"A sale would generate a needed injection of cash proceeds"
The Goodyear Tire & Rubber Company · GT
Elliott Management · p. 34
Callouts & quotes from 984+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Leproust’s only superpower seems to be incinerating cash."
Twist Bioscience · TWST
Scorpion Capital · p. 31
"We believe a decoy to provide insiders time to cash out."
Oatly Group AB · OTLY
Spruce Point Capital · p. 10
"So the Live Video cash cow's best days appear behind it?"
Momo, Inc. · MOMO
Spruce Point Capital · p. 51
"AKG’s cash flow forecasts should be given no credence"
Asanko Gold Inc. · AKG
Muddy Waters · p. 36
"Going forward, CXW expects to be a 38% cash tax payer"
Corrections Corporation of America · CXW
Pershing Square · p. 37
"Noble seems to exist solely to borrow and burn cash."
Noble Group · NOBL
Muddy Waters · p. 2
"We value DWAC at the cash held in trust: $10 (-80%)."
Digital World Acquisition Corp · DWAC
Kerrisdale Capital · p. 1
"Was an $18m (+12%) boost to cash flow not material?"
Xylem Inc. · XYL
Spruce Point Capital · p. 32
"Dropbox appears very rich on free cash flow basis."
Dropbox, Inc. · DBX
Spruce Point Capital · p. 57
"Macy's OpCo can maintain 95% of its free cash flow"
Macy's Inc. · M
Starboard Value · p. 18
"Cash inflow from capex? A first in our lifetime!"
Xylem Inc. · XYL
Spruce Point Capital · p. 64
"Peloton management is clearly eager to cash out."
Peloton Interactive · PTON
Citron Research · p. 10
"Pursue free cash flow and ROIC, not EBITDA/MT"
Arconic Inc. · ARNC
Elliott Management · p. 287
"Historical cash flows tell a different story"
Hess Corporation · HES
Elliott Management · p. 41
"Historical Cash Flows Tell a Different Story"
Hess Corporation · HES
Elliott Management · p. 41
"Investors appreciate certainty of cash flow"
Iron Mountain Incorporated · IRM
Elliott Management · p. 47
"62% of cash flow blown on share repurchases"
WD-40 Company · WDFC
Spruce Point Capital · p. 53
"Discounted Cash Flow Value = $3 billion"
CONSOL Energy · CNX
Greenlight Capital · p. 26
"GMCR has not generated free cash flow"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 39
"Cash did not go to shareholders..."
Hess Corporation · HES
Elliott Management · p. 67
"6.1x to 7.4x Year 1 Cash Flow"
Allergan, Inc. · AGN
Pershing Square · p. 110
"Cash conversion exploding"
Prestige Consumer Healthcare Inc. · PBH
Spruce Point Capital · p. 37
"Where has the cash gone?"
Hess Corporation · HES
Elliott Management · p. 39