Callouts & quotes from 26,677+ activist slides

"As a best practice, we believe that UEC should have made a similar disclosure in its SEC filings."

"The GSEs require significantly less capital than the PMIs because their guarantees are much safer"

"The goal of a Special Meeting will be to replace members of the Board, including CEO Tom Schmitt."

"ASMLはサイマーの極端紫外線の光源を獲得するために、同社を40億ドルで買収した。サイマーは、極端紫外線光源の実用化に向けた開発は、自社の能力を上回る大規模で広範囲の投資を必要とすると判断した。"

"AlloSure faces significant competition in the near term and almost certain obsolescence over time"

"Our Board nominees would hold SBM to a higher standard and demand better oversight and execution."

"Management has either forgotten about its prior written statements or is misleading shareholders."

"In 2019 he held two separate signing ceremonies for the contract between New Pacific and COMIBOL."

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

"With Dubai Properties, Vitek "Repaid" CPI's Loan with by Saddling CPI with Off-Balance Sheet Debt"

"Spruce Point believes Stryker is wildly overpaying for Vocera at a $3.1 billion dollar valuation."

"We believe investors are being misguided by Magnite’s growth prospects, and see 25%-50% downside."

"Continued revenue growth decline, notably in Q4 which has historically been the strongest quarter"

"This is clear, straightforward and unambiguous. The words “strict accordance” mean what they say."

"Evidence indicates that this intermediary was likely a straw buyer controlled by a Company proxy."

"As a private company, CXW has cost and efficiency advantages compared with its largest competitor"

"APP appears to have instead actively retargeted and / or jumped the last click attribution claim."

"In most cases, these collected identifiers are persistent, with durations up to one or two years."

"We Believe PGNY’s Differentiation Fades As Its Competitive Landscape Becomes Increasingly Crowded"

"ACMR has a massive balance sheet asset that begins converting into revenue a year after shipment."

"Insiders Are Primed To Sell: We Estimate 55% - 80% Downside Risk Potential To Bunge's Share Price"

"Given its size and scale, TIP REIT will be a “must own” stock for any real estate equity investor"

"The definition of insanity is doing the same thing over and over and expecting different results!"

"We Believe REZI’s $2.0bn+ Spent On Acquisitions Are Troubled And Mask Underlying Financial Issues"

"Fannie and Freddie remain valuable perpetual options on their potential exit from conservatorship"

"Perhaps the only thing more far-fetched than Astra's launch rate is how it expects to hold price."

"Fermenters and liquid handling machines are from the same suppliers everyone in the industry uses"

"For Q4'19 Cintas explicitly guided to no repurchases, yet conducted its biggest buyback in Q4'19."

"athena slipped an accounting change into its third quarter 10Q to accelerate revenue recognition."

"Represents over $20 billion of lost value while the Company received a $40 billion+ COVID benefit"

"Elliott is not alone in our recognition of Juniper's share price and operational underperformance"

"The SENZA-RCT pivotal trial is the foundation upon which Nevro's high frequency gimmick is built."

"Comments from one KOL after another were consistent and devastating in their assessment of Omnia."

"Over-utilization, unnecessary implants, and patient exploitation are key drivers of Nevro's sales"

"Over-utilization, unnecessary implants, and patient exploitation are key drivers of Nevro's sales"

"We believe investors should adjust downward Ströer's reported EBITDA as shown in the table below."

"When Apple pays out 100% of its future cash flow, it depletes its domestic cash sometime in 2014."

"G&A spend remains astronomically high and represents a severe level of cash burn for shareholders"

"Track record of turning around underperforming company-operated restaurants and improving margins"

"Disney’s Media business ("Entertainment" and "Sports") significantly under-earns its media peers."

"Disney’s Media business (“Entertainment” and “Sports”) significantly under-earns its media peers."

"The identities of every member of the “Technology Team” have been obfuscated in the presentation."

"The GSEs require significantly less capital than the PMIs because their guarantees are much safer"

"Limbach also used to reference its key secondary markets but ceased disclosing this in late 2022."

"We are highly confident that at least 73.2% of the 54,065 users in the analyzed classes are bots."

"The valuation discount is significant when compared to soft synergies of joint research and sales"

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

"We believe the Sandell Plan strengthens the ability of FirstGroup to meet its pension obligations"

"LOW's share price including dividends increased 36% in 2020 and increased 9% year-to-date in 2021"

"Management does not explain this $13.1m of Adj. EBITDA discrepancy used to reap $2.7m of bonuses."

"This type of systematic disconnect makes it difficult to have a clear debate between the parties."

"Everything here is a black box - we couldn't even locate the CDER review package, last we looked."

"We are going to wait...we are going to wait...we have not met with their medical science liaison."

"Wary of prescribing Vykat because getting reimbursement approved is so onerous and time-consuming"

"What has been the External Directors' assessment of the decline in EVA over the past three years?"

"Several omissions suggest that the placebo comparison is a contrived attempt to muddy the waters."

"BEA has the second largest branch network in China... and one of the largest retail deposit bases"

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

"We believe Bristol-Myers may have an opportunity to embark upon a similar margin improvement plan"

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