Callouts & quotes from 37,061+ activist slides

"“the company’s leading surgeon in California” — Saverio La Francesca LinkedIn bio"

"“horrible, painful deaths” — Unspecified source regarding Macchiarini's patients."

"Jennifer Miller...shines brightly as an inspiration... — Univ. of Florida FB page"

"We find that revenue per active customer and per send volume has been declining."

"The Company has lost approximately $20 to $60 billion in market value since 2019"

"Shareholders have endured substantial declines in ROIC under the incumbent Board"

"It’s noteworthy that “Acquisition EBITDA” fell materially by 38.5% sequentially."

"Dovigi described it as "one of the premiere liquid waste businesses in the U.S.""

"Investors in PSH may lose all, or substantially all, of their investment in PSH."

"In total, WTRG made $42m of adjustments that investors cannot audit or evaluate."

"The majority of the Board was comprised of insiders or venture capital investors"

"There has not been a single open market purchase of stock in the last five years"

"One issue Procept hardly acknowledges is the significantly higher bleeding risk."

"We believed APD’s EBIT margins (15.5%) could approach comparable Praxair (22.5%)"

"This is unequivocally false and simply amounts to fear-mongering by the Company."

"Stopped explaining DSO change and contract asset revenue errors/revision appears"

"According to Google, interest in "Canadian Tire" is below typical November highs"

"Vote to allow us to significantly improve Darden for the benefit of shareholders"

"Revenue and unit growth have not provided the operating leverage Darden promised"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management's misguided priorities"

"Goodyear's go-to-market strategy has damaged its brand, market share and pricing"

"What they're finding with solid-state batteries is that it's much less tolerant."

"FL Mobile reserves the right to take legal measures against responsible parties."

"there’s no money involved in the current partnership and no money changing hands"

"In 2018, Autodesk committed to reaching $2.4 billion of free cash flow in FY2023"

"Beachfront lot sold in WindMark Phase I in October 2009 Sales price: $350,000(1)"

"Before its eventual write-down, Victoria Park’s carrying value was $78.8 million"

"Underperformance of this magnitude and duration demands change in the board room"

"60% operating ratio, continue to move toward perpetual best-in-class performance"

"Management’s Spin-Out Proposal will PERMANENTLY IMPAIR the Value of the Business"

"We Highlight Several Concerns Uncovered During Our Investigation of PowerSchool:"

"Huntsman promised organic annual Adjusted EBITDA growth of 10% from 2018 – 2020."

"Verizon is a $169 billion dollar company. Edgio’s market cap is ... $60 million."

"Vote to allow us to significantly improve Darden for the benefit of shareholders"

"Revenue and unit growth have not provided the operating leverage Darden promised"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management’s misguided priorities"

"Vote to allow us to significantly improve Darden for the benefit of shareholders"

"And this is the graph of CONSOL, an energy company that has gone from $40 to $7."

"Taken as a whole, we believe this segment will be highly problematic for Evoqua."

"$70 million, or 11%, higher than March 2011 Quarter revenue, despite seasonality"

"Each of Arconic’s businesses missed their 3-year targets for revenue and profits"

"Management never explained to shareholders why Warrick was moved to Upstream Co."

"Sotheby’s has clear opportunities to grow and become stronger over the long-term"

"Valeant management has increased the value of B&L from $8.7bn to more than $21bn"

"In contrast, David Li did not personally invest in Bigo until December 14, 2014."

"A $250 million share backstop at $5.00 per share strengthens GGO’s balance sheet"

"We believe management should have disclosed this on the Company’s earnings call."

"Since 2022, ~73% (eight of 11) of the CEO's direct reports have left the Company"

"They have... the subsidiary in that province because they have to pay the taxes."

"Relative to leases or PPAs, purchases made with a loan are better off from day 1"

"Growth predominantly by acquisition. Just 2% of net headcount added among peers."

"Pershing spoke with franchisees from around the world. Here’s what they told us:"

"Mellon Financial has not been fully integrated seven years after the acquisition"

"Revised TOB values the core operating business at an ~85% discount to fair value"

"Having been in the CEO seat, we appreciate that change does not happen overnight"

"We question whether this discrepancy indicates a cash hole in CPI PG's accounts?"

"To estimate 2015 revenues per program, we used the following data and estimates:"

"Valuation: A revolutionary asset worth USD500m-700m unknown to the equity market"