Callouts & quotes from 37,061+ activist slides

"No mention of relevant IP licensing or imaging technology components experience??"

"We believe recent concerns over CCI’s relative organic growth rates are overblown"

"I’m going to talk about Peloton Interactive, ticker PTON, during today’s workout."

"Substantial majority of ES's revenue base has structurally high potential margins"

"At this point, Vivendi appears to be more of a liability than an asset for TIM..."

"There are numerous reasons why starting with a partial portfolio sale makes sense"

"This plan seems at best ill-conceived and at worst a sleight of hand magic trick."

"Per Manulife’s own expert witness, Manulife is effectively on trial for its life."

"Crude input and refined product inventory levels are in-line with merchant peers."

"The 2020 device is our new 32 qubit system, and about the size of a deck of cards"

"Performance benchmarks from 2018 are identical to those on IonQ's current website"

"IonQ website shows fidelities and error rates that convey a misleading impression"

"Continental has created $10 billion of equity value, while Hess stood still. WHY?"

"Management and directors awarded $540 million while underperforming peers by 460%"

"Hess Cherry-Picks Proxy Peers Year by Year Still Manages to Underperform Them All"

"Viacom Networks Are Not Currently On The List; Will They Be There In A Few Years?"

"There are numerous reasons why starting with a partial portfolio sale makes sense"

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

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

"However, only about 70% of the addressable market are regular coffee drinkers (2)"

"This is an investment conference, so we're going to stick to the matters at hand."

"Their conclusion is unambiguous: EPS and PCC are substantially similar businesses"

"We imagine that Arconic is doing everything it can to have a strong first quarter"

"Comparable non-healthcare companies are valued at an average of 25x 2015 earnings"

"Several attempts by AtriCure at innovating a hybrid procedure have so far failed."

"They have a controlling stake in the company in that company, in the distributor."

"Within the top 45 shareholders asset managers hold a cumulated 40% of BLK Capital"

"Oatly owes investors a precise explanation of why its margins fell so materially."

"Spending money on vanity at the wrong time could be a future problem for Dropbox."

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"But building the pipeline, you're right; it was definitely hard to keep track of."

"Low-yielding cash and interbank investments have accumulated on the balance sheet"

"Which is better for the landlord, tenant sales growth or tenant cash flow growth?"

"FY2023 reported franking credit balance: >US$8.7bn (~16% of shareholders’ equity)"

"P&G's people have historically been a source of significant competitive advantage"

"At <14x pro forma 2015 earnings, we believe the market underestimates this change"

"Management has virtually nothing at risk and limited alignment with shareholders."

"The CRT becomes the main persistent identifier and is the focus of this analysis."

"トヨタのみが顧客で低収益の車両・エンジン・部品事業は、ガバナンス(利益を高めるインセンティブがあるか)懸念も加わり現在はディスカウント要因。事業再編の有無が注目。"

"The GSEs’ FIA business was demonstrated to be risky prior to the financial crisis"

"We Have Identified At Least 10 Reasons Why Floor & Decor’s Strategy Is Struggling"

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

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

"HHC maintains a conservatively funded balance sheet with mostly non-recourse debt"

"Overall, insiders have dumped $96.3 million in stock since the start of November."

"Trian’s operating plan results in 18% EPS growth per annum over the next 5 years:"

"Marathon's integrated strategy has failed despite enormous runway to make it work"

"Despite poor performance, executives continue to be paid well above target levels"

"The Board of Phillips 66 believes these results are acceptable. Investors do not."

"Herbalife’s compensation plan incentivizes orders without regard to retail demand"

"2010 margins impacted by acquisition of lower margin business during fiscal year."

"Eliminating corporate bureaucracy empowers management and speeds decision-making."

"We encourage you and the board to set this as a budgeted and incentivized target."

"The Board of Phillips 66 believes these results are acceptable. Investors do not."

"CN is the only railroad that remains below pre-pandemic levels on all key metrics"

"Most audit fees typically increase as companies grow. MSCI's audit fees declined."

"$37bn in net inflows over 5 years and a 7.0% AUM Growth CAGR (through 3/31/2012)."

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"Our concerns about the closeness of PwC with Mettler have already been discussed."

"Analysts concur with our recommendation for a minimum capital requirement of 2.5%"