Callouts & quotes from 37,061+ activist slides

"We See 35% – 50% Downside Risk To ROAD’s Share Price"

"Monthly build-out cadence creates constant "newness""

"Additional upside: Store growth, buybacks, dividends"

"Broker trading volume is 2.3x exchange traded volume"

"We See 60% - 80% Downside Risk To PGNY’s Share Price"

"Are there dissynergies management has not disclosed?"

"PSX R&M RemainCo is a similar size as its core peers"

"The Company misjudged the durability of COVID sales."

"Percentage of Revenues Addressed by Naviguard: 85.7%"

"A PDN label won't help Nevro's market share with me."

"None of these appointments were from outside of Kao."

"Thank you for your attention and, we hope, your vote"

"Lower Share Count Drives Accelerated Earnings Growth"

"Jonathan Bush understands bubble dynamics perfectly."

"We value DWAC at the cash held in trust: $10 (-80%)."

"Low 2024 CEO compensation warrants committee support"

"この申し出から伺えるのは、新商品の「販促促進に必死」という姿でなく、投資家をごまかそうとしている姿勢だ。"

"Diazoxide XR formulation rationale lacks credibility"

"Was the uplift really from an accounting change too?"

"Tremendous size and scale – a “must-own” yield stock"

"PepsiCo underinvested in beverages to support snacks"

"A Clinical Trial Torpedoed By Fraud and Incompetence"

"All are independent of Manager other than Nick Botta"

"PSX R&M RemainCo is a similar size as its core peers"

"However, we just wanted you to know . . . We are OK."

"Most of the time, I don't think it's doing anything."

"Net Worth Sweep is an untenable economic arrangement"

"Broker trading volume is 2.2x exchange traded volume"

"All are independent of Manager other than Nick Botta"

"Above are EV Stars that are waiting to be delivered."

"Broker trading volume is 2.3x exchange traded volume"

"Nomad’s strategy shift is beginning to yield results"

"Broker trading volume is 2.3x exchange traded volume"

"Again, they are on a second-generation light source."

"We are mastering the elements essential to our world"

"It would be ironic if Telia suffered a similar fate."

"no clear path to a friendly merger at this time — CP"

"“It’s much easier on my knees.” — Hamster in cartoon"

"In Gianbeppi We Trust — Raphaëlle Poulain of Genesta"

"YouTube video on “DNA Microarray Fabrication” – 2014"

"(Transparency is the enemy of fraud.) — Muddy Waters"

"“a battle for the heart of our company” — Mr. Jordan"

""Eminently doable" — May 2018 investor presentation."

"今の足元で申し上げますと、膠着状態といいますか、1,600億円ぐらいになっております。 — 三澤 [A]"

"One expert told us it was “obvious” POET was a PFIC."

"ARE YOU MAKING AIRPLANE NOISES? — Speed Bump Cartoon"

"DCCR clinical studies — Soleno investor presentation"

"“to hide a lie a thousand lies are needed” — Proverb"

"“experienced hepatic enzyme elevation.” — FDA review"

"“seizures and blacking out.” — FDA FAERS Case Report"

"Good question? To pay $1 billion for this is insane."

"Box trades at the lowest multiple of its Peer Group"

"~4-turn multiple discount represents ~$14B of value"

"EBITDA levels were clearly not “...at a low point.”"

"Phillips' quality assets are operated inefficiently"

"~17% gap to Canadian rails and ~10% gap to US rails"

"Ultimate Insolvency In Worst Case Economic Downturn"

"Where is Stevenson now? Certainly not with PetIQ..."

"Good, consistent service is a key driver of traffic"

"No offense, but we don’t really care what you think"