Callouts & quotes from 26,677+ activist slides

"Heska is being outspent almost 20-to-1 by IDEXX, the animal health diagnostic equipment leader."

"Nevro had supposedly found the holy grail: eliminating pain versus masking it with paresthesia."

"The PDN opportunity is commercially dead-on-arrival due to referral patterns with PDN patients."

"ウェブサイトの再設計により、視覚的なストーリーテリングと洗練されたレイアウトを通じて、日本のスキンケアの伝統と、感性と技術の両方に対するブランドのコミットメントをアピールすることができます。"

"In our opinion, Ströer's board of supervisors is oddly devoid of truly independent supervisors."

"As a result of the Fed's Zero Interest Rate Policy, there is a widespread need for safe income."

"The important benefit of iPrefs is they don't interfere with whatever Apple's business plan is."

"Unlike its pure media industry players, Disney generates ~70% of EBIT from Parks & Experiences."

"Disney’s Board Appears Far More Focused on Gamesmanship Than Substantive Shareholder Engagement"

"We believe that News Corp’s other businesses are significantly undervalued in the market today."

"We believe that News Corp’s other businesses are significantly undervalued in the market today."

"Even when adjusted for scale, Fortrea’s adjusted EBITDA margins are well below the peer median."

"Our attempts to pay through Alipay caught NQ in another lie. NQ has listed Alipay as a partner."

"In Spruce Point's opinion, converting most of the U.S. to Enhanced Markets is a very risky bet."

"We Believe Investors Underestimate Homes.com As A Viable, Well Capitalized Competitor To Zillow"

"We Believe Zillow Is Using Aggressive Accounting Methods To Boost Revenue, Margins And Earnings"

"Spruce Point believes Zillow shareholders would benefit from a major shakeup of Zillow’s Board."

"Standalone Phillips Midstream would be able to drive higher leverage to fund competitive growth"

"レーザーテックの極端紫外線装置があまりに不良で信頼性が低いために、主要な顧客であるTSMC、インテル、サムスンは極端紫外線マスクを検査するために水面下で“非極端紫外線”の検査法を代用している"

"レーザーテックの極端紫外線装置があまりに不良で信頼性が低いために、主要な顧客であるTSMC、インテル、サムスンは極端紫外線マスクを検査するために水面下で“非極端紫外線”の検査法を代用している"

"In 2023, the delta in EBIT dollars between Norfolk Southern and CSX was more than $1.6 billion."

"We believe improving managerial focus is key to improving FirstGroup’s operational performance."

"The market is pricing DOL beyond perfection – a valuation this lofty cannot be justified today."

"We believe that News Corp’s other businesses are significantly undervalued in the market today."

"We believe that News Corp’s other businesses are significantly undervalued in the market today."

"When we adjust for these factors, we see that Leidos is trading at 24x 2021E OCF vs. 16x peers."

"8. VYKAT XR is a flimsy IP ploy, repurposing an old generic into an inferior tablet formulation"

"The investment community has become agitated with Kao’s lack of growth despite brand potential:"

"CTC made two credit related accounting changes and realized an EPS benefit from the adjustments"

"The word “security” appears 61 times, and the word “secure” 45 times, in Mercury’s FY 2018 10-K"

"In the ANTA system, retail operations are managed by the company Fujian Yundong, is that right?"

"SAIC charges are serious and can lead to a wide range of restriction on a businesses operations"

"GoldNewsLetter: paid $200,000 to promote New Pacific, calling it a “World Class Silver Project”"

"The disclosure is a blatant admission of Ginkgo’s day-to-day control and operation of Allonnia."

"How can the Board allow Heska to operate without a CFO for that long, unless they had concerns?"

"One of TransMedics highest volume users played dumb and denied any interaction with TransMedics"

"To date, PSH has repurchased 5.5M shares at a 20.1% discount to NAV at a cost of $77.2 million."

"We were able to confirm that the purchase price was justified and thus do not apply a discount."

"If technology is an unstoppable force, aircraft certification can feel like an immovable object"

"VRX’s share price has declined 94% from our average cost at announcement through March 14, 2017"

"We believe PLTK’s short-termism comes at the expense of lasting shareholder and business value."

"Trustpilot’s review page for Crypto Family is spammed with 5-star reviews praising the project."

"Since GreenPower’s Buses Are Manufactured Overseas, Therefore They Aren’t Buy America Compliant"

"That's some heavy dilution, and the company will only receive about $2M cash from the warrants."

"Учитывая чувствительность темы, прошу Вас соблюдать конфиденциальность передаваемой информации."

"Учитывая чувствительность темы, прошу Вас соблюдать конфиденциальность передаваемой информации."

"Учитывая чувствительность темы, прошу Вас соблюдать конфиденциальность передаваемой информации."

"Does that look like the headquarters of a $12 million “leading-edge technology company” to you?"

"Pheno system is wasting hospital money on ID testing, which can be done cheap and fast by MALDI"

"It apparently won't be fairly easy or fast, as it is expected to take a full year from Q1 2025."

"The Transaction Will Be Structured To Preserve The Board's Ability To Use Its Business Judgment"

"Solvay’s quantitative long-term targets for the next five years are quite clear and achievable."

"Put another way, every dollar of handle on Kalshi is a dollar decision to use Kalshi over DKNG."

"Management and the Board have little credibility for predicting the outcome of their businesses"

"Even worse – the brown corrugating medium line that we suspect was not even producing anything."

"Elliott has committed significant resources to understanding Sampo and its opportunities ahead"

"Spruce Point finds that Remitly’s median employee pay is -75% below the industry peer average."

"On a per active customer basis, Wise has 3x the amount of customer support staff then Remitly."

"We believe Nuvei makes it difficult to ascertain its true organic growth since it came public."

"An EDU employee made the below statements during a call this year with a potential franchisee."