Callouts & quotes from 37,061+ activist slides

"OR has declined ~825 bps since 2014 and ~1,125 bps since 2011"

"The reaction to Elliott's call for change has been astounding"

"The reaction to Elliott's call for change has been astounding"

"If EPS is not gaining on PCC, and is not gaining on Ladish..."

"Valuing pro-forma FCF at 16x, implies a ~90% unlevered return"

"This constitutes a shortfall of 85.9% compared to YY’s claim."

"Taubman’s reported tenant bankruptcies dropped to 0% in Q1’10"

"PF GGP’s leverage will be meaningfully reduced upon emergence"

"The authors stated that these findings had several drawbacks."

"Leading global investors broadly support Chair/CEO separation"

"Vastly under-earning relative to its intrinsic earnings power"

"After the financial crisis, AGO wobbled but didn't fall down."

"Oasis views Curél and freeplus to be Kao’s “sleeping giants”."

"Set forth herein are the assumptions for the McOpCo business."

"This is well below the ~$52/kg needed to plug the import gap."

"Consistently delivering industry-leading results, not excuses"

"Didn't management say it would finance the campus internally?"

"Celsius has really taken a big dip into the Monster business."

"Celsius has really taken a big dip into the Monster business."

"GCP’s revenue growth has fallen behind industry growth rates."

"GGP’s portfolio consists of many of the best malls in America"

"While in bankruptcy, Alexanders’ stock price appreciated 358%"

"The more Marathon integrates, the more undervalued it becomes"

"Strategic focus and a culture of excellence start at the top."

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

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

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

"Triple Verifying DoubleVerify's Financial And Business Claims"

"Or 3.3x 2025 sales from the prior slide would be €18 billion."

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

"We believe PepsiCo’s performance disproves the “Power of One”"

"Strategic focus and a culture of excellence start at the top."

"TCI has been a strong supporter of CP and its management team"

"We believe Adj. EPS has been inflated by aggressive measures."

"過去5年の間に1700%、過去10年の間に1万6000%も株価は伸びており、どちらの数字も日本の 上場企業のなかで1位だ。"

"このことにより、「Urashima」は「TEUS」を偽装したもので、決して「新たに設計された」光源ではないことが明らかだ。"

"このことにより、「Urashima」は「TEUS」を偽装したもので、決して「新たに設計された」光源ではないことが明らかだ。"

"レーザーテックにとって、対象の装置の開発は大した利益率にはなっていないでしょう。それどころか、非常に低い利益だったはずです"

"「レーザーテック製の装置がちゃんと動いていれば万万歳です。ちゃんと動いていなくても、何とかなりますが、作業が鈍くなります」"

"Fab 4Aの内部に見える空調あるいは機械的な設備は、長年の埃やクモの巣にまみれた、まるでゴーストタウンさながらの様子だ。"

"Credibility and execution, entrusting someone who has done it"

"Leading global investors broadly support Chair/CEO separation"

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

"What is the likelihood that Magnite loses XUMO as a customer?"

"In our opinion, little – to none – of this gain is justified."

"Click successfully loaded requests denoted with the {:} pixel"

"Fewer, better promotions will make advertising more efficient"

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

"The divergency has accelerated since Mrs. Sacco was named CFO"

"The divergency has accelerated since Mrs. Sacco was named CFO"

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

"Nevro knew about this and launched a disinformation campaign."

"Management Believe Women Comprise Just Half the Customer Base"

"And what about athena being the healthcare internet backbone?"

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

"Report Card: Disney’s Underperformance Tied to Board Failures"

"one could accurately describe it as an orgy of billing fraud."

"For detailed bios see our Proxy statement filed May 11, 2018."

"For detailed bios see our Proxy statement filed May 11, 2018."

"I can't say there's great enthusiasm. And then the price tag."