Callouts & quotes from 37,061+ activist slides

"Top 7 CROs control over 80% of the CRO market"

"But most battery researchers don't believe it"

"The Philidor Scandal of 2015 Reminds Us of..."

"Valeant’s business has performed well in 2015"

"Pershing Square owns a 9.7% stake in Allergan"

"Despite 250 "job cuts", headcount grew by 400"

"Vote “AGAINST” Management’s Spin-Out Proposal"

"Meet the new targets; same as the old targets"

"Pursue free cash flow and ROIC, not EBITDA/MT"

"Top 7 CROs control over 80% of the CRO market"

"ROE has deteriorated significantly since 2011"

"The U.S. Consumer is Beginning to Bounce Back"

"In Q3'09, occupancy was up 40bps sequentially"

"+27% upside to fair value at TOB announcement"

"Pietroni: Zero current liabilities at YE 2019"

"At current levels, RBC has significant upside"

"Other corporate costs ... area of opportunity"

"Kratos Three Largest Acquisitions All Tainted"

"業界最高水準の資産を有するが、豊田自動織機の少数株主ではなくトヨタ自動車の利益のために運営"

"Assured Guaranty is one of the few survivors."

"Alas, all good stories must come to an end..."

"We Believe a 30% Revaluation to 6:1 is Likely"

"McDonald's is significantly undervalued today"

"2010 was Up From 2009—The Trend is Our Friend"

"CP's freight service is less timely than CN's"

"Hunter is an Experienced Culture Change Agent"

"Approximately 82% of GGP’s debt is fixed rate"

"TCO shares have fallen over 25% year-to-date!"

"We confirmed that Lai is not an FGD customer."

"No, hell no, they're not, it's a blatant lie."

"“Personal Volume” is not exclusively personal"

"This is not the slate that will drive change."

"CN has underperformed on every expense metric"

"SBC / COGS up 10x since TurboTax Live launch."

"Afeciano is new in 2019, not reported in 2018"

"We Estimate 65% - 85% Potential Downside Risk"

"Retention payments are 53% of acquired EBITDA"

"Benefits that we believe should be preserved:"

"「嘘を隠すには、もっと大きな嘘が必要になる」。この不正の持続にはそろそろ限界が迫っている。"

"「新たに設計された」Urashima光源を開発したIsteqは総従業員数がたった12名だけ"

"「顧客に出荷できない」と言い出した。出荷すればするほど負担になって、利益を喰ってしまいます"

"「新たに設計された」Urashima光源を開発したIsteqは総従業員数がたった12名だけ"

"同誌が資金援助についてレーザーテックに問い合わせたところ、「ノーコメント」との返事だった。"

"「どの仕入れ先でもできるごまかしだ」。やりようによってどんな完成品でも仕掛品と見なされる。"

"しかし、当地で研究開発活動や生産活動を行っている様子は確認できない。これは気になる事態だ。"

"Top 7 CROs control over 80% of the CRO market"

"While TTD is the golden goose, MGNI is a dog."

"~$456 million of total rent expense at market"

"Changes across all aspects JCP’s retail model"

"The book superstore industry is misunderstood"

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

"Despite 250 "job cuts", headcount grew by 400"

"大衆市場向けパーソナルケアが成長を遂げ、他社に対する遅れを取り戻すまでの道のりは長い..."

"A transformation of Phillips is long overdue."

"Kao needs a Marketing Specialist on the Board"

"Together, we can Restore the Magic at Disney."

"Top 7 CROs control over 80% of the CRO market"

"Benefits that we believe should be preserved:"

"I helped [Soleno] when they got their data..."

"We know this is unsolvable...we just gave up."