"Salesforce and Splunk have outperformed the market over the past 12 months."
Callouts & quotes from 37,061+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"BIS’s vote recommendation would be a real test of credibility and integrity"
"Machine's inability to screen more complex antibodies is a major limitation"
"We believe this was contrived and that these transactions lacked substance."
"If he’s right this time, he will have called seven of the last one bottoms."
"We believe Dave Cote saw a unique opportunity for a turnaround with Vertiv."
"APP Systemically Violates TOS by Creating Persistent Identity Graphs (PIGs)"
"Over the past twenty years, JCP has failed to create value for shareholders"
"We question whether this represents a violation of PGNY's client contracts."
"The Company has substantially underperformed since its IPO in January 2015."
"Reported related party foundry revenues totaled 65% in 2019 and 72% in 2020"
"The management team and Board of Yahoo have repeatedly failed shareholders."
"Dubious "Beat And Raise" Story Designed To Fool Computers, Not Spruce Point"
"Pfizer had already made significant approval progress on three of 15 drugs."
"We believe the Company likely lost more than $20 billion in value from M&A."
"So, it was a big scam. The way that they manipulated the data was criminal."
"Kao Captures Less Upswing and More Downswing of the Asian Market than Peers"
"Immense operating leverage: EBITDA can be 3x in a normalized housing market"
"Disney's DTC EBIT margins are 2,200bps lower than Netflix at the same scale"
"Salesforce and Splunk have outperformed the market over the past 12 months."
"We estimate Phillips could retire ~60% to ~90% of its shares outstanding(4)"
"7 Year Compound Annual Return: PSH NAV Net of Fees vs. Indices Total Return"
"We are short BUR because it is a poor business masquerading as a great one."
"Share price discount significantly greater than any potential dis-synergies"
"Publicly traded spin-offs have outperformed the S&P 500 by 223% since 2003."
"AST is bleeding cash and execution has been absurdly poor, even for a SPAC."
"This is the right time and the right management team to unlock Sony’s value"
"Potential opportunity for optimization of asset portfolio to increase yield"
"The trial was a failure as DCCR did not significantly improve HQ-CT scores."
"The sleep study literature condemns the use of the Epworth scale in trials."
"Your miscalculation underestimated the likelihood of someone being injured."
"Nutrition Clubs are not intended to nor may they attract "walk-in" traffic."
"The real owner is one of NQ's founders, and its second largest shareholder."
"I would say, Bunge still has to catch up, maybe five to seven years behind."
"Patient asked if others had similar experiences, to which a number said yes"
"We conservatively value Valeant’s durable portfolio at 20x forward earnings"
"The FTC settlement is an acknowledgment that our business model is sound..."
"In an increasing cost environment, FIFO would maximize a company's profits."
"NOMD share price has declined 2% from our average cost to January 20, 2017*"
"All-in-all, a High-Risk Diversification and Competitive Dead End for Archer"
"4. Tahitian Noni Beverage (China) Co., Ltd Jiangsu Branch (void of license)"
"4. Tahitian Noni Beverage (China) Co., Ltd Jiangsu Branch (void of license)"
"These glaringly good reviews are also shown on Trustpilot.com for FreeCash:"
"Notice above, it says GreenPower Motors makes the vehicles, which is false."
"$20 Million In Quarterly Losses Is Significant, Especially As Cash Runs Out"
"We strongly encourage fresh thinking and bold action without further delay."
"We interpret this redirection as additional evidence of haphazard planning."
"A third camera angle confirmed the lack of any personnel staffed at Fab 4A."
"We estimate that ONP has overstated its asset values by at least ten times."
"Berry, et al, found that just 4% of prostates in men over 70 are over 100g."
"the appropriate standard is, 'what can you get for it today?' — Mr. Scheidt"
"“Peter doesn’t do any quantum.” — Former senior scientific employee of IonQ"
"So China tends to be half of our business. — CEO James Conroy, May 10, 2022"
"REJECTED TAKEOVER OFFER OF $18-$19/ SHARE FROM UNDISCLOSED STRATEGIC BIDDER"
"The incredible shrinking laboratory or 'lab-on-a-chip' — The Guardian, 2011"
"“I don't know how they can make it” — Former Twist employee, director-level"
"“a level of inauthenticity” and “an eventual deception” — Stephan Gratziani"
"They don't care about employees only numbers — Current Employee, Glassdoor."
"I think it's a huge opportunity for Southwest going forward. — David (9:43)"
"The movie "Bowfinger" is a decent analogy for both NQ and YDT. — Footnote 1"