"We believe all of these issues are temporary / correctable"
Callouts & quotes from 3,960+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We believe there is substantial upside potential at Pfizer"
"We strongly believe that good governance is good business."
"We believe investment is still attractive at current price"
"We believe the scale of the disruption is already evident."
"We believe this is an outlier and unlikely to be sustained"
"We believe this framing was designed to convey sacrifice."
"We believe this could be an existential problem for RUN."
"We believe valuing this business as a 0% grower is wrong"
"We believe that new leadership is required at Southwest."
"We believe a decoy to provide insiders time to cash out."
"We believe Salesforce’s current valuation is compelling."
"I would not believe any of his pipeline. Absolutely not."
"We believe Salesforce’s current valuation is compelling."
"We believe the risk of a major OEM going direct is real."
"We believe News Corp trades at an attractive valuation."
"We believe it is time for CEO Patrick Decker to resign."
"We Believe Tripadvisor Should Explore a Sale of TheFork"
"We believe News Corp trades at an attractive valuation."
"We believe News Corp trades at an attractive valuation."
"We do not believe Display is being operated efficiently"
"We believe News Corp trades at an attractive valuation."
"We believe Advance Auto Parts could be worth: >$350.00"
"We believe the deal is all hype and limited substance."
"We believe this is a major red flag for PBH and Sacco."
"We believe the following series of steps is required:"
"We don't believe either is true, at least materially."
"We believe that BOOT has a bloated inventory problem."
"We believe that APP is at real risk of deplatforming."
"We believe our valuation assumptions are conservative"
"We Believe The FIGS Brand Has Already Been Tarnished"
"3) We Believe Brand Tripadvisor Must Be Transformed"
"3) We Believe Brand Tripadvisor Must Be Transformed"
"We do not believe Patch is a viable business model."
"We believe upside could exist to accretion targets"
"If you repeat it, maybe investors will believe it."
"We believe that Mr. Lin was TAL’s proxy at Shujia."
"We believe JCP could earn ~$6.00 per share in 2015"
"We believe new people are required to fix Darden!"
"We believe Starboard's slate is better qualified."
"We Believe Ambry Genetics Uses Aggressive Billing"
"We believe new people are required to fix Darden!"
"We believe Starboard's slate is better qualified."
"The opportunity is smaller than the bulls believe"
"We believe Huishan is a fraud through and beyond."
"We believe management is arguing the wrong point."
"We believe there may still be a material issue"
"But most battery researchers don't believe it"
"We Believe a 30% Revaluation to 6:1 is Likely"
"Benefits that we believe should be preserved:"
"Benefits that we believe should be preserved:"
"We do not believe Patch is a viable business"
"We believe its value today is close to zero."
"We believe its value today is close to zero."
"We Believe Tempus Uses Aggressive Billing"
"In short: We believe that GSX is a fraud."
"We believe that a write-down is overdue."
"DO YOU BELIEVE IN LIFE AFTER FLUSHING?"
"We believe this was a mistake"
"We believe that's valuable."