Callouts & quotes from 37,061+ activist slides

"There is substantial doubt as to our ability to continue as a going concern. — 10-K Filed 4/13/16"

"Mr. Weimann conjectures that we are playing three-card monte with intangible assets. — Udo Müller"

"This Yundong company is really controlling their 零售, 在中国的零售(retail, the retail in China). — Mr. A"

"トヨタのみが顧客で低収益の車両・エンジン・部品事業は、ガバナンス(利益を高めるインセンティブがあるか)懸念も加わり現在はディスカウント要因。事業再編の有無が注目。 — UBS、2025年5月2日"

"P&G claims that a reduction in tax rate drove EPS growth at Heinz from '06 - '11 — Trian Partners"

"RINO International Corp. December 31, 2009 Form 10-K (filed March 31, 2010), p. 11. — Footnote 24"

"Bear Stearns believe his [Icahn's] positions have strong logic — Raymond Lee Katz (Bear Stearns)."

"“fee is not cheap! LOL” and “Someone should give me a raise.” — Fmr. Police Chief Jeffrey Halsted"

"「低採算 ACTIS に関しては部品を取り替えたり、リソースも投入したりという状況で時間がかかったのですが、そういう状況は既に脱したと考えていただければ結構かと思います。」 — 岡林 (CEO)"

"「レーザー支援放電生成プラズマ方式の極端紫外線光源は、アクティニックのパターンマスク検査技術を成立させるうえで最も重要な要因だ」 — Ushio/Intel Joint Paper (2021)"

"「レーザーテック製の装置の品質上の問題に関する懸念があり、本社を訪問したわけです。工場から出荷される装置の品質向上の取り組みを、現場で確認するためでした」 — グローバルファウンドリーズの元幹部"

"The stock's fully valued on a sum of the parts basis. There's no upside. — Phillips 66 Management"

"BP - from British Petroleum to Beyond Petroleum to Back to Pragmatism — Bluebell Capital Partners"

"“该地段守着辽河，承包的时候有风险，后来转包给辉山乳业，所承包的地段十年九涝，辽河涨水就绝收。” — Court judgment regarding a dispute in Chang Tu"

"“...delivery decisions [were] influenced by revenue recognition factors” — Audit Committee Report"

"I don't know about you, but I really don't like the look of that yield curve. — Cartoon character"

"“We have created, and are strengthening, world-leading positions in 3 attractive spaces” — DuPont"

"Miniso To Expand To 500 Stores As Canada Sees Major Influx Of New Retail Brands — Huffington Post"

"“making me think twice about even starting the med.” — Anonymous parent in Vykat discussion group"

"We turn global insights like these into powerful investment strategies — BNY Mellon Advertisement"

"“The overall loss in India is expected to be $2 million to $3 million in 2019.” — Q1’19 conf call"

"GREENPOWER DELIVERS FIVE ADDITIONAL EV STARS TO CREATIVE — GreenPower Motor Company Press Release"

"“......大溪地却涉嫌跨区域直销、超范围销售产品的违法违规行为，同时其采用的奖金制度也涉嫌多层次计酬。” — China Consumer News report (paraphrased)"

"Former employees express concerns that product development is not the Company's core competency."

"Ex. COVID: The Company has missed consensus expectations 7 out of 14 quarters — 50% Success Rate"

"We question the independence given the direct linkages to Scott Peter's past corporate failures."

"However, at the very least, Spear's actions seem to have violated the Blackstone Code of Ethics."

"APD's share price increased by 57% including dividends since inception of our initial investment"

"Southwest has substantially underperformed peers and the S&P 500 over all relevant time periods."

"WTRG Makes News, But For The Wrong Reasons: The Public Is Speaking, Are Its Investors Tone Deaf?"

"The FTC is investing 135 complaints tied to Generac’s partner Powerhome Solar (dba Pink Energy)."

"Seven months later, on August 29, 2012, WCT Resources flipped those specific leases to SandRidge"

"Adjusting KMX profitability for CAF income, Carvana's potential upside appears much more modest."

"However, management is reluctant to discuss the source of the non-Ally funding behind the trust."

"The traditional pharmaceutical company’s products are not durable, and growth is not predictable"

"In our opinion, we do not believe the market is accurately evaluating XPO's diluted share count."

"XPO's Board lacks experienced operating executives in the transportation and logistics industry."

"Significant underperformance (CCI +9.1%) compared to AMT (+24.7%) and SBAC (+33.0%) in last year"

"Facing bankruptcy can force change. Peloton has started to right-size and cash burn has stopped."

"JFT's HK$1.5 Billion Valuation is a Farce, and is Based on a Reality-Independent Financial Model"

"ADP is still largely a processing company today, not an innovative software & technology company"

"We Believe Autodesk’s FY2026 Guidance Does Not Make Sense in Light of the 9% Workforce Reduction"

"The incumbent nominees have in fact been at the center of Darden’s egregious business practices."

"Brinker’s turnaround drove a 330 basis point improvement in overall margins from FY 2010 – 2013."

"There is a company-wide problem at Darden as it relates to alcohol sales. This must be improved!"

"FDO remains under leveraged. A leveraged buy back would create meaningful value for shareholders"

"News Corp owns 61% of REA Group, a market leading business with an attractive financial profile."

"We believe separating the Digital Real Estate Assets will unlock substantial value at News Corp."

"Based on these suits, Lin seems more likely to be seen as a huckster than as J. Pierpont Morgan."

"VW indicated strong concern that QS test cells aren’t even in the required dimensions for a car."

"Anyone can “prevent” dendrites with pulsing but it’s not how batteries operate in the real-world"

"If you plot the data like this, that means they don't want us to see the statistical variations."

"FY19: DXCM management STOPS REPORTING PATIENT BASE GROWTH just as U.S. T1 adoption inflects down"

"Abbott has the capacity to cut prices to a point at which Dexcom's economics would be devastated"

"FY19: DXCM management STOPS REPORTING PATIENT BASE GROWTH just as U.S. T1 adoption inflects down"

"The Mexico turnkey contract therefore likely generates over half of OSIS's total company EBITDA."

"The traditional pharmaceutical company’s products are not durable, and growth is not predictable"

"Pulmonary vein isolation (PVI) remains the mainstay of catheter ablation in the treatment of AF."

"We believe Fluor has materially reduced its risk profile and positioned the business for success"

"Under the incumbent Board, McDonald's is a laggard – not a leader – on ESG compared to its peers"