Callouts & quotes from 37,061+ activist slides

"And had it not capitalized all these expenses, margins would have fallen even further."

"Accounting for lower sales expectations highlights the lofty multiples paid by Pfizer."

"Omnia merely caters to Nevro users who turned away versus expanding the company's base"

"The former employee alleges that Ströer reported the misstated numbers in its filings."

"While cash hoarding is prevalent in the tech industry, it isn't practiced universally."

"Investing in FBHS is a low-risk way to profit from an eventual housing market recovery"

"We believe Dow Jones is a high-quality business and should garner a premium valuation."

"Zillow has lost all credibility in the eyes of brokers in the national housing market."

"Despite claims of success, Phillips has not closed any of the profitability gap to VLO"

"AV companies likely to partner with Uber over time due to its strong value proposition"

"These facts concern us because Mr. Kimelman was a key promoter of the Estelle Project."

"everything at this company feels like a big secret, and it’s really weird and sketchy."

"everything at this company feels like a big secret, and it’s really weird and sketchy."

"The IR page and presentations appear to have had no shortage of photos of Macchiarini."

"Significant operational and financial improvements in both businesses since separation"

"To both Microsoft and OpenAI, CoreWeave is not a strategic partner, but a placeholder."

"Why does the Board think FirstGroup's stock has consistently underperformed its peers?"

"Lowe’s is a high-quality business with significant long-term earnings growth potential"

"How Long Can A Company With a Narrow Product Line Outperform The Entire Retail Sector?"

"We believe Dow Jones is a high-quality business and should garner a premium valuation."

"Sony also trades at a meaningful discount to major peers in all of its core businesses"

"By 2021, streaming will account for ~60-65% of recorded music revenue for all 3 labels"

"Sony's listed stakes, which total ~$12bn at market, should be reviewed for divestiture"

"Diabetes is a serious side effect and undermines the point of the drug in PWS patients"

"~35% total IRR over first 2.5 years through value creation at SnacksCo and BeveragesCo"

"This calculation yields a fictional number of hours the Distributor supposedly worked."

"If you wish to submit a question, please email it to questions@factsaboutherbalife.com"

"BOOT made no mention in its SEC filings of worker layoffs, severance or restructuring."

"NVDA's stock price is near an all time high and short interest is near an all time low"

"Basically, in both relationships, United and Delta, this has reached a maturity level."

"We believe that a good time to buy a great business is when it is in temporary trouble"

"Is this a sign that the company is about to throw in the towel and declare bankruptcy?"

"We believe that a good time to buy a great business is when it is in temporary trouble"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care"

"Pioneering the Art of Responsible Hospitality, Connecting Cultures with Heartfelt Care"

"NOMD stock has declined 21% from our average cost announcement date to April 21, 2016*"

"Spruce Point believes that Enfusion's core problems are rooted in growing competition."

"TSMC is still relying mostly on traditional KLA tools, not Lasertec actinic inspection"

"Canadian Lender Draws on Emergency Line as Deposits Flow Out — The Wall Street Journal"

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

"EXPEDIA TO SPIN OFF TRIPADVISOR — By Scott Morrison, Updated April 8, 2011 12:01 am ET"

"Known as Honeywell’s “Mr. Fix It” for improving underperforming assets — Bernd Kessler"

""You can only win the 'war' with ideas, not with spending cuts." — Dr. Klaus Kleinfeld"

"I have minimal concerns, let's go with the watch monitor. — Doctor (depicted in photo)"

"Named one of the top Activist Short sellers in world in 2020 — Activist Insight Review"

"Our e-commerce sales represented approximately 17% of our total net sales. — 2022 10-K"

"Amortizing intangibles primarily consist of customer relationships. — MNST SEC filings"

"I have not spoken to Mr. Peltz in a while. I have no plans to speak to him. — Bob Iger"

""Filing Corporate Information With the Intent To Conceal The Truth And Falsify" — SAIC"

"「TSMCはレーザーテックの高開口数の装置を買っていません」 — TSMCの元幹部で長年購買の責任者を務め、同社へレーザーテック製の検査装置の導入を担当した人物、現大学教員"

"“$2.2 billion of gross services volumes through its platform” — SPAC deal announcement"

"I have not spoken to Mr. Peltz in a while. I have no plans to speak to him. — Bob Iger"

"According to Mike Delprete, Flex now comprises more than 25% of Premier Agent revenue."

"“Japan eyes tax break for spinoffs.” — Nikkei Asian Review, Nikkei. 19, November 2016."

"Smartphone - Failure to exit business despite recurring losses. — Jefferies commentary"

"weve [sic] been working a month now to get the fluid off — Source: Facebook group post"

"“move forward in chunks as we work through various systems” — Tom Muniz, Archer's CTO."

""Will take good care of the ladies, no worries." — Private assistant to Fettah Tamince"