Callouts & quotes from 37,061+ activist slides

"We believe News Corp trades at a meaningful discount to the value of the sum of its parts."

"We believe Dow Jones is well-positioned to continue delivering healthy growth and margins."

"The New York Office Market Isn’t Facing ‘Headwinds’ – It’s Facing an Existential Hurricane"

"Notice carefully, Magnite refrained from quantifying any early view on CTV Q4 2020 growth."

"CFM was bleeding money and appears to have been on the ropes at the time Olam acquired it."

"Zhonghuan: Sham Transaction Routed through Straw Entity controlled by Likely Company Proxy"

"Holdco, within 2 years of being established, increases stakes in all OpCos to at least 30%"

"Mondelez has the most attractive stable of sweet snack brands of any packaged food company"

"Chipotle has a number of other attractive attributes that help to mitigate investment risk"

"Teck trades at two-thirds of Freeport's P/E multiple and has much better growth prospects."

"3. Extensive share repurchase program and newly hired CEO should help drive value creation"

"Good thing PGNY doesn’t actually operate clinics or they’d be violating SART guidelines..."

"Sum-of-The Parts Analysis Suggests 25% - 50% Downside Risk Potential To REZI's Share Price"

"Anything that reduces the aging time to bring new whiskey to market is bearish for supply."

"Why Wasn't The $0.15 Cents Benefit From ASU Adoption Called Out As A Driver Of EPS Growth?"

"Shareholders deserve a focused board with a sense of urgency and mandate to maximize value"

"Nearly twelve turns of EV/EBITDA multiple expansion despite just a 2.2% organic sales CAGR"

"8 Year Compound Annual Return: PSH NAV Net of Fees & Total Return vs. Indices Total Return"

"He stated that patients started off well, only to experience a quick collapse in efficacy."

"マーケティングキャンペーンを打ち出し、従来のヘアサロン以外の販売経路まで拡大させた場合、オリベの収益は上記ブランドと同程度の規模にまで成長する可能性があるとオアシスは考えています。"

"Deckers has missed earnings targets in 3 of the past 5 years, and each of the last 2 years"

"Long pattern of irresponsible governance practices necessitates a replacement of the Board"

"At $600 of total value, iPrefs unlock $61 per share more than the second best alternative."

"We believe that these assumptions are quite aggressive and likely to prove too optimistic."

"These businesses have, on average, a 10% operating margin before stock-based compensation."

"Our adjusted DCF value for the established ambulatory business is therefore $43 per share."

"FBHS is well-positioned to accelerate profit growth as volumes grow in a recovery scenario"

"it is the only streaming offering that approaches Netflix's core viewership and engagement"

"Even Disney’s Last Twelve Months Financials Are Significantly Worse than Five Years Ago..."

"HOW CAN MANAGEMENT CONTINUE TO ASSERT THE ADVANTAGES OF THIS STRUCTURE WITH THESE RESULTS?"

"A 10.2x multiple post-synergies would generate ~$45bn of cash for Phillips shareholders(2)"

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

"$800 million in savings from utilizing assets as well as Norfolk Southern’s Class I peers."

"Upcoming business separation should be a catalyst for significant share price appreciation"

"We believe Dow Jones is well-positioned to continue delivering healthy growth and margins."

"Under the thoughtful leadership of Yoshida-san and team, Sony has grown EBIT at a 17% CAGR"

"There was certainly some pressure on all the investigators to downplay the adverse effects"

"We believe this demonstrates that iKentoo did not experience much growth under Lightspeed."

"Highly focused food companies trade at premium multiples vs. peers with diverse portfolios"

"the problem starts with bioavailability but then the toxicity starts appearing after that."

"Pitolisant data shows a highly unusual 15-fold higher concentration in brain than in blood"

"Both our Long and Short investments have meaningfully contributed to performance over time"

"Companies generally prefer not to use Stock because Cash and Debt are cheaper than Stocks."

"Determination of compliance with the complex regulatory requirements is very fact specific"

"Mondelez has the most attractive stable of sweet snack brands of any packaged food company"

"Chipotle has a number of other attractive attributes that help to mitigate investment risk"

"Vireo will need to raise a significant amount of money to operate these licenses properly."

"Mondelez has the most attractive stable of sweet snack brands of any packaged food company"

"Chipotle has a number of other attractive attributes that help to mitigate investment risk"

"Kindly share with us the adults' passports at least to make the booking under their names."

"Both our Long and Short investments have meaningfully contributed to performance over time"

"Mondelez has the most attractive stable of sweet snack brands of any packaged food company"

"AXDX shares are overpriced and we expect will be declining 70% down in the next 6-9 month."

"The quantum component, according to multiple sources, contributes no differentiated value."

"Marvell noted the same light source defects and technical problems as other large players."

"However, this time we believe that this is a trough result, rather than a midcycle result."

"the largest export thermal focused coal operation in North America — Pre-Feasibility study"

"the Court, should have received a more transparent, evidenced explanation. — Judge Fordham"

""When people say 'Do the math,' is this the kind of thing they're referring to?" — Sipress"

"“We cannot bring in outside people at too senior a level or they will fail” — David Taylor"