Callouts & quotes from 37,061+ activist slides

"Oatly’s Founder (and Board Member) Oste on record admitting that brands have little value"

"Noble defends its MTM assumptions on off take agreements as “conservative”. — Noble Group"

"“Our solutions remain essential to our customers’ operations…” — Zebra Technologies Corp."

"VETERAN ENERGY EXECUTIVE GREGORY GOFF BACKS ELLIOTT'S PLAN TO UNLOCK VALUE AT PHILLIPS 66"

""We offer a money-back guarantee, assuming we have the money." — Eric & Bill (Cartoonist)"

""It is true that we have too many businesses" — President Yoshihiro Hasebe, February 2023"

"certainly creative; it is also, for three distinct reasons, illegal. — A leading academic"

"“maintain exclusive authority regarding the provision of healthcare services” — HIMS 10-K"

"“19 Customer Printing Services As An Alternative To Amazon Merch” — Small Business Trends"

"For Messrs. Poling[’s]... award the grant date was February 21, 2019. — 2020 Proxy Filing"

"“Redefine Wealth Management Technology In North America” — BR press release, Oct 25, 2018"

"certainly creative; it is also, for three distinct reasons, illegal. — A leading academic"

"SEC Charges Former Biotechnology Company CEO for Misleading Investors — SEC Press Release"

"Q. Lots of liars? A. Yes, they are all part of organized crime... — Deposition Transcript"

"QTT even referred to its loyalty program expenses as "a paltry amount in monetary terms.""

"“a parade of woman (...) lined up like dolls, waiting to be chose” — TripAdvisor reviewer"

"there is no proof that any optimization problem is solved faster — former D-Wave engineer"

"“Used as a base for Toshiba Group training centers” — Lasertec press release, Sep 30 2022"

"The management of Ströer SA have displayed multiple behaviors associated with deception."

"We Estimate Sunrun Overstates Its Income Approach FMV by 29% and Subscriber Value by 32%"

"我々は弊社の提案が実行された場合には当社の税前利益は現在の 45 億円から、2023 年度には 114 億円に増加し、株価については 100%近い上昇余地があると信じています。"

"VRX stock has decreased 83% from our average cost at announcement date to April 21, 2016"

"THE STATUS QUO CANNOT PERSIST IN THE BOARDROOM – SHAREHOLDER-DRIVEN CHANGE IS NEEDED NOW"

"Vets First Corp will have both a stronger topline and EBITDA growth story versus Elanco."

"The Company needs to achieve higher revenue growth based on its R&D and M&A investments."

"Campbell is an iconic asset that could command an attractive price from multiple parties"

"That said, we remain very committed to driving leverage below 4x as quickly as possible."

"Considered to be limited in scope, not transparent, and often inconsistent with actions."

"Buyer Beware: We believe the potential downside for both companies' shares is up to 90%."

"The bottleneck is in the collection stream. There's a lot more to it than meets the eye."

"No acquisition ever occurred, and XPO sold stock at a significant discount to the market"

"We suspect this material level of dilution is why it was omitted from the press release."

"1.10x Coverage scenario drives 43% upside to recent share price at a 4.0% dividend yield"

"That is why I am actually really shocked that we are being taken to count over it today."

"The community is so loyal that it has been often referred to as the "Church of Peloton.""

"Hilton is poised to deliver long-term earnings meaningfully greater than pre-2020 levels"

"The relentless focus leads directly to improved long-term performance and value creation"

"These improvements drove an AUV increase from approximately $2.5 million to $4.0 million"

"The Public REIT valuation yields a total real estate value of approximately $2.6 billion"

"Why would FMCN lie about the inputs to the numbers without also lying about the outputs?"

"We are troubled by the disappearance of IPX’s Chief Legal Officer (CLO) Jeanne McMullin."

"Investors have lost approximately 95% of their equity investment since the announcement."

"We note the sharp contrast between VW’s perspective versus what the CEO has represented."

"~60 – 80+% Increase in Marathon Stock Price Expected, $14 – 19 Billion of Value Unlocked"

"10 pts increase in terminals utilization would drive ~$15 – 25 MM in incremental margin."

"The above images, confirming no development, were taken by our investigators in Q3 2023."

"Post-transaction, HHH will become a modern-day Berkshire Hathaway led by Pershing Square"

"We are therefore short because this way of doing business just doesn’t seem sustainable."

"We believe the findings prove that Autodesk management intentionally misled shareholders"

"Despite making huge investments ahead of the bust, JOE has taken only modest write-downs"

"ACAS' recent historical median overhead is 56% higher than other Internally Managed BDCs"

"Ms. Schnabel has a track record of creating shareholder value in the chemicals industry."

"Management has historically referred to Celanese, Dow, and Eastman as its primary peers."

"You need to have your head in the cloud not to see the excitement around Edge Computing."

"The relentless focus leads directly to improved long-term performance and value creation"

"These improvements drove an AUV increase from approximately $2.5 million to $4.0 million"

"The Public REIT valuation yields a total real estate value of approximately $2.6 billion"

"And the basis problem that is killing Pennsylvania prices is being solved by the market."

"SOFI is a financial engineering treadmill, not a healthily growing origination business."

"Remarkably little relevant industry expertise, numerous conflicts, questionable judgment"