Callouts & quotes from 37,061+ activist slides

"Commodity market without any major player that is “really sticking out”"

"BK fell significantly short of even the low-end of its 2014 EPS targets"

"Set Explicit Targets... How many systems today? How many in the future?"

"NNJのような小規模企業に、本当にAIクラウドサービスシステムを構築するためのエンジニアリング能力があるのでしょうか？我々はそうは思いません。"

"PHILLIPS 66'S ARGUMENTS ON VALUE CREATION "DISCONNECTED FROM...REALITY""

"日本におけるコーポレート・ガバナンス、少数株主の権利、および公正なM&Aにとって重大な後退となり、日本市場全体に深刻な悪影響を及ぼすことになる"

"Valuation Extreme Leads To Horrible Risk / Reward: Simple Downside Case"

"We very much understand AGO’s business model and stand by our analysis."

"Even so, the supported debt ranges from only $4 billion to $18 billion."

"Bristol-Myers’ proposed acquisition of Celgene carries substantial risk"

"Why would Economy X have the same monetary policy as the United States?"

"We had heard of a flat-earth, but “Global Sharp Top” was new for us all"

"According to court records, C3's CFO allegedly has made a death threat."

"Direct Peers have all grown operating margins while GCP's have declined"

"If they put real numbers of today in there, this program would be over."

"The Company deserves better. We can do better. Our nominees are better."

"The Company deserves better. We can do better. Our nominees are better."

"The Company deserves better. We can do better. Our nominees are better."

"The Company deserves better. We can do better. Our nominees are better."

"RINO is worth approximately $70 million ($2.45 per share), and falling."

"RINO’s gross margins are far in excess of those of the industry leader."

"TWC's HSD ARPU is projected to decline from $40 in 2006 to $38 in 2009."

"TWX’s financial strategy has been shortsighted and unduly conservative."

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

"Is CEO Smith still too close in their relationships with police chiefs?"

"6 consecutive earnings beats between management change and Trian's exit"

"4名とも、レーザーテック製の装置は、1台につき3名ないし4名のフィールド・サービス・エンジニアを配備しなければいけないほど不安定だと証言した。"

"しかし、複数の取材先によれば、Urashima光源はウシオ製の光源と同程度の不良があり、ウシオ製の光源で起きた致命的な問題は解決されていない。"

"Fab 4Aは元々の建物の性質上、体育館や機械実習棟の名残が目立ち、研究開発拠点あるいは生産ファブに模様替えされたふうにはどうしても見えない。"

"AlloSure is an utter failure as a comprehensive biomarker of rejection."

"Direct Peers have all grown operating margins while GCP's have declined"

"Revenue and unit growth have not provided the leverage Darden promised."

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

"The finer the grind, the higher the cost, so this should also be noted."

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

"It’s nonsense to think Yahoo can’t be turned around as a public company"

"It’s nonsense to think Yahoo can’t be turned around as a public company"

"We observe that since 2016, Stryker's SG&A margin is largely unchanged."

"We believe it mathematically impossible for EBIT to be higher than EBT."

"So, I just don't believe that there's 82 standalone modules being sold."

"Median Rent / Sq. Ft. of ~$11 for Select Recent Comparable Transactions"

"We estimate that BEKE’s revenues are inflated by approximately ~77–96%."

"The primary endpoint is change in proteinuria from baseline at Week 24."

"This new fangled implementation of money, it’s good to consider that..."

"The QB2 project will reshape Teck's business mix by 2023 toward copper."

"We believe these “partners” are undisclosed related parties and fronts."

"A significant percentage of total volume is merely qualification buying"

"Management insists that the long-term revenue growth rate is still 30%."

"It seems likely that athena will continue to lose enterprise customers."

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

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

"For ~30% more money, this is some of what BioSanté brings to the table:"

"Back pain responder rates of ~80% for HF10 vs. ~50% for traditional SCS"

"Deckers has underperformed its proxy peers by 31% over the last 3 years"

"Deckers has underperformed its proxy peers by 85% over the last 5 years"

"Inventory increases by $128m or ~50% with new retail expansion strategy"

"Kao's K27 Plan is Under-Ambitious and has Failed to Convince the Market"

"The range claimed by BP is not supported by any evidence we have found."

"Here is a snippet from another company that tried to change healthcare."

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