Callouts & quotes from 37,061+ activist slides

"WE SEE A POTENTIAL GAIN OF 75% OR MORE TO PHILLIPS 66'S STOCK PRICE FROM THE "STREAMLINE 66" PLAN:"

"Spruce Point Believes U.S. Concrete (Nasdaq: USCR) Is A "Strong Sell" With 60% - 90% Downside Risk"

"We observe that USCR has become less and less transparent about its leasing arrangements over time"

"「レーザーテック製の装置については、不良が多発しており、製品として『用途を満たす』とすら言えなくなっているために、『直近の出荷予定を延期した顧客がある』とグローバルファウンドリーズの元幹部はいう。"

"The valuation discount is significant when compared to soft synergies of joint research and sales."

"The valuation discount is significant when compared to soft synergies of joint research and sales."

"We See Near-Term Downside of 45% - 60%, And Up To 100% Downside Potential In A Worst Case Scenario"

"Every major transplant center we interviewed conveyed what appear to be racketeering-type tactics."

"We believe new leadership and an improved strategy are necessary to move Norfolk Southern forward."

"PSR implementation will dramatically improve Norfolk Southern’s efficiency, just as it did at CSX."

"Norfolk Southern and its peers have the same mission, but Norfolk Southern’s strategy must change."

"QSR’s share price including dividends decreased 12% in 2018 and increased 23% year-to-date in 2019"

"Cell phone bot network equipment, install all types of framework software like Xp and TaiChi, etc."

"According to Cox, the average auto loan rate for a used vehicle in May stood at a whopping 13.55%."

"The one drawback of growth in CMOS is that it is very CAPEX heavy growth and has a bearing on FCF."

"Early indicators of sales and earnings revisions can be identified with a careful forensic review."

"We believe there are multiple signs that Leidos is mitigating Operating Cash Flow (OCF) pressures."

"Will put very few PWS patients on it; diabetes risk "is quite an issue" and further limits the TAM"

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

"If PepsiCo does not pursue a Mondelez transaction, we believe it must separate snacks / beverages."

"the risk of high blood concentration and potential complications “are downplayed across the board”"

"We are extremely motivated for reputational and economic reasons to create value for our investors"

"This issue creates risk that Amazon replaces Kornit in favor of a better quality printing partner."

"We are highly incredulous that Nidec could or should have written off JPY 23 billion in inventory."

"We are extremely motivated for reputational and economic reasons to create value for our investors"

"RILY’s total cash and investments, net of debt, fell by $950 million to -$350 million during 2022."

"Sinch should take a more proactive stance by terminating access for any users abusing its network."

"However, IIPR disclosed that over $4.5M has been put into tenant improvements as of December 2019."

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

"HLF stock declined ~26% from the closing price on the day of the FTC announcement through year-end"

"These dividends were not really paid out of free cash flows, they were funded primarily with debt."

"We believe a significant portion of FFAI’s financing has been either fake or seriously misleading."

"In hindsight, the opacity was a red flag: the hyped “go-to-market” CHP product never materialized."

"Наша гостиница использует товарный знак ibis и Accor, но юр. лицо гостиницы зарегистрировано в РФ."

"AXDX appears to understand this as well, downplaying the significance of Mayo-UCLA study outcomes:"

"50% cut in Adj. EPS, the most directly comparable metric of change in performance over this period"

"TSMC will not consider the A300 or A150 for production...they will only exist in the...mask house."

""I grew up in Miami. You gotta be a hustler a little bit when you grow up in Miami." — Trina Spear"

""How Amazon Strong-Arms Partners Using Its Power Across Multiple Businesses" — WSJ, April 14, 2021"

"“CCI, like the rest of the tower companies, is highly cash generative.” — Credit Suisse, June 2014"

"“Home Depot has considered buying a $9 billion logistics company so Amazon doesn’t” — Dec 22, 2017"

"“Alcoa Corporation would not exist if it hadn't been for me basically creating it” — Dr. Kleinfeld"

"Hong Qingyan transfers his 30% interest in the company to Lin Xiaokuang. — Shareholders Resolution"

"OUTR has already committed “to return 75% to 100% of free cash flow to investors” — Outerwall Inc."

"“I don’t think any of my customers have ever been in the store” — Retail sales associate interview"

"Nidec's auditor is to audit failures what Michael Jordan was to basketball. — Muddy Waters Capital"

""optimize resource allocation" and "reduce complexity" — Zimmer Biomet press release, Feb 5, 2021."

"The Council do pay Mr Galloway’s costs of the proceedings summarily assessed in the sum of £9,000."

"Track Record of Generating Strong Free Cash Flow Through the Cycle — Bunge Investor Day March 2026"

"The Company is unable to determine the outcome of the audit at this time — AJRD 10-K annual report"

"Human clinical trials start in six months. Sooner if we run out of mice. — Mike Baldwin / Cornered"

"It turns out crows find a bunch of dead crows more frightening than a man made out of hay. — Kanin"

"one subject in Study 3 experienced a serious adverse reaction of diabetic ketoacidosis — FDA Label"

"one subject in Study 3 experienced a serious adverse reaction of diabetic ketoacidosis — FDA label"

"le'ts do mercure. can you organise us sexy and romantic vibe in the rooms? — Client email to Accor"

"“That was a bit over a year ago” — Longtime semiconductor consultant recently working for Lasertec"

"This is a remarkably anti-consumer and anti-ABS investor provision buried deep in the fine print."

"QSR's share price including dividends increased 26% in 2019 and decreased 3% year-to-date in 2020"

"There are some internet forums where people don't mince words about what they think of CEO Fayer."

"Represents over $20 billion of lost value while the Company received a $40 billion+ COVID benefit"