Callouts & quotes from 26,677+ activist slides

"We believe TheFork is a highly strategic asset in a category with significant recent M&A activity"

"Below: V Team Prague’s 2020 financial statements show €5.8m (CZK 147m) in borrowings from CPI FIM"

"The GEC (Guest Experience Captain) role has shown negligible positive impact on store performance"

"Dr. Kleinfeld is unambiguously one of the worst performing continuously tenured CEO's in the U.S."

"How did this happen? Simple. By revising historical disclosure to include discontinued operations"

"Dr. Kleinfeld is not an "engineer" (of anything other than massive shareholder value destruction)"

"Imagine a portfolio of three malls, each worth $100 and each with a 60% LTV non-recourse mortgage"

"PAH’s share price has increased 13% from its IPO on the London Stock Exchange to January 19, 2018"

"CMG’s share price has declined 15% from our average cost at announcement date to January 19, 2018"

"NKE’s share price including dividends has increased 29% from our average cost to January 19, 2018"

"Relatively flat margins despite revenue growth demonstrates the Company's failure to attain scale"

"If iRhythm final reports are not reliable, then PCPs are unable to properly diagnose arrhythmias."

"A Premier Research Scientist Who Has Examined Using AI For Arrythmia Detection Now Works at Apple"

"We believe investors should be worried when companies reduce business and financial transparency."

"Shouldn't BlackRock Lead Independent Director be available to meet with a dissenting shareholder?"

"Needless to say, we agree – if GTT cannot find a way to grow organically, the future looks bleak."

"Only total operating income/expenses were presented in the 2017 Dutch filing, as reflected above."

"TICO could follow Hyster-Yale's example and find a majority bank partner for its lending business"

"Revised Proposal requires no incremental debt to be issued over total debt position as of 9/30/05"

"As an investor, we prefer an all encompassing metric that discloses performance of all properties"

"The website listed for it in the Hong Kong registry goes to a dead website parked at GoDaddy.com."

"All of the principal drivers of mall valuations are favorable in the current economic environment"

"WE NEED YOUR SUPPORT – PROTECT AND ENHANCE YOUR INVESTMENT BY VOTING ON THE BLUE PROXY CARD TODAY"

"Rather than decisively addressing its culture & structure, P&G decided to divest these businesses"

"Eight of the 14 programs (57%) launched are underperforming 2U's “steady state program guidance”."

"GY's Free Cash Flow significantly exceeds its reported GAAP Net Income, for four separate reasons"

"2025年7月、データセクションがNNJとの取引を発表した際、同社はNNJの事業内容についての説明を掲載しましたが、面白いことに、そこには新たにまったく異なる一連の事業活動が加えられていました。"

"NQ's third party payment channel is non-existent and its China payment portal is purely cosmetic."

"However, it is time for bold action and substantive change, not a continuation of the status quo."

"VRX’s share price has declined 93% from our average cost at announcement through January 20, 2017"

"As a result, we believe it will take even longer for it to realize the full benefit of lower oil."

"Significantly more successful teams have struggled to integrate and create value with large deals"

"OPDIVO ceded its market share lead to KEYTRUDA in early 2018, and sales now seem to be plateauing"

"Amgen has successfully executed a business transformation that targets the same areas as our plan"

"Spruce Point Estimates 40% - 50% Downside Risk To C3.ai (NYSE: AI) Share Price: ($12.85 - $15.40)"

"We Believe HIMS Operates On Shaky Ground In Relation To Corporate Practice of Medicine Provisions"

"Shouldn't a "presence" at most major retailers mean HIMS is poised to actually sell MORE product?"

"GLASS LEWIS RECOMMENDS SHAREHOLDERS SUPPORT ELLIOTT'S CASE FOR URGENT BOARD CHANGE AT PHILLIPS 66"

"We believe there is an opportunity to increase revenues in APAC through tiered product offerings."

"Is poor supply chain management the reason SBM has had nonexistent market share in Latin America?"

"GCP shareholders deserve a Board that will demand accountability and excellence from the Company."

"We believe State Street is structurally better positioned to leverage comp expense than Blackrock"

"Since 2006, EPS has declined 7% and State Street's earnings multiple has contracted significantly"

"Spruce Point's adjusted EPS estimates are 36% lower than Globant's adjusted reported EPS results."

"CEO Tarang Amin also chimed in recently by saying ELF loved working with the Movers+Shakers team."

"We believe a glaring lack of focus, alignment, and accountability pervades Disney's board culture"

"We believe a glaring lack of focus, alignment, and accountability pervades Disney's board culture"

"With these results, Phillips 66's Board should be actively looking to change from the status quo."

"We question whether the above milestones are strongly correlated with shareholder value creation."

"How did TWX permit AOL to fall so far behind, pursuing a strategy so well beyond its useful life?"

"HBO is by far the premium channel leader in terms of subscribers as evidenced by the table below:"

"It appears to us that management's withdrawal of ACV shows a lack of confidence in its reporting."

"Guillermo's website has an active WFG referral link, confirming his ongoing association with WFG."

"Why does Powell alternate between 2,500 and 5,000 Personal Volume when he first reaches GET Team?"

"As Such, Herbalife’s Shipping & Handling Profit Accounts For $339mm of Its Total Operating Income"

"WE NEED YOUR SUPPORT – PROTECT AND ENHANCE YOUR INVESTMENT BY VOTING ON THE BLUE PROXY CARD TODAY"

"The vintage burn-off creates a mechanical earnings recovery that the bears are ignoring entirely."

"With these results, Phillips 66's Board should be actively looking to change from the status quo."

"NFLX's share price decreased 44% since inception through our last share sale on April 20, 2022(1)"

"We believe Intuit is one of the most overvalued large technology companies in the public markets."