Callouts & quotes from 37,061+ activist slides

"Oatly is the only brand being offered on discount"

"IF YOU CAN'T IMPROVE RESULTS, LOWER EXPECTATIONS?"

"Unification Resolves Fundamental Value Inhibitors"

"Recent performance has shown weak top-line trends"

"A rate of $8.00 is therefore presently suggested."

"Canadian Pacific is our second largest investment"

"Approximately 45% of FND’s revenues are from PROs"

"We believe Huishan is a fraud through and beyond."

"XL CLAIMS A HIGH POSITIVE ROI OF 55.7% FOR FLEETS"

"The result is that value strategies underperform."

"The Company seldom acknowledges these costs exist"

"THE CASE FOR SEPARATING GLOBAL SNACKS & BEVERAGES"

"The results reveal a frustrated shareholder base."

"Masking Poor Organic Growth With Destructive M&A?"

"レーザーテックの棚卸資産についてのトリックは非常に大胆かつ単純なので、見破ることはむずかしくない。"

"まともに機能する極端紫外線光源がないため、20億ドルに上ると言われる受注残高を解消できない状況だ。"

"世界で最大の半導体装置メーカーであるTSMCは、レーザーテックとの関わりを悪夢のように思っている。"

"そうなると、レーザーテックは減損処理して、在庫資産の評価を大きく切り下げなければなくなるでしょう。"

"レーザーテックが横浜市で開発工事中であるという「レーザーテック・イノベーション・パーク」は詐欺だ。"

"We believe management is arguing the wrong point."

"We are short shares of (OTC:NUPMF) and (NYSE:SVM)"

"We question which plan management is referencing."

"Wix’s margins are significantly lower than peers."

"The $900mm cost opportunity is ~120% of 2011 EBIT"

"Met Coal is combined with Iron Ore to make steel."

"What will be the impact of Rewards going forward?"

"There are several benefits to an UPREIT structure"

"FY18F down 50-25 bps FY19F-20F ~200 bps expansion"

"It is imperative that this spending is effective."

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

"The rep is kind of an extension of your practice."

"Fixing Operational Blind Spots In Board Oversight"

"His use of the word 'cloud' is somewhat nebulous."

"Dalian is located in the Dalian Tencent Building."

"Why can't the Company keeps its story consistent?"

"レーザーテックのIR担当部署は、棚卸資産の分類が偽りであることは周知だが、社外秘として扱っている。"

"TransMedics hub is a short walk from OPO facility"

"There’s a lot of game-playing going on out there."

"Herbalife has five tiers of Distributors in China"

"The following acts belong to the pyramid selling:"

"The main issue is it had a cardiovascular signal."

"Bizarre lease terms and potential for defaulting."

"Recent performance has shown weak top-line trends"

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

""DO YOU MIND IF I JOIN YOU?" — Cartoonist Delgado"

"“Oh, that two billion dollars.” — Cartoon caption"

"“The New Huntsman” — Company Investor Day tagline"

"We laughed at this statement. — Muddy Waters, LLC"

"「レーザーテック製の装置が問題ばかりだからです」 — KLAで極端紫外線マスク検査を担当した元幹部"

"possession is nine-tenths of the law. — Wikipedia"

"Recalculated adverse effects from FDA SONAR data."

"Bonuses encourage more operations — SonntagsBlick"

"Source: DWAC investor presentation November 2021."

"「TSMCでACTISのA150もA300も、生産用の対象外としています。」 — TSMCの元幹部"

""debt is the engine, it's the fuel." — Management"

"FDA CDER Clinical Pharmacology Review, page 31/32"

"“it’s better than nothing.” — Anonymous physician"

""Have No Partnership" — NVIDIA Investor Relations"

"The macro landscape will continue to benefit AAP"

"AAP is well-positioned in an attractive industry"