Callouts & quotes from 26,677+ activist slides

"Agilent’s share price including dividends increased 40% in 2020 and increased 8% year-to-date in 2021"

"Therefore, this is not usable data. Investors need look no further to know GSX is screwing with them."

"Recent insights from venture capital trends doesn't suggest a rapid explosion of interest in robotics"

"After a decade in existence, a 1% response rate is more indicative of failure than future opportunity"

"In 2020, LDOS is now backdating organic growth for IMX as follows: Q3'19: $12m Q4'19: $6m Q1'20: $11m"

"The prominent placement of diabetic ketoacidosis in the Medication Guide in the FDA label is telling."

"I hear that there's been some pushing, but then when we've had our boundary, they've been respectful."

"Personally, I would always be ordering echos on any child before and during treatment with diazoxide."

"Lack of enthusiasm among endocrinologists at annual meeting; initial curiosity won't "last that long""

"Tax-free spin of Target Inflation Protected REIT (or “TIP REIT”) as Groundlessor and Facility Manager"

"Announced synergies have averaged 8.3% of target sales across precedent consumer staples acquisitions"

"Footnote b indicates the obvious - that Bioprojet is sitting on critical PK data that it has withheld"

"Individual case narratives for serious adverse events are devastating, obtained via FDA FOIA requests"

"KOL at one of the largest centers in the country says his Wakix starts have plummeted vs. other drugs"

"QSR remains an attractive investment opportunity despite significant share price appreciation in 2017"

"We note that these culture traits have long been associated with incidences of corporate malfeasance."

"This publically available HK government policy memo details the HK government’s thinking at the time:"

"QSR remains an attractive investment opportunity despite significant share price appreciation in 2017"

"This is the “reason” that sounds good and grounded in academic finance. The true reason is two-folds."

"Where is the ~RMB 930M (~$135M) of revenue that $QTT reported to the SEC but not to the SAIC in 2018?"

"Similarly, Triller will likely still operate, in some capacity, after its shareholders are wiped out."

"Sure, everyone is accompanied by an adult. Sounds good! Please send the booking payment link. Thanks!"

"Recent macroeconomic concerns have caused CP’s shares to trade at a discount to their intrinsic value"

"AXDX is eager to sign the lease contract at a significant risk of future reagent annuity uncertainty."

"In a similar way, we predict AXDX share price drop to $6 within 6-9 months of publishing this report."

"Shockingly, it has a $23B market cap as an EUV story but lacks an EUV technology that actually works."

"The tin contamination problem that plagues Lasertec’s EUV light source is detailed in various papers."

"KLA owns the P1 inspection in the mask shop with their Teron product line and no one else can compete"

"AAP has fallen behind, and we have a plan to put AAP’s performance on par with O’Reilly and AutoZone"

"PAH’s share price increased 14% year-to-date in 2019 through our last share sale on February 4, 2019"

"Our research leads us to believe that Nuvei has in fact served merchants in the adult film industry."

"Be extremely careful when operating cash flow is being revised in the first year after going public."

"In fewer than 2 years under 3G's ownership, Burger King experienced 5x+ of EBITDA multiple expansion"

"On the back of this incremental bad news, the stock fell another 6% to $36.63 over the next two days"

"Spruce Point views it as a major red flag that WTRG recently changed goodwill testing methodologies."

"Poor capital management needlessly harming shareholders, or further evidence of capital constraints?"

"If the Board is not happy with management and the Company’s performance, why should stockholders be?"

"If the Board is not happy with management and the Company’s performance, why should stockholders be?"

"However, XPO reports to investors virtually no impact to organic revenue from currency fluctuations."

"Since 2005, Tessera has invested over $500 million in its DOC business representing $9.90 per share."

"We believe TROX can easily pay between $24 – $43/share in cash and remain conservatively capitalized"

"The Human Capital Management industry is a secularly attractive, growing, and underpenetrated market"

"Return control to Vincent Bolloré’s Vivendi, an entity that oversaw massive value destruction at TIM"

"A Current Senior Eurofins Employee's LinkedIn Profile Appears to Concur that Eurofins Uses Factoring"

"It appears that True Science, W.T.F., Blue Ridge, and Ridium also shared officers through the 2010s."

"We believe that IPX has not provided a standardized schedule of operating costs across time periods."

"We therefore estimate that CPI PG inflates the Bubny landbank PP value (or carrying value) by ~100%."

"Highly accretive primary issuance at $90 per share, a 46.4% premium to the unaffected share price(1)"

"Least independent, least energy experience, most management directors and one of the longest tenures"

"Only a handful of public healthcare companies have durability similar to Val-gan’s product portfolio"

"PAH's share price has nearly doubled in the six months since the MacDermid acquisition was announced"

"THE TRAIN HAS LEFT THE STATION ON ESG AND MCDONALD'S WILL BE LEFT BEHIND IF IT DOES NOT MOVE QUICKLY"

"Our nominees would help the Board explore paths for McDonald's to reduce its environmental footprint"

"Despite all its hyperbole, Pure has thus far failed to get a toehold selling AFAs into hyperscalers."

"Match is a growing, high-quality business in a secularly growing industry and is deeply undervalued."

"Online Everyone Wants You To “Join the Family” And Stimulate A Purchase When Shopping For Western..."

"Huntsman is playing make-believe and crafting a deceptive narrative based on a fictitious portfolio."

"We believe Olive Garden has forgotten its main objective is to deliver value to their core customer."

"It appears that Maxar has not been transparent about the size of its contract losses until recently."

"After only one quarter, Maxar resorted to accounting changes to artificially boost its EPS guidance."