"Shareholders should vote “AGAINST” to stop Management from continuing the value destruction and to set a path to unlock value by engaging in a full diagnostic and review of ACAS' assets"
Callouts & quotes from 237+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Based on our wide-ranging conversations with transplant physicians, as well as an exhaustive review of the clinical literature, the answer to both of the above questions is clearly, No."
"Given Verint's prioritization of management and sales over internal investment in R&D, employee reviews which suggest internal conflict and declining workplace morale do not surprise us"
"Beyond these survey results, we believe a sampling of the Glassdoor reviews from anonymous employees of LivePerson provides ample evidence of the severe issues with corporate culture."
"Beyond these survey results, we believe a sampling of the Glassdoor reviews from anonymous employees of LivePerson provides ample evidence of the severe issues with corporate culture:"
"Elliott retained a “Big Four” accounting firm to review the implications of a Marathon separation and concluded that there is a path to minimal tax leakage and durable value creation"
"Phillips 66's Board needs to execute a formal operational review of its refining business in order to understand the reasons behind lagging profitability – and how to reverse course."
"TWC compares favorably to its industry peers across most of the ratings criteria discussed by Moody’s and S&P and in the benchmarking analysis that was reviewed in this presentation."
"Phillips 66’s Board needs to execute a formal operational review of its refining business in order to understand the reasons behind lagging profitability – and how to reverse course."
"Reviews for Swift-Finance Ltd on Trustpilot show the typical markers of a financial scam, by users giving it 5 stars with unprecise everything-is-always-perfect-with-them rhetoric."
"The claim for judicial review is allowed. (2) The planning permission (reference DM/22/01769/FPA) granted by the Council on 13th July 2023 for a solar farm at Burnhope is quashed."
"The claim for judicial review is allowed. (2) The planning permission (reference DM/22/01769/FPA) granted by the Council on 13th July 2023 for a solar farm at Burnhope is quashed."
"The very fact that the Board, in reviewing the leadership structure, does not detect any anomaly is the best demonstration of the lack of independent oversight within the Board."
"After more than eleven months of a Strategic Review process, we believe management and the Board must drive the process to conclusion and commit to a separation of Classifieds."
"Cintas needs to conduct a fully independent, and audited review of its Fire Protection Services workforce to make sure it is conducting its business in compliance with the law."
"The very fact that the Board in reviewing the leadership structure does not detect any anomaly is the best demonstration of the lack of independent oversight within the board."
"In the papers and textbooks we reviewed, nephrologists appear to agree that serum-creatinine-based measurements of GFR become less accurate as chronic kidney disease advances."
"A review of Bolloré's corporate governance practices demonstrates that unaffiliated shareholders must not support any slate put forward by Bolloré and his related companies"
"BOOT was not featured as a sponsor in Google’s shopping tab search for “western boots” that we conducted and did not even appear as a top feature based on consumer reviews."
"We have the ability to consummate the transaction on an accelerated basis and are prepared to enter into a confidentiality agreement and commence our due diligence review."
"PricewaterhouseCoopers LLP has not audited, reviewed, examined, compiled nor applied agreed-upon procedures with respect to these operational metrics or their components."
"Elliott believes that there are clearly identifiable steps to realize value at ACAS and that a capable Board actively overseeing a strategic review can unlock this value"
"While backlog does not have a standardized definition, based on our review, we believe that ROAD incorporates extremely liberal and aggressive interpretation of backlog."
"We can locate no peer-reviewed publication for the withdrawal study – a troubling and unusual fact – but Miller’s name is once again on the title page of its slide deck."
"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"
"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"
"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"
"A new board-level committee, assisted by independent advisors, will lead a comprehensive business review to modernize Southwest and restore best-in-class profitability"
"We reached out to the review sellers, masquerading us as interested customers and asked for their service to buy “about 100 5-star reviews per month” for our business."
"From reviewing TRE and the “Agent’s” annual inspection and audit reports from the SAIC files, it seems that the agents mainly serve as a tunnel to move money for TRE."
