Callouts & quotes from 37,061+ activist slides

"ISS has consistently recommended WITHHOLD votes on Box’s directors"

"Our estimates are more conservative than management's 2015 targets"

"Don't believe the hype; there is no one-size-fits-all BPH solution"

"Sino-Forest Corp (TSE: TRE) is the granddaddy of China RTO frauds."

"All directors are independent of Manager other than Nicholas Botta"

"Past lack of focus has negatively affected the customer experience"

"Spruce Point Sees 75% - 90% Downside To PetIQ, Inc. (Nasdaq: PETQ)"

"3 of the 4 incumbent nominees are from the Compensation Committee!"

"Brinker successfully tackled each of the issues Darden faces today"

"There is overwhelming evidence that significant change is required"

"We Estimate 70% - 95% Downside Risk Potential To IPX’s Share Price"

"CIFS is in our opinion an old style China fraud, and is worthless."

"Specialty pharmacies bring the manufacturer closer to the patient:"

"How many screwdrivers does one IonQ computer need to keep running?"

"Viacom has been trailing the industry in ad growth for 5 years now"

"The top 10 products of Merck and Pfizer represent ~50% of revenues"

"We believe the quality of Fluor’s earnings has improved materially"

"Most of MCD protein suppliers have a "high risk" rating from FAIRR"

"Deliver personalized content to your target students based on data"

"3 of the 4 incumbent nominees are from the Compensation Committee!"

"Brinker successfully tackled each of the issues Darden faces today"

"The CEO is a headwind to a turnaround. Firing him is the tailwind."

"Tripadvisor has been a controlled company for the last two decades"

"Viator and TheFork now represent nearly 60% of the total business!"

"We believe the current financial profile of Viator is unacceptable"

"We believe AMR's cash generation shouldn't be taken at face value."

"We Have Serious Concerns About iRhythm’s Management And Governance"

"BlackRock Board of Directors' misconstrued statement in opposition"

"Salesforce can continue closing the gap to peers on S&M efficiency"

"We believe P&G’s current Board has not delivered for shareholders."

"We believe our 24% EBIT margin estimate for P&G is very achievable"

"PHILLIPS 66 SHAREHOLDERS: NEED HELP VOTING? WE'VE GOT YOU COVERED."

"NQ would have viewed Omar Khan as the perfect front for its fraud."

"豊田自動織機はグローバルのフォークリフト市場における確固たるリーダーとして、最も付加価値の高い市場セグメントにおいてポジションを確立"

"6月の予告時点と比べて表面的な改善は見られるものの、本改定後TOBは依然として経省指針および東証規則の基本原則の多くを遵守していない"

"自動化システム事業におけるスマート物流領域の比率を高めることで、豊田自動織機はより高付加価値なセグメントに参入し、価値を顕在化できる"

"Certainly, there must be some motivation for this grade inflation."

"I have had fun dis-engineering AGO’s balance sheet with you today."

"We believe it would be imprudent for Hong Kong to print more money"

"Oasis identified four key factors contributing to Kao’s stagnation"

"Samsara Is Dramatically Overvalued: We See 45% - 75% Downside Risk"

"[No disclosure on in-transit inventory made in the 1Q FY2025 10-Q]"

"CP has the worst OR in the industry; its closest comp has the best"

"Is the acquisition of a three-person company "important progress"?"

"A more competitive telecom environment is good for Amdocs? Really?"

"The CEO is a headwind to a turnaround. Firing him is the tailwind."

"GCP’s performance has been disappointing over the last four years."

"GCP has lagged peers every year since spinning off from W.R. Grace"

"Separation will enable each business to achieve its full potential"

"The Company has had execution challenges following the transaction"

"Only CVC has equally attractive clustering and demographics as TWC"

"XL MISLEADINGLY CLAIMS THAT ITS TECHNOLOGY LEADS TO 25%+ MPG GAINS"

"From Maria's $75 purchase, Herbalife distributes $48 "up the line""

"Other MLMs account for Wholesale Commissions as operating expenses"

"Once again, 25 years later, CN has performed worst on this metric:"

"Canadian National has massively underperformed the railroad sector"

"Salesforce can continue closing the gap to peers on S&M efficiency"

"We believe, Mettler is getting more aggressive to keep it inflated"

"「発売直後に購入台数をなるべく多くしたいために、場合によってA150と値段を割り引いたA300の交換を考えてもいい、と言いました。」"

"驚くことに、極端紫外線説によって時価総額が230億ドルまで伸びているものの、まともに機能する極端紫外線マスク検査装置を持っていない。"