Callouts & quotes from 37,061+ activist slides

"What iPref holders should expect is to receive $0.50 a quarter in dividends, every quarter, forever."

"We think that’s the opportunity. We can buy the stock knowing that there will be a party either way."

"Disney added this new "skill" to their matrix for the first time, ahead of this year's proxy contest"

"The Company lost nearly $900 million over the course of 2020 and 2021 while operating Zillow Offers."

"I do feel that Zillow will always play favorite to the Flex deals because they want to get that 35%."

"Despite similar long-term profit growth, QSR trades at more than a 30% discount to YUM, MCD, and DPZ"

"Failing to allocate a portion of the purchase price to these cases results in higher ROICs and IRRs."

"USCR's vehicle property account has increased at nearly 5x the rate of its underlying vehicle count."

"March 2017: Audit fees spiking before USCR dismisses Grant Thornton as auditor in 2017. Appoints E&Y"

"OrganOx was about $30,000, so it's about half the price. That's why we elected to stay with OrganOx."

"The transformed Norfolk Southern is projected to operate with dramatically improved cash efficiency."

"We believe the Sandell Plan will deliver value of 156p to 191p per share for FirstGroup shareholders"

"The value of the interest savings is large, which we believe would more than offset the upfront cost"

"However, DCCR’s half-life is so long that an XR formulation is unnecessary and is simply an IP ploy."

"Miller allegedly “really pushing hard” to get patients on Vykat; “invested in a way I’ve never seen”"

"Do the External Directors believe Kao should develop medical treatments and enzyme-driven batteries?"

"we believe the emphasis placed on building out NutritionCo was a distraction from the core portfolio"

"FDA quotes the EMA's criticism of HARMONY 1-bis post-hoc analysis as unplanned, but gave a free pass"

"Spruce Point is also alarmed by a mysterious negative employee benefit cost that emerged in Q4 2023."

"Paying close attention to management’s statements, we find noticeable inconsistencies and omissions."

"Nomad shares have increased by ~80% in just over a year, driven by the Iglo acquisition announcement"

"Si tú engañas gente y los metes adentro, entonces serás un éxito porque eso es lo que hay que hacer."

"Based on the above analysis, we arrive at a weighted-average price target of $28 for shares of ATOM."

"The one property PharmaCann sold to IIPR seems to us very problematic from a regulatory perspective."

"In total, 80% of the Accor Hotels that engaged with us accommodated our highly problematic requests."

"Epstein was not just happy. He said the Rixos training for his masseuse changed his life and theirs."

"At the price of $200 per reagent kit, Pheno is substantially adding to the reagent cost, not saving!"

"Opportunity on Social Media Chatgroup Operation by Jiazhang Jia (aka Beijing Youlian) on kanzhun.com"

"In some quarters in 2022 and 2023, inventory hit 120-135% of revenue, compared to a baseline of 30%."

"Kalshi Appear To Have Better Odds Than DKNG In 12 of 16 Games, Both Pregame And In-Play (NFL Week 4)"

"Revenue has declined dramatically despite expense ratios that are way out of line with peer averages"

"Unfortunately, the Company has been reluctant to include these directors in major Board discussions."

"To generate a 19.3% gross margin at a price of $264 / ton, HBOP would have to produce at $213 / ton."

"ONP claims to turn over its inventory over 10 times more rapidly than do any of the companies below."

"CEO / Chairman Referenced Through Internal Email As “Disingenuous” — Spruce Point Capital Management"

""ALRIGHT COWARDS, NOW PUT YOUR PELOTON ON A STAIRMASTER AND GET INTO A LAP POOL!" — CartoonStock.com"

"“Employer Services’ overall margin increased from 30.4% to 30.6% for fiscal 2017...” — ADP Form 10-K"

"INDEPENDENT PROXY ADVISOR GLASS LEWIS BACKS ELLIOTT’S CASE FOR CHANGE AT PHILLIPS 66 — Streamline 66"

"We ended fiscal 2023 with 904 designers, including in-home designers in select markets. — Lang Q4'23"

"“Our integrated business model allows for differentiated results.” — Gary Heminger, December 4, 2018"

"method of marketing reminds [me] of the ‘pyramid’ marketing method. — Ralo v. Zehavi (Israeli judge)"

"“transparency, openness and solid business logic” — CPI PG 2023 Management Report, CEO Letter, Pg. 4"

"we just spend money; we don't make money. — Scientist involved in the purchase decision at CZ Biohub"

""The team has done a terrific job trading assets along the way." — Jac Nasser, Chairman, May 4, 2017"

""EEG policy - essential for survival and growth of value added exports" — Olam position paper (2010)"

"The interesting thing to program in the 21st century isn't computers—it's biology. — Ginkgo Bioworks"

""The Craft Distilling market is no longer in its infancy." — The Craft Distilling market white-paper"

"Vitamin B: Dirk Ströer, son of outdoor advertising Heinz W. Ströer, advertises preferably on posters"

"「放電生成プラズマ方式は将来性のない方式です。ウシオは戦略的な誤りをしました。放電生成プラズマの欺瞞の単純さに酔った結果、誤ってその方式を採用した、ということです。」 — Isteq Engineer"

"「おおよそ一段落ですね。この2年ほど、5ナノメートル関連が成長のほとんどでした。今後は買うならば3ナノメートルと2ナノメートルの関連でしょう。しかし、それらの発注を延期しています」 — KLAの元幹部"

"「レーザーテックはKLAと直接競合となると、苦労するでしょう。極端紫外線はレーザーテックには無理でしょう。レーザーテックは製品の問題を解決しなければ、5年以内に消えてしまうでしょう」 — KLA関係者"

"My son is 9 and we're on week 12 of VYKAT. We're seeing a huge increase in hyperphasia. Anyone else?"

"“Lightspeed Announces New CFO as the Company Sees Explosive Growth” — Retail Insider, April 29, 2018"

""Abuse of the Epworth Sleepiness Scale." — Editor-In-Chief of the Journal of Clinical Sleep Medicine"

"My son is 9 and we're on week 12 of VYKAT. We're seeing a huge increase in hyperphasia. Anyone else?"

"the absolute bioavailability of pitolisant has not been determined. — EMA review of pitolisant, 2015"

"The Company believes it is probable that this event will occur in the second quarter of 2019. — NBEV"

"“Thanks to the team for staying helpful.” — Fake review by user Alisa on Crypto-Benefits247 profile."

"Same quote and same name, but notice the rating increased from 4.5 stars to 5 and the style changed"

"A 90% FRANCHISE MODEL COMBINED WITH SHARE REPURCHASES DRIVES EPS ~100% HIGHER THAN THE CURRENT PLAN"