Callouts & quotes from 37,061+ activist slides

"棚卸資産高を繰延収入（前受金）に照らし合わせて見れば、そのおかしさがより鮮明に見えてくる。棚卸資産高が繰延収入に翻弄されているような動きが従来の関係の崩壊を示す。"

"These metrics scream "undervalued," especially with upcoming Tesla-driven growth."

"We will present a comprehensive plan designed to ensure long-term value creation."

"Neither his current, nor possible future, role should be reassuring to investors."

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

"Stryker appears to be working sell-side analysts to keep the equity story afloat."

"The supposedly independent business continues to use TAL's web domain as its own."

"In summary, TFS was born out of the East Kimberley Sandalwood tax evasion scheme."

"Olam is now riding the tiger. We think the only way off at this point is to fall."

"FTAI Appears to Move Inventory Back Into Leasing, Further Gaming Carrying Values."

"We believe cable threat is manageable, which is not necessarily a contrarian view"

"Federal demand alone could fill CXW's ~12,000 bed inventory over the coming years"

"We feel that IQE dominates CSC, and CSC is therefore likely an alter ego for IQE."

"Target does not need access to the capital markets to consummate this Transaction"

"In limited situations, we may not be fully compensated for such changes in costs."

"These related party entities comprised a shocking 72% of Foundry revenue in 2020."

"The website appears to be hosted by Ginkgo, stating “Powered by Ginkgo Bioworks.”"

"Ginkgo is just another commodity CRO that thinks it has “a unique business model”"

"PBH has poor revenue disclosure practices and fails to disclose pricing or volume"

"Huishan is resorting to creative financing that we believe shows its desperation."

"Recent trades by CEO Bodner suggest that he thinks the stock is getting frothy..."

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

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

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

"So which is it? There is a material difference between 7,000 and 9,000 customers."

"We believe a $3 billion stock repurchase program could be 15-20% accretive to EPS"

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

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

"The Streamline 66 plan, if executed, could lift Phillips 66 stock by 75% or more."

"Digging Beneath The Surface We Find Evidence To Suggest Overstated Organic Growth"

"Energy segment will be a significant pure-play in North American power generation"

"NRP, which is currently spreading like wildfire and renders TransMedics obsolete."

"Sony is the clear leader on every competitive vector except data center footprint"

"We currently attribute €0 value to the segment in our sum of the parts valuation."

"This selective reporting suggests potential for data suppression or inconsistency"

"Soleno has a long history of making shrill and unsupported claims for the tablet."

"We suspect Frito’s volume weakness in recent years is linked to Americas Beverage"

"Retroactive Credits received on purchases by your downline incentivize recruiting"

"hERG blockade and QT prolongation are the most frequent reason drugs are recalled"

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

"We are discounting the lease due to overpayment, reflecting an adjustment of 60%."

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

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

"A review system that only allows positive reviews is worse than no review system."

"With Zero Revenues in 2017, ADOMANI’s Sales Projections Continue To Be A Daydream"

"Accor SA could therefore be held accountable for misleading commercial practices."

"GSX reports financials to the SEC that we believe are simply too good to be true."

"The amount of wrapping is extensive and indicates it is finished goods inventory."

"But if you want to have information, surely you will get it from us. — Udo Müller"

"strong alignment between corporate performance and compensation — Incumbent Board"

"“transparency, openness and solid business logic.” — CPIPG 2023 management report"

"Who Knew Lobsters Had Middle Fingers? — Mark Kalinowski of Janney Capital Markets"

"look[ing] forward to supporting the Company’s strategic direction. — New Director"

"“Brands that win at the two moments of consumer truth” — P&G Marketing Philosophy"

"Steve Case, It's Time to Take It Apart, Washington Post, December 11, 2005. — (a)"

""To actually get started, we're not an MLM. We're not a pyramid." — WFG Recruiter"

"Yes. In China, there isn't a machine with such speed that is so wide. — Speaker B"

""I like how festive it is, but maybe you should just try Viagra." — Zachary Kanin"

"Verint Announces Delisting From Nasdaq Effective February 1, 2007 — Business Wire"

"ロレアルのCEOであるニコラ・イエロニムス氏は、2023年のプレゼンテーションにて今後の成長を牽引する地域の一つとして、中南米地域を挙げている — L'Oréal"