"Based on the multiples implied by the precedent transactions reviewed, a range of 10.0x - 11.5x 2006PF OIBDA was estimated for the wholly-owned cable systems of TWC."
"Despite it being incontrovertible that Mr. Sator and S30 were misrepresenting the nature of the reviews, S30 continued to publicly mischaracterize them as “audits.”"
"Based on our review of management's discussions of organic growth and volume, it is our opinion that it only selectively discloses periods when growth is favorable"
"Other examples of obvious fake reviews are from accounts with seemingly natural sounding names, sometimes with generic AI-looking headshot photos as avatar images."
"We would also strongly recommend the formation of an Operating Committee of the Board tasked with overseeing the completion and execution of the Operating Review."
"Given the breadth of our financial reporting and accounting concerns, we believe it is time for Stryker to seek a new auditor with fresh eyes to review its books."
"FDA review incorrectly infers QT safety margins, stating they are based upon "steady state Cmax" when they are actually based on plasma levels after a single dose"
"The only brief Bluebell provided to its Board candidates is to review the status of the transaction, and act in the best interest of TIM and all its shareholders"
"Based on our review of FIGS stated competitive and product advantages, we believe that practically none of them are sustainable and most are easily replicated."
"The status quo is no longer acceptable! The Board must steer and oversee a review of the operating performance and hold management accountable for improvement."
"The status quo is no longer acceptable! The Board must steer and oversee a review of the operating performance and hold management accountable for improvement."
"Board-led Review of Creative Processes & Structure with the Goal to Restore Leadership Accountability and Reclaim #1 Box Office Position with Leading Economics"
"This should be a concern for Danimer investors as new management could change direction from prior management, including a review of all existing partnerships."
"We are asking Goodyear’s Board to: Engage with Elliott on Board enhancement; Begin process of monetizing retail platform; Form an Operational Review Committee"
"Mr. Martinez announced his mayoral candidacy just two weeks after company began its strategic review, the same month that his $500k consulting contract ended."
"Even if some of these reviewers were genuine reviews, Trustpilot clearly allows a distortion of its scores from review spam that can very easily be prevented."
"This data is well-explained by something we found in dark net forums: an anonymous, illegal fake review provider openly advertises with reviews for BankFive."
"Order brushing firms give 5-star reviews and create fake student profiles. The ratio of students that are actually online during classes is terrifyingly low."
"Third Point had limited confidence that Campbell’s incumbent Board (after years of abysmal oversight) would conduct a proper and thoughtful strategic review"
"To the contrary, we believe this analysis is critical for shareholders to fully review as part of any constructive discussion about the proposed separation."
"In conducting the portfolio review, a key question should be: if you were to start from scratch today, would you construct McGraw-Hill in its current form?"
"We find it notable that reviews by women specific to Hers on Trustpilot and the Google Play Store are materially more negative than those by men for Hims."
"A review of recent project tenders at the Oklahoma DOT reveals that Overland Corp. appears to consistently be underbid by the Cummins Construction Co."
"While Saputo was claiming few players in the space in early 2021, a recent product review of Vegan Cheeses included eighty (80) different varieties."
"We respectfully ask BP's Board of Director to urgently review and revise the 2023-2030 plan, by implementing the following six corrective actions"
"SAMC proposes to the Board of Directors that they review, as a matter of urgency, value creation alternatives to highlight RBC's full valuation."
"Some may discount employee review websites such as Glassdoor. However, some of our former employee interviews echo comments made on the website."
"The vast majority of WFG's recruits ultimately drop out; WFG documents we've reviewed suggests that churn in many WFG organizations is 96%-99%."
"The EMA review makes no mention of this purported pre-specified Statistical Analysis Plan and bluntly states it was “not pre-planned analysis.”"
"A review of Vidazoo's social presence indicates limited breadth, especially at YouTube, a video platform where it had just three subscribers."