Callouts & quotes from 26,677+ activist slides

"TAL claims its first investment in Shunshun was in December 2015. This is a lie - and an important one."

"In 2012, in our view, the Compensation Committee misapplied incentive compensation to Senior Management"

"Management perceived that if FTAI were considered to be an MRO, it would trade on a multiple of EBITDA."

"Florida DOT has responded to our request for all ROAD contracts. Below are two recent examples in 2024."

"Analysts began hyping the company as a “secular growth story” generally immune to oil price volatility."

"Leaders of Schlumberger and Halliburton point out that only North American shale investment is growing."

"We believe a conservative adjustment to book value should be ~$4.5 billion or ~18% lower than reported."

"Wix is now trading far below peer multiples, despite strong top-line growth and a sticky customer base."

"Below: the corresponding link and SAIC registration certificate with arrows pointing to key information"

"The Water Utility is a hidden gem within Algonquin's portfolio, and its value should not be overlooked."

"The failure to provide a written explanation that can be tested should be deemed an admission of guilt."

"YTD 2018, eighty five inspections of Weis' 121 Pennsylvania locations yielded more than 200 violations."

"Significant Free Cash Flow generation allows Target Corp to de-leverage to 2.8x Lease Adj. Debt/EBITDAR"

"Always follow the money: We observe that total insider ownership peaked in 2023 and has been declining."

"Unfortunately, the Company Has Missed or Is on Pace to Miss ALL of the Commitments Made to Shareholders"

"ADP Positioned to Capture Continued Global Growth as Globalization of HR Moves Increasingly Down-Market"

"We believe Southwest represents the most compelling airline turnaround opportunity in the last 20 years"

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

"Value creation is tremendous – 57% EPS accretion and stock prices of $35-40, representing 57-77% upside"

"The new Omnia stimulator, the centerpiece of Nevro’s turnaround hopes, is a Hail Mary and colossal flop"

"The rhetoric doesn't seem to phase Tesla’s long-term shareholders who evidently see lots of value here."

"I would say, you know, do you want more of the same or do you want to sustainably re-rate this company?"

"He alleged that TransMedics gives the devices to the OPO at no cost – the very definition of a kickback"

"Bypassing OPTN allocation is “flat-out illegal”; discounts for organ procurement cost are an inducement"

"We believe DuPont's recent share price performance reflects the market's desire for Trian's involvement"

"I wouldn’t be surprised if it has happened to us or around certain cases that we’ve been involved with."

"At the grocery store, the brand name doesn't matter; product perception is everything in the cold case."

"Will reduce her board commitments to ensure that, if elected, she will not be on more than four boards."

"The Sandell Plan can be seen as a logical next step to address the issues that the rights issue did not"

"This fact pattern is concerning in the context of revenue issues we illustrate with the current assets."

"Soleno conceals the exact change in treatment group vs. placebo by showing only a pooled HbA1c average."

"Drug is counterintuitive as it causes hyperglycemia; "value is minimal compared to what you're risking""

"FDA's sensitivity to potential CNS and hepatic safety signal will now be highly problematic for Harmony"

"Single does plasma levels upon which the FDA relied massively underestimate the risk of QT prolongation"

"FDA’s sensitivity to potential CNS and hepatic safety signal will now be highly problematic for Harmony"

"I hate having to fill out a separate form and all this other crap. You always have to, like with Wakix."

"HHC’s share price has increased 250% (3.5x) from the November 2010 spinoff from GGP to January 19, 2018"

"601 E Market Street LLC previously purchased the property from MBC Danville LP for $3.4M on 04/09/2019."

"Deed records show that IIPR purchased the property from Green Leaf Medicals LLC on 05/16/2019 for $13M."

"Deed records show that IIPR purchased the property from PharmaCann Ohio LLC on 03/13/2019 for $700,000."

"We believe Southwest represents the most compelling airline turnaround opportunity in the last 20 years"

"INS seems to have made a concentrated effort to hide the fact that Pathak is also a founder of Flexopt."

"The 107MW contracts Doosan won in 2025 are effectively 100% PAFC, with SOFC playing no commercial role."

"Честно говоря, наш отель ни разу не заселял детей-сирот, т.к. наша основная аудитория – бизнес поездки."

"Kindly note that if each room there is an adult we can confirm so please advice if you want to proceed."

"We'd like to take junor suits. Can you add champaign in each room and a pack of condomns just in case ?"

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

"Der organische Website-Traffic in den USA auf hellofresh.com ist auf das Niveau vor COVID eingebrochen."

"Ushio source was replaced over a year ago; Ushio tried to cover it up and “pretended” nothing was wrong"

"With all these unemployed people and their AUM gone, it’s actually a great time to be a value investor."

"Next chemistry cartoon to make sure you haven’t fallen asleep – though no shame if you are fighting it."

"How many European industrial companies do you know put this type of mission statement on their website?"

"To achieve such an outcome, GoDaddy must set proper targets and then consistently execute against them."

"Our Sum-of-the-Parts (SOTP) Base Case Analysis Yields An HSIC Price Target Of $106/share, ~30% Upside."

"20% To 40% Downside Risk When The Market Connects The Dots To The Brixmor And ARCP Accounting Scandals"

"With a troubled IT and ERP, we believe investors should be skittish about Avery’s financial reporting."

"In effect, the only basis for the price target increase is stock promotion through multiple expansion."

"Box has failed to accelerate growth, and its growth rate ranks near the bottom third of its Peer Group"

"Box needs a strong, independent Board to ensure that stockholder interests are of paramount importance"

"AMT would be at risk of abetting the selling shareholders, who are Brazilian, in committing tax fraud."