Callouts & quotes from 37,061+ activist slides

"Global Crisis of Management Confidence"

"This is a misstatement of PRC tax law."

"Multiple Expansion for Viacom: 4.1x(b)"

"There's no return on investment, zero."

"There is almost no turnover at the top"

"Seifi has purchased $10mm of APD stock"

"PSH is dependent on William A. Ackman."

"Are The Financial Statements Accurate?"

"光学系全体を毎年交換しなければいけない。修理するのは100万ドル以上かかる。"

"Tom Pike increased margins by ~425bps!"

"Seifi has purchased $10mm of APD stock"

"No Real Inventory Turnover Improvement"

"He who has the beds gets the prisoners"

"Getting mines on line quickly is hard."

"Diminished Credibility on Growth Capex"

"2019年から2023年にかけて、G11ブランドしか売上が成長していません。"

"Kao is Not Interested in Clear KPIs..."

"And not all patent cliffs are cliff-y."

"The CTR report says it owns 428 buses."

"Tom Pike increased margins by ~425bps!"

"レーザーテック製の装置は信頼性が60%に留まっています。信頼性は不十分です。"

"TransMedics cost is ridiculously high."

"The Current Structure Is Unsustainable"

"Shall be carried out in strict accorda"

"Seifi has purchased $14mm of APD stock"

"We fail to see how this is reasonable."

"HHC's share price increased 1% in 2016"

"PAH’s share price declined 24% in 2016"

"Objet : Stay for young beautiful girls"

"So data rarely changes the management."

"Can management forecast appropriately?"

"Today, we are interested in compounds."

"“stealing a meal a day from fast food”"

"『ウィキペディア』による極端紫外線リソグラフィの沿革 — Wikipedia"

"“acting as a placeholder” — Consultant"

""a huge can of fix it" — Jonathan Bush"

"DO YOU BELIEVE IN LIFE AFTER FLUSHING?"

"“clinical benefit” — High-volume users"

"Regulatory action appears forthcoming"

"$13.5m Total Revision Over Four Years"

"If It Looks Like A Zero, It Is A Zero"

"Box has had multiple product failures"

"Troubling decline due to non-renewals"

"Vivendi's nominees are unsupportable."

"NO Retail senior operating experience"

"~13% live in Franklin County’s prison"

"HDDs are great for bulk cold storage."

"GMCR has not generated free cash flow"

"in the end, it doesn't really matter."

"Median Return Since Offering: (25.7%)"

"Cap Rates Have Declined Substantially"

"U.S. economic growth remains sluggish"

"We see 45% to 75% downside potential."

"~26% Deficit to the Performance Peers"

"Everyone in the world knows Herbalife"

"CITRON REVERSES COURSE: BULL CASE WON"

"We do not find these ties reassuring."

"We do not find these ties reassuring."

"ウシオ製の光源は不安定で変動する。ウシオは光源の問題を伏せようとしている。"

"インテルのACTIS装置の購入台数は今後、年に1台ほどに留まると推測する。"