Callouts & quotes from 37,061+ activist slides

"Compensation committee IGNORES Glass Lewis request and continuous objections to its STI plan."

"Doug Cole's historical disclosures regarding NetAmerica are both inconsistent and inaccurate."

"The deferred revenue in the Firstleap acquisition appears to be inflated by 2x to 3x or more."

"Our only goal has been to help Box create long-term value for the benefit of all stockholders"

"Neither of Box’s two major product launches are borne from the Company’s internal R&D efforts"

"if nothing else, this shows how a Best Response Analysis overstates the results of the trial."

"The practical reality is that most urologists don't do that many surgical procedures a month."

"Organic operating performance has begun to deteriorate led by Herbalife's most mature markets"

"G.C. Andersen's firm employed a known felon to assist in "private placements" from 2015-2017."

"Tessera must take immediate action to reverse years of declining revenues in its IP business."

"Peloton had stock compensation expense of $305 million, which is over double the peer median."

"Paying HK$1.5 Billion for Jinfeite would be like Paying for a Bentley and Getting a Bus Pass."

"Over time, Monolithic has become less transparent and now omits key information to investors."

"Kuo Wei (Herbert) Chang’s C Squared Management Corp is listed in the offshore leaks database."

"CEO Hsing is paid handsomely for running a small company a fraction of the size of his peers."

"It is likely customer deposits will decline in the case CT Bank is downgraded to junk status."

"Xerox isn't even listed as a main manufacturer in Capital Business Systems' "Product Catalog""

"Brinker’s focus on operations and shareholder value has led to 550%+ total shareholder return"

"LongHorn needs to re-engineer its menu with a target cost focus and drive for value creation."

"We estimate Olive Garden can save $24 – $36 million in labor associated with food preparation"

"Olive Garden’s large boxes and great locations provide an opportunity for building innovation"

"The supportable rent valuation yields a total real estate value of approximately $3.1 billion"

"We would expect to complete an SRG spinoff 12 – 18 months after the Annual Meeting, or sooner"

"Three Corporate Identifies And Still No Firm And Binding Offtake/Customer Agreements At Titan"

"If Phillips is able to execute the “Marathon Path”(1) the stock price could increase to $300+"

"Therefore, since 2018, Mr. Espey’s compensation has increased by 66% while the stock is down."

"If Phillips is able to execute the “Marathon Path”(1) the stock price could increase to $300+"

"If Phillips is able to execute the "Marathon Path"(1) the stock price could increase to $300+"

"Why did the temperature go up? What happened at 30C? That's something we really want to know."

"An EV battery that expands by a foot between charge and discharge strikes us dead on arrival."

"One stated that the CEO's comments are "complete bullshit" and may be relevant "in 50 years.""

"What is obvious is that John Hess's perennial claims, year after year stock performance fails"

"Hess' executive compensation received a D grade in our proprietary pay-for-performance model."

"Compensation targets should be aligned with or even higher than external targets – not lower!"

"JOE wrote down the Victoria Park assets on December 15, 2009, only two days before their sale"

"ZaZa Joint Venture: Entered into contract with economic incentives that predetermined failure"

"Our Highly Qualified, Independent Candidates Are the Right Change Agents for Elanco This Year"

"Vista Equity controlled. Vista ownership represented by 100% or 37.7M of Class B common stock"

"Brinker’s focus on operations and shareholder value has led to 550%+ total shareholder return"

"We estimate Olive Garden can save $24 – $36 million in labor associated with food preparation"

"LongHorn needs to re-engineer its menu with a target cost focus and drive for value creation."

"Olive Garden’s large boxes and great locations provide an opportunity for building innovation"

"The supportable rent valuation yields a total real estate value of approximately $3.1 billion"

"We would expect to complete an SRG spinoff 12 – 18 months after the Annual Meeting, or sooner"

"While coal used to provide nearly half of U.S. electricity, it’s now providing less than 35%."

"Now could be a convenient time for them to think through these alternatives more seriously..."

"Pictures of food, smiling actors, and undated quotes cannot substitute for facts and analysis"

"If Phillips is able to execute the “Marathon Path”(1) the stock price could increase to $300+"

"If Phillips is able to execute the "Marathon Path"(1) the stock price could increase to $300+"

"We concluded that YY Live's gift revenue is approximately 90% fake using these three methods."

"iRhythm's promotion of the asymptomatic opportunity is understandable. But is it justifiable?"

"The Company now trades at a significant discount because the market doesn’t trust leadership."

"The reality is Canada and U.K. are being served by the same legacy products under new brands."

"The first step to unlocking shareholder value is to introduce transparent segment financials."

"Board should conduct a comprehensive strategic review of assets to maximize shareholder value"

"It is almost inconceivable that NQ would have been able to execute the purported transaction."

"The refueling station attendant told our investigators that they only refuel one bus per day."

"We have structured the unification aspects of the Value Unlock Plan to deal with key concerns"

"However, their judgment was that PF McDonald's would not enjoy significant multiple expansion"

"Cost control and asset utilization differences have led to a large and growing margin deficit"