"The message is clear—investors want Marathon to change."
Callouts & quotes from 37,061+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
"Disney’s Path to Sustained Subscriber Growth is Unclear"
"Post Elliott’s involvement, outperformed peers by ~150%"
"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
"Bunch transformed PPG into a pure-play coatings company"
"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
"「市場では各社顧客の装置からウシオ製の光源を抜き出して、Isteq製のものに取り替えています」と言っています。"
"TSMCは検査装置に、レーザーテック製の アクティニック装置ではなく、従来のKLA製の装置を中心に使っている。"
"We Believe Tripadvisor Should Explore a Sale of TheFork"
"This is 60.3% lower than what IQ's disclosures implied."
"Disney can do better. But it needs some fresh thinking."
"We believe News Corp trades at an attractive valuation."
"CROs play a critical role in the biopharma value chain."
"TSMC will not consider the A300 or A150 for production."
"DLO’s Net Take Rate is multiples of those of its comps."
"Fairfax Repeatedly Threw Good Money After Bad with EXCO"
"Are Insiders and Shareholders playing on an even field?"
"Citron Exposes Elder Abuse Within Inogen’s Sale Tactics"
"3. Other Factors: Share Repurchase Activity and New CEO"
"Bottom shelf product placement at multiple distributors"
"Over $700mm BELOW “Blockbuster” threshold of $1 billion"
"Over $400mm BELOW “Blockbuster” threshold of $1 billion"
"Over $300mm BELOW “Blockbuster” threshold of $1 billion"
"ROVI's data is INCORRECT and depicts a misleading story"
"At 6 billion Euros of revenue, it's 18% of total sales."
"Disney’s Path to Sustained Subscriber Growth is Unclear"
"We believe News Corp trades at an attractive valuation."
"CROs play a critical role in the biopharma value chain."
"The surgeon regularly makes incendiary statements on X."
"We do not believe Display is being operated efficiently"
"We believe News Corp trades at an attractive valuation."
"Bill will no longer spend time on day-to-day IR matters"
"Yeah, absolutely. Because it interacts with everything."
"Largest health care fraud settlement in history is $3bn"
"In our opinion, this amounts to grotesque self-dealing."
"These bold targets set high expectations on both sides."
"This is a lose/lose situation for SMART Brazil and SGH."
"We Estimate MCY’s Policyholder Losses Exceed $2 Billion"
"TSMC will not consider the A300 or A150 for production."
"Based on normalized results — Canadian Tire Corporation"
"Attorneys for Petitioner Glenmark Pharmaceuticals, Ltd."
"Attorneys for Petitioner Glenmark Pharmaceuticals, Ltd."
"“standardized battery reporting guidelines” — CellPress"
"“watching a video clip in 4K or 8K.” — One prominent EP"
"I SUSPECT MY HUSBAND'S HIKING ON ME... — Mike Luckovich"
"I don't think that is anybody's business — Mr. Verghese"
"I Learned the Hard Way: Credit Karma is a Scam — Medium"
"「研究開発拠点として2023年7月より活用を開始しております。」 — Lasertec Corporation"
"SAY, DIDN'T YOU USED TO BE SOMEBODY? — B. Riu / Hedgeye"
"“Every Day High Prices Guaranteed” — Weis Markets, Inc."
"“Powered by Ginkgo Bioworks.” — Allonnia Website Footer"
"PLEASE DESTROY AFTER READING — Internal U.N. memorandum"
"「試行検査装置のアップタイムは約60%〜70%と低く、失望しました」 — GlobalFoundries元幹部"
"Solid Oxide Fuel Cells | Department of Energy — Source."
"RE: Stay for young beautiful girls — Email Subject Line"
"RE: Stay for young beautiful girls — Email Subject Line"
"RE: Stay for young beautiful girls — Email Subject Line"
"RE: Stay for young beautiful girls — Email Subject Line"