Callouts & quotes from 37,061+ activist slides

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

"100-Day Plan Is a Sprint to Establish Alignment of Interests"

"PSLP / PSH Net Returns vs. S&P 500 through December 31, 2020"

"Mismatch in implied lease term inappropriately inflates EBIT"

"Insulin suppression leads to hunger, fatigue, and sleepiness"

"I didn't see $500,000 worth of — or $5,000 worth of benefit."

"Allows investors to value Target on a sum-of-the-parts basis"

"Claimed savings of $1.31, yet only $0.42 of total EPS growth"

"Such a blanket conclusion does not appear to be supportable."

"Such a blanket conclusion does not appear to be supportable."

"Listing agent is already on Zillow just have to scroll down."

"The charts below illustrate QTT's disastrous business model:"

"It is clear humans, not AI, are doing the brunt of the work."

"None of GreenPower’s sales orders have been fully completed."

"You’re not leaning on smart money: you’re holding their bag."

"Lasertec executives quietly admit their product doesn't work"

"Ferguson has an advantaged market structure & growth profile"

"“One lie needs 1,000 more to cover up.” — Anonymous follower"

"SOLAR PANEL COMPANY COMPLAINTS — CBS4 Consumer Investigation"

"“using false documents.” — Asia Financial article, June 2020"

"helps men get an erection within 10 minutes — Futura Medical"

"“if you can't measure it, you can't manage it.” — Old saying"

"“Sunshine is the best disinfectant” — Justice Louis Brandeis"

"「極端紫外線の光学系における透過率の低下に関わる難易度の高い問題の解決に努めた。」 — LinkedIn Profile"

"the Netflix of China — iQIYI management, analysts and bulls."

"“Copper is the new oil” — Goldman Sachs Commodities Research"

"According to the FTC, retail sales “are simply not there”(1)"

"bonds constitute “return-free risk” — Jim Grant (referenced)"

"2018: Return to Our Roots — PSH Annual Investor Presentation"

"“Take this. It’ll help you sleep.” — Mike Baldwin / Cornered"

"“Group Control” (群控软件) — Corroboration from a Former Manager"

"「実にも怖い」「ヘンだ」「製造現場は完成品が床を埋め尽くすような状態で、在庫でいっぱいにになっている」 — 匿名企業幹部"

"hyperglycemia includes type 2 diabetes mellitus. — FDA Label"

"May 16, 2024 poster by Gevers, Miller et al – Soleno website"

"May 16, 2024 poster by Gevers, Miller et al – Soleno website"

"May 16, 2024 poster by Gevers, Miller et al — Soleno website"

"are unlikely to be transformational today — RAND Corporation"

"companies get the shareholders they deserve. — Warren Buffet"

"“Permanent” capital(1) represents nearly half of our assets"

"Pfizer initially identified 15 potential blockbuster drugs."

"QSR’s share price including dividends increased 29% in 2016"

"APD’s share price increased 32% including dividends in 2014"

"WE AND WALL STREET ANALYSTS SEE PROFOUND STOCK PRICE UPSIDE"

"Fuji Xerox comprises nearly half of Fuji's total operations"

"Darden’s largest brand is in desperate need of a turnaround"

"Peers have successfully refranchised in a number of markets"

"Pershing Square’s observations of Target’s incumbent board:"

"Geographic span of a major, yet Hess is a fraction the size"

"Executive turn-around experience in the healthcare industry"

"We See 30% - 60% Downside Risk To PowerSchool’s Stock Price"

"Why were these companies arbitrarily excluded / included???"

"Darden’s largest brand is in desperate need of a turnaround"

"Peers have successfully refranchised in a number of markets"

"It appears that Xylem’s pricing was not able to offset cost"

"We believe that Brand Tripadvisor should be more profitable"

"If you give a driller a dollar, he's going to drill a hole."

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"