Callouts & quotes from 37,061+ activist slides

"Ultimately, Fairfax is paying a ~100% premium to the undisturbed price of Gulf Insurance."

"The compensation peer group is designed to justify, not evaluate, this plan, in our view."

"Our plan will deliver at least an additional $30/share of value to all Yahoo shareholders"

"Our plan will deliver at least an additional $30/share of value to all Yahoo shareholders"

"DFRL Assets: The total assets as at 12/31/2016 match the changed total of Rmb 144,048,170"

"Absent this one-off contribution, we estimate CTV revenue would have declined by 16% YoY."

"Does Fox (Rollins) have an advantage here when all its competitors use the same software?"

"Core CEO David Demshur knows this, and he’s happy to tell you where oil prices are going."

"$1.5 Billion appears to be a decent premium to S&P Capital IQ's valuation based on comps."

"Understanding a planning permission should not be an exercise in metadata detective work."

"Salesforce generated the lowest incremental adjusted operating margins among its peer set"

"An OpCo / PropCo analysis suggests the stock could be worth between $40 and $54 per share"

"Below are properties listed on Realty Income’s website (www.realtyincome.com) as for sale"

"We believe investors should push back on management's statements about more transparency."

"Target owns the highest percentage of its real estate compared to other big box retailers"

"The following transaction assumptions were used for an illustrative 01/01/09 transaction:"

"Flexible lease structure will allow Target Corp to retain control of its brand and stores"

"We estimate that in aggregate, Huishan inflated farm CapEx by as much as RMB 1.6 billion."

"[Phillips 66] is saying, ‘The stock’s fully valued’…We obviously have a different vision."

"After years of aversion to change, the Company’s strategy and operations are now outdated"

"The company’s business is primarily in the outside of the hospital, or ambulatory market."

"Heska's Valuation Is Irrational: Our Normalized Analysis Suggests 50% - 60% Downside Risk"

"Eurofins’ capex as a percentage of revenue is an outlier among its publicly traded peers."

"We find this troubling as high volume implanters drive 90% of the SCS industry's revenue."

"花王に必要なのは、中核ブランドに焦点を合わせ、信頼できるマーケティング・ブランディング・販売戦略に基づき、一貫性のある海外戦略を策定し、意欲的な成長を実現・推進できる経営陣です。"

"In our humble opinion, BP's interpretation of EN-3 constitutes a clear "abuse of rights.""

"It makes us wonder if Bayer has any drugs in the pipeline to treat inappropriate yawning."

"Disney loses billions in streaming while growth moderates, highlighting flaws in strategy"

"This retroactive adjustment allowed the Viteks to cream an additional €52.1 million cash."

"What good could have come to CPI PG's outside investors from this series of transactions?"

"The large degree of MBS funding differentiates the U.S. from other large mortgage markets"

"We believe a restructuring of Fannie and Freddie should occur in three consecutive phases"

"The embedded midstream assets could be worth >$40bn TEV as a standalone midstream company"

"We Believe TRP Conglomerate Discount Will Only Be Eliminated With Energy Segment Spin-Off"

"This concerns us because Nova is now talking about pivoting towards construction in 2026."

"At a penny per share, we do not think the market is seeing this as a "near-term" producer"

"The medical air transport industry is high-risk and prone to billing fraud and kickbacks."

"Three planes charged to transplant center; multiple ways that TransMedics coerces centers"

"Putting “very poor quality” organs on the device, while admitting it doesn’t improve them"

"most TransMedics customers appear clueless and told us they just assume they’re licensed."

"Inc share repo program to $50m even though never bought any shares under prevoius program"

"If there are no pressures, than why would management have to engage in price concessions?"

"Lightspeed's risk factors do not discuss that First Data is actually a direct competitor."

"Lack of efficacy, drug-drug interactions, and side effects cause patients to discontinue."

"A 9.7x multiple post-synergies would generate ~$43bn of cash for Phillips 66 shareholders"

"TransMedics entire model, as a creature of this abusive regime, appears to be in jeopardy"

"After years of aversion to change, the Company's strategy and operations are now outdated"

"FNMA and FMCC share prices increased 138% (2.38x) and 131% (2.31x), respectively, in 2016"

"Every reporting segment has FAILED to grow volume in-line with the Company's expectations"

"Ceres is essentially asking partners to accept technical, commercial, and financial risk."

"We'd like take the Single Deluxe King Sea View to make the girls happy. Let's book those."

"HLF stock has increased 28% from our average cost* at announcement date to April 21, 2016"

"Lasertec is secretive and conceals product problems even from its engineers and employees"

"Spruce Point warns about DraftKings / Genius Sports And Expectations Being Too Aggressive"

"The Overlap Between the Board and Legal Counsel of DSP and CEVA Raises Material Questions"

"“Tesla Powerwall 2+ Secretly went into production in November” — Electrek, April 27, 2021"

""How to Predict the Next Fiasco In Accounting and Bail Early" — Wall St Journal, Jan 2002"

"“an immediate reported loss to the insurer in excess of $45 million.” — Leslie P. Rehbeli"

"“Empowered by Unique Technological Advantages.” — IonQ website and investor presentations"

"They have a controlling stake in the company in that company, in the distributor. — Mr. A"