Callouts & quotes from 156+ activist slides

"I don't know that it's going to grow much...compared to the percentage of the market it already had"

"The valuation discount is significant when compared to soft synergies of joint research and sales."

"The valuation discount is significant when compared to soft synergies of joint research and sales."

"As a private company, CXW has cost and efficiency advantages compared with its largest competitor"

"The valuation discount is significant when compared to soft synergies of joint research and sales"

"Significant underperformance (CCI +9.1%) compared to AMT (+24.7%) and SBAC (+33.0%) in last year"

"Under the incumbent Board, McDonald's is a laggard – not a leader – on ESG compared to its peers"

"IonQ’s computers are trivial compared to a cell phone and can’t be used for any meaningful work"

"Huntsman CEO receives a disproportionately large annual pension benefit compared to Proxy Peers"

"Relative Value Yields Make Commercial R.E. a Real Bargain Compared to Other Financial Assets"

"Target owns the highest percentage of its real estate compared to other big box retailers"

"If Hess wants to be compared to Integrateds, then COP and MRO are the most relevant peers"

"Shipments in the past twelve months have plummeted by approximately 42% compared to 2022."

"Target owns the highest percentage of its real estate compared to other big box retailers"

"2015 Core Business Adjusted EBITDA is expected to decline (72%) compared to 2012 levels"

"Huntsman's CEO has accumulated excessive pension benefits compared to the Proxy Peers"

"Elliott valuation assumption conservative compared to yield implied by public peers."

"At surface level, Fluor appears fairly valued compared to its primary peers, but..."

"At surface level, Fluor appears fairly valued compared to its primary peers, but..."

"Exciting growth potential: Fiscal 2014 SRG sales grew 25% compared to fiscal 2013."

"Exciting growth potential: Fiscal 2014 SRG sales grew 25% compared to fiscal 2013."

"Today, 40% of the global airline fleet is leased compared to less than 2% in 1980."

"MISTs have seen superior adoption compared to invasive / resective procedures."

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

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

"Compared to its peers, Bayer is less exposed to future pricing pressure."

"ACAS' net return to shareholders has been poor compared to other BDCs"

"<2x multiple would have been great compared to market multiples!"

"We want to be a company that is not compared to P&G or Unilever."

"<2x multiple would have been great compared to market multiples!"

"This constitutes a shortfall of 85.9% compared to YY’s claim."

"Sensai is tiny compared to peers, it has room to grow"

"This is at a 53% discount compared to what IIPR paid."

"I compared it to eating a 36th Jelly Donut."