Callouts & quotes from 37,061+ activist slides

"for cash proceeds of $115 million — Bob Espey (CEO)"

"Drones in the FY18 Defense Budget — Bard University"

"‘If you can dream it, you can do it!’ — Walt Disney"

"Yes, it’s a pyramid scheme! — FTC Consumer Guidance"

""is borderline comical." — Howard Penney of Hedgeye"

"To hide a lie, a thousand lies are needed — Unknown"

"— Jonathan Litt, Founder & Chief Investment Officer"

""Don't get secular with me, pal." — J.B. Handelsman"

"フジテックは、既存経営の転換によってその価値を顕在化させた好事例です。 — The Economist"

"our business is "unequivocally American" — IperionX"

"“oh, that’s all done in China.” — Warehouse Manager"

"RE: Размещение детей — NOVOTEL Moscow Kievskaya RE1"

"We See 45% - 60% Downside Risk To FIGS Share Price"

"As a result, we do not trust the reported results."

"Box has been plagued by strategic issues for years"

"Over 60% of the US patents have a QScore above 70."

"Includes highly profitable specialty coke capacity"

"We See 35% – 55% Downside Risk To DY’s Share Price"

"Under a new CEO, TIM is regaining lost credibility"

"Represents just 3.8% of current total cost pool(1)"

"MPLX does not need to access equity markets today."

"Pearson changed Valeant's strategy to incorporate:"

"See? They keep to themselves. Shifty. Untrustable."

"47% Underperformance $9.4bn of Market Cap Foregone"

"Autodesk's Board has failed in each of these areas"

"Represented lost potential for NAV/share accretion"

"Represents just 3.8% of current total cost pool(1)"

"Smucker’s Deal Implies Manufacturing Fee of ~$0.06"

"Manageable Enterprises Accountable to Shareholders"

"Impact of Tax Shield from Bakken = $0.13 per share"

"Once measured, time to assign plant-specific goals"

"But M&A only works if you know how to integrate..."

"But M&A only works if you know how to integrate..."

"Dropbox appears very rich on free cash flow basis."

"+¥5,438 per share Since June 2025 pre-announcement"

"TICO deserves a much higher valuation than 1x PBR."

"Only 2 of 7 Temptime executives remain with Zebra."

"Services business model: Stable, recurring revenue"

"We believe upside could exist to accretion targets"

"豊田自動織機は、今後は自社の利益を優先し、許容できるリターンを生まない事業への投資を止めるべきである"

"Notice he doesn't talk about Asia this time around"

"We think this joint venture is unlikely to proceed"

"~20% of all HK bank assets are now on the Mainland"

"Board Diversity is not reflective of Kao Customers"

"III. Pershing's Proposal to McDonald's: McOpCo IPO"

"Who had AI on their HIMS earnings call bingo card?"

"FMCN is run primarily for the benefit of insiders."

"No new biotech traits, of significance, discovered"

"If you repeat it, maybe investors will believe it."

"~$200 Billion of Lost Market Value Since 2021 Peak"

"Implied a share price of ~$60 per share by 2020(1)"

"They pretend that this is a risk-free transaction."

"Also, the figures above are gross, not net income."

"No new biotech traits, of significance, discovered"

"A legitimate $100m business with only 7 followers?"

"Why can’t PERI consistently report search traffic?"

"ASMLが実現したような錫方式の極端紫外線光源を開発することは、レーザーテックにとって不可能だろう。"

"証券取引委員会の提訴は16ページにおよび、半導体業界の不正会計のマニュアルのような内容になっている。"

"この仕組みによって、レーザーテック製の装置の中に、錫の飛沫やデブリの汚れが発生することは間違いない。"

"ウシオ製の光源は1年以上前に取り替えられた。ウシオはそれを伏せようとして、何も問題がないふりをした。"