Callouts & quotes from 37,061+ activist slides

">The most devastating physician commentary we have ever heard"

"I think it's the weakest of all the drugs that are out there."

"The numbers keep increasing, but the patients are going down."

"棚卸資産の評価を偽り、いずれ対応せねばならない減損処理を延期できている間は、会社は利益、株主資本、資産を誇大に計上できる。"

"We believe that in substance this is a financing transaction."

"It's almost like narcolepsy's a pandemic, not a rare disease."

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

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

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

"We are discounting the rent by 40% to 60% due to overpayment."

"Trulieve Cannabis Corp: Why we believe the Company is a Fraud"

"Why not? I'll pay extra for condoms and flowers in each room."

"Sorry , our hotel haven't the condoms .Please bring your own."

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

"Our analysis shows losses will exceed CAIC’s total liquidity."

"none of which Lasertec is capable of or appears to have done."

"Ferguson exited 25 countries and 31 business units since 2008"

"Perrigo needs real improvements and not incremental promises."

"“Brilliant with the Basics” — Olive Garden operational mantra"

"It isn’t clear what is driving Quantum stock down. — Barron's"

"14-063MR Three Sydney men convicted of insider trading — ASIC"

"“in the low tens of millions of dollars.” — Amdocs Management"

"Source: Herbalife Independent Distributor Presentation (2011)"

"Source: Herbalife Independent Distributor Presentation (2008)"

"Syfovre Initial Complication Experience — Dr. William Johnson"

""Better investments for a better world" — MSCI (2021 Website)"

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

"Source: Golden Capital Partners SA, 2018 Financial Statements"

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

"Alan Lindsay is the father-in-law of Amir Adnani. — UEC Proxy"

"“She’s a cunt. There it needed to be said” — Alan Malki, M.D."

"Do not substitute with diazoxide oral suspension. — FDA Label"

"One fair question to ask, of course, is “WTF?” — Muddy Waters"

"Mastering the elements essential to our world. — Solvay motto"

"Dividend growth over last 5 years has outpaced that of peers"

"Sellside only estimates $13bn of sales from its acquisitions"

"We believe the growth of this packaging is pressuring Avery."

"Approximately 33% of votes cast did not support the measure."

"Box ultimately missed its first long-term target by over 20%"

"Company unnecessarily raised a significant amount of capital"

"Technology and network sharing will reduce amendment revenue"

"Carvana is not entirely transparent on its corporate website"

"We believe Tessera is overstaffed for this type of business."

"Tessera's slate has an alarming lack of relevant experience."

"Our thesis was that Peloton should have much better margins."

"Solventum’s margin deterioration would rank as the 3rd worst"

"Why has the market and the Board not recognized the problem?"

"PSLP / PSH Net Returns vs. S&P 500 through December 31, 2021"

"Note: This site is cited by CPI PG as successful development"

"The Nominees for Shareholder Choice are entirely independent"

"Hess has lowest exposure to N.A. gas of any independent peer"

"Significant opportunity for low-risk, high-return innovation"

"The global beauty P/E average is 24x projected 2014 earnings"

"Elliott estimates $148mm of tax savings from REIT conversion"

"$74.5M = Carrying value of RiverTown residential real estate"

"$164.5M = Carrying value of WindMark residential real estate"

"Keurig Installed Base is >10M (~50% penetrated into the 21M)"

"None of management comments on MLP opportunities are correct"

"Yahoo can start by doing more of what they do even better..."

"2001 disastrous acquisition salvaged by dramatic rise of oil"