Callouts & quotes from 26,677+ activist slides

"Mr. Kasich is a former Ohio governor and congressman with significant regulatory, legislative and executive policy experience."

"Although AOL's core Access and Search businesses generate significant and valuable cash flow, these businesses are in decline."

"It appears to be more than a casual mistake that Revenues and Net Income were overstated by 68% and 98%, respectively in 2018."

"We believe that the best way to do this is to make underperforming management teams and boards accountable or to replace them."

"the downside...is hyperglycemia and maybe some of the peripheral edema, fluid retention, maybe exacerbating some heart failure"

"The investigator stated Vykat is not a blockbuster drug and is only "trying it" here and there because "we have nothing else.""

"In order to get in the study, you had to be able to demonstrate that you could swallow a pill...I don't know what to tell you."

"The risk of the status quo is that Target may lose access to capital and not be able take advantage of the current environment"

"Up to four-fold change in plasma levels at 90% confidence interval in poor CYP2D6 metabolizers despite only testing 3 patients"

"There's simply not enough inventory at the prices we need. Magnite is aggregating long tail CTV inventory – the niche content."

"We believe CP remains an attractive investment led by a superlative management team with further potential in the coming years"

"This is a false statement. The company misclassified sales as “Booked Annual Recurring Revenue” (BARR) which isn’t real sales."

"We believe that the upside in APD remains significant as it continues its transformation under a great CEO and management team"

"This combined with future commitments IIPR still has to fulfill, we believe the company will face insolvency in the near term."

"We believe that the upside in APD remains significant as it continues its transformation under a great CEO and management team"

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

"Обращаем Ваше внимание, что в таком случае, размещение возможно только при предоставлении доверенности на сопровождение детей."

"SGH's business was built around Brazil's Processo Produtivo Básico ("PPB") subsidy program for local technology manufacturing."

"Grundlegend besorgniserregender ist jedoch der Trend, der sich in den Kommentaren von Nutzern unter einem YouTube-Video zeigt:"

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

"Also common with a stock promotion, EH has only collected on a fraction of its reported sales since its mid-December 2019 IPO."

"EH has only collected cash for 20% of its reported revenues since its IPO, or a grand total of RMB25.2 million ($3.6 million)."

"The key word here is “imagines” because EHang hasn’t built anything that even resembles what is shown in the video clip above."

"In no way does this do anything to open up passenger carrying flights in the United States… It is not a significant milestone."

"Spruce Point prides itself on identifying what we think are no-moat technology companies being highly promoted by Wall Street."

"You are reading a short-biased opinion piece. Obviously, we will make money if the price of the covered issuer stock declines."

"NEW ORGANIZATIONAL STRUCTURE WILL IMPROVE FOCUS AND SPEED TO MARKET FOR EACH CATEGORY (A KEY OBJECTIVE OF CEO MARK SCHNEIDER)"

"Nine consecutive quarters of double-digit EPS growth, every quarter since Seifi became CEO, despite significant f/x headwinds"

"VRX’s share price declined 86% in 2016 driven by significant business disruption exacerbated by high absolute leverage levels"

"To believe these numbers, it would mean that EDU instituted substantial price increases in the face of declining enrollments."

"Third Point has made over 40 active investments and has been successful during 100% of the firm's historical proxy campaigns."

"Based on our research, we believe GFL had significant employee retention issues from its acquisition of Future Environmental."

"WTRG Stock Promoters Have Included Firms That Ran A Ponzi Scheme And Were Barred By FINRA. Why We See 35% - 50% Downside Risk"

"Green Li-Ion and Comstock Mining need to explain: (1) What exactly is patented, and (2) in what jurisdictions is it patented?"

"AMT has not been forthcoming about its exposure to ground rent increases, which we expect to materially impact AMT’s margins."

"Crown Castle has paid among the highest multiples for its fiber acquisitions across the 50+ fiber M&A transactions since 2007"

"Certainly such dynamic trading complicates inspection and verification activities, as it is tantamount to a giant shell game."

"US-listed miners are engaged in a highly competitive, global race to gain share and mine bitcoin at the lowest possible cost."

"Vitesse's Days Inventory Outstanding were rising rapidly prior to the scandal unfolding. MPWR's current DIOs are even higher."

"ADP “cobbled” together a collection of HCM products across disparate platforms which have largely remain siloed operationally"

"Weak technology offerings, on the front-end and back-end, harm ADP’s competitive position and long-term growth and efficiency"

"Ed's job and our 5,500 sales force's job is much easier when they have great products than when they don't. It's that simple."

"Spruce Point sees 40-55% downside in PEN shares as sales growth adjusts downwards and investors adjust their own projections."

"We believe Canadian Tire has few competitive advantages to differentiate itself in the highly competitive retail environment."

"CTC's recent investor presentation has added an important footnote stating that EPS guidance is “based on normalized results”"

"He indicated that the difficult trade-offs between separator thickness, dendrite resistance, and energy density are unsolved."

"Many of these systems are about a small adult elephant in size and that’s not surprising because you have a lot of equipment."

"An article in a data center publication illustrates IonQ’s success in pushing a phony narrative about the size of its device."

"The runs indicated that IonQ’s “World’s Most Powerful Quantum Computer” can’t even properly add 1+ 1 and is utterly unusable."

"With penetration now accelerating, we believe that this corroborates our view that the U.S. T1 CGM market is ~50% penetrated."

"We believe Fluor is unique as one of the few companies capable of delivering true end-to-end EPCM solutions across industries"

"We believe Fluor's early investment and sustained involvement positioned NuScale to become a leader in small modular reactors"

"Management should sell the company... But, it can't because the stock price is too high... (it would have to be a take-under)"

"We believe an apples-to-apples comparison reveals that the Company MISSED its 2018 Investor Day Adjusted EBITDA target by 18%"

"The Novomer acquisition seems more a lightly-diligenced Hail Mary to pump the narrative than a well-conceived strategic move."

"We believe the value of the thermal coal, met coal, legacy oil and gas, and assets to be sold equal today's enterprise value."

"Seriously, Pioneer ought to stop touting estimates based on stale pricing, or at least provide a useful sensitivity analysis."