Callouts & quotes from 26,677+ activist slides

"Xerox isn't even listed as a main manufacturer in Capital Business Systems' "Product Catalog""

"Brinker’s focus on operations and shareholder value has led to 550%+ total shareholder return"

"LongHorn needs to re-engineer its menu with a target cost focus and drive for value creation."

"We estimate Olive Garden can save $24 – $36 million in labor associated with food preparation"

"Olive Garden’s large boxes and great locations provide an opportunity for building innovation"

"The supportable rent valuation yields a total real estate value of approximately $3.1 billion"

"We would expect to complete an SRG spinoff 12 – 18 months after the Annual Meeting, or sooner"

"Three Corporate Identifies And Still No Firm And Binding Offtake/Customer Agreements At Titan"

"If Phillips is able to execute the “Marathon Path”(1) the stock price could increase to $300+"

"Therefore, since 2018, Mr. Espey’s compensation has increased by 66% while the stock is down."

"If Phillips is able to execute the “Marathon Path”(1) the stock price could increase to $300+"

"If Phillips is able to execute the "Marathon Path"(1) the stock price could increase to $300+"

"Why did the temperature go up? What happened at 30C? That's something we really want to know."

"An EV battery that expands by a foot between charge and discharge strikes us dead on arrival."

"One stated that the CEO's comments are "complete bullshit" and may be relevant "in 50 years.""

"What is obvious is that John Hess's perennial claims, year after year stock performance fails"

"Hess' executive compensation received a D grade in our proprietary pay-for-performance model."

"Compensation targets should be aligned with or even higher than external targets – not lower!"

"JOE wrote down the Victoria Park assets on December 15, 2009, only two days before their sale"

"ZaZa Joint Venture: Entered into contract with economic incentives that predetermined failure"

"Our Highly Qualified, Independent Candidates Are the Right Change Agents for Elanco This Year"

"Vista Equity controlled. Vista ownership represented by 100% or 37.7M of Class B common stock"

"Brinker’s focus on operations and shareholder value has led to 550%+ total shareholder return"

"We estimate Olive Garden can save $24 – $36 million in labor associated with food preparation"

"LongHorn needs to re-engineer its menu with a target cost focus and drive for value creation."

"Olive Garden’s large boxes and great locations provide an opportunity for building innovation"

"The supportable rent valuation yields a total real estate value of approximately $3.1 billion"

"We would expect to complete an SRG spinoff 12 – 18 months after the Annual Meeting, or sooner"

"While coal used to provide nearly half of U.S. electricity, it’s now providing less than 35%."

"Now could be a convenient time for them to think through these alternatives more seriously..."

"Pictures of food, smiling actors, and undated quotes cannot substitute for facts and analysis"

"If Phillips is able to execute the “Marathon Path”(1) the stock price could increase to $300+"

"If Phillips is able to execute the "Marathon Path"(1) the stock price could increase to $300+"

"We concluded that YY Live's gift revenue is approximately 90% fake using these three methods."

"iRhythm's promotion of the asymptomatic opportunity is understandable. But is it justifiable?"

"The Company now trades at a significant discount because the market doesn’t trust leadership."

"The reality is Canada and U.K. are being served by the same legacy products under new brands."

"The first step to unlocking shareholder value is to introduce transparent segment financials."

"Board should conduct a comprehensive strategic review of assets to maximize shareholder value"

"It is almost inconceivable that NQ would have been able to execute the purported transaction."

"The refueling station attendant told our investigators that they only refuel one bus per day."

"We have structured the unification aspects of the Value Unlock Plan to deal with key concerns"

"However, their judgment was that PF McDonald's would not enjoy significant multiple expansion"

"Cost control and asset utilization differences have led to a large and growing margin deficit"

"Over the last 30 years, Fannie and Freddie have had a growing presence in the mortgage market"

"How is this type of communication appropriate? Don't they work for “Bailey Health”, not HIMS?"

"The Restrictive Stock Transfer Agreements HIMS Executes With AMG “Owners” Are On Shaky Ground"

"Spruce Point believes that FND investor expectations are wildly optimistic heading into 2025."

"Spruce Point believes that FND investor expectations are wildly optimistic heading into 2025."

"... But dramatically UNDERPERFORMS its Direct Peers on using its R&D to drive organic growth."

"We believe all Unizo shareholders deserve clear and comprehensive answers to these questions."

"Pure-play asset management companies trade at meaningfully higher multiples than State Street"

"More effective working capital management could unlock almost $2 bn to return to shareholders"

"As a result, investors effectively re-rated Rockwood by 48% to an 11x blended EBITDA multiple"

"Is the CEO of the fast-growing mid-sized ad agency in the USA Mr. Horowtiz of Movers+Shakers?"

"We question whether Mr. Ferrari can truly act independently given these strong interconnects."

"Even the average of the Board-approved Proxy Peer set is OUTSIDE of proxy advisor guidelines!"

"Huntsman Advanced Materials manufactures epoxy resins, curing agents, and epoxy formulations."

"People, Time and Sports Illustrated are #1, #3 and #4, respectively based on 2005 ad revenue."

"Peanut Butter is a leader in the 800-volt silicon carbide technology powering these vehicles."