Callouts & quotes from 37,061+ activist slides

"UNDERGRADUATE INTERNS APPARENTLY FILLED A NUMBER OF ENGINEERING ROLES"

"The chart shows how pyramid schemes can become impossible to sustain:"

"What is the actual retail price at which Herbalife products are sold?"

"The chart shows how pyramid schemes can become impossible to sustain:"

"MH Education's performance is a drag on other McGraw-Hill businesses."

"On average, free cash¹ has historically averaged ~14% of our fund AUM"

"In reality, most divestiture proceeds were recycled into acquisitions"

"Citron cautions any investor that is trying to catch a falling knife."

"Defining "client" by referencing related clients is a poor definition"

"PSH is an investment company without employees or physical operations"

"We Believe Credit Karma Isn't Living Up To Its Massive Purchase Price"

"Share buybacks of ~$14bn over the next two years (~18% of market cap)"

"IsteqがロシアのRnD-ISANの子会社であることはウェイバックマシンによって保存されているwww.rnd-isan.ruで確認できる"

"「私は財務会計に詳しくはありませんが、未だ出荷されていない装置について、前払いを収入として認知しているのではないか、との疑いは持ちますね」"

"レーザーテックの経営陣は上記の決算説明会に続いて、2023年10月31日と2024年1月31日に開催された決算説明会でも同様の主張をした。"

"On average, free cash¹ has historically averaged ~14% of our fund AUM"

"The GZ 1-1 transfer and buyback is a major related party transaction."

"Financial Engineering and Accounting Manipulation in the MRO Business"

"Approaching Kohl's SG&A spend represents a $1.8bn opportunity for JCP"

"The table below sets forth the Income Statements for the two entities"

"Would you pursue this Transaction if it were a Strategic Acquisition?"

"By 2019, Ginkgo already booked $44MM of revenue and deferred revenue."

"But how we are working with them now is as a kind of a glorified CRO."

"PBH has only achieved this level of growth once over the past 6 years"

"Our Strategy is poised to deliver 7-9% Revenue Growth from FY17-FY20F"

"Dec 2016: Board Chair and largest owner enters into 10b5-1 Stock Sale"

""Support" and "Accounting" job openings growth are the biggest needs."

"So what’s happened since? The stock is pretty much in the same place."

"athena announced a few small contracts totaling only 1,246 providers."

"Initial 2024 Adj. EPS guidance missed expectations by over $1.00/shr!"

"Juniper's net cash as a % of market cap has continued to trend higher"

"Nevro is now boxed "into a corner" and will "die of a thousand cuts.""

"花王の現行の経営陣は、高い成長可能性を秘めたブランドをグローバルに展開し、効果的に売り込もうとする意欲と関心に欠けているように思われます。"

"Based on this metric, rent24 seems to have struggled to collect cash."

"We believe Homes.com represents an underappreciated threat to Zillow."

"you don't have access to their pump unless you use their NOP service."

"Current Board and Management Team’s Track Record of Value Destruction"

"Notice the TSA data has recently been in decline after a brief uptick"

"We believe Leidos’ shares represent an incredibly poor risk / reward."

"Soleno had no reason to create a salt form except to obtain a patent."

"SOFI's relative lack of institutional ownership seems to be a choice."

"Too little, too late is not a strategy. It’s time for new leadership."

"It is flawed to value the stock based on its "industry leading ROIC.""

"PBH has only achieved this level of growth once over the past 6 years"

"Instead of releasing ahead of the market, you are chasing the market."

"Too little, too late is not a strategy. It’s time for new leadership."

"The Brook Mine’s History Indicates That It Is Not Commercially Viable"

"How anyone could believe anything YT says at this point is beyond us."

"We believe we have found evidence that YT committed bankruptcy fraud."

"Answer: Herbalife bundles its products with a ‘business opportunity.’"

"We Also Observe Sub-Par Balance Sheet And Cash Flow Situation At PLTK"

"Federal Records Show IONQ Inflated Bookings By $54.6 Million in 2024."

"BlackHatWorld’s user SuperSeoteam indicates that BankFive is a client"

"Atkinson’s History of Close Association with Bad actors Spans Decades"

"Number of guest per room: 01 adults and 1 girl aged between 14 and 17"

"Number of guest per room: 01 adults and 1 girl aged between 14 and 17"

"AXDX is hugely and un-justifiably overpriced vs T2 Biosystems (TTOO)."

"However, the entrance to Fab 4B indicates it is just an office space."

"Over 50% of global soda ash production is used in glass manufacturing"

"“If you build it, they will come.” — Ray Kinsella theory of investing"