Callouts & quotes from 37,061+ activist slides

"Value hidden from equity market"

"+39% upside to fair value today"

"Highly Attractive Risk / Reward"

"A Lot Has Changed Since 1983..."

"Lack of Ambition, Lack of Focus"

"STOCK PROMOTION: ONCOMING CRASH"

"Saputo ERP Costs Are Ballooning"

"EXPLORE SEPARATION OF MIDSTREAM"

"Falling below 1x a bearish sign"

"We view this product as a bust."

"フリーキャッシュフローは時価総額との比較で見えないほど小規模だ"

"レーザーテックは実質的にこの技術領域に立ち入ることができない。"

"「上場会社と当該会社の関係」については「特記事項はありません」"

"Target price $46.00 Return -67%"

"No longer quantify productivity"

"Applicant opinion of value - $7"

"“COCKROACH THEORY OF INVESTING”"

"Carvana share price implied 18%"

"~29% “stabilized” unlevered ROI"

"Increasing % of Total Inventory"

"Why doesn't Verint do the same?"

"Mobis Discount vs. peers: (57%)"

"SENSAI は同業他社製品と比べて小規模で成長の余地が大きい"

"In response, the market yawned."

"An Overheated HVAC Growth Story"

"レーザーテックの株価を支える「極端紫外線 独占論」は崩壊する。"

"We see 40% - 60% downside risk."

"「生産ラインにおいては深紫外線で十分だ」 — TSMCの元幹部"

"Figure from SONAR trial report."

"Corridor expansion has stalled"

"Significant Margin Opportunity"

"Green For Life, Red For Losses"

"KICKING THE TIRE DOWN THE ROAD"

"What have investors forgotten?"

"Florida has been hit very hard"

"Choosing Between Bad and Worse"

"Long Term Price Target = $0.00"

"Oh...that two billion dollars."

"A CLEAR AND VISIBLE SHORT CASE"

"A HIGH ALPHA SHORT OPPORTUNITY"

"The Buck’s Rebound Begins Here"

"For my best investment idea..."

"The U.S. Economy has Recovered"

"P&G underperformed by 1,200bps"

"Sellers report very few sales."

"+27% 当初TOB予告時点における本源的価値までの上昇余地"

"2025年6月の当初TOB予告より1株あたり¥5,438上昇"

"~50% Less Expensive Than WD-40"

"~49% Less Expensive Than WD-40"

"VOTE USING THE BLUE PROXY CARD"

"The need for change is urgent."

"Herbalife's “73%” Payout Ratio"

"フリーキャッシュフローは時価総額との比較で見えぬほど小規模だ"

"速度や機能性をいくらか犠牲にしてでも稼働率の維持に努めました"

"レーザーテックの株価を支える「極端紫外線独占論」は崩壊する。"

"A PORCH ON A FLIMSY FOUNDATION"

"Marissa Mayer Hired: July 2012"

"Grand Total for 5 years: $365M"

"花王の取締役会は多様性に欠け、 FMCG業界の専門知識も不足"

"VOTE USING THE BLUE PROXY CARD"