Callouts & quotes from 37,061+ activist slides

"CONSUMER SURVEY RESULTS ACROSS MANY CATEGORIES HAVE DECLINED"

"Greater discount in future years = less confidence in growth"

"What has been tolerated by the current Board is unacceptable"

"For Years, Dr. Kleinfeld Was the Primary Impediment to Split"

"For Years, Dr. Kleinfeld Was the Primary Impediment to Split"

"For Years, Dr. Kleinfeld Was the Primary Impediment to Split"

"For Years, Dr. Kleinfeld Was the Primary Impediment to Split"

"At a $14 GGP share price, you are buying GGO for negative $1"

"Since Engine's involvement, management has changed its tune."

"Only Agentforce brings together Humans + Agents + Data + CRM"

"Use stated as “DNA Data Storage facility,’ not manufacturing"

"BK's business model performs well in government stress tests"

"Does Vitek (or a proxy) hold these missing loan receivables?"

"GE holds #1 market share in its three largest business lines"

"Depending on how you look at it, AGO is 32-54 times levered."

"A single impaired credit could create a significant problem."

"We offer a money-back guarantee, assuming we have the money."

"Proportionate shareholder representation for Pershing Square"

"Poor asset utilization -> unnecessary capex & increased opex"

"Well, quite simply, Amerco has more assets than liabilities."

"Trian is constructive, long-term, operational, and strategic"

"Trian is constructive, long-term, operational, and strategic"

"Controllable costs have missed the mark for 3 straight years"

"Please don't ask me what these things are. I'm a generalist."

"Distributors must re-sell here to capture full Retail Profit"

"Herbalife accounts for and refers to this as "Retail Profit""

"Trian is constructive, long-term, operational, and strategic"

"Controllable costs have missed the mark for 3 straight years"

"Only Agentforce brings together Humans + Agents + Data + CRM"

"We estimate the currency hit was more likely $0.29 - $0.38c."

"Trian is constructive, long-term, operational, and strategic"

"Stopped disclosing new product launch progress after Q4 FY18"

"もしもこの分野でレーザーテックにはなにかの「独占」がある、と勘違いしている読者がいれば、この機会に考え直せばいいだろう。"

"ACTIS装置は致命的な問題だらけだからだ。また、これは本レポートで暴いているレーザーテックの詐欺を理解する鍵でもある。"

"インテルもTSMCもレーザーテックの装置が嫌厭していて、KLAが代替品を発売するまでのつなぎとして仕方なく使用している。"

"スコーピオン・キャピタルは徹底的な調査を経て、レーザーテックのイノベーション・パークは詐欺である、との結論に至っている。"

"その結果、Fab 4aは半導体業界のいわゆる「ファブ」でなく、装置の在庫の一時的な「置き場」であることが明らかになった。"

"To arrive at our final price target, we weighted 3 scenarios"

"All that is to say that Silver Sand may not get much bigger."

"Nidec is buying ANA IMEP from George Copos (pictured above)."

"HALF of inside sales has quit, including 2/3 of the managers"

"Elliott proposes to acquire QEP for $8.75 per share in cash."

"Fairfax seems to have taken pains to avoid full impairments."

"High growth was rewarded with significant multiple expansion"

"Mr. Lashier's consolidation of power has harmed Phillips 66."

"We think JCP is cheap under a variety of operating outcomes:"

"IQE is, in our opinion, an egregious accounting manipulator."

"Target's resulting EBITDA after rent expense would be $3.8bn"

"Dillard's Shares Underperformed Peers By 200% From 2000-2007"

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

"Most doctors, even loyal Nevro users, view Omnia as "a joke""

"The company rewards doctors with 10,000 francs per procedure"

"例えば、従来通りヘアサロンやホテルにオリベ製品を売り込むのではなく、自ら体験型の施設を開業してしまうのはどうでしょうか？"

"CEO well compensated regardless of execution and stock price"

"Impact on share price better for Oasis' campaign than by K27"

"Cash Distributors Can Be Great Growth Businesses For Decades"

"Introducing... iPrefs, a perpetual preferred stock solution."

"And now we get to crop science, the other “farm-a” business."

"NQ lied about AV 7.0 and its false virus discovery messages."

"財務報告書における不自然な動きは会社側を説明を回避した、不正企業の経営陣が企ての進行を維持するのに必死になっている証だ。"