Callouts & quotes from 37,061+ activist slides

"We believe a minority IPO of McOpCo would force a market revaluation of McDonald's."

"Twist can barely deliver DNA construct. And the other company can deliver proteins."

"Future growth unlocked via structural simplification and enhanced strategic options"

"The Bloomin' Onion is Outback’s – and Bloomin’s – most famous and recognizable dish"

"NQ recently addressed the paucity of downloads in these stores with a non sequitur:"

"Retailer Visits Further Confirm that NQ has a Sliver of the Market Share it Claims."

"All user URL and browsing history is sent to China unencrypted, and easily decoded."

"But we believe full capital account convertibility is inevitable and coming soon..."

"I should say it is quite possible for China to realise yuan convertibility by 2015."

"McDonald's current “skin in the game” is overstated due to lack of transfer pricing"

"The GSEs' guarantee business has recently returned to a high level of profitability"

"We Find That HIMS Has A Poor Track Record of Delivering On New Growth Opportunities"

"Southwest has underperformed peers on 17 of its last 20 significant earnings events"

"Saputo's History Has Been Strained By Allegations Of Connections To Organized Crime"

"Spruce Point Believes That Saputo Is Now Entering The Declining Phase Of Its Growth"

"Environmental Compliance Costs Generally Higher Than Forecasted And Keep Increasing"

"Disney's Plan for Value Creation Appears to Lack Commitments, Guidance, and Clarity"

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

"Higher revenue and margin, despite significantly lower industry aircraft production"

"$2.0 billion EBITDA target contemplated strong growth across all reporting segments"

"We believe Huntsman has an opportunity to streamline its FP&A and IT organizations."

"In fact, AOL's association with TWX has proven to be as much a burden as a benefit."

"Please vote the GOLD card today for Elliott's four highly qualified board nominees."

"Fannie Mae and Freddie Mac share prices declined 32% and 29%, respectively, in 2014"

""Dump it! Oh God! Horrible, Horrible, like Horrible. Even the product is Horrible.""

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

"Higher revenue and margin, despite significantly lower industry aircraft production"

"The quotation is 196 million. In the end the agreed-upon deal price is 190 million."

"Numerous Signs of Aggressive Accounting and Financial Policies To Embellish Margins"

"Four-year runway with a pro-business administration led by the consummate dealmaker"

"We are short Asanko Gold Inc. ("AKG") because it is highly likely to end up a Zero."

"In Q4, NQ insiders made clear they lack of confidence in the future of the company."

"「ACTISに関してだけ言えば、粗利率の悪いACTISは売上計上が完了しましたので、第2クォーター以降に売上計上されるACTISの粗利率は改善しております」と逃げた。"

"レーザーテックは同社製の極端紫外線マスク検査装置に搭載している光源に致命的な不良を抱えているので、従来の極端紫外線検査の輝度や安定性の基本的な条件すら満たせていない。"

"「放電生成プラズマ方式は将来性のない方式です。ウシオは戦略的な誤りをしました。放電生成プラズマの欺瞞の単純さに酔った結果、誤ってその方式を採用した、ということです」。"

"広場を囲むかたちで建てられた各建物の中の様子を、窓やガラス製の入口ドアから覗き込んでみた。中は閑散として人の気配はなく、依然として研究開発や生産活動らしき動きはない。"

"Notice carefully that press releases from 2017-2018 have been hidden from investors"

"At surface level, Fluor appears fairly valued compared to its primary peers, but..."

"We believe the market is not giving Fluor credit for its substantial transformation"

"Now it has clearly taken longer and cost a lot more than either we or UBS expected."

"We believe there is significant value in these assets within News Corp’s portfolio."

"Fannie Mae and Freddie Mac share prices declined 32% and 29%, respectively, in 2014"

"Citron believes Peloton’s glory days of hardware sales are in the rear-view mirror."

"In such a scenario, the equity would be wiped out, or worth nuisance value at best."

"Such evident overlap increases our concerns about the integrity of DLO’s financials"

"The details information of each completed transaction we collected from each store."

"Across the state of California, facilities are running at 170% of designed capacity"

"Note "fondue cart" and "novel" are shopify plug ins as tracking an ApplePay signal."

"If you agree to the foregoing terms, please sign below to indicate your acceptance."

"Goldman forecasts a record $15,000 per metric tonne or about $6.80 a pound in 2025."

"Mall segment Adjusted EBITDA margins in 2005 were 3%, having fallen ~60% since 2003"

"Since the initial benefit of COVID-19, price and volume are declining ~10-15% Y-o-Y"

"We believe the Company is signaling accounting strain and issuing a subtle warning."

"We believe this underinvestment points to material organic decline in legacy Amcor."

"Majority of responses to the HMG Restructuring Plan have expressed similar concerns"

"Southwest has underperformed peers on 17 of its last 20 significant earnings events"

"Tafamidis was successful though Phase 3 readout had already occurred prior to 2019."

"HHH's share price increased 4% in 2025 and has increased 6% year-to-date in 2026(1)"

"we are concerned that management’s strategy carries the potential to bankrupt MPLN."

"That the study's results were a sham appears to be an open secret in the SCS field."