Callouts & quotes from 37,061+ activist slides

"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+"

"In early 2025, we converted our NIKE common equity position to deep in-the-money call options"

"No Volatility For 3 Years In Reported Gross Margins A Major Red Flag For A Commodity Producer"

"TransMedics has allegedly already penetrated Donor Net to hijack the organ allocation process"

"Open secret among high volume TransMedics users that the organ allocation process is bypassed"

"I don't think the patient outcomes were as good; they had actually one of the worst outcomes."

"As a result, investors effectively re-rated Rockwood by 48% to an 11x blended EBITDA multiple"

"Norfolk Southern’s most important offering is reliable service, and price is often secondary."

"The UK Bus pension deficit is actually a relatively small part of the overall pension deficit"

"We believe that achieving ADP's structural potential will drive substantial shareholder value"

"Dollarama has all the character of an old, tired dollar store, but without the dollar prices."

"PlayStation has doubled its market share over the last 6 years and now dominates the industry"

"well, yeah...play it down, play it down, which they have done in other papers as well, I see."

"The case report suggests a potential attempt by the physician’s office to cover up the event."

"Harmony speakers are actively pushing the drug off-label for EDS in the absence of narcolepsy"

"If you're not doing anything unique or proprietary, then there's no reason to go with Perion."

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

"The FTC findings confirm our long-held allegation that Herbalife operates as a pyramid scheme"

"We believe that this merger is a scam and that neither company expects it to actually happen."

"RILY shares currently trade at a 110.4% premium to the average P/BV of its six closest comps."

"Astonishingly, Shanjing Kechuang’s revenues in 2018 were only 2.8% of what they were in 2015!"

"We do not see any signs of production activity going on and suspect it is an empty warehouse."

"With the right leadership and strategy, we believe today’s challenges are readily addressable"

"We do not see any signs of production activity going on and suspect it is an empty warehouse."

"The $4B valuation that AGBA is putting on its merger with Triller is nothing short of absurd."

"We believe that this merger is a scam and that neither company expects it to actually happen."

"Trustpilot is not a review platform. It’s a pay-to-protect extortion racket disguised as one."

"From FY17 - FY21, Bob Iger received $216mm(1) in total compensation despite Disney’s poor TSR"

"How do I know it’s not just a GPU sitting in a big fancy box with D-Wave written on the side?"

"DuPont's share price appreciation over the last two years has not been driven by fundamentals"

"This suggests that absolutely no testing or fine-tuning is meant to take place inside Fab 4A."

"It is a hodgepodge of specialty chemicals that did not go to Syensqo as part of the spin-off."

"There is Significant Overlap Between the Board, Management, and Legal Counsel of DSP and CEVA"

"ONP was improperly consolidating HBOP’s (misstated) assets and operations prior to that time."

"CEO Response: "It's about 3% of revenue, so fairly small." — Dycom Aug 21, 2024 Earnings Call"

"Alan Shaw is a crisis-tested leader who is delivering change. — Norfolk Southern Board Letter"

"Named one of "America's Best CFO's" by Institutional Investor magazine. — Charles M. Sonsteby"

"Tripadvisor Gains New Freedom in $430 Million Merger With Liberty Tripadvisor — Dennis Schaal"

"Activists sour on Oatly vegan milk after stake sold to Trump-linked Blackstone — The Guardian"

"発表されたTOBでは、豊田自動織機が非上場化後に、カウンターパートは[...]自己株TOBを計画、税控除の大部分はカウンターパート側のメリットとなる。 — UBS、2025年11月20日"

"Moody’s suggests an upper bound of 3.5x debt/LTM EBITDA for the current rating level of Baa2."

"ASG reached out to us shortly after the announcement of our executive changes... — Mr. Hansen"

"「ASMLは2009年頃に極端紫外線露光装置の開発を始めました。当初はウシオ製の光源を使いましたが、うまくいかなかったのです。ひどいものだった。」 — 元サイマー（のち、ASML）科学者"

"Tripadvisor Gains New Freedom in $430 Million Merger With Liberty Tripadvisor — Dennis Schaal"

""Make sure you pay your taxes; otherwise you can get in a lot of trouble." — Richard M. Nixon"

"We were never engaged to audit internal controls — Armanino (as reported by Financial Times)."

"SEND MORE ROCK — Dan Abromowitz and Eli Dreyfus (The New Yorker Collection/The Cartoon Bank)."

"I don't know. It's one of the more creative analyses I've ever seen in a proxy fight. — Geoff"

"there were instances of fraud in the past involving WMPs of other companies — Qutoutiao, Inc."

"most of our production is outsourced to third parties under [a] fab-lite strategy. — Lasertec"

""Good news -- remember all those growth stocks I sold you? They're now value stocks." — Brown"

"HLT's share price including dividends increased 55% in 2019 and is flat year-to-date in 2020"

"LOW’s share price including dividends increased 32% in 2019 and is flat year-to-date in 2020"

"Recent performance has shown weak top-line trends, with like-for-like sales down 5% for 2015"

"Our research indicates that Vets First Choice will have greater than 30% incremental margins"

"Unfortunately, Pfizer was unable to be successful with IBRANCE in early stage breast cancer."

"Translation of question: "List all tax preferences you enjoy." Translation of answer: "None""

"Unfortunately, we don’t believe Southwest is eager to meaningfully engage in such changes..."

"Various credible sources indicate that ecobee's market share has been in persistent decline."