Callouts & quotes from 3,960+ activist slides

"We believe the new administration will successfully reform Fannie and Freddie (cont.)"

"We believe he goes by Tommy X on LinkedIn where his profile shows he works for AIBOT."

"We believe these new disclosures signal that the take rate will continue to decline."

"We believe the Preferred Financing was done to “buy the vote” and entrench the Board"

"We believe this decision was ill-advised, and shareholders have suffered as a result"

"We believe TMC is an old NMI story repackaged and regurgitated for new US investors."

"Spruce Point Believes WD-40 Is The Exact Opposite Of What A Good Business Looks Like"

"Spruce Point believes current sell-side analyst price targets are wildly optimistic."

"We believe this indicates that Rollins is struggling with its technology management."

"Herbalife adds-back multiple items we believe are true ongoing costs to the business"

"We Believe Limbach Is A Low-Quality Roll-Up With Overstated Organic Growth Potential"

"We believe the primary cause for Sony’s discounted valuation is portfolio complexity"

"Based on our financial analysis we believe that Inteliquent is Sinch's golden goose."

"We believe our investigation’s insights stand in stark contrast to Accor’s promises."

"Here we believe management crossed over from mismanagement into outright misconduct."

"We Believe Prediction Markets Are Unlikely To Expand TAM For OSBs In The Near Future"

"WE BELIEVE BWLD'S STOCK PRICE COULD RISE BY MORE THAN 2-3x UNDER MARCATO'S PROPOSAL"

"Since emergence, we believe the company has been too slow to realize fair valuation"

"We believe Olive Garden's poor execution leaves customers consistently disappointed"

"We believe there is significant value in these assets within News Corp’s portfolio."

"We believe the market is not giving Fluor credit for its substantial transformation"

"We believe Olive Garden’s poor execution leaves customers consistently disappointed"

"AMR would have you believe it's almost debt free but it ignores legacy liabilities."

"We believe there is significant room for Oatly's multiple to compress below BYND's."

"We Believe Zebra’s Core Business Is Under Greater Pressure Than The Market Realizes"

"We believe a minority IPO of McOpCo would force a market revaluation of McDonald's."

"But we believe full capital account convertibility is inevitable and coming soon..."

"Spruce Point Believes That Saputo Is Now Entering The Declining Phase Of Its Growth"

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

"We believe Huntsman has an opportunity to streamline its FP&A and IT organizations."

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

"We believe the market is not giving Fluor credit for its substantial transformation"

"We believe there is significant value in these assets within News Corp’s portfolio."

"Citron believes Peloton’s glory days of hardware sales are in the rear-view mirror."

"We believe the Company is signaling accounting strain and issuing a subtle warning."

"We believe this underinvestment points to material organic decline in legacy Amcor."

"We believe there is significant value in these assets within News Corp’s portfolio."

"We believe there is significant value in these assets within News Corp’s portfolio."

"We believe PepsiCo Beverages has many similar traits and can be modeled after Kraft"

"We Believe Remitly Is A Troubled And Opaque Business Experiencing Growth Pressures"

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"We believe Starboard was influential in AECOM's successful business transformation"

"We believe ALEX's fully owned development projects are worth roughly ~$294 million"

"We believe investor skepticism towards management has created a mispriced security"

"We believe Bristol-Myers has a potential opportunity to improve its gross margins."

"We believe Bristol-Myers may have an opportunity to consolidate its R&D facilities"

"We believe the Company’s SG&A structure may benefit from greater decentralization."

"Spruce Point believes that 6 of 10 acquisitions should be categorized as failures."

"We believe Starboard was influential in AECOM's successful business transformation"

"We believe the current 97% occupancy rate will decline due to tenant deterioration"

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"We believe Cole and Riedel appear to be following a similar same playbook on ABML."

"We believe recent concerns over CCI’s relative organic growth rates are overblown"

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"At <14x pro forma 2015 earnings, we believe the market underestimates this change"

"The Board of Phillips 66 believes these results are acceptable. Investors do not."

"The Board of Phillips 66 believes these results are acceptable. Investors do not."

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"We believe cable threat is manageable, which is not necessarily a contrarian view"