Callouts & quotes from 37,061+ activist slides

"A search for ZJK comes up empty, shown below."

"Valeant’s business has performed well in 2015"

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

"We think Trulieve is absolutely uninvestible."

"Lasertec probably must write off those tools."

"Lasertec probably must write off those tools."

"Let’s go save the world! — Comic book caption"

"a little distressed — Q2 2022 Conference Call"

"unbridled optimism about the future — Burford"

"Alipay denied having any cooperation with NQ."

"Re: Stay for young girls — Email Subject Line"

"intended only for demo purposes. — Data Vault"

"Reduction of Debt should be highest priority"

"Why ABML Does NOT Deserve Li-Cycle Multiples"

"Mr. Genish: "Vivendi’s man" in the boardroom"

"Chipotle has a long runway for robust growth"

"Four Part Plan to Increase Shareholder Value"

"Goodyear is an Iconic U.S. Company and Brand"

"935 bps Outperformance Per Annum vs. S&P 500"

"They continue to lie. Peter [CEO] just lies."

"Historical cash flows tell a different story"

"The Board must objectively evaluate the CEO."

"What exactly did JOE capitalize at WindMark?"

"Amenities should be evaluated for impairment"

"Currently it reserves for a ~23% impairment."

"Historical Cash Flows Tell a Different Story"

"Even if HDDs Were FREE, Pure's TCO is BETTER"

"95% of S&P 500 CEOs sit on <2 outside boards"

"We conclude that YY Live is ~90% fraudulent."

"Base case within three years is a ~3x return"

"It is tantamount to an admission of failure."

"~100m or 20% of accounts purged as worthless"

"Is There Really Something New Under The Sun?"

"Innovation is part of the DNA of the company"

"HK’s Inflation Problem Will Likely Get Worse"

"It is a classical chicken and egg situation."

"Kao is overly reliant on the domestic market"

"Kao’s management are simply not even trying."

"Which is it – lottery ticket or opportunity?"

"Revenue Growth Opportunity: Low Double-Digit"

"EBT margins have declined ~480bps since 2006"

"IR Shareholder Returns Outperform The Market"

"Heinz Shareholder Returns Led the Peer Group"

"Each has 25 clients = TOT. $390,000 in Sales"

"Heinz Shareholder Returns Led the Peer Group"

"IR Shareholder Returns Outperform The Market"

"PPG's two closest peers have leverage of ~4x"

"Jim Vena quickly turned around Union Pacific"

"Chipotle has a long runway for robust growth"

"We view this as a negative for its business."

"IR Shareholder Returns Outperform The Market"

"Heinz Shareholder Returns Led the Peer Group"

"不正の中心には、収入と利益の誇大計上と、それにともない不適切に計上した棚卸資産高がある。"

"「そのとおりです。問題がなければ、彼はためらいなく工場の諸々についてしゃべったはずです」"

"Fab 4Aに入っていく装置は保護用のシュリンクラップに密閉されており、完成品と見える。"

"Casi parecía como si fuera un culto (RISAS)."

"Sounds exactly like Vocera’s core competency"

"HGV is materially undervalued and overpaying"

"Mike Ullman replaced Questrom as CEO in 2005"

"It will roughly double Teck's mix of Copper."