Callouts & quotes from 37,061+ activist slides

"There is no hiding place for underperformance."

"If this bump was from Beyoncé, it did not last"

"These are the critical assumptions in our DCF."

"We believe there may still be a material issue"

"The Case For Maxar Being Worthless (i.e. Zero)"

"Shareholder Nominees Do Not Rubber Stamp Plans"

"Absence of Organic Growth at EPS is Mystifying"

"Management Used Company Assets to Secure Votes"

"Management Used Company Assets to Secure Votes"

"~7-9% below management's organic growth target"

"Eliminate artificial $1 billion EBITDA target."

"Sequential organic growth (not reported) -3.4%"

"We Have Identified Compelling Executive Talent"

"2029年3月期までに豊田自動織機のEBITマージン約8%を達成する、魅力的な中期機会が存在"

"TOBで実施されるストラクチャーは、スタンドアローン・プランの一部として実行されるべきである"

"Inflation is accelerating and is now nearly 6%"

"But in private the story was very different..."

"Unlocking the Full Value of Marathon Petroleum"

"FMCN overstates its LCD screens by nearly 50%."

"Elliott's offer exceeds the median premia paid"

"How does Disney explain ~$8bn of missing EBIT?"

"The business units of TWX should be separated."

"Herbalife is a fantastic Business Opportunity!"

"The equity bears are fighting the bond market."

"CN's return on equity has fallen significantly"

"CFOは説明を回避し、「膠着状態」であり「当社も正確に把握しているわけではない」と返答した。"

"レーザーテックの売上総利益率と当期純利益率は、同社のEBITマージンと同様に驚異的な高さだ。"

"The rational response is to sell, in our view."

"Warning: Revenue Doesn't Add Up: $93.7 v $93.3"

"Hostile actions indicative of an insular board"

"Core’s business is not a secular growth story."

"Realty Income ("O") is a Triple-Net-Lease REIT"

"Bitcoin mining uses a ton of electricity, too."

"花王自身の「リストラ」計画は、根本的な成長課題の解決にはならず、短期的な修正策にすぎません。"

"Management's judgement needs to be questioned."

"How does Disney explain ~$8bn of missing EBIT?"

"WHEN THE TIDE GOES OUT, WHAT WILL WASH ASHORE?"

"レーザーテックが横浜市で開発しているという「レーザーテック・イノベーション・パーク」は詐欺だ"

"レーザーテックが横浜市で開発しているという「レーザーテック・イノベーション・パーク」は詐欺だ"

"I'm not aware of anybody else who can do that."

"Selling 3X faster than next closest competitor"

"MOUs are not definitive commercial agreements."

"Sony to slash smartphone workforce 50% by 2020"

"Operating Ratio (“OR”) of 61% improved 370 bps"

"even mentioned GSX or Gaotu as a top platform."

"How does Disney explain ~$6bn of missing EBIT?"

"Newspaper writers call this “burying the lede”"

"performance has been excellent — Dr. Kleinfeld"

"Source: Oklo Investor Presentation, July 2023."

"I don’t blame them. — KOL speaking of insurers"

"“Don't know, don't care.” — Transplant surgeon"

"“still remains to be proven” — Dr. Vivek Reddy"

"Paper Company Suspected — Forum User gilbut123"

"“have a buyer group interested” — CEO Albright"

"Potential to double EPS over the next 5 years"

"Box is still unprofitable after deducting SBC"

"Multiple quarters of Y-o-Y margin contraction"

"Link to resellers: "Compare online prices...""

"Investor Comments Signaled Clearly for Change"

"The process must NOT be led by the President."