Callouts & quotes from 26,677+ activist slides

"HGV missed its targets at its 2018 investor day, reducing confidence they can achieve $125M in synergies"

"Superstores performance has also been masked by declining music sales and certain one-time costs in 2006"

"However, Chinook does not make specific disclosures about these transactions being with a related party."

"We think ACMR will land transformational tier one wins that are not factored into its current valuation."

"Only 32% of employees from a recent Glassdoor review have a “Positive Business Outlook” on Weis Markets."

"The Transaction achieves significant cash flow savings given the tax-efficient structure for owning land"

"The Transaction achieves significant cash flow savings given the tax-efficient structure for owning land"

"Even ignoring valuation benefits, there are important strategic reasons to consummate the Transaction..."

"Based on “TIPS”-based valuation of TIP REIT, the implied TIP REIT valuation is $29bn, or $40/share today"

"Given the above factors, TIP REIT will trade at a lower cap rate than an individual private ground lease"

"The implied TIP REIT valuation range on TIPS-based NAV analysis is $26 – $31bn, or $36 – $44/share today"

"The implied TIP REIT valuation range on TIPS-based NAV analysis is $26 – $31bn, or $36 – $44/share today"

"Astra's financial forecasts rely on launching an astounding 165 rockets by 2024 and 300 rockets by 2025."

"There's no real business there; nothing tangible; lack of any product success after 13 years is red flag"

"60% - 75% Downside For A Sum-of-The-Parts Valuation of a Structurally Disliked And Misunderstood Company"

"Amcor's organic revenue decline appeared to accelerate in the period from Sept 30, 2019 to Dec 31, 2019."

"Amcor's organic revenue decline appeared to accelerate in the period from Sept 30, 2019 to Dec 31, 2019."

"The pathological changes that may have occurred in patients with Nevro’s HF10 therapy are being studied."

"Global FMCG companies should achieve this level of growth just through annual pricing adjustments alone."

"We expect the total value to be about $600 per share, or $150 higher than the current stock price today."

"The NewMed transaction appears to be self-serving for members of the Capricorn Board and management team"

"Disney’s Board Has Failed in its Core Responsibilities and Has Not Been Held Accountable to Shareholders"

"While They Can Be Beneficial, Shareholder Consulting Agreements are Not the Same as Board Representation"

"In short, we believe the SEC's investigation is a serious matter reflecting significant regulatory risk."

"Frankly, we would be disappointed if every single independent director didn't buy at least 5,000 shares."

"TSMCの研究開発の元責任者、同社の元幹部で長年購買の責任者を務めレーザーテック製の検査装置の導入を担当した人物、複数の取材先から得た情報は、TSMCが数年も前にACTIS装置の購入を止めた、ということです。"

"We Express Doubt With Nova’s Ambition To Become An Integrated Producer Of Antimony And Tier 1 Gold Miner"

"We will be cautious: assets will be stored and held in reserve until we are certain they are not needed."

"“Real estate timing issues” do a poor job of explaining a drop in H1 new store openings of over a third."

"Deteriorating Macro Situation In China > Negative For Housing > Negative For Housing/Consumer Appliances"

"Sony Financial is distinguished from peers by its “growth culture” driven by unique “Life Planner” model"

"The higher variance vs baseline makes more DCCR patients reside in the full-blown T2D zone (vs baseline)"

"How is the board ensuring R&D is driving innovation and amortizing the cost of R&D across the portfolio?"

"Even ignoring valuation benefits, there are important strategic reasons to consummate the Transaction..."

"Given the above factors, TIP REIT will trade at a lower cap rate than an individual private ground lease"

"Based on “TIPS”-based valuation of TIP REIT, the implied TIP REIT valuation is $28bn, or $38/share today"

"Of all companies, Mondelez has no “moral” right to “just say no” to a value-creating offer from PepsiCo."

"nowhere in the company was there anywhere you could go and find out if your patients were still on drug."

"the FDA stated that “based on a temporal association, a contributory role of WAKIX cannot be ruled out.”"

"Based on a variety of metrics, productivity across BEA HK’s branch network is approaching worst in class"

"Unique culture which is extremely supportive of returning to our roots as a smaller focused organization"

"As a result, the compound annual growth rate of tablet market is expected to be -4.6% from 2017 to 2022."

"Bay Street analysts are very bullish on Canadian Tire despite numerous headwinds that face the business."

"This liability stood at $418M at the end of Q4'23 and is excluded from most Wall Street EV calculations."

"Management expects to invest the majority of the company's free cash flow in value-creating acquisitions"

"The below assumptions imply a patent cliff portfolio value in 2020 equal to eight times forward earnings"

"Unique culture which is extremely supportive of returning to our roots as a smaller focused organization"

"As of now, we calculated that 77% of Dominik Richter’s HelloFresh holdings are pledged via DSR Ventures."

"Company C is an EXACT duplicate of Company D. Everything about these two companies are exactly the same."

"If the Federal Reserve increases the interest rate, this will compress both EV/EBITDA and P/E multiples."

"This leaves us with a serious question: where is the RMB 930 million (~$135 million) of missing revenue?"

"PLSE doesn't explain this weird rotating door for CEOs. But we can logically speculate what is going on."

"In total, our estimate is that MCY will face more than $2 billion of policyholder losses from the fires."

"We note only that both Nomura and Toshiba have an extensive history of episodes involving serious fraud."

"Müller’s response was technically correct, although in our opinion it veered far from being forthright."

"Warren Buffett’s iconic holding company has significant excess cash and is trading at a cheap valuation"

"Recent share price declines reflect concerns about the impact of low oil prices on HHC’s Houston assets"

"Current BBB reviews of Nuvei generally reflect a poor rating and frustrations echoed on other websites."

"The Company’s EV / Sales multiple for its M&A is higher than the industry median for the last 10 years."

"Genius' exclusive partnerships are highly concentrated in European soccer with the exception to the NFL"