"So, let's get to the valuation..."
Teck Resources · TECK
Greenlight Capital · p. 56
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.
"$1.3 Billion of Incremental Costs"
Southwest Airlines · LUV
Elliott Management · p. 34
"We think athenahealth is a short."
AerCap Holdings · AER
Greenlight Capital · p. 56
"にもかかわらず、花王の2023年度のROEは5%を下回っています。"
Kao Corporation · 4452.JP
Oasis Management · p. 16
"This is what happens in a bubble."
athenahealth · ATHN
Greenlight Capital · p. 20
"Ugh... More Work, Less Commission"
Zillow Group, Inc. · Z
Spruce Point Capital · p. 1
"60% Under-performance since spree"
Monotype Imaging Holdings Inc. · TYPE
Starboard Value · p. 2
"I'm very, very familiar with that"
Soleno Therapeutics · SLNO
Scorpion Capital · p. 410
"Applying Chinese Law to the Facts"
Herbalife Ltd. · HLF
Pershing Square · p. 36
"Subject: Re: Stay for young girls"
Accor SA · AC
Grizzly Research · p. 126
"Subject: Re: Stay for young girls"
Accor SA · AC
Grizzly Research · p. 134
"Subject: Re: Stay for young girls"
Accor SA · AC
Grizzly Research · p. 156
"RE: Stay for young girls QFBHCHKH"
Accor SA · AC
Grizzly Research · p. 160
"“sham transaction” — Ex-executive"
IonQ Inc. · IONQ
Scorpion Capital · p. 156
"“bark orders.” — Scorpion Capital"
IonQ Inc. · IONQ
Scorpion Capital · p. 169
"「粗利等に関しましては、申し上げられません」 — CEO (岡林)"
Lasertec Corporation · 6920
Scorpion Capital · p. 91
"“good Luckin” — Wolfpack Research"
iQIYI, Inc. · IQ
Wolfpack Research · p. 2
"MISSED guidance by $9 billion..."
Pfizer Inc. · PFE
Starboard Value · p. 57
"For that we need new management."
Peloton Interactive · PTON
Greenlight Capital · p. 26
"The time for real change is now."
Newell Brands Inc. · NWL
Starboard Value · p. 5
"Unfortunately, God made lawyers."
Manulife Financial Corporation · MFC
Muddy Waters · p. 24
"Dropping at 6.0x is unnecessary."
Marathon Petroleum Corporation · MPC
Elliott Management · p. 12
"Wall St. NAV Exceeds Elliott TEV"
Hess Corporation · HES
Elliott Management · p. 6
"A re-estimation of $53.7 million"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 52
"There has been NO organic growth"
Arconic Inc. · ARNC
Elliott Management · p. 77
"Does A Zebra Change Its Stripes?"
Zebra Technologies Corp. · ZBRA
Spruce Point Capital · p. 1
"Where is the operating leverage?"
The Bank of New York Mellon · BK
Marcato · p. 63
"The Credit Markets Have Improved"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 10
"Same product under $4 at WalMart"
WD-40 Company · WDFC
Spruce Point Capital · p. 35
"Kao has clear runways for growth"
Kao Corporation · 4452.JP
Oasis Management · p. 49
"36% consolidated margins in 2015"
State Street Corporation · STT
Trian Partners · p. 36
"Very simply, Trian is top notch."
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 68
"Very simply, Trian is top notch."
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 68
"したがって、光源に続いて、ステージについても妥協してしまいました"
Lasertec Corporation · 6920
Scorpion Capital · p. 138
"From Automating Invoice Entry..."
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)
Starboard Value · p. 9
"Includes ~$500mm of growth capex"
ADT Corporation · ADT
Corvex · p. 32
"Uniformly Bad Business Practices"
Cintas Corp. · CTAS
Spruce Point Capital · p. 1
"MISSED guidance by $9 billion..."
Pfizer Inc. · PFE
Starboard Value · p. 57
"マーケティング改革のため、マーケティングを率いる経営陣を起用する"
Kao Corporation · 4452.JP
Oasis Management · p. 79
"レーザーテックの極端紫外線の市場は、需要が尽きてはじめています。"
Lasertec Corporation · 6920
Scorpion Capital · p. 41
"日本籍の企業であるレーザーテックは、競争上非常に弱い立場となる。"
Lasertec Corporation · 6920
Scorpion Capital · p. 49
"PUTTING THE BRAKES ON LIGHTSPEED"
Lightspeed Commerce, Inc. · LSPD
Spruce Point Capital · p. 1
"SZKY: We are self-operated. (直营)"
ANTA Sports Products Ltd. · 2020.HK
Muddy Waters · p. 23
"Box of now-forgotten corruption."
Twist Bioscience · TWST
Scorpion Capital · p. 22
"REStay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 231
"Total Investment: RMB 75 Million"
GSX Techedu Inc. · GSX
Grizzly Research · p. 21
"「はい、残念ながら買っていません」 — TSMCの元購買担当幹部"
Lasertec Corporation · 6920
Scorpion Capital · p. 258
"YOUR VOICE MATTERS. VOTE TODAY."
Phillips 66 · PSX
Elliott Management · p. 7
"Broken Medical Trust in America"
Healthcare Trust of America, Inc. · HTA
Spruce Point Capital · p. 1
"There is No “One-Size-Fits-All”"
PROCEPT BioRobotics Corporation · PRCT
Spruce Point Capital · p. 31
"How did PETQ get so profitable?"
PetIQ, Inc. · PETQ
Spruce Point Capital · p. 31
"US$3bn intrinsic value unlocked"
Keisei Electric Railway · 9009
Palliser Capital · p. 47
"The average value was €687/sqm."
CPI Property Group S.A. · CPIPGR
Muddy Waters · p. 31
"Stock Alert: Extreme Sugar High"
Dexcom, Inc. · DXCM
Spruce Point Capital · p. 1
"Sold Properties: 30* Houses: 12"
The St. Joe Company · JOE
Greenlight Capital · p. 59
"WaterColor “available for sale”"
The St. Joe Company · JOE
Greenlight Capital · p. 69
"Access Density is a Red Herring"
Pure Storage, Inc. · PSTG
Kerrisdale Capital · p. 17
"CONSOL owns a lot of shale gas."
CONSOL Energy · CNX
Greenlight Capital · p. 32
"GMCR revalued Diedrich's Assets"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 51
"Arconic’s problems are profound"
Arconic Inc. · ARNC
Elliott Management · p. 7