Callouts & quotes from 37,061+ activist slides

"GreenPower claims to manufacture its buses. But this is a lie!"

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

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

"Trulieve sports unbelievable gross margins of 130% on average."

"Trustpilot scores really only show who paid the extortion fee."

"Vivion seems to make every transaction as complex as possible."

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

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

"a well-engineered system is more important than the wavelength"

""All hat and no cattle but, my god, what a hat." — C. Barsotti"

"“a number of false and misleading allegations” — Groupe Casino"

"※注記: Google は「NowNaw」を誤って「Nao Nao」と翻訳しています — Wolfpack Research"

"“This seems like one helluva power plug!” — One of my partners"

"Top decile brands, bottom decile management — Oasis Management"

"“PF McDonald’s would trade like a restaurant stock” — Advisors"

"DV: DoubleVerify reports Q4 EPS 18c, consensus 14c — Bloomberg"

"All other costs are included in the TASER segment. — 2018 10-K"

"Source: Aplontel Limited, Republic of Cyprus Companies Section"

"“If you can't measure it, you can't manage it” — Peter Drucker"

"Money you haven't earned is not good for you. — Robert Maxwell"

"“This aircraft will soon join the fleet...” — Maverick Horizon"

""the worst decision of my professional career" — Anonymous Vet"

"「極端紫外線の光源には化合物の単層が重なり、いずれ機能しなくなるために交換しなければいけなくなります。」 — 調査取材対象者"

"「我々はスキンケアの会社だ」「スキンケアが我々の全てだ」 — Vincent Warnery, Beiersdorf CEO"

"So we've seen a very inelastic demand for CLEAR — CFO Response"

"Do you have masseuses in the hotel? — Customer email to Rixos."

"Stay for young beautiful girls — Subject line of email thread."

""received nothing" — Cedar Realty Trust preferred shareholders"

"We believe AAP can close the vast majority of this margin gap"

"AAP has numerous opportunities for substantial value creation"

"PSH issued $1B 7-year senior unsecured notes on June 26, 2015"

"PHILLIPS 66 CEO LASHIER $79M PAYDAY FOR UNDERWHELMING RESULTS"

"Incumbent Board has consistently failed Campbell shareholders"

"HLF shares appreciated by 143% including dividends in 2013..."

"We caution that customer equivalents is just WTRG's estimate."

"By almost any measure, Box has not delivered for stockholders"

"Box meaningfully missed its Net Retention Rate target of 106%"

"Control shareholder 3G is ideal operating partner and sponsor"

"HLF shares appreciated by 143% including dividends in 2013..."

"UNDERPERFORMED VALERO BY 388% UNDERPERFORMED MARATHON BY 511%"

"With No New Supply, Growing Revenues Go to Existing Operators"

"the appropriate standard is, 'what can you get for it today?'"

"We wonder whether there still may be elves in the background."

"Bottom quartile among peers in returning cash to shareholders"

"Lead "Independent" Director AND Joint Executor of Hess Estate"

"Nominee would receive compensation of $300,000 ($30,000 x 10)"

"Too Bad Viacom Doesn't Have Lower Leverage Now To Do Buybacks"

"The company has 32 buses. 三十二 is the chinese character for 32"

"JOE only went from being way-way overvalued to way overvalued"

"We generally exclude capex needs, which is company favorable."

"Analysts want Hess to return cash and halt failed exploration"

"It's not optional to compete with Amazon; BOOT has no choice!"

"PWSC capitalizes software at 2x-3x the rate of its comp group"

"Huntsman's margin deficit versus peers has WORSENED over time"

"We think this is unreasonable and capex will remain elevated."

"But it’s a boom and bust industry. And in the 80s, it busted."

"Which nominees are better suited for a pure-play E&P company?"

"Harvey Golub is everything that you would want in a director."

"Lead "Independent" Director AND Joint Executor of Hess Estate"

"We do believe that we operate restaurants really, really well"