Callouts & quotes from 37,061+ activist slides

"“unbelievable” — An employee at the Abu Dhabi Health Department"

"“We’re in a very aggressive hiring spree in Wilsonville,” — CEO"

"Slide from GE Investor Presentation (10/9/2014) — GE Management"

"Originally conceived by VAC investor Nancy Donohue — Footnote 1"

""Blank sheet of paper" approach can fully offset dis-synergies."

"「数年にわたる総合的な調査が全ての重要な技術的なリスクを特定し、解決した」 — KLA-Tencor presentation"

"“financial and operational success” — The Board of Weis Markets"

"They’re all the same. It’s like buying a car. — Nevro implanter"

"“Company estimates” (i.e., “we made it up”) — Wolfpack Research"

"Each girl will share a room with an adult. — Email Subject Line"

"Platform is working to address the challenges it faced in 2015"

"Fannie and Freddie continued to make positive progress in 2015"

"We call on Nuvei's management to explain how this is possible?"

"Wall Street analysts believed the Company was well-positioned."

"In this case, we don't hate the player, we just hate the game."

"And guided to increase further by an outsized 7-8% YoY in 2024"

"In fact, it appears that WTRG has ignored this recommendation."

"ISS states Office Depot's Board structure is of "HIGH CONCERN""

"Increased M&A cost synergy target by ~40%, from $60mm to $85mm"

"PSH's share price is currently trading at a 5% discount to NAV"

"How many $200 million companies are in this apartment complex?"

"Six Flags sum of the parts suggests a potential double by 2024"

"Should Eurofins be Trusted? Three New Data Points Suggest "No""

"Vote AGAINST the Michael Dell/Silver Lake buyout scheme today!"

"Darden can support rent well in excess of what we have assumed"

"Marathon’s Board can and should do much more for shareholders."

"We Estimate that CPI PG Overvalues Bubny by Approximately 100%"

"Volume is primary growth driver for ~90% of Valeant's business"

"Twenty-two years later, IonQ has barely added any more qubits."

"Hess's problems are deeply rooted, pervasive, and fundamental."

"Shareholder Nominees Acknowledge The Problems and Can Fix Them"

"Pershing Square likes businesses with the following qualities:"

"Margin has Expanded & Cash Flow Nearly Doubled in Last 3 Years"

"OIBDA Margin in Int'l Physical is 18% vs. 44% in NOAM Physical"

"Beijing A-er-sha’s website showed that it only owned 20 buses."

"1,400 of the best acres for development are "Inside The Fence""

"Darden can support rent well in excess of what we have assumed"

"Darden has failed to take advantage of a promising opportunity"

"The expense of shipping makes coal a mostly regional business."

"And guided to increase further by an outsized 7-8% YoY in 2024"

"2) We Believe Viator’s Performance Should Meaningfully Improve"

"Really? So when did this “5” year restructuring begin and end?"

"These changes will result in sustained performance improvement"

"Management set its baseline as 2013. How have they done since?"

"Approximately $750 million deployed for $28 million in returns"

"2016 peer median = Arconic’s assets should produce $18 billion"

"What makes someone “external”? Perhaps Pat Russo could tell us"

"U.S. Real GDP growth has been positive the past three quarters"

"At $15 per share, PF GGP would emerge with a ~$16bn market cap"

"iRhythm Management Has Downplayed the FDA Issues at Every Turn"

"We believe NMC's reported debt is manipulated and understated."

"Insider Compensation is Short-Termist and Misaligns Incentives"

"Other Leading Asset Managers are for a “case by case” approach"

"これら3社をマジョリティ・オブ・マイノリティの計算で「マジョリティ」として正しく扱うと、実際の最低応募比率は46.5%となる"

"€20-25bn range indicated by previous CEO Cattaneo in June 2017"

"~70% of fee waivers (pretax) recovered if rates rise by 50 bps"

"Market shares are down in 68% of the top 20 country-categories"

"INVESTORS SEE PHILLIPS 66'S CEO, MARK LASHIER, AS INEFFECTIVE."

"This technically leads to remote code execution on the device."

"U.S. Home Prices are down 32% from peak and have not recovered"