Callouts & quotes from 37,061+ activist slides

"Coffee May Protect Against Cancer, W.H.O. Concludes — The New York Times"

"「はい、不合格でした（笑）」 — TSMCの元幹部で長年購買の責任者を務め、レーザーテック製の検査装置を同社への導入を担当した人物で、現大学教員"

"「KLAの人間は発表が近いような話しぶりでした。1年とか、それくらいでしょう。KLAはこの開発に一生懸命取り組んでいます」 — サムスンの元幹部"

"CEO has no idea why one of his biggest investors might want out? Really!"

"treat autonomous navigation as a software problem. — Stanford University"

"“Those who do not learn from history are doomed to repeat it.” — Unknown"

"MDC Partners Announces Final SEC Settlement, Jan 19, 2017 — MDC Partners"

"“Right. It's still early in the planning process.” — Thomas George (CFO)"

"Determined people working together can accomplish anything. — Jim Barber"

"Guidance from Inspire’s Patient Manual — See the full list in Appendix G"

"REStay for young beautiful girls — Subject line of email correspondence."

"“nearly 40% vs. fiscal 2019” — Disney Management (FY 2022 earnings call)"

"IF P&C’s qualities merit a premium multiple vs. publically listed peers"

"The Company is expected to generate lower returns on R&D already spent."

"The Company told investors GLP-1s were a $10 billion sales opportunity."

"APD has announced a plan to improve performance to industry-best levels"

"There are many signs that Generac is under increasing financial strain."

"Box is one of the leading players in the cloud content management space"

"Box is one of the leading players in the cloud content management space"

"Two key underlying growth metrics have shown worsening trends over time"

"APD has announced a plan to improve performance to industry-best levels"

"Here is the hamster telling his friend, “It’s much easier on my knees.”"

"Let’s take the resistance down another touch. I gotta get through this."

"3 Year Compound Annual Return: PSH Net of Fees vs. Indices Total Return"

"Management Is Not Concerned With The Level Of Risk... But You Should Be"

"What bank would risk shutting itself out of future business with PetIQ?"

"Franchising select markets will create a more efficient operating model"

"We have identified several initial markets for Olive Garden to consider"

"Under KKR’s ownership, Dollar General has dramatically improved margins"

"News Corp owns a highly valuable collection of assets in its portfolio."

"Phillips leverage today is reasonable when considering its business mix"

"Chart appears to show cycle life to 110 charges and discharges at -10 C"

"Value of LP Units and Cash from Drops as % of Marathon Market Cap Today"

"The number of footnotes that backtrack on the roadmap slide is telling."

"You’re not going to be able to run a calculation that’s worth anything."

"Hess has never refreshed its Board despite desperate need for new ideas"

"Business Improvements + REIT Conversion = Potential $52-$77 Stock Price"

"High margin physical storage business generates ~80% of total IRM OIBDA"

"It is past time for Nestlé to undergo a comprehensive portfolio review."

"McDonald's has the lowest CDP Climate Change score out of all its peers"

"To make matters worse for Pure, flash industry cost scaling is slowing."

"Darden needs to follow Brinker's asset-light, return-focused philosophy"

"Franchising select markets will create a more efficient operating model"

"We have identified several initial markets for Olive Garden to consider"

"Prices can't stay below the cost of the lowest cost producers for long."

"We expect capital expenditures to continue in the $315m per year range."

"We Believe Tripadvisor’s Undervaluation Is Driven by Two Misconceptions"

"The short-term solution is money and the long-term solution more money."

"Lack of disclosure allows Management to avoid answering basic questions"

"Never even one independent director with oil & gas operating experience"

"TCS is yet another example of management failing to achieve its targets"

"Arconic gets so much less out of what are very good assets, in our view"

"By the end of 2017, a New Arconic can be poised for sustainable success"

"Did Dr. Kleinfeld inherit a mess that he was in no way responsible for?"

"Phillips leverage today is reasonable when considering its business mix"

"The peer group has an average revenue close to 2.5x the revenue of DND."

"从远赴哈佛进修，再到征战戈壁，密集的“高管修炼特训”覆盖了安踏集团旗下各品牌高管团队，都是围绕“创业新十年”的主题，思考和探寻回归本源和初心。"

"豊田自動織機およびその株主の皆様にとってよりよい結果を導くために、株主の皆様には、保有する株式の応募を見送っていただくよう強く推奨いたします。"

"Twist has no value proposition beyond price and is a bottom-tier vendor"

"Twist exhibits telling signs that its “growth” is about to hit the wall"