Callouts & quotes from 37,061+ activist slides

"From these candidates, Oasis is nominating 5 Independent Directors to Kao’s Board."

"Capricorn's value is mostly comprised of cash and near-term contingent receivables"

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"Both strategics and private equity firms have been active acquirers of CRO assets."

"Elliott urges you to use the GOLD universal proxy card or voting instruction form."

"「レーザーテックの検査装置について完全に満足している会社は一社もありません。どんな装置であろうと、それぞれに問題があります。完全に満足している会社などありません。」"

"レーザーテックの研究開発費の総額は、ASMLが光源の研究開発だけに投入した金額の1%も満たないことに鑑みると、信頼性の高い極端紫外線光源が開発できるとは信じがたい。"

"Spruce Point warns about the risk of investing in LODE given its ties to promoters"

"On any metric, it appears AOL's Display business is substantially underperforming."

"On any metric, it appears AOL's Display business is substantially underperforming."

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"....but since 1990 the Japanese industry has struggled to keep up with competitors"

"How have External Directors established the sufficiency of marketing spend at Kao?"

"PepsiCo’s EBIT(1) margin (before advertising expense) is well below the peer group"

"China's importance to Herbalife's business has grown dramatically in recent years."

"Accumulating Volume Points from purchases by your downline incentivizes recruiting"

"the folks at Harmony market that stronger than probably it carries with clinicians"

"We believe Cole and Riedel appear to be following a similar same playbook on ABML."

"Several large portfolios of durable OTC products have been sold in the last decade"

"Across nearly every metric and market, HelloFresh is in rapid, structural decline."

"RILY’s Balance Sheet Will Take a $175 Million Hit in Q2 If Its SPAC Is Liquidated:"

"Nunes is sometimes brazen in how he touts his various interlacing roles in Brazil."

"In contrast to enthusiastic AXDX bulls, hospitals largely ignore the Pheno system."

"The fact that the results were delayed this long suggests it isn't anything great."

"At the current burn rate, AXDX's cash balance will only last another six quarters."

"In our view, DVLT’s press release here was, at the very least, grossly misleading."

"Der Kern der Probleme von HelloFresh ist ein Geschäft im fundamentalen Niedergang."

"Investors are still paying for the Fox deal as Disney works to reduce its leverage"

"D-Wave is riding quantum hype, but with a core technology that cannot stay afloat."

"The CEO evaded the question: " I cannot give you any information on gross margin.""

"“We have nothing to hide” and “we are totally transparent” — Udo Müller, Ströer SE"

""creating a hostile and terrifying atmosphere" — Ron Chan (regarding Ned Sherwood)"

"We can’t make them fast enough — Aaron Jagdfeld, Generac CEO (CNBC, Feb 17, 2021)."

"Spherical Metal Powders are the future of additive manufacturing — Industry Source"

"WeWork sets up Irish presence on George's Quay and Harcourt Road — The Irish Times"

"“How were we to know oil would run out? We only sell the stuff!” — Cartoon caption"

""The short-term solution is money and the long-term solution more money." — Morris"

""How were we to know oil would run out? We only sell the stuff!" — Cartoon caption"

"“the Global CEO does not own any common shares of the Company.” — Company filings."

"FourKites confirms 15% cut in global workforce, dismisses key exec — Grace Sharkey"

"Rising Mortgage Rates Are Starting to Become a Problem — Bloomberg, March 29, 2021"

"“We’re really proud of our record on capital allocation” — Marissa Mayer, 12/09/15"

"Aizhikang is Haoweilai’s (previously known as Xueersi) Brand — TAL Education Group"

""It’s a proprietary strategy, I can’t go into it in great detail" — Bernard Madoff"

"When I was there, Rollins was never the highest bidder. — Former Rollins Executive"

""The gentleman at the other register would like to cover your co-pay." — Paul Noth"

"Mine does the exact same thing – but without the tassel. — Mike Baldwin / Cornered"

"“I would say 40% and above.” — Ex-field reimbursement manager working with Harmony"

"“Heads I (Jinbao Yao) win, tails you (WUBA shareholders) lose.” — Grizzly Research"

""did not do anything for less than... 25-30% margin, gross." — Former AJR employee"

"Gross Borrowings And Average Borrowing Balance Grew Much Faster Than Send Volumes"

"BWLD should cease investing in high risk initiatives that have earned low returns"

"Management repeatedly told investors Pfizer had the best pipeline in its history."

"The midpoint of Genius’ incremental margin is approximately half its prior figure"

"It is probable EDU will restate earnings, and probable that Deloitte will resign."

"Campbell has also significantly underperformed on a 10YR, 5YR, 3YR, and 1YR basis"

"Best-in-class margin target is still below levels Southwest historically achieved"

"Management Has Historically Ruled Out Industry-Standard Commercial Initiatives..."

"Business Insider has twice profiled Powerhome Solar’s business practices in 2020."

"Mr. DelVecchio Jr’s FINRA profile says he is Barred from the securities industry."