Callouts & quotes from 37,061+ activist slides

"Despite revenue growth, adjusted EPS has declined over the past several years"

"A Board's job is to look over the horizon instead of reacting after the fact."

"GoDaddy is expected to miss its 2024 revenue target by more than $500 million"

"We believe that there is significant share price upside potential at Fortrea."

"LIKE MARATHON, PHILLIPS 66 CAN BE RESTORED TO A TOP-PERFORMING ENERGY COMPANY"

"Post ‘all-in’ dropdown, TCP will be a premier natural gas and oil-focused MLP"

"Valuation increase is permanent and stock price compounds from a higher level"

"UCSF surgeons only use occasionally for convenience, not for clinical reasons"

"CMG’s share price increased 66% in 2020 and increased 7% year-to-date in 2021"

"We arrive at a price target range of $20 - $25 per share (20 – 40% downside)."

"the company cannot shrink its way to surviving an over-levered balance sheet."

"By 1990 Japan held nearly 40% market share of the global semiconductor market"

"Was this deal in the best interest of public shareholders, or iNovia Capital?"

"We believe low revenue per merchant reduces the opportunity for cross-selling"

"The TIP-like Security should trade at a small spread to TIPS of 195 – 245 bps"

"ちなみに、Isteqもレーザーテックと同じく、ライセンス契約が結ばれたのは2、3年前だったにもかかわらず、当該技術を「新しい取り組み」として偽装している。"

"The following factors will increase the likelihood of a “for” recommendation:"

"This supports our opinion that Amcor appears to be facing a liquidity crunch."

"PSH’s broker-traded volume is double the exchange-traded volume at 68% vs 32%"

"Over 90% of GreenPower Vehicle Deliveries Go To One Customer – Green Commuter"

"GreenPower presented the BEAST school bus and didn't pass the technical test."

"We’re valuing a cheap vehicle importer/reseller at 1x revenues plus net cash."

"Anything less than complete transparency leaves Valeant susceptible to attack"

"We believe the new administration will successfully reform Fannie and Freddie"

"MJardin seems to be in severe financial troubles, on the brink of insolvency."

"CEO Seifi Ghasemi continues his impressive progress transforming Air Products"

"In other words, NBEV is reliant on equity raises to keep the business afloat."

"Doses less than 100 mg/kg do not look effective in generating tumor response."

"In other words, NBEV is reliant on equity raises to keep the business afloat."

"In other words: no PPB, no customers. The loss of these incentives will crush"

"SGH has obfuscated the margins of its segments through simple non-disclosure."

"We think DVLT will soon give Mbugua a hat-trick for shareholder annihilation."

"Kunxiang’s real operations appear to be a fraction of what is claimed online."

"We believe it is undeniable that these are the exact same hobby grade motors."

"Note: The use of the vouchers should have constituted another major red flag."

"STRONG RENTAL GROWTH EXPECTATIONS FOR APARTMENTS, SELF-STORAGE AND WAREHOUSES"

"本报告书根据《民办非企业单位登记管理条例》、《民办非企业单位年度检查办法》、《民间非营利组织会计制度》等有关规定编制，并保证本报告书内容真实、准确、完整。"

""Murder trials take less time!" — Wendy and Michael Betts (Citizen Complaint)"

"“WE QUESTION HER CONTINUED SERVICE ON ANY PUBLIC COMPANY BOARD” — Glass Lewis"

"“technological sovereignty in France” — Atos press release (16 February 2023)"

"Holgate J's Swire broad "agreement or harmony" rather than "rigid adherence"."

"slowly being killed by [Government of Nigeria]. — local Nigerian wheat expert"

"“Things are going to get better” is not a strategic plan — Elliott Management"

"“Estimate from oat milk production at 1.3x” — Spruce Point Capital Management"

"「インテルでマスク事業を担当する副社長と数回会ったことがある」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

"「KLAより優れた装置を発表すれば、一気に状況が変わります。」 — 半導体製造装置企業の主席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

"Shares of Synthetic Biology Hopeful Zymergen Plunge as CEO Departs — BARRON'S"

""Oh, I was looking for something with a little more hay." — Bruce Eric Kaplan"

"Dear Board, our perspective on why we agree with Engine Capital... — Barclays"

"This one goes to eleven. — Christopher Guest (referencing This Is Spinal Tap)"

"Amazon is developing a POS system to compete with Shopify and PayPal — Forbes"

"GSX: The way you defraud consumers to purchase courses are disgusting — Liang"

"“They are occasionally an R&D tool.” — Longtime executive at Global Foundries"

""Wait, wait, before you mix them, you have to say, 'Pow!'" — CartoonStock.com"

"Recent same-store sales growth has been below BWLD's 10-year average of 5.3%"

"We do not believe Pfizer achieved “constant” and “breakthrough” innovations."

"We do not believe Pfizer achieved “constant” and “breakthrough” innovations."

"Sales declines have accelerated with most recent quarter down a shocking 14%"

"Juicero shut down upon discovery that its technology was basically worthless"

"A common theme of these SEC investigations appears to be impairment charges."