"Note this bjcloudvod for later"
GSX Techedu Inc. · GSX
Muddy Waters · p. 19
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.
"You don't have another option."
TransMedics Group Inc · TMDX
Scorpion Capital · p. 52
"Why do scammers all use SINCH?"
Sinch AB · SINCH
Grizzly Research · p. 13
"Taking no action is an action."
US/Japan Sovereign Debt & Fiat Currencies (Macro)
Greenlight Capital · p. 6
"Herbalife: The Product Company"
Herbalife Ltd. · HLF
Pershing Square · p. 7
"「1年以上前でした」 — B氏 (半導体業界コンサルタント)"
Lasertec Corporation · 6920
Scorpion Capital · p. 151
"“lipstick on a pig” — one KOL."
Nevro Corp. · NVRO
Scorpion Capital · p. 148
"If you make it, they will come"
Orient Paper, Inc. · ONP
Muddy Waters · p. 2
"Dividend now only growing ~2%"
Nestlé S.A. · NESN
Third Point · p. 9
"Pershing Square, L.P.: 476.7%"
"A NON-ESSENTIAL STOCK HOLDING"
Essential Utilities, Inc. · WTRG
Spruce Point Capital · p. 1
"Cost Advantage vs VLO ($2.73)"
Phillips 66 · PSX
Elliott Management · p. 13
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 134
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 154
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 238
"We believe this was a mistake"
Target Corporation · TGT
Pershing Square · p. 49
"Peter doesn't do any quantum."
IonQ Inc. · IONQ
Scorpion Capital · p. 177
"6.1x to 7.4x Year 1 Cash Flow"
Allergan, Inc. · AGN
Pershing Square · p. 110
"Management wants to be global"
Hess Corporation · HES
Elliott Management · p. 22
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 134
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 137
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 216
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 238
"GMCR can earn $8-10 per share"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 17
"+27% 当初TOB公表時点における公正価値までの上昇余地"
Toyota Industries Corporation · 6201
Elliott Management · p. 9
"1,000bp+ increase in margins!"
Salesforce, Inc. · CRM
Starboard Value · p. 5
"Good liabilities are an asset"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 67
"Predix Platform is a BIG IDEA"
General Electric · GE
Trian Partners · p. 43
"Average EBIT Margin: 15.5%(2)"
General Electric · GE
Trian Partners · p. 51
"We show this denial is a lie."
AppLovin Corporation · APP
Muddy Waters · p. 3
"Pershing Square, L.P.: 503.1%"
Unknown
· p. 6
"Letting down all stakeholders"
Kao Corporation · 4452.JP
Oasis Management · p. 18
"What is CP’s “Detailed Plan”?"
Canadian Pacific Railway · CP
Pershing Square · p. 52
"Real Intelligence: Sell C3.ai"
C3.ai, Inc. · AI
Spruce Point Capital · p. 1
"Herbalife is a Pyramid Scheme"
Herbalife Ltd. · HLF
Pershing Square · p. 64
"VOTE ONLY THE GOLD CARD TODAY"
Phillips 66 · PSX
Elliott Management · p. 8
"1,000bp+ increase in margins!"
Salesforce, Inc. · CRM
Starboard Value · p. 5
"「低採算ACTIS」のせいだ、との説明がCEOからあった。"
Lasertec Corporation · 6920
Scorpion Capital · p. 91
"レーザーテックの極端紫外線装置は極度に不良で信頼性が低い。"
Lasertec Corporation · 6920
Scorpion Capital · p. 286
"Pershing Square, L.P.: 696.2%"
Unknown
· p. 6
"We price TFS equity at $0.00."
Quintis Limited · QIN
Viceroy Research · p. 3
"Divested ~$5B Non-HCM Revenue"
Automatic Data Processing (ADP) · ADP
Trian Partners · p. 14
"Kia Discount vs. peers: (63%)"
Hyundai Motor Group
Elliott Management · p. 29
"Herbalife is a pyramid scheme"
Unknown
· p. 23
"Nevro cherry-picked patients."
Nevro Corp. · NVRO
Scorpion Capital · p. 66
"Fahmy knew how to save money."
Norfolk Southern Corporation · NSC
Ancora · p. 120
"These items drive ROIC higher"
Norfolk Southern Corporation · NSC
Ancora · p. 165
"Pershing Square, L.P.: 722.9%"
Pershing Square Portfolio (multiple positions)
Pershing Square · p. 6
"No Longer “Business” as Usual"
Herbalife · HLF
Pershing Square · p. 1
"Herbalife is a pyramid scheme"
Herbalife · HLF
Pershing Square · p. 23
"YOUR RESERVATION IS CONFIRMED"
Accor SA · AC
Grizzly Research · p. 140
"I feel like I've been scammed"
Electro Optic Systems Holdings Limited · EOS.AX
Grizzly Research · p. 18
"PREDICTING MORE DOWNSIDE RISK"
DraftKings Inc. · DKNG
Spruce Point Capital · p. 1
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 112
"Source: ISS Report (03/16/15)"
Viacom · VIAB
SpringOwl · p. 93
"「いいえ、残念ながら買っていません」 — TSMCの元幹部"
Lasertec Corporation · 6920
Scorpion Capital · p. 25
"「いいえ、残念ながら買っていません」 — TSMCの元幹部"
Lasertec Corporation · 6920
Scorpion Capital · p. 215
""almost unheard of" — Counsel"
FTAI Aviation, Ltd. · FTAI
Muddy Waters · p. 18
"Penumbra is not one of them."
Penumbra, Inc. · PEN
Spruce Point Capital · p. 47
"Most common stand-alone CGMs"
Dexcom, Inc. · DXCM
Spruce Point Capital · p. 17