Callouts & quotes from 37,061+ activist slides

"Tax-free spin-off of an active business that ground leases the land back to the Retailer"

"TIP REIT’s land development opportunity can be valued based on its growth platform value"

"Announcing a 66% jump in payload capacity is not a trivial matter in rocket development."

"They said thirty, so maybe they only grew 25%, which would be about 9,200 new providers."

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

"Many commentators think that these high rates of return suggest the market is overvalued"

"We believe Lacuna Diagnostics is an insignificant player in the digital cytology market."

"This invariably suggests that RS-25 revenues are set to decline from 2019 going forward."

"Competitor color on Omnia’s lack of traction was consistent around the country: “a dud.”"

"ONP was not forthright with investors for over 16 months about not actually owning HBOP."

"Spruce Point Believes Limbach Has Too Many Financial And Operational Red Flags To Ignore"

"This ongoing pattern raises questions: what exactly is being restructured at this point?"

"There are four patterns of user joining that we believe show the user is actually a bot."

"Based on the above, the Company’s Restaurants business is being ascribed negative value."

"Our nominees' plan is designed to achieve an OR below 60% twice as fast as management's."

"A shift to shorter useful lives would eviscerate CoreWeave's unit economics and margins."

"Despite significant investment, we believe Patch has minimal revenue and massive losses."

"Does any of the foregoing sound like a truly penetrable market for space-based roaming??"

"ADP’s share price including dividends increased 14% in 2018 and 14% year-to-date in 2019"

"Thus, it appears the forecasts produced in the 2011 report have proven overly optimistic"

"Upserve was a net loser with GTV falling to just $6bn by the time of LSPD's acquisition."

"TIP REIT’s land development opportunity can be valued based on its growth platform value"

"Distributors are incentivized to recruit new participants rather than make retail sales:"

"Only uses it because “it’s better than nothing” and is “absolutely not” a “wonder drug.”"

">Off-label marketing prescribing allegedly drives 40% or more of Harmony’s prescriptions"

"However, this analysis ignores one of Valeant’s most valuable assets, its Platform Value"

"Sizable investments in high-quality businesses with catalysts for further value creation"

"Note the last line which makes clear that "CoreCard Software is a client of UTS-Global"."

"In short, we believe NBEV got duped by buying a dying business with inflated financials."

"And then here he is, sitting as the director of Innovation Era, according to BVI filings"

"Obviously, there were multiple strong conflicts of interest that were blatantly ignored."

"In short, we believe NBEV got duped by buying a dying business with inflated financials."

"NBEV's CBD related licensing deal with the Marley brand has terribly economics for NBEV."

"Looking to the right of the chairs are school buses. Notice there’s no machinery at all."

"PIONEERING THE ART OF RESPONSIBLE HOSPITALITY, CONNECTING CULTURES, WITH HEARTFELT CARE."

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

"CTO’s refusal to factor in recurring capex is highly unusual for a shopping center REIT."

"Despite all of these grand claims, as of February 2021, the Hezhou E-Port doesn’t exist."

"We discovered that GSX had significantly lower number of visits per year per enrollment."

"KLA is developing a competing tool that will launch in 2025 – "of course it's happening""

"You seem repeatedly surprised by adverse events, and are exhibiting knee jerk reactions."

""Getting listed will allow the Company to develop at rocket-like speed." — Liu Zhen Yong"

"In 1997 Mr. Cole became CEO of NetAmerica until merging in 1999. — ABML S-3 filed 1/7/21"

"the most direct impact on coverage and interference parameters — JDSU Product Literature"

"Poyry states that, “Trees are typically felled by axe or handsaw, cut to length” — Poyry"

""Insiders Attest That GeneDx Is Actively Committing Widespread Fraud" — Grizzly Research"

"Arconic management defines “historic high” based on three-year rolling average EBITDA/MT"

"Focused on the "middle and upper echelons of the auction market" according to management"

"“there’s no reason that it should not be a 60-plus precent gross margin business.” — CFO"

"Page 26 of Twist’s Aug 2020 corporate presentation – second pic shows no laboratory pp&e"

"“Tech giants feel pain as cloud spending cuts suggest slowdown,” — Reuters, Oct 28, 2022"

""[RINO’s] technology has no advantage beside not producing wastewater." — Contact at Lai"

"Growing and Sustaining Royalties — Herbalife Independent Distributor Presentation (2006)"

"Management has recognized that Platts is “an underappreciated gem”(1) within the company"

"Mr. Filliol assumed the position of Head of Process in June 2001. — Proxy St. March 2003"

"The Sartorius site explains the fermenters are simply bioreactors used to culture yeast."

"REPORT: The FTC has decided that Herbalife is not a pyramid scheme — BUSINESSINSIDER.COM"

""These new regulations will fundamentally change the way we get around them." — P.C. Vey"

"Eli Lilly and Pfizer Put Osteoarthritis Pain Drug Tanezumab Out of its Misery — Biospace"

"This is a shitty place - I always have to swivel my chair back and forth here. — C. Sch."