Callouts & quotes from 37,061+ activist slides

"Phillips 66's Baseline for Cost Reduction – conveniently elevated"

"CPI PG Agrees to Buy Metrogate House via a Same-Day Property Flip"

"Intentionally structured to avoid a pre-closing shareholder vote."

"「すみません。EUV関連装置の中の内訳は開示しておりません」「製品ごとに向け先などを区分けして情報はディスクローズしておりません」"

"収入を“積極的に”誇示する、あるいは費用を過少に計上するなどの小細工をした場合、結果的にいずれかの資産を誇大に計上することになる。"

"結局、ACTIS A300は投資家をごまかし、事実上の商品リコールを「新製品」として発表し、ダメージを最小限に抑えようとしたのだ。"

"ASMLのリンクインのプロフィールでは、同社のサイマー事業があるサンディエゴ大都市圏に1299名も配備してある、と記載されている。"

"TSMCは、レーザーテック製のACTIS装置が十分に機能しないので、KLA製などのバックアップ装置を保持しなければいけない状況だ。"

"Fortrea’s adjusted EBITDA margins are well below the peer median."

"Can a Company with Accounts this Inconsistent Really Manage Risk?"

"Franchised business model is a capital-light, high-growth annuity"

"Goldman forecasts a long-term supply gap starting in a few years."

"Borders is similar to other investments where we have had success"

"Ginkgo immediately booked $81.5mm of revenue and deferred revenue"

"大流行したリップモンスター製品の成功を足掛かりに、モンスターリップ型の特注リップケースを販売するというアイディアはどうでしょうか？"

"iPrefs are equity, not debt. There is no such thing as a default."

"It seems to us that if the deal breaks, the stock should recover."

"Fortrea’s adjusted EBITDA margins are well below the peer median."

"A stop order would effectively end any hopes of closing the deal."

"Zillow management is a liberal user of growth-oriented buzzwords."

"Target falls short vs. refining peers that are offering ~100% FCF"

"Management lacks refining experience; over-reliant on consultants"

"2024 performance more closely resembled the average S&P 500 stock"

"We See 20% - 50% Potential Downside Risk In Limbach’s Share Price"

"We See 20% - 50% Potential Downside Risk To Limbach's Stock Price"

"レーザーテックも早晩、同じ運命を辿るだろう。棚卸資産と利益を詐欺手段で誇大に計上した事実を認めて、厖大な減損処理を行うはめになる。"

"2023年11月にレーザーテックの次世代の極端紫外線マスク検査装置で将来の成長の牽引車として発表されたACTIS A300は偽物だ"

"Specialized Steel Capacity forecasted to grow by 24% through 2015"

"TransMedics “began to change the entirety of its business model.”"

"Organ performance on pump has no correlation with organ viability"

"TransMedics allegedly refusing to publish data on necrotic livers"

"We believe these steps can deliver up to 191p (1) to shareholders"

"We believe income investors will value FirstGroup US at a premium"

"What happened to the pro forma business being ~13% international?"

"Target will maintain its “A” category credit ratings at all times"

">The foreign clinical trials that led to FDA approval were a scam"

"The investment team is the right size and remains fully committed"

"Equivalent to 35% to 45% of the current market cap of the Company"

"BaFin is incompetent, because it can't see inside people's heads."

"The investment team is the right size and remains fully committed"

"Franchised business model is a capital-light, high-growth annuity"

"Franchised business model is a capital-light, high-growth annuity"

"Franchised business model is a capital-light, high-growth annuity"

"A ratio consistently below 1 indicates that earnings are suspect."

"Missing Y-axis for uptime – units not even defined and no numbers"

""Garbage Company Accountant Triangle Scheme" — Anonymous Employee"

"consider the map to be accurate and useful. — local investigators"

"“poised to” usher in “the next great age of productivity.” — IonQ"

"YOUR DAD'S BEEN UNDER A LOT OF PRESSURE LATELY. — Cartoon caption"

"“You’re definitely going bankrupt.” — Ex-senior executive of Gen9"

"The Growing Danger of Index Funds — Rick Bokstaber in Next Avenue"

"AN INTUITIVELY TAXING VALUATION — Spruce Point Capital Management"

"“a member of the Poly Communications Holding Co,” — iFeng Finance"

"Larry Fink and ESG GONE with the FLOW — Bluebell Capital Partners"

"“doing the right thing, even if it is difficult.” — BEKE's mantra"

"Take this and use it to make really dumb jokes. — Cartoon caption"

"We all know how that story ended for Hwang, Archegos, GSX and IQ."

"Wall Street analysts were shocked by Pfizer's recall of OXBRYTA."

"Management expected doses sold to increase every year after 2023"

"ARCP's CFO was recently sentenced to prison for accounting fraud"