Callouts & quotes from 37,061+ activist slides

"Boeing and Airbus may have used 'counterfeit' titanium in planes, FAA says — NBC News"

""...Seeo, one of the hottest advanced battery startups in Silicon Valley..." — Quartz"

"IonQ Triples Expectation for 2021 Contract Bookings — IonQ Press Release, Sep 9, 2021"

"“IAA has lost a stunning ~25% of market share in the last six years.” — Luxor Capital"

"Mr Harwood KC, for Mr Galloway, answers “yes” to all three questions. — Mr Harwood KC"

"TRUST ME, HAROLD, IT'S NOT OR DEMAND... IT'S SUPPLY AND DEMAND — Non Sequitur cartoon"

""Now also as of 2 weeks ago, 2 rolling mills here that are in there..." — May 6, 2016"

"PHILLIPS 66'S ARGUMENTS ON VALUE CREATION "DISCONNECTED FROM...REALITY" — Glass Lewis"

"According to analyst Lake Street, 83% of Ballard’s value is “potential” new business."

"A former employee we interviewed commented that it was "impossible" — Former Employee"

"Indonesia bans sex outside of marriage: Will new laws affect tourists too? — Euronews"

"TRS 1/2/3: Structured derivative transaction. Neg, FV Limited disclosure through 2H15"

"「レーザーテックの装置が使われているのはペリクル検査ができる唯一のものだからだが、じつはできない。『嘘をついたのです』」 — KLAで極端紫外線マスク検査を担当した元幹部"

"「発売直後に購入台数をなるべく多くしたいために、場合によってA150と値段を割り引いたA300の交換を考えてもいい、と言いました」 — マーベル・テクノロジーの上席従業員"

"“Fairfax Responds Further to Short Report”, 2-12-24 — Fairfax Financial Holdings Ltd."

"Sometimes the future is bright, sometimes it’s dark—it’s all cyclical. — Frank Cotham"

"Mr Harwood KC, for Mr Galloway, answers “yes” to all three questions. — Mr Harwood KC"

"No they do not cover these. They cover the bottles and tanks. — 1st Class Medical Rep"

"Ishihara describes NowNaw as "the American equivalent of TikTok." — Norihiko Ishihara"

"Zillow to exit its home buying business, cut 25% of staff — Anna Bahney, CNN Business"

"The patient felt this was ‘emotional time and that might be why he had his symptoms.’"

"REPORT: The FTC has decided that Herbalife is not a pyramid scheme — Business Insider"

""Maddox only goes through Burnette", and "Burnette is my guy" — FBI indictment quotes"

"All the girls are travelling with adult man who are above 18 years old. — M. Vladimir"

"we introduced a working prototype of the Nanox.ARC in February 2020 — NNOX Prospectus"

"We believe these new disclosures signal that the take rate will continue to decline."

"A buyback or increased dividend will amplify the value creation opportunities at AAP"

"BWLD's franchise operation = a high margin royalty stream that grows without capital"

"We found Genius to be an outlier with significantly higher figures for both metrics."

"Move into fresh food with $1.55 billion deal for Bolthouse Farms has been a disaster"

"Strategic and operational blunders have tanked sales, operating profit, and earnings"

"Actual Income Taxes, Net of Refunds Keeps Rising Despite Negative Effective Tax Rate"

"We believe the Preferred Financing was done to “buy the vote” and entrench the Board"

"Box must make its customers’ business outcomes the singular focus of every employee."

"The magnitude of this unique benefit amplifies the importance of capital allocation."

"Crown Castle would have $1B+ more EBITDA today if it achieved the yield of its peers"

"It ultimately attracted a bunch of lower-quality subscribers with much higher churn."

"The JFT acquisition seems likely to be a sham transaction for the following reasons:"

"If UNP fully recaptures its volume underperformance vs. US Class I railroads by 2025"

"Phillips 66 Annual Report tells a different story about relative shareholder returns"

"HHC's share price increased 29% in 2021 and has decreased 7% year-to-date in 2022(1)"

"A $350 million portfolio sale would generate little-to-no tax or debt breakage costs"

"This rapid transition remains a massive challenge and appears increasingly unlikely."

"GoDaddy is expected to miss its 2024 free cash flow target by more than $150 million"

"If they chose 30C, like the other slides, it would be harder to achieve this result."

"Elliott valuation assumption conservative compared to yield implied by public peers."

"Fuel supply agreement with CST establishes a long-term customer for ratable volumes."

"We believe this decision was ill-advised, and shareholders have suffered as a result"

"We add 1 + 1 using a 2 bit classical adder circuit mapped on to the quantum circuit."

"Without this Q4 contribution, IonQ’s illusion of “growth” would instantly evaporate."

"Hess is incapable of managing both (evidenced by severe cost overruns in the Bakken)"

"Viacom Still Needs to Reduce Headcount by Another 10% to Bring it in Line With Peers"

"IAA Requires Significant Capital to Have a Chance at Stabilizing Market Share Losses"

"In 2020, Autodesk again committed to reaching growth + profit of 55% - 65% by FY2023"

"$41,768,000 = JOE's carrying value of residential real estate for Franklin County(1)"

"The Market’s Reaction to News of Ancora’s Involvement Shows Shareholders Want Change"

"Huntsman CLEARLY promises to Monetize Its REMAINING Stake in Venator for ~$1 Billion"

"A $350 million portfolio sale would generate little-to-no tax or debt breakage costs"

"It is not only the most prolific acreage; its gas is by far the cheapest to produce."

"CONSOL has done even worse because the market insists it's nothing but a coal stock."