Callouts & quotes from 37,061+ activist slides

"We will only make changes necessary to achieve the goals of the transformation."

"Competing against SpaceX is an unenviable task given its structural advantages."

"HHC’s share price decreased 26% in 2018 and increased 14% year-to-date in 2019¹"

"Slide Removed: Does IRBT Not Want To Be Held Accountable To A Timeline Anymore?"

"As of March 2020, 45% of LSPD's revenues were tied to the hospitality industry."

"ShopKeep Close To Default And Hadn't Scaled In Over 10 Years Since Its Founding"

"Post Spin-off, Target Corp will maintain an “A” category credit ratings profile"

"40% of de novo patients and 17% of exposed patients withdrew almost immediately"

"I know it doesn't fully work. It's just part of the cocktail, and it's harmless"

"Muddy Waters does not comprehend why he needed further incentive to do his job."

"Para que yo ganara dinero, no era a través de vender, era a través de reclutar."

"This once again showcases that Sinch ranks significantly higher than its peers."

"Dated commercial strategy has created a unit revenue headwind for over a decade"

"We believe that HHC trades at a substantial discount to the value of its assets"

"We believe IIPR has accumulated a highly toxic portfolio of low-quality assets."

"Why is PharmaCann willing to pay $3M in annual rent for an empty piece of land?"

"Herbalife is in the business of selling dreams, not weight-management products."

"His tone is neutral at best in regards to the PLSE 360° Catheter’s limitations."

"It seems to us that Goldrone has essentially stopped doing business since 2019."

"As you can see, EH’s manufacturing facility comes short in comparison with XAG."

"We believe that Disney no longer values free cash flow and that needs to change"

"Inventory first began to spike in 2017/2018, followed quickly by auditor firing"

"TSMC has to run parallel/redundant inspections as Lasertec’s tool is unreliable"

"They ship something and they know that it's consuming all the margin they have."

"KLA consciously let Lasertec have the actinic market and can easily re-enter it"

"TSMC has to run parallel/redundant inspections as Lasertec's tool is unreliable"

"Do you know why you can never trust an atom? They make up literally everything."

"TeliaSonera continues to file financial statements with material misstatements."

"More specifically, GoDaddy has underperformed peers by nearly 50% year-to-date."

"If this is worth $4.9 million, the world is a much richer place than I thought."

"If you can't measure it, you can't manage it. — Spruce Point Capital Management"

"“It’s a small heart attack. I’m not going out like Mr. Big.” — Wags in Billions"

"…Has Driven Outperformance for Our Shareholders — Phillips 66 (from screenshot)"

""We've come a long way in the last years." — Dr. Klaus Kleinfeld, April 8, 2015"

"Lightspeed denied our report as “misleading.” — Spruce Point Capital Management"

"“Marketing Drives Awareness & Consideration” — Floor & Decor Investor Day Slide"

"Saputo completes acquisition of the activities of Neilson Dairy — press release"

"Green Street assigns an ‘A’ grade to 73 malls in GGP’s portfolio — Green Street"

"“traded at a discount to its cable comparables.” — Bear Stearns' equity analyst"

""If he's such a good hitter, why doesn't he hit good?" — Billy Beane, Moneyball"

"NYPD Completes Rollout of Body-worn Cameras To All Officers on Patrol — NY1.com"

"「2023年の初め頃でした。その光源を使った装置はTSMCで6ヶ月の評価を受けましたが、不合格となりました」 — KLAで極端紫外線マスク検査を担当した元幹部"

"Expedia to Spin Off TripAdvisor — Scott Morrison, Wall Street Journal (implied)"

"they’re out of business, basically — Anonymous source cited by Scorpion Capital"

"As told to us by former Carvana executives, the company is "just a dealership.""

"「フリープラスを利用しても気に入っています。べたつきがなく、タイの暑い気候に適しています。脂性肌に悩んでいる人は、これだけ塗ってください。」 — Lazada"

"Source: Morgan Stanley & Co. estimates as provided to Greenlight in April 2014."

"a “long distance bus ad player and screen” cost only $320 (RMB 2,100) together."

""do you understand what this is for?" — A user of China's Snowball Finance (雪球)"

"“the seriousness of DIPL” - “the results can be deadly” — Gonzalez-Rothi et al."

"老师资料录入经历备注随便填; 找机构过流流水线福利、刷单严重、评论基本是自己给的，全部五星! 在线率低的可怕。 — 匿名用户 (Anonymous User)"

"It appears to us that Ströer’s organic growth claims have no basis in reality."

"Divest as much as 15% of sales to better align portfolio around key categories"

"Monetizing stake could unlock value and drive mid-single digit % EPS accretion"

"Current reviews of Nuvei on other websites express negative opinions of Nuvei."

"Pfizer achieves consensus sales expectations less consistently than its peers."

"Multi-year high jobs eliminated, yet abnormally low charges per job eliminated"

"We believe the Preferred Financing was unnecessary and stockholder-unfriendly."

"Box’s equity burn rate as a percentage of market cap is double the peer median"

"Box made a poor product strategy decision to co-develop a key product offering"