Callouts & quotes from 37,061+ activist slides

"We believe BILL has best-in-class gross margins, ahead of peer median."

"Experiences Has The Lowest Online Penetration Of All Travel Categories"

"Experiences Has The Lowest Online Penetration Of All Travel Categories"

"Tripadvisor has been a partner across multiple OpenAI product launches"

"We believe Fluor is now positioned to focus on healthy backlog growth."

"We believe the above statement is a bald-faced lie by IQ’s management."

"The CRO market is expected to grow ~7% per year from 2022 through 2027"

"Why Advent Should Cut Its Purchase Price or Abandon The Forescout Deal"

"Will Mayer be able to do what most outside observers say is necessary?"

"Lasertec's small, one-time EUV market opportunity is already exhausted"

"The $90.8 million valuation fails our laugh test...with flying colors."

"Target of growth + margin of only 42% vs. current peer average of ~50%"

"BMC has failed to meaningfully grow organically over the last 10-years"

"The vast majority of its tenants are discretionary, regional retailers"

"Total demand in 2030: 1.6mn mt and 3.3mn mt in the hyper adoption case"

"And, if you think the traditional use of copper will be replaced by..."

"Total demand in 2030: 2.6mn mt and 3.2mn mt in the hyper adoption case"

"Pershing Square’s Thesis and Director Candidates Are Not Right for ADP"

"debt due within one year has spiked 55.4% in 1H17 to RMB 11.1 billion."

"We believe its leverage is even higher than optically being portrayed."

"The impact on HLF’s business will be dictated by the injunctive relief"

"Management incorrectly expected COVID-19 sales to increase after 2023."

"Dollar for Dollar, iPrefs Unlock Much More Value than Common Dividends"

"The CRO market is expected to grow ~7% per year from 2022 through 2027"

"If P&G wanted to move on, how valuable could the technology have been?"

"In reality, proceeds from divestitures were recycled into acquisitions"

"レーザーテックが2024年3月に計上していた11億ドル（1620億円）の棚卸資産高を65%〜70%切り下げなければいけなくなることがわかる。"

"TransMedics is just pushing, and they’re rubbing people the wrong way."

"TransMedics allegedly lied to the center to cover up a prevalent issue"

"TransMedics allegedly lied to the center to cover up a prevalent issue"

"The relevance to the requirements at Norfolk Southern is self-evident."

"This segment is a big risk factor for the overall group and the stock."

"FDA review indicated hepatic enzyme elevation in one of eight patients"

"the way that they compensate, you have to be a very ethical person...."

"Compelling upside from re-rating combined with double-digit EPS growth"

"The impact on HLF’s business will be dictated by the injunctive relief"

"Currently, the housing market in China is nothing short of a disaster."

"MDLZ’s share price including dividends was approximately flat in 2016*"

"This reflects a high degree of management negligence and recklessness."

"ADOMANI's PR is misleading in saying that the drivetrain is ADOMANI's."

"As described by the company, the drones are for agricultural purposes."

"The Westcliff property is a template for a lot of the problems at CTO."

"The rest have the Isteq source now misleadingly labeled as “Urashima.”"

"The problem is the shit is too hard to fix and it takes too much time."

"DSP Group's enterprise value has been close to zero for several years."

"Sorena Turbine's contact us page provides its address in Tehran, Iran:"

"Glencore consistently lags in value creation — Teck Board of Directors"

"Trapped-ion quantum computer; Source: IonQ — June 2020 research paper."

"PwC looks to exit Downtown for office in West San Jose — The Real Deal"

"Bristol-Myers Goes From Hunter to Target — Max Nisen, January 26, 2017"

"China will stick to gradual appreciation of Yuan: Wen — Economic Times"

"“deep rooted contradictions in Hong Kong” — Chinese Premier Wen Jiabao"

""Show Me the Incentive and I'll Show You the Outcome" — Charlie Munger"

"Thank you Evan Horowitz, we love working with your team. — Tarang Amin"

"Neil Begley, Moody's, Time Warner, Inc., December 2005. — Footnote (a)"

"Show me the incentives and I’ll show you the outcome. — Charlie Munger"

"We believe Tom Pike is well suited to improve Fortrea’s profitability."

"one of our more popular specialty starches — MGPI (regarding Fibersym)"

"the plasma level average 100.6 + 78.1 ng/mL (n=17). — 2007 Pilot Study"

"CRIME/TERROR/WEAPONS Bank in South America... — Enki Ea (forum poster)"