Callouts & quotes from 37,061+ activist slides

"The Company has historically made reference to Celanese, Dow, and Eastman as its main comparables."

"The most problematic account is the $156.5 million Payable to Rino International to be eliminated."

"Telephony ARPU throughout the industry has declined slightly in 2005 as competition has increased."

"We believe the Tantan acquisition was likely done to cover up slowing growth that started in Q2'17"

"This product is sold under license of U.S. patents 5,428,070; 5,891,459; 6,117,872; and 6,646,006."

"Powell purchases just enough Personal Volume to earn his Production Bonus (“pay-for-his-paycheck”)"

"Credible competition is emerging from Motorola where we believe it is winning more deals from Axon"

"FMCN's partial response to our 80-page November 21, 2011 report reinforces our Strong Sell rating."

"Phillips 66's midstream business would be attractive to a buyer or as a standalone public company."

"We wonder why a niche, unexceptional, low-growth business is deserving of an 11x revenue multiple?"

"We believe Perion is unlikely to win the global partner award if it didn't make the regional list."

"Notice carefully that Vidazoo's actual 2022 Adj. EBITDA margin fell below plan at 15.9% vs. 17.3%."

"したがって、レーザーテックがインテルの支援を受けて開発した、ACTISの極端紫外線マスク検査装置が大失敗となったとき、インテルもレーザーテックと同様に、その事実を伏せるための動機付けが強くあった。"

"レーザーテックは自社で13.5ナノメートルの極端紫外線光源を開発したことがない。ASMLとは異なり、極端紫外線技術に関して、レーザーテックは自社での開発能力もなく、これというほどの知的財産もない。"

"TSMCはレーザーテックの装置は高額なのに生産性が低い、と不満を抱いている。ファブでは、解像度が低くても迅速に生産性の高い対応ができる装置を必要としており、レーザーテックはその要求に対応できない。"

"We believe the market is significantly undervaluing News Corp’s valuable collection of businesses."

"This M&A has resulted in Zero Additional Value Implied in the Core Business For Yahoo Shareholders"

"You spend $2-million on a machine, but you can't even trust that the data it produces is accurate?"

"We Estimate Stryker Acquired OrthoSensor At Less Than The Total Capital Invested Into The Business"

"Defrauding U.S. investors from China has proven to be a “heads I win, tails you lose” proposition."

"all statements contained therein are solely the opinion of Bonitas and are not statements of fact."

"Expertise in regulatory, compliance, financial and operating issues facing the healthcare industry"

"The Company has continually missed its own projections on key operational metrics by wide margins."

"While only 1% of current revenues, we don't view it as a strong growth driver to the equity story."

"At current prices investors are paying a peak multiple for earnings that are poised to disappoint."

"But if one wanted to run a fraud, manual, non-integrated accounting processes make it much easier."

"In your view, does the actions of BP, in this example, match the rhetoric of BP on sustainability?"

"Over any relevant time frame, BMC's stock has consistently underperformed the market and its peers"

"In fact, Elon Musk, the leading industry expert had this to say on Tesla’s latest conference call."

"Teck’s larger operation today is in Metallurgical Coal, sometimes also referred to as Coking Coal."

"Weis' Compensation Committee Must Live In The Twilight Zone Where Decade Low Performance = Success"

"Recent pro forma results illuminate that Viterra is an extremely low margin, low-quality business."

"Why are Treasury Inflation Protected Securities (“TIPS”) the Best Comparable Security to TIP REIT?"

"3. We believe that Ginkgo is concealing the true extent of its dependence on related-party revenue"

"We have conducted a deep review of pricing pressure for PBH products (Section: Pricing Challenges)"

"We have conducted a deep review of pricing pressure for PBH products (Section: Pricing Challenges)"

"The ratio of reported alfalfa production to herd size belies Huishan’s claims of self-sufficiency."

"Are investors comfortable that these added costs won't be material as management tries to suggest?"

"Verint reporting increasingly large negative revaluations of M&A-related contingent considerations"

"Limiting compensation to verifiable, “Profitable Retail Sales” is a problem for Herbalife because:"

"Investors appear to have given up on Southwest and believe today’s performance is the “new normal”"

"On current consensus EPS estimates for 2015, AerCap's stock trades at an attractive 8.5x earnings."

"Key executives trumpeted as those capable of “Refining the Path To Success” have quietly resigned."

"THIS REPORT REPRESENTS THE CURRENT OPINIONS OF SCORPION CAPITAL LLC CONCERNING NEVRO, INC. (NVRO)."

"the stimulation space is driven by rampant manipulation and exploitation of chronic pain patients."

"They can crush Nevro at a systems level if they want to. The big buys can crush them in hospitals."

"We believe that Nevro’s business model hinges on unsustainable kickbacks to high-volume implanters"

"We believe that Nevro’s business model hinges on unsustainable kickbacks to high-volume implanters"

"We believe that Nevro’s business model hinges on unsustainable kickbacks to high-volume implanters"

"We believe that Nevro’s business model hinges on unsustainable kickbacks to high-volume implanters"

"We believe that Nevro’s business model hinges on unsustainable kickbacks to high-volume implanters"

"花王のコンシューマープロダクツ事業の売上高は、まだコロナ前の水準に戻っていません。一方、同業他社は同じコロナ禍前後の期間において、消費財の売上を四半期ベースで着実に10%以上成長させ続けています。"

"We find it highly questionable that expenses that were previously operating are now non-operating."

"If former Chairman and CEO does not believe in this Board and management, why should shareholders?"

"We see a potential gain of 75% or more to Phillips 66's stock price from the “Streamline 66” plan."

"In some ways, the cash sitting unused year after year is analogous to having an inventory problem."

"Marcato Believes Board Change Would Drive Management Accountability and Maximize Shareholder Value"

"Three of CCME's Top Ten advertisers are represented by media buyers that have never heard of CCME."

"It’s going to be hard for Red-Cat-Teal to go up against a superior product that costs 50-75% less."

"We believe the market is significantly undervaluing News Corp’s valuable collection of businesses."