"35% TSR Since Elliott Announcement"
Arconic Inc. · ARNC
Elliott Management · p. 52
Callouts & quotes from 37,061+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Do NOT tender into the Revised TOB"
Toyota Industries Corporation · 6201
Elliott Management · p. 2
"Goals must be clear and measurable"
The Bank of New York Mellon · BK
Marcato · p. 84
"Store Closure Fears were Overblown"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 21
"For 2023, Kao's ROE fell below 5%."
Kao Corporation · 4452.JP
Oasis Management · p. 16
"ORIBE has great runaway for growth"
Kao Corporation · 4452.JP
Oasis Management · p. 65
"Poor Discipline Complacent Culture"
Canadian Pacific Railway · CP
Pershing Square · p. 51
"Now is the time to remake Marathon"
Marathon Petroleum Corporation · MPC
Elliott Management · p. 40
"Citron has seen this movie before."
Valeant Pharmaceuticals · VRX
Citron Research · p. 7
"Chocolate's financials are stable."
Vitesco Technologies · VTSC
Greenlight Capital · p. 17
"INSURING AGAINST AN AGGRESSIVE MLM"
Aegon Ltd. · AEG
Spruce Point Capital · p. 1
"Distributors must buy their way in"
Herbalife Ltd. · HLF
Pershing Square · p. 69
"30% of adjustments are M&A-related"
Perion Network Ltd. · PERI
Spruce Point Capital · p. 101
"レーザーテックの財務情報開示は棚卸資産について「完成品」の項目がない"
Lasertec Corporation · 6920
Scorpion Capital · p. 18
"棚卸資産が2017/2018に急送し始めた直後、監査法人が解任された"
Lasertec Corporation · 6920
Scorpion Capital · p. 86
"ウシオ製の光源は「ひどい仕組み」で、「すべてがめちゃくちゃになる」。"
Lasertec Corporation · 6920
Scorpion Capital · p. 158
"TSMCはメンツを保つためにそれらの問題を伏せようとしているようだ。"
Lasertec Corporation · 6920
Scorpion Capital · p. 207
"Cost of debt of 8% for CA and SYMC"
BMC Software · BMC
Elliott Management · p. 54
"DIAGNOSING PROGNY AS A STRONG SELL"
Progyny, Inc. · PGNY
Spruce Point Capital · p. 1
"I would not invest in Nevro today."
Nevro Corp. · NVRO
Scorpion Capital · p. 178
"しかし、今日に至るまで、この成長可能性はまったく活かされていません。"
Kao Corporation · 4452.JP
Oasis Management · p. 8
"Hard To Bargain For A Higher Price"
Dollarama Inc. · DOL
Spruce Point Capital · p. 1
"High forecast gives us 4% DOWNSIDE"
Dollarama Inc. · DOL
Spruce Point Capital · p. 49
"RE: Stay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 234
"Re: Stay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 235
"RE: Stay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 257
"They are occasionally an R&D tool."
Lasertec Corporation · 6920
Scorpion Capital · p. 229
"Sorena Turbine (probable location)"
FTAI Aviation, Ltd. · FTAI
Muddy Waters · p. 17
"Proved successful for TGI Friday's"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 153
"「この複数社の協議は2024年12月に途絶えた」 — 元KDDI社員"
Datasection Inc. · 3905
Wolfpack Research · p. 2
"Stake is financial, not strategic"
Nestlé S.A. · NESN
Third Point · p. 24
"Sunrun Has Some Explaining to Do!"
Sunrun Inc. · RUN
Muddy Waters · p. 31
"$1.3 Billion of Incremental Costs"
Southwest Airlines · LUV
Elliott Management · p. 34
"Powering Down Fab-U-Less Earnings"
Monolithic Power Systems · MPWR
Spruce Point Capital · p. 1
"We wonder what this could mean..."
PetIQ, Inc. · PETQ
Spruce Point Capital · p. 35
"We see >$40bn in standalone value"
Phillips 66 · PSX
Elliott Management · p. 15
"No Analyst Day for nearly 7 years"
Hess Corporation · HES
Elliott Management · p. 55
"Many developments are ghost towns"
The St. Joe Company · JOE
Greenlight Capital · p. 132
"THE TEMPEST SURROUNDING TEMPUS AI"
Tempus AI, Inc. · TEM
Spruce Point Capital · p. 1
"$1.3 Billion of Incremental Costs"
Unknown
· p. 45
"the HQ staff is silently cheering"
Buffalo Wild Wings · BWLD
Marcato · p. 10
"We see >$40bn in standalone value"
Phillips 66 · PSX
Elliott Management · p. 15
"Non-Debtor Entity Debt $1,990,964"
General Growth Properties · GGP
Pershing Square · p. 74
"The customer is also a subsidiary"
ANTA Sports Products Ltd. · 2020.HK
Muddy Waters · p. 58
"このような状況に照らせば、本改定後 TOB は明らかに不適切です。"
Toyota Industries Corporation · 6201
Elliott Management · p. 4
"This statement is patently false."
WSP Global Inc. · WSP
Spruce Point Capital · p. 38
"BRP principally participates here"
"PB ~39% Less Expensive Than WD-40"
WD-40 Company · WDFC
Spruce Point Capital · p. 31
"Which brings us to Puerto Rico..."
Assured Guaranty · AGO
Greenlight Capital · p. 32
"Limited Productivity Expectations"
Canadian Pacific Railway · CP
Pershing Square · p. 56
"$1.3 Billion of Incremental Costs"
Southwest Airlines · LUV
Carl Icahn · p. 45
"Expensive stocks went up the most"
Vitesco Technologies · VTSC
Greenlight Capital · p. 7
"They needed a willing accomplice."
FleetCor Technologies · FLT
Citron Research · p. 9
"その結果として在庫を実際の価値よりも高い評価で計上しているでしょう"
Lasertec Corporation · 6920
Scorpion Capital · p. 98
"ウシオの光源は「ひどい仕組み」で、「すべてがめちゃくちゃになる」。"
Lasertec Corporation · 6920
Scorpion Capital · p. 111
"スライドに記載されているA150とA300の各概念図がまったく同じ"
Lasertec Corporation · 6920
Scorpion Capital · p. 165
"アクティニック極端紫外線装置は開発中、高開口数極端紫外線技術に合流"
Lasertec Corporation · 6920
Scorpion Capital · p. 267
"WARNING! Project Failure Imminent"
Broadridge Financial Solutions, Inc. · BR
Spruce Point Capital · p. 1
"God bless the “Moviepass” economy"
Wayfair · W
Citron Research · p. 3
"Sales boomed in JCP's early years"
J.C. Penney Company, Inc. · JCP
Pershing Square · p. 9