Callouts & quotes from 37,061+ activist slides

"We question the implication that volume has offset an 18% move in forex."

"~$1 Billion Acquisition of Real Capital Analytics Already Looks Impaired"

"We Believe TurboTax Is Treading Water As Existential Threats Materialize"

"We Believe Intuit Just Lost a Major Source of Future Potential Customers"

"Holding Companies: Figure 1 – no record of a share transfer to Ecomondus"

"We believe that substantially all of these gains are included in EBITDA."

"レーザーテックの受注残の急増は不可解だ。受注残と前受金は類似した動向を示すはずだが、むしろその隔離が大きく広がりつつある点が、とりわけ気になる。"

"TSMCはレーザーテック製のテクニック極端紫外線（EUV）の検査装置をマスク工場限定のニッチ装置だと見なし、生産に連動した使用に適さないという。"

"Darden maintains shareholder-unfriendly corporate governance provisions:"

"Viator is the largest marketplace for tours, activities, and attractions"

"Beware When Companies Start Spinning Increased Competition As A Positive"

"Management appears to be exaggerating the potential costs of unification"

"Extensive experience as a financial executive in the healthcare industry"

"The key changes revolve around the Company’s current voting arrangements"

"Nearly all (~97%) book inventory is returnable to the publishers at cost"

"We adjust reported 2021 and 2022 revenues downward by -95.3% and -68.5%."

"TIP REIT’s only commonality with other REITs is its Tax-Exempt structure"

"Transfer of property to TIP REIT may be subject to property transfer tax"

"Analyst price targets have not been reduced since the impact of COVID-19"

"2025 Return: PSH NAV Net of Fees & Total Return vs. Indices Total Return"

"8 hours per month isn't much time to manage sales for a "global leader"?"

"市場全体と同じペースで成長するだけでも、2027年の売上高とEBITDAは会社目標よりもそれぞれ300億円と70億円程度上振れることとなります。"

"Share price improves 18% following Marcato's 13D and 35% through 3/31/17"

"While Apple wants to keep its cake, the shareholders get to eat it, too."

"Compared to its peers, Bayer is less exposed to future pricing pressure."

"We prefer a deal to no deal, but at this price, either way, we get cake."

"Satellite images show zero development between the sale and re-purchase."

"Satellite images show zero development between the sale and re-purchase."

"TSMCはレーザーテック製の装置の発注を延期しており、レーザーテックが現在売上として計上しているのは、約2年前の予約注文だろうとの意見を述べる。"

"I think that they are utilizing their aircraft to bill for the aircraft."

"The Board Is Going Through The Motions Vs Holding Management Accountable"

"The Board Is Going Through The Motions Vs Holding Management Accountable"

"CoreWeave has grown its infrastructure footprint at a breathtaking pace."

"We believe losses in the Display business must be analyzed independently"

"Analyze alternatives to license/monetize the remaining patent portfolio."

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

"Our €8.3 billion ascribed value is on the conservative end of the range."

"Detecting A Major Cover-Up Threatening Earnings and Global Public Safety"

"Where is the rest of the $355 - $367m international revenue coming from?"

"I don't know of any high volume prescribers of pitolisant, to be honest."

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

"This speaks volumes about Nebius' potential in the AI and cloud sectors."

"In reality, the abuses it has spawned are too extreme to avoid scrutiny."

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

"So we have the same manufactured bus, that costs three different prices."

"The key changes revolve around the Company’s current voting arrangements"

"Filings show Morinda is operating illegally 6 out of 10 Provinces/Cities"

"They are just indicators for who pays Trustpilot and who refuses to pay."

"ADOMANI is a middle man that can easily be cut out of the sales process."

"The French duty of vigilance obligation is legally binding for Accor SA."

"Each room will be occupied by 1 adult and 1 girl aged between 14 and 17."

"Repealing NRSRO legal exemptions will mitigate undue reliance on ratings"

"Ultimately this move is akin to treating a bullet wound with a Band-Aid."

"THIRD POINT: SALE IS ONLY JUSTIFIABLE OUTCOME OF STRATEGIC REVIEW — CNBC"

"DOD Just Beginning to Grapple with Scale of Vulnerabilities — GAO report"

"“Fasten Your Seatbelts: Generative AI Is Accelerating The Edge” — Forbes"

""there is nothing more elective than orthodontics" — Dental Practitioner"

"“Our major global competitors are BASF and Sika.” — GCP 2019 10-K Filing"

"The two Jiahua entities were transferred to FMCN by the same shareholder"

"Leon Waisbein – Future President’s Team Retreat Presentation: Malta 2010"