Callouts & quotes from 37,061+ activist slides

"KLAのキセノン光源はちゃんと機能します。レーザーテックが採用したウシオ製の錫方式の光源は失敗です。"

"We believe that Mr. Lin was TAL’s proxy at Shujia."

"Macy's OpCo can maintain 95% of its free cash flow"

"Realty Income does not foster an ownership culture"

"We View EHTH as Little More than a Stock Promotion"

"Share Price Entry Point @ 63% Discount through SCT"

"We believe JCP could earn ~$6.00 per share in 2015"

"We need electricity generation and transmission..."

"Plan to close unprofitable stores as leases expire"

"Why is this Transaction Ideally Suited for Target?"

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

"このことからも、花王の各ブランドは収益源の拡大と分散において大きな制約を抱えていることは明らかです。"

"Qualitatively, we think iPrefs are best for Apple."

"And what happened to the intended margin leverage?"

"Of course, there is a bear case, which is worse..."

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

"A 49% stake in a loss-making luxury yacht builder."

"この恐るべき事実がばれたら、レーザーテックの極端紫外線神話が崩壊し、株価は暴落したに違いないだろう。"

"Each half a turn of leverage adds 3%+ of accretion"

"Data this basic is only withheld if it is damning."

""Now that’s how you play dead." — CartoonStock.com"

"They’ve got a reputation to repair. — Michael Heim"

"“I’ve fallen in love with Eric” — Theodore Leonsis"

"Proved successful for Brinker — Starboard Value LP"

"“Tell me again about royalties.” — Cartoon caption"

"NOW is the time for Kao to focus on growth — Oasis"

"modulate the pace at which we ramp — TI management"

"MW: Are A store and C store one store? Agent: Yes."

"Why Did Juniper Really Ax the DX Line? — eweek.com"

"CURLY, LARRY and GMO — Bizarro Comic by Dan Piraro"

"Prevnar continues to be a bright spot for Pfizer."

"Recent performance has shown weak top-line trends"

"UNDER PRESSURE AND SENSITIVE TO DECLINING RESULTS"

"Box is clearly seeking to preserve the status quo"

"Fiber capex is >70% of Crown Castle's total capex"

"Over 65% of the US patents have QScores above 70."

"Close to zero sales growth through last two years"

"We believe new people are required to fix Darden!"

"We believe Starboard's slate is better qualified."

"Red annotations added: Advertised space for lease"

"Red annotations added: Advertised space for lease"

"Did Target miss an important opportunity in food?"

"It’s for educational purposes; I would say, only."

"Dauman’s Start Date As Viacom CEO: September 2006"

"Performance and execution are unlikely to improve"

"When the boom ended, business essentially stopped"

"The data reveals Pure’s vision as marketing hype."

"We Believe Ambry Genetics Uses Aggressive Billing"

"ACAS has a history of persistent underperformance"

"We believe new people are required to fix Darden!"

"A model Bill Darden and Joe Lee would be proud of"

"We believe Starboard's slate is better qualified."

"The opportunity is smaller than the bulls believe"

"GMCR hinted it would replace the brewer ecosystem"

"Accountability Needed to Recoup Shareholder Value"

"Dr. Kleinfeld cannot conceal his underperformance"

"Yet BCS has increased sales by just 3% since 2013"

"Do they really think anyone buys the sandbagging?"

"We See 40% To 70% Downside Risk In iRhythm Shares"

"DND’s Pricing Strategy Has Lost Customer Goodwill"