Callouts & quotes from 26,677+ activist slides

"Eurofins Has Had a Loose Internal Financial Reporting System Primarily Based on Spreadsheets"

"Thus, it remains unclear whether SCS provides meaningful long-term benefits to all patients."

"Oasis believes the low board size limits the coverage of skills, diversity and independence."

"Oasis believes the low board size limits the coverage of skills, diversity and independence."

"Respondents believe the board lacks both accountability oversight and operational expertise."

"Bayer estimates that the potential revenue value of these pipeline drugs is 5 billion Euros."

"Herbalife's corporate history is replete with lawsuits alleging that it is a pyramid scheme."

"This contrasts with Disney’s vaguely-defined “double digit” margin target with no timetable."

"「レーザーテックはKLAと直接競合となると、苦労するでしょう。極端紫外線はレーザーテックには無理でしょう。レーザーテックは製品の問題を解決しなければ、5年以内に消えてしまうでしょう」。"

"I just found it very disturbing that they come in with these threats...holding them hostage."

"Our research indicates that TransMedics is in the middle of an accelerating customer exodus."

"The bottom line is the cost of NSC's new COO appears higher than the headline would suggest."

"HLT's share price including dividends was flat in 2020 and increased 2% year-to-date in 2021"

"MGM's fair value is by our estimate in excess of $35 per share, or 35% above current levels."

"In 2018, Pershing Square collaborated with our portfolio companies to create long-term value"

"If labor costs were 10% higher in FY 2018, EBITDA margins would have been slashed by 80 bps."

"That means that the public effectively owns 42.8% of the company, versus the reported 24.3%."

"Could this be evidence that L3Harris stuffed product sales ahead of the transaction closing?"

"Other families state they have already discontinued Vykat due to spiking blood sugar levels."

"Yep, I agree 100%...that's what I would do probably...I would consider it for off-label use."

"2009 paper by Evotec researchers indicates they tested pitolisant and that it was a disaster"

"Event was assessed as not related to pitolisant – case report doesn't provide the rationale."

"Again, the AI model is unnecessary, overly complicated, and risky for a legitimate business."

"I sold all mine at $59 and I'm not buying more why? Until they get a complete regime change."

"We believe the implementation of the Settlement Agreement will cause the pyramid to collapse"

"Unfortunately, we don’t believe Southwest is eager to meaningfully engage in such changes..."

"The proportion of low margin component sales has remained unchanged for the last seven years"

"Herbalife’s corporate history is replete with lawsuits alleging that it is a pyramid scheme."

"The larger the incentive to recruit, the faster the geometric progression of the saturation."

"Recent performance has shown weak top-line trends, with like-for-like sales down 5% for 2015"

"Following Mr. Schuler’s stock purchases, therefore, is a risky path that we don’t recommend."

"Ushio source “is not stable” and “fluctuates”; Ushio is trying to hide their source problems"

"Maybe in five or maybe 10 years, there won't be much money to be made on remittance per se."

"Spruce Point believes the market should consider RELY's 23m+ RSUs as part of the valuation."

"We believe the Company’s COVID breakthroughs were monumental to ending the global pandemic."

"Peers have been successful at developing and commercializing GLP-1s whereas Pfizer has not."

"There are two reasons why it is virtually certain that EDU is consolidating the franchises."

"HTA and its CEO’s associations to bad actors, bankruptcies and liquidations is astonishing."

"Other deals like Garden Fresh Gourmet (salsa) and Plum Organics (baby food) have not worked"

"We believe FIGS has a troubling history of exaggerating key financial and business metrics."

"GFL's disclosures make it impossible for investors to evaluate its ability to create value."

"Does Sunrun receive ITCs based on EIA numbers or (non-GAAP) Subscribers? Or something else?"

"We Believe ABML Overstates Its Market Opportunity And Has Made Numerous Questionable Claims"

"Six months later, on May 23, 2012, WCT Resources flipped those specific leases to SandRidge"

"Prior to our involvement, stockholders were frustrated with Box’s poor profitability levels"

"Other investors filed a lawsuit claiming the Preferred Financing was done to “buy the vote”"

"AMT'S INTERNATIONAL BUSINESS IS PART CARRY TRADE AND PART LEVERED DIRECTIONAL CURRENCY BET."

"We find this level of evasiveness in response to such a vital question highly questionable."

"We believe Aquablation competes poorly with UroLift unless resective actions are indicated."

"Danone is a leader in several of the fastest growing categories within global packaged food"

"While some peers are moving to nutritionally-focused portfolios, Danone is already there..."

"Highest industry earnings growth rate at risk of material disappointment absent acquisition"

"Excellent questions to which we don't have competent answers, and we won't change anything."

"Superb Summit's HK$ 600 Million Purchase of a 40.8% Indirect Stake in JFT is Likely a Sham."

"Monolithic's ability to rarely disappoint on sales and earnings in its industry is amazing."

"Many areas of the transformative opportunity at CDK are similar to those which exist at ADP"

"How can CTC compete against major competitors in e-commerce with its insufficient IT spend?"

"Post Conduent spin, Xerox's stock has regressed to underperforming the market and its peers"

"Xerox must develop a strategy to monetize this valuable asset to increase shareholder value"

"Mistakes were clearly made in 2022, but we see no evidence of permanent impairment to parks"