Callouts & quotes from 37,061+ activist slides

"Stride Shares Drop 26% After Wider-Than-Expected 1Q Loss — Dow Jones"

"“没想到工作如此繁忙还有时间上大学，真的感谢公司给了我这样一个既能学习又不耽误工作的机会。” — 郑家远 (Zheng Jiayuan)"

"“Pimpin’ Ain’t Easy”, Big Daddy Kane, It’s a Big Daddy Thing (1989)."

"1/13/14: Suntory agrees to acquire BEAM for $83.50 per share in cash"

"Why Are Young People Having So Little Sex? — The Atlantic - Dec 2018"

""Accounting Change Cuts Groupon's Revenue" — NY Times, Sept 23, 2011"

"“Russia’s Yandex seeks Putin’s approval for restructuring” — Reuters"

"「収入と粗利率に関する公約について重圧に屈して2年弱にわたって四半期ごとに収入を誇大に計上した」 — SEC Press Release"

"レーザーテックは、「上場会社と当該会社の関係」について、あえて「特記事項はありません」と記入した。 — Scorpion Capital"

"1/13/14: Suntory agrees to acquire BEAM for $83.50 per share in cash"

"「TSMCとインテルがレーザーテックから装置を調達したのは、主にKLAに対して価格面での交渉力を高めるためだった」 — TSMCの元幹部"

"Mr. Fahmy has considerable railroad experience. — E. Hunter Harrison"

"Sony to slash smartphone workforce 50% by 2020 — Nikkei Asian Review"

"“an association with pitolisant cannot be ruled out.” — FDA reviewer"

"Customer service questionable — Lynn T., Brentwood, TN, Jan 27, 2019"

"“History Never Repeats Itself, but it Does Often Rhyme” — Mark Twain"

"I am not comfortable with sharing the passports before the check in."

"Simplify organization to improve focus, agility, and accountability"

"We Think Wise Is A Formidable Competitor That Is Pressuring Remitly"

"CMG's share price increased 94% in 2019 and 6% year-to-date in 2020"

"CEO Seifi Ghasemi has made rapid progress transforming Air Products"

"We believe that HHC trades at a discount to the value of its assets"

"Nearly $5 billion in sales in attractive growth category (snacking)"

"The magnitude of the misreporting is $15.7 million, or nearly 100%."

"Box spent nearly $1 billion in R&D expenses over the last six years"

"Another year of empty rhetoric and broken promises is unacceptable."

"Another year of empty rhetoric and broken promises is unacceptable."

"We Believe DY Is A Troubled Business Experiencing Growing Pressures"

"Enormous margin opportunity from ~19% to mid-to-high-30s% potential"

"Ranked 500th out of 500 among S&P 500 Companies in Employee Ratings"

"Despite investor sentiment plumbing lows, insiders are buying stock"

"What is Darden's excuse for its unacceptably low alcohol sales mix?"

"Goodyear's stock has underperformed over a sustained period of time"

"Given Company performance, the Board must review senior management."

"Fortrea is a large scale and global contract research organization."

"Burford Uses Hedging Assets to Inflate Deployments and Realizations"

"This is an election is about choosing the best directors for Target"

"Concluded four-month process with no formal indications of interest"

"One of the founders and former President and COO of Targa Resources"

"Valeant has built a diversified collection of platforms, including:"

"The way I see it right now, I don’t see a really good way to do so."

"Shareholders deserve a Board that demonstrates proactive leadership"

"We use a discounted cash flow analysis to value the cliff portfolio"

"We use a discounted cash flow analysis to value the cliff portfolio"

"Reduction in corporate overhead is in line with a maturing business"

"We believe Autodesk has a significant opportunity to expand margins"

"JOE sold last beachfront lot 9/20/10 Lot #13 Sale Price: $1,253,800"

"The bulls dream about what JOE's land might be worth in 20-30 years"

"Elanco continues to push a disingenuous narrative regarding EBITDA."

"What is Darden’s excuse for its unacceptably low alcohol sales mix?"

"GMCR will lose its opportunity to monopoly price the “razor blades”"

"Expedia owned Tripadvisor until Tripadvisor was spun off in 2011..."

"Online experiences is the single fastest growing category in travel"

"Even excluding Warrick, Arconic missed 3-year rolling historic high"

"The Director of "The Fast and The Furious" is next to Dr. Kleinfeld"

"Aerospace is a growth industry! Arconic should be a growth company!"

"Management’s $7.5bn 2016 EBITDA guidance implies ~57% EBITA margins"

"Poor Operating Results + Bad Capital Allocation = Value Destruction"

"Fortrea is a large scale and global contract research organization."

"Further upside available from enhanced capital allocation over time"