"Change is needed at Autodesk"
Autodesk, Inc. · ADSK
Starboard Value · p. 16
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.
"Change is needed at Autodesk"
Autodesk, Inc. · ADSK
Starboard Value · p. 53
"Change is needed at Autodesk"
Autodesk, Inc. · ADSK
Starboard Value · p. 66
"Change is needed at Autodesk"
Autodesk, Inc. · ADSK
Starboard Value · p. 80
"What is there? Piles of dirt"
The St. Joe Company · JOE
Greenlight Capital · p. 27
"Conclusion: ~$800M Valuation"
The St. Joe Company · JOE
Greenlight Capital · p. 31
"Potential for 150%(1) upside"
Hess Corporation · HES
Elliott Management · p. 9
"Falling Out of Orbit to Zero"
Maxar Technologies · MAXR
Spruce Point Capital · p. 1
"~50% decrease post-Interoute"
GTT Communications, Inc. · GTT
Wolfpack Research · p. 12
"Oh no, train wreck coming!!!"
WSP Global Inc. · WSP
Spruce Point Capital · p. 1
"Rent Relief Has Been Minimal"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 37
"KIONの株価は2025年6月3日以降+52%上昇(3)"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 25
"Amdocs at the whims of AT&T?"
Amdocs Limited · DOX
Spruce Point Capital · p. 31
"GGP falls into this category"
General Growth Properties · GGWPQ
Pershing Square · p. 42
"Mo(mo) Money Mo(mo) Problems"
Momo, Inc. · MOMO
Spruce Point Capital · p. 1
"It's all about the products!"
Herbalife Ltd. · HLF
Pershing Square · p. 7
"Arm Yourself To Get Hammered"
Church & Dwight Co., Inc. · CHD
Spruce Point Capital · p. 1
"Teed Up And Printing Rebates"
Kornit Digital Ltd. · KRNT
Spruce Point Capital · p. 1
"レーザーテックの「解決不可能」である光源の問題がわかる。"
Lasertec Corporation · 6920
Scorpion Capital · p. 173
"「光源、つまり〝ランプ〟が肝心な部分で、絶対的な鍵です」"
Lasertec Corporation · 6920
Scorpion Capital · p. 177
"レーザーテック製は生産性が低すぎて、経済性に欠けるのです"
Lasertec Corporation · 6920
Scorpion Capital · p. 218
"We don’t see any such thing."
Core Laboratories · CLB
Greenlight Capital · p. 55
"Change is needed at Autodesk"
Autodesk, Inc. · ADSK
Starboard Value · p. 36
"Change is needed at Autodesk"
Autodesk, Inc. · ADSK
Starboard Value · p. 80
"Intoxicated By The Moonshine"
MGP Ingredients, Inc. · MGPI
Spruce Point Capital · p. 1
"花王の商品は、グローバル市場へ十分な供給がなされていない"
Kao Corporation · 4452.JP
Oasis Management · p. 29
"Significant retail expansion"
Deckers Outdoor Corporation · DECK
Marcato · p. 16
"We would like this to CHANGE"
Kao Corporation · 4452.JP
Oasis Management · p. 103
"And then there’s this guy..."
athenahealth · ATHN
Greenlight Capital · p. 17
"~90% revenue growth 11% CAGR"
Sony Corporation · 6758.T
Third Point · p. 25
"We'd like to take king beds."
Accor SA · AC
Grizzly Research · p. 137
"「欠陥を発見するが、汚染を発生させないこと」 — KLA"
Lasertec Corporation · 6920
Scorpion Capital · p. 109
"“are simply not there” — FTC"
Herbalife · HLF
Pershing Square · p. 29
"4 rooms two persons in each."
Accor SA · AC
Grizzly Research · p. 156
"This might hurt a little..."
FIGS, Inc. · FIGS
Spruce Point Capital · p. 1
"Whose Interests Are Served?"
GFL Environmental Inc. · GFL
Spruce Point Capital · p. 91
"The Choice for Shareholders"
Phillips 66 · PSX
Carl Icahn · p. 2
"Houston, we have a problem!"
Mercury Systems Inc. · MRCY
Spruce Point Capital · p. 1
"Accrual Declines Every Year"
Mercury Systems Inc. · MRCY
Spruce Point Capital · p. 28
"投播全国地区的可在刊例折后的基础上再予以8折支持优惠。"
China MediaExpress Holdings · CCME
Muddy Waters · p. 20
"22% DECLINE in share price!"
Autodesk, Inc. · ADSK
Starboard Value · p. 68
"Nearly 9 years of inventory"
The St. Joe Company · JOE
Greenlight Capital · p. 62
"Why Was This Part Excluded?"
Tempus AI, Inc. · TEM
Spruce Point Capital · p. 18
"We believe that's valuable."
CONSOL Energy · CNX
Greenlight Capital · p. 33
"50% decrease post-Interoute"
GTT Communications, Inc. · GTT
Wolfpack Research · p. 11
"Which would you rather own?"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 66
"A SLIPPERY SLOPE INVESTMENT"
WD-40 Company · WDFC
Spruce Point Capital · p. 1
"Same figure for the US: -3%"
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD
Pershing Square · p. 73
"FLOORED BY A BAD INVESTMENT"
Floor & Decor Holdings, Inc. · FND
Spruce Point Capital · p. 1
"Not Your Typical Bankruptcy"
General Growth Properties · GGWPQ
Pershing Square · p. 23
"PHILLIPS 66 REQUIRES CHANGE"
Phillips 66 · PSX
Elliott Management · p. 23
"A Luxury London Laundromat?"
CPI Property Group S.A. · CPIPGR
Muddy Waters · p. 14
"各種の誘因や優遇措置に窺えるレーザーテックの「必死」。"
Lasertec Corporation · 6920
Scorpion Capital · p. 96
"各種の誘因や優遇措置に窺えるレーザーテックの「必死」。"
Lasertec Corporation · 6920
Scorpion Capital · p. 235
"各種の誘因や優遇措置に窺えるレーザーテックの「必死」。"
Lasertec Corporation · 6920
Scorpion Capital · p. 245
"Up to 86% of value foregone"
BHP Billiton · BHP
Elliott Management · p. 18
"1. “Misunderstood Industry”"
Borders Group, Inc. · BGP
Pershing Square · p. 13
"22% DECLINE in share price!"
Autodesk, Inc. · ADSK
Starboard Value · p. 68
"The Choice for Shareholders"
Phillips 66 · PSX
Elliott Management · p. 1
"Average credit cost: (0.2%)"
AerCap Holdings · AER
Greenlight Capital · p. 45