Callouts & quotes from 3,960+ activist slides

"We believe the quality of Fluor’s earnings has improved materially"

"We believe the current financial profile of Viator is unacceptable"

"We believe AMR's cash generation shouldn't be taken at face value."

"We believe P&G’s current Board has not delivered for shareholders."

"We believe our 24% EBIT margin estimate for P&G is very achievable"

"We believe it would be imprudent for Hong Kong to print more money"

"We believe, Mettler is getting more aggressive to keep it inflated"

"We believe a substantial value creation opportunity exists at BILL"

"We believe the current financial profile of Viator is unacceptable"

"We believe the current financial profile of Viator is unacceptable"

"We believe the quality of Fluor’s earnings has improved materially"

"We believe Q4 2021 earnings marked an inflection point for Vertiv."

"We believe the Patch business model is flawed and will not succeed"

"Starboard believes AAP could be worth in excess of $350 per share"

"In total we believe GFL's enterprise value is off by $1.2 billion"

"We believe Box can significantly improve sales force productivity"

"We Believe GFI Poses A Material Threat To WFG's Recruitment Goals"

"We believe these steps can deliver up to 191p (1) to shareholders"

"We believe income investors will value FirstGroup US at a premium"

"We believe Kronos is poised to achieve long-term margins of ~40%"

"We believe Viator should grow faster and be much more profitable"

"We believe Viator should grow faster and be much more profitable"

"We believe a large margin expansion opportunity exists at Splunk"

"We Believe Heska's Subscription Business Disclosure is Troubling"

"We believe TheFork would attract significant strategic interest"

"We believe an EBIT margin target of at least 40% is reasonable."

"We believe TheFork would attract significant strategic interest"

"We believe that, in substance, this is a financing transaction."

"Wall Street analysts believed the Company was well-positioned."

"2) We Believe Viator’s Performance Should Meaningfully Improve"

"We believe NMC's reported debt is manipulated and understated."

"2) We Believe Viator’s Performance Should Meaningfully Improve"

"We believe a similar outcome is more likely than not at Ginkgo"

"Wall Street analysts believed the Company was well-positioned."

"Spruce Point believes this could be the death knell for CLEAR."

"I don't believe it is that powerful or effective to begin with"

"We believe AAP can close the vast majority of this margin gap"

"We do believe that we operate restaurants really, really well"

"We believe PepsiCo’s performance disproves the “Power of One”"

"We believe Adj. EPS has been inflated by aggressive measures."

"Management Believe Women Comprise Just Half the Customer Base"

"We believe that in substance this is a financing transaction."

"Trulieve Cannabis Corp: Why we believe the Company is a Fraud"

"We believe the growth of this packaging is pressuring Avery."

"We believe Tessera is overstaffed for this type of business."

"We believe that Brand Tripadvisor should be more profitable"

"We Believe Monster Is Under More Pressure Than Most Realize"

"We Believe Aegon Is Operating A Billion Dollar MLM Run Amok"

"We believe that Brand Tripadvisor should be more profitable"

"We believe ~92% of participants’ income is from recruiting."

"We don't believe GreenPower is worth any more than Phoenix."

"“You gonna believe me, or your lyin’ eyes?” — Richard Pryor"

"We believe there is substantial upside potential at Pfizer"

"We believe investment is still attractive at current price"

"We strongly believe that good governance is good business."

"We believe spinning off SRG would create shareholder value"

"Elliott Believes Recent Corporate Actions Are Insufficient"

"We believe spinning off SRG would create shareholder value"

"1) We Believe Tripadvisor Should Explore a Sale of TheFork"

"We believe investment is still attractive at current price"