Callouts & quotes from 37,061+ activist slides

"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"

"RE: Stay for young beautiful girls — Email Subject Line"

"We believe Advance Auto Parts could be worth: >$350.00"

"He didn't return to complete his undergraduate degree."

"The Company appears to have missed the mark on GLP-1s."

"Passes Pershing Square's high bar for business quality"

"Passes Pershing Square's high bar for business quality"

"Investors have plainly lost confidence in Phillips 66."

"Moreover, Superb Summit has never owned Tianjin Libao."

"Question: Can investors really trust PetIQ management?"

"Keisei's true PBR is less than 1/2 of its reported PBR"

"Olive Garden can be turned around, it happened before."

"THIS PORTFOLIO IS UNDERVALUED IN THE CURRENT STRUCTURE"

"Huntsman MISSED its 2017 Adjusted EBITDA target by 11%"

"Huntsman MISSED its 2017 Adjusted EBITDA target by 11%"

"Olive Garden can be turned around, it happened before."

"Total value of CONSOL's shale business is $6.6 billion"

"GMCR has relied on a high share price to raise capital"

"Emphasis on EBITDA/MT Growth over Utilization Is Wrong"

"THIS PORTFOLIO IS UNDERVALUED IN THE CURRENT STRUCTURE"

"Keisei's true PBR is less than 1/3 of its reported PBR"

"SOUR ON AN OAT-LIER INVESTMENT / STRONG SELL OPINION /"

"Why is O hesitant to provide this level of disclosure?"

"I don't think they're ever going to recover from that."

"I never get a query from a Twist sales representative."

"Definitely we were frustrated, so we just walked away."

"In this context, the Revised TOB is wholly inadequate."

"We ask that you immediately eliminate the Rights Plan."

"There is no way to justify Kratos’ inflated valuation."

"2.6兆円の現金は、持合株式の解消において、調整後時価総額の80%に相当する自己株式取得を行うのに十分である"

"The U.S. has suffered from decades of chronic deficits"

"We are business model focused, not industry focused..."

"We access the board early in the investment lifecycle:"

"CP's car supply fulfillment is less reliable than CN's"

"Financial targets for Green were eliminated after 2008"

"Management reaffirmed this target in recent statements"

"Formula 1: the only ~$2bn brand nobody's ever heard of"

"In 2006, South America was grouped with Southeast Asia"

"Passes Pershing Square’s high bar for business quality"

"Coincident With The CEO Leaving And Multiple Red Flags"

"光源が短命のため、顧客は本来なら不要である追加装置を、バックアップとしての購入を強いられる。投資効率が悪い。"

"「その話から受ける印象としては、先方のダウンタイムは当社のそれと同じほど多い。生産性は基本的に同じようです」"

"買い手にとって史上最大の投資を行いながらも取得した不動産の大半を1年も使わないとの条件を快諾するのは難解だ。"

"Our recommendation is straightforward: sell Welltower."

"We work with customers that are using Berkeley Lights."

"Passes Pershing Square’s high bar for business quality"

"Vertiv has an opportunity to more than double margins."

"Vesting program for restricted stock is highly unusual"

"This appears to be APP attempting to cover its tracks."

"Deep Value Opportunity with Clear Catalysts for Change"

"A great idea solves multiple problems at the same time"

"Substantially below Company's stated ROE target of 20%"

"The Company appears to have missed the mark on GLP-1s."

"We believe the deal is all hype and limited substance."

"The explant rate is higher for Nevro than anyone else."

"In acquiring Triarc, Wendy’s shareholders are getting:"

"We See 40% – 60% Downside Risk To Zillow’s Stock Price"