Callouts & quotes from 37,061+ activist slides

"“Here’s How Ion Trap Computers Work” — March 2021 article by a researcher"

"As an employee publicly put it, Amdocs is more Tech Mahindra than Google."

""none of those claims have been substantiated." — Former NRC Commissioner"

"“a pricing war” — Former employee; “absolute dog fight” — Former employee"

"「TSMC。しかし、レーザーテック製の装置を購入したほとんどの顧客はその装置を導入するにあたり、苦労しています」 — 半導体製造装置企業の上席幹部"

"The perpetual obstacle to human advancement is custom. — John Stuart Mill"

"Ko Samui. All the girls are with the Russian model agency so don't worry."

""just unacceptable" with a "problematic light source." — Global Foundries"

"OPPORTUNITY TO CREATE HIGHER QUALITY PORTFOLIO WITHOUT EARNINGS DILUTION"

"Company managed through confusing mix of geographic zones and categories"

"Spruce Point questions both Remitly’s transparency and its authenticity."

"Sell side analysts are also concerned about capital allocation decisions"

"A Recycled Story By Two Questionable Management Teams LODE'd With Issues"

"Lowe's trades at 6.5x depressed EBITDA and less than 13.5x depressed EPS"

"We See Approximately 30% - 60% Potential Downside Risk in Procept Shares"

"TRE significantly falsifies its investments in plantation fiber (trees)."

"Monolithic's inventory to LTM trailing revenues also consistently rises."

"B. Legacy Organization Structure is Neither Client Centric Nor Efficient"

"We believe there is a significant opportunity to unlock value at Darden."

"Mercury's FY18 operating cash flow is inflated by $18.8m (43% of total)."

"We consistently found that Cash Equivalents excluded Pooling Receivables"

"Management giving a sanguine view of Company litigation – until it can't"

"Estimated savings of $24 – $42 million or 1.3% – 2.2% of total cost pool"

"For more than a decade, owning Goodyear stock has been a disappointment."

"King Long CRT television (the bus manufacturer) – not CCME / Yusong LCD."

"We estimate Phillips could retire ~60% to ~90% of its shares outstanding"

"How does one swim through a rock in the same manner as through a liquid?"

"“Featuring a capacity of 32 qubits”; “Available now for select partners”"

"Franklin has successfully implemented The Outsiders principles at Jarden"

"ACAS has consistently paid excessive compensation for failed performance"

"Huntsman has proven it is are more than willing to mislead shareholders."

"Huntsman has bottom quartile performance, but top quartile executive pay"

"Estimated savings of $24 – $42 million or 1.3% – 2.2% of total cost pool"

"Only 12% of existing production in Appalachia is lower cost than CONSOL."

"Substantial Change Delivered Could Realize $128 / share for Shareholders"

"Note that Arconic purchased every single billboard in the above rail car"

"A peer analysis below shows AMR is an outlier at almost 3x the industry."

"We have created a strong path forward that reminds us of our early roots"

"We Believe Skechers Appears Poised To Suffer Yet Another Inventory Issue"

"The problem is this disclosure was misleading (or even an outright lie)."

"96% of Sunnova's revenue is tied to 3rd party ownership of solar systems"

"TCI actively assisting companies to achieve an A grade CDP score in 2020"

"“We’re in a very aggressive hiring spree in Wilsonville,” Leproust said."

""Incremental regulatory costs" vs. Buffer for poor Management execution?"

"Mall REIT provisions for doubtful accounts have not increased materially"

"Smaller CPG companies are growing ~3x faster than large ones in the U.S."

"Casino's response appears to be an attempt to further mislead investors."

"Prior to Starboard’s involvement in Darden, Bloomin’ traded above Darden"

"EBITDA margins have contracted 470 bps with cash SG&A margin up 320 bps."

"WD-40 was explicitly listed as not allowed as a carry on or checked bag."

"Juno Therapeutics management had multiple yellow flags in its background"

"Residential valuations are approaching Pre-Asian Financial Crisis levels"

"Actual credit losses were ~$140bn less than provisions from 2007 to 2011"

"Cognizant has lowered FY16E guidance all three quarters so far this year"

"Cognizant should immediately introduce a large share repurchase program."

"The Class A Mall is Not Dead – Photo Mall Tour Reveals Bustling Activity"

"The Company's valuation multiple versus peers has also FAILED to improve"

"The Company's valuation multiple versus peers has also FAILED to improve"

"Better monetizing its various properties is also part of AOL's strategy."

"Multiple levels of people above Maria receive commissions from Herbalife"