaction."

"Teck is more of a diversified miner. Its three main products are Metallurgical Coal, Zinc and Copper."

"Oddly enough, the only purchase ever made by Chairman/CEO Weis was in Nov 2017 ahead of the revision."

"By our estimates, the benefit could have been upwards of $0.44 per share in the most aggressive case."

"Tax-free spin of Target Inflation Protected REIT (or “TIP REIT”) as Groundlessor and Facility Manager"

"Based on the assumptions provided, the Transaction would result in $1.4bn EBITDA in 2009E to TIP REIT"

"We believe Autodesk can achieve 45%+ Adj. Operating Margins and $3.4 billion of Adj. EBITDA by FY2027"

"Even though RazorInsights has 25 customers, athena left its revenue guidance substantially unchanged."

"One former MPLN executive explained to us the apparent secret of MPLN's 76.3% Adjusted EBITDA margin."

"Wilson's new $1 million base salary will pay him on par with CEOs who manage companies 10-30x larger."

"18, Over-utilization, unnecessary implants, and patient exploitation are key drivers of Nevro's sales"

"18, Over-utilization, unnecessary implants, and patient exploitation are key drivers of Nevro’s sales"

"NewMed brings increased scale to the combined group but production growth is long-dated and uncertain"

"We Are Concerned With The Current State of Disney’s Studios & Creative Processes Across The Portfolio"

"The portfolios are poison. They aren’t really needed to carry out the function of Freddie and Fannie."

"THIS BUSINESS WOULD LIKELY ATTRACT SIGNIFICANT INTEREST FROM THE EXISTING JV PARTNER OR ANOTHER BUYER"

"VOTE THE GOLD CARD TODAY YOUR LAST DAY TO VOTE IS MAY 21ST. TRANSFORM PHILLIPS 66, UNLOCK 75%+ UPSIDE"

"Limbach previously reported a "promised backlog" figure but has not disclosed the figure since Q3'20."

"Spruce Point is concerned that USCR's audit committee lacks depth in the finance and accounting area."

"The CEO vehemently denied this in his reply to Gosar’s letter, but his statements appear to be false."

"The continued trend of manufacturing earnings leads to the vicious cycle of missing/lowering guidance"

"We have identified and confirmed availability of professionals who will immediately step in to begin:"

"The appeal of neutrality is overstated – especially as AI workloads shift from training to inference."

"Agilent’s share price including dividends increased 40% in 2020 and increased 8% year-to-date in 2021"

"Therefore, this is not usable data. Investors need look no further to know GSX is screwing with them."

"Recent insights from venture capital trends doesn't suggest a rapid explosion of interest in robotics"

"After a decade in existence, a 1% response rate is more indicative of failure than future opportunity"

"In 2020, LDOS is now backdating organic growth for IMX as follows: Q3'19: $12m Q4'19: $6m Q1'20: $11m"

"The prominent placement of diabetic ketoacidosis in the Medication Guide in the FDA label is telling."

"I hear that there's been some pushing, but then when we've had our boundary, they've been respectful."

"Personally, I would always be ordering echos on any child before and during treatment with diazoxide."

"Lack of enthusiasm among endocrinologists at annual meeting; initial curiosity won't "last that long""

"Tax-free spin of Target Inflation Protected REIT (or “TIP REIT”) as Groundlessor and Facility Manager"

"Announced synergies have averaged 8.3% of target sales across precedent consumer staples acquisitions"

"Footnote b indicates the obvious - that Bioprojet is sitting on critical PK data that it has withheld"

"Individual case narratives for serious adverse events are devastating, obtained via FDA FOIA requests"

"KOL at one of the largest centers in the country says his Wakix starts have plummeted vs. other drugs"

"QSR remains an attractive investment opportunity despite significant share price appreciation in 2017"

"We note that these culture traits have long been associated with incidences of corporate malfeasance."

"This publically available HK government policy memo details the HK government’s thinking at the time:"

"QSR remains an attractive investment opportunity despite significant share price appreciation in 2017"

"This is the “reason” that sounds good and grounded in academic finance. The true reason is two-folds."

"Where is the ~RMB 930M (~$135M) of revenue that $QTT reported to the SEC but not to the SAIC in 2018?"

"Similarly, Triller will likely still operate, in some capacity, after its shareholders are wiped out."

"Sure, everyone is accompanied by an adult. Sounds good! Please send the booking payment link. Thanks!"

"Recent macroeconomic concerns have caused CP’s shares to trade at a discount to their intrinsic value"

"AXDX is eager to sign the lease contract at a significant risk of future reagent annuity uncertainty."

"In a similar way, we predict AXDX share price drop to $6 within 6-9 months of publishing this report."

"Shockingly, it has a $23B market cap as an EUV story but lacks an EUV technology that actually works."

"The tin contamination problem that plagues Lasertec’s EUV light source is detailed in various papers."

"KLA owns the P1 inspection in the mask shop with their Teron product line and no one else can compete"

""Yes, Nuvei had a small portfolio of adult film merchant clients." — Former Nuvei Risk Mgmt. Employee"

"Most of [the online courses] are used to complement the in-person classes. — EDU's investor relations"

"“Got everything in my momma name / But I’m hood rich la da daa da daa da” — “Still Fly” by Big Tymers"

""The Company has a lot of leakage, as in revenue coming in and cost going out." — Former GFL Employee"

"Elliott and Wall Street analysts see profound PSX stock price upside. — Elliott Investment Management"