Callouts & quotes from 37,061+ activist slides

"We estimate that BOL's net assets are worth €11.43 billion."

"The Company enjoys advantages that enhance the crack spread"

"we note that several endocrinologists used the term "cult.""

"There certainly was potential for unblinding...no question."

"How do you bridge the missing $1.8 billion to $2.8 billion?"

"We see 60%-80% downside risk to ($22.50 - $45.00 per share)"

"Curiously, Lightspeed has never reported a decline in ARPU."

"There is a glaring inconsistency on LSPD's CFO's biography."

"Provides a clear path back to an “A” category credit rating"

""Seasoned" charge-off rate is above recent historical peaks"

"CTC has yet to announce a replacements for the CFO position"

"How will this change the pitch to prospective distributors?"

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

"We believe ~92% of participants’ income is from recruiting."

"We don't believe GreenPower is worth any more than Phoenix."

"4 teens and 4 adults. 1 adult in each room with a teenager."

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

"the Lasertec tool cannot meet demands in a production line."

"Solvay might, and we think should, divest it at some point."

"“Culture of concealment” — Independent investigation report"

"Will Perpetual Restructuring Mode Ever End? — Goldman Sachs"

"Macerich Issues Biggest Share Offer On Record — WSJ 4/15/10"

"Kao management have an allergy to growth — Oasis Management"

"Best prospects lie in overseas cosmetics — Oasis Management"

"“Simplicity, simplicity, Simplicity!” — Henry David Thoreau"

"“legacy fraud verification vendors” are “useless” — Dr. Fou"

"「極端紫外線の領域でいえば、レチクルの90%以上は当社の装置を通っています」 — ブレン・ヒギンズ (KLA CFO)"

"“You gonna believe me, or your lyin’ eyes?” — Richard Pryor"

"Herman catches a lucky break. — Bible Tails cartoon caption"

"Cintas Fails To Make It To My Watchlist — Dilantha De Silva"

"SKUはこの10年で2倍になっています。これは、売上を増やすためです。 — Jefferies (2023年9月1日)"

"Phase 3 double-blind study – Miller at al (2023) manuscript"

"World-Class Silver Project Suddenly Appears — Advertisement"

"RE: Stay for young beautiful girls — Raffles Hotel Le Royal"

"ORGANIZATION WOULD BENEFIT FROM MORE OUTSIDER PERSPECTIVES"

"Advance benefits from a highly stable and growing industry"

"We believe there is substantial upside potential at Pfizer"

"We believe investment is still attractive at current price"

"Permanent Capital Now Represents >1/3 of our Investor Base"

"CP's share price increased 40% including dividends in 2014"

"We strongly believe that good governance is good business."

"Box has suffered from poor operating performance for years"

"SG&A has continuously increased despite declining revenue."

"Jiangxi Zhonggan is clearly a related party related party."

"Those with experienced operational leadership have thrived"

"If g_offASP = 9.0%, then offline enrollment declined 15.1%"

"2005-2013: Capex increased ~225% and ROC decreased by ~45%"

"We believe spinning off SRG would create shareholder value"

"There are numerous attractive markets for Darden to target"

"ion traps are not "going to solve any real-world problem.""

"Val-gan's Platform Value is a function of several factors:"

"New initiatives have generated minimal-to-negative returns"

"Elliott Believes Recent Corporate Actions Are Insufficient"

"Are the budgets wrong or are the compensation plans wrong?"

"The Causes of the Value Destruction are Completely Fixable"

"Accounts receivable growth vastly outpacing revenue growth"

"2005-2013: Capex increased ~225% and ROC decreased by ~45%"

"We believe spinning off SRG would create shareholder value"

"There are numerous attractive markets for Darden to target"

"Traditional brewers are much cheaper (prices start at $20)"