Callouts & quotes from 3,960+ activist slides

"Huishan is resorting to creative financing that we believe shows its desperation."

"We believe a $3 billion stock repurchase program could be 15-20% accretive to EPS"

"GSX reports financials to the SEC that we believe are simply too good to be true."

"We believed APD’s EBIT margins (15.5%) could approach comparable Praxair (22.5%)"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management's misguided priorities"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management’s misguided priorities"

"Taken as a whole, we believe this segment will be highly problematic for Evoqua."

"We believe management should have disclosed this on the Company’s earnings call."

"We believe investors underestimate the strength of competition faced by Samsara."

"We believe Dr. Beckerle owes her current position at HCI to the Huntsman family."

"Spruce Point believes Aegon's shares present a poor risk / reward for investors."

"Trian continues to believe that Lazard should de-classify its board of directors"

"We believe Bloomingdale’s owned real estate is worth approximately $1.4 billion."

"We Believe Limbach’s Earnings May Be Inflated By Aggressive Accounting Practices"

"We believe PepsiCo may have mortgaged its long-term future in key growth markets"

"We believed APD’s EBIT margins (15.5%) could approach comparable Praxair (22.5%)"

"We believe that 58.com (WUBA) is a House of Cards with Little Economic Substance"

"We believe that HHC trades at a substantial discount to the value of its assets"

"We believe XPO's Adj. EBITDA is overstated as a result of aggressive add-backs."

"Therefore, we believe older, less improved sites have greater comparison value."

"We believe the Real Issue of this election is that Target’s board is suboptimal"

"We do not believe that Pershing Square's nominees would add value to the Board."

"We believe the change allows the Company to exclude churned customers from NRR."

"We believe there would be multiple parties interested in purchasing Tripadvisor"

"We believe that as growth slows, Sunnova's industry high multiple will contract"

"We believe that HHC trades at a substantial discount to the value of its assets"

"We believe there is a more efficient and effective product development process."

"We believe Uber’s P/E multiple is low in the context of its 30%+ growth profile"

"We believe this allowed Fairfax to avoid taking $251 million in losses in 2022."

"We believe that a focus on internal operations was not built into Vertiv’s DNA."

"Spruce Point believes that Viterra's results reflect a deeply injured business."

"We do not believe this amendment made any substantive changes to the status quo"

"We believe Uber’s P/E multiple is low in the context of its 30%+ growth profile"

"We believe that HHC trades at a substantial discount to the value of its assets"

"We believe IIPR has accumulated a highly toxic portfolio of low-quality assets."

"We believe that Disney no longer values free cash flow and that needs to change"

"We believe the Preferred Financing was unnecessary and stockholder-unfriendly."

"We Believe PowerSchool May Be Potentially Violating State Student Privacy Laws"

"We believe Alexandria could have 30-40% downside from the current share price."

"We believe investors should tread carefully that Oatly has misstated revenues."

"If properly managed, we believe that Bristol-Myers can reduce its SG&A expense"

"We believe that the actual ROI XL's customers generate on average is NEGATIVE."

"Our estimate of fair value is $0. We believe Lumen is fundamentally insolvent."

"Management should clarify if it still believes its service is price inelastic."

"We believe the new administration will successfully reform Fannie and Freddie"

"Spruce Point believes Generac massively overpaid for ecobee at 4.5x revenues."

"We believe that there is significant share price upside potential at Fortrea."

"We believe NuScale is well positioned in the nascent nuclear reactor industry"

"We believe Tripadvisor trades at an attractive multiple compared to its peers"

"We believe Tripadvisor trades at an attractive multiple compared to its peers"

"We Believe Zio Is A Commoditized Product In An Increasingly Crowded Landscape"

"We believe that there is significant share price upside potential at Fortrea."

"We believe P&G’s current “matrix” structure results in limited accountability"

"We believe ALEX's leased commercial real estate on Hawaii is worth over $400m"

"We believe the new administration will successfully reform Fannie and Freddie"

"We Believe Mailchimp Was A Questionable Deal That Masks QuickBooks’ Struggles"

"We believe Tripadvisor trades at an attractive multiple compared to its peers"

"We believe Tripadvisor trades at an attractive multiple compared to its peers"