Callouts & quotes from 37,061+ activist slides

"At these multiples, I can't see anybody digesting a business that isn't diversified."

"As a result of the foregoing factors, we find the investment case for Ströer hollow."

"David Lockwood has a track record of success while serving as an operating executive"

"Profitability is further pressured by an over-reliance on promotions to drive sales."

"Actually, athena is none of those things, but it’s a great way to promote the stock."

"Disney's lack of accountability for poor decisions made in the past is disappointing"

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

"Vivion seemingly should disclose rent24 as a major tenant, but it has never done so."

"CMG's share price increased 32% in 2024 and has decreased 4% year-to-date in 2025(1)"

"We Believe Limbach Is A Low-Quality Roll-Up With Overstated Organic Growth Potential"

"Unsurprisingly, Olapic has performed far worse than shareholders were led to expect."

"TransMedics "find ways to increase your costs" if you refuse to use their air travel"

"A good word to describe the company is top-down aggressive...there's no question...."

"Into The Recession (2007-2008), DuPont’s EPS Growth Underperformed Peers by 3,000bps"

"FY 2014: Excluding one-time gains and tax benefits, earnings were 13% below guidance"

"Under More Reasonable Assumptions, DOL Stock Is Overvalued By 40% At Current Levels."

"No Dollarama distribution facilities located outside of a ~4 mile radius in Montreal"

"WHAT DOES THIS SYMBOLIZE? 1. AN ELECTRONIC DOUGHNUT? OR 1. A COMPANY LACKING VISION?"

"There are few lower quality ways to “beat” than pulling forward used car loan sales."

"We believe the primary cause for Sony’s discounted valuation is portfolio complexity"

"Image sensors are the core money maker and ‘crown jewel’ asset for Sony Technologies"

"Vote FOR our highly qualified nominees and AGAINST the incumbent “bankruptcy board”!"

"HQ-CT is a poor endpoint that “doesn’t really reflect the behaviors” of PWS patients"

"Target pays down ~$9bn of debt, eliminating significant interest expense obligations"

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

"A biotech with no IP is, of course, a house of cards - typical of a Jeff Aronin rig."

"QTc prolongation of ~10 msec and ~16 msec at ~175 ng/mL and ~280 ng/mL, respectively"

"QTc prolongation of ~10 msec and ~16 msec at ~175 ng/mL and ~280 ng/ML, respectively"

"HHC continues to create value across its portfolio of core trophy real estate assets"

"HHC continues to create value across its portfolio of core trophy real estate assets"

"One dirty trick HelloFresh uses to cut costs is to deliver small portions for meals."

"Based on our financial analysis we believe that Inteliquent is Sinch's golden goose."

"We are discounting the rent by 93% to 100% due to overpayment and potential default."

"Archer’s trajectory mirrors Nikola Corporation’s, and is likely to end the same way."

"The contrast in strategy and execution between Joby and Archer could not be clearer."

"Crypto Family was founded by Đorđe Petrović in Dubai, a known hub for Ponzi schemes."

"Import Records Show GreenPower’s EV Star is Really Weichai’s Eurise Electric Minibus"

"We believe our investigation’s insights stand in stark contrast to Accor’s promises."

"Here we believe management crossed over from mismanagement into outright misconduct."

"We Believe Prediction Markets Are Unlikely To Expand TAM For OSBs In The Near Future"

"Again, if this is worth $1.7 million, the world is a much richer place than we knew."

"“He Stole From You As He Did Indeed Steal From Me” — MrPersistant (SitePoint Member)"

"I would describe the Company as very aggressive. — Former GFL Financial Professional"

"Only when the tide rolls out do you know who as been swimming naked — Warren Buffett"

"Klein: Oh, come on! You haven't got a clue! — Mr. Klein (Shareholder) to Management."

"“potential value of $3bn assuming a 10x multiple” — Wolfe Research, January 2, 2025."

"“potential value of $3bn assuming a 10x multiple” — Wolfe Research, January 2, 2025."

"2018! YY’s 5 biggest channels draw more than 1.1 billion yuan — YY promotional video"

"Exclusive: BP abandons goal to cut oil output, resets strategy — Ron Bousso, Reuters"

""BoE raises rates sharply and warns of 13% inflation by year end," — Financial Times"

"「数十年前から電気テーブルや優れている位置調整技術は……ASMLの岩盤であり……超高速・超精密なステージは現在、同社独自の強みである」 — Bits and Chips"

"「とにかく、順調じゃないです。レーザーテック製の装置はこれから、私たちのいう『研究所専用』、『研究開発専用』の装置の位置づけになっていくでしょう」 — TSMCの元幹部"

"「低いアップタイムと粗末なユーザーインタフェースで苦労してきた、ただのニッチプレーヤーです。KLAとは到底比肩できない会社です」 — グローバルファウンドリーズの元幹部"

"Cerro Rico is known locally as "the mountain that eats men" and "the mouth to hell"."

""on average, in a given day, we can sell 6 or 7 cards." — Salesperson at booth B2178"

"We view the Indian market as long-term growth investment — American Tower Management"

"Grant Samuel report “Target Company Statement” 23 May 23, 2011, p.23. — Footnote 116"

"“potential value of $3bn assuming a 10x multiple” — Wolfe Research, January 2, 2025."

"The Crowne Plaza hotel ‘fails to meet the client's recovery needs’, said his lawyer."

"3 to 10% of Caucasians and 2 to 7% of African Americans are poor metabolizers. — FDA"