Callouts & quotes from 26,677+ activist slides

"Red Lobster’s negative SSS would adversely weigh on management’s new compensation program"

"The recipe for success has been created and executed before – it is achievable once again"

"Franchising problem markets is a win-win-win for Darden, the franchisee, and the customer"

"We believe that Goodyear can earn 385 basis points of incremental margin in the near-term"

"Initially just powders for 3-D printers to now powders and parts with 45% less headcount?"

"No CCME controller. There is a media control box manufactured by Inspur in the dashboard."

"We derived our own estimates of the 2022 landbank's value by using the comparable method."

"Target owns the highest percentage of its real estate compared to other big box retailers"

"Accordingly, we suspect that the Libre 2 will have significant appeal among T1 diabetics."

"Hess needs directors that (1) will acknowledge issues, and (2) are capable of fixing them"

"If Hess wants to be compared to Integrateds, then COP and MRO are the most relevant peers"

"Shipments in the past twelve months have plummeted by approximately 42% compared to 2022."

"Evercore stands to earn a $32 million fee if this transaction is approved by shareholders"

"We believe our nominees have the right mix of skill sets to lead Darden to future success"

"Red Lobster’s negative SSS would adversely weigh on management’s new compensation program"

"The recipe for success has been created and executed before – it is achievable once again"

"Franchising problem markets is a win-win-win for Darden, the franchisee, and the customer"

"We believe our nominees have the right mix of skill sets to lead Darden to future success"

"After years of aversion to change, the Company's strategy and operations are now outdated"

"We believe SBUX and GMCR have approximately $0.22 in operating profit per K-cup to split:"

"Contrary To Lance's Statement, Management Is Not Compensated on Cash Flow, Instead EBITDA"

"New Alcoa chose to embrace good governance when the companies split, Arconic chose not to"

"The embedded midstream assets could be worth >$40bn TEV as a standalone midstream company"

"The key question for stockholders is this: Who do you believe will make US Foods deliver?"

"Bots like these appear to be a necessary condition for performers to be successful on YY."

"If a mall is a portfolio of bonds, then a mall REIT is a portfolio of portfolios of bonds"

"Keisei should adopt the following measures to lead from the front in the Japanese market:"

"Various Operational Levers Exist To Optimize the Business & Grow Dye & Durham Organically"

"Both have the same contact mobile phone number. Left: Jinan Ruili. Right: Jinan Anchuang."

"This Yundong company is really controlling their 零售, 在中国的零售 [retail, the retail in China]"

"This Yundong company is really controlling their 零售, 在中国的零售(retail, the retail in China)."

"後述するスタンドアローン・プランは、2028年までに1株あたり40,000円を上回るNAVの実現に向けた明確な道筋を示すものであり、これは本改定後TOB価格の2倍超に相当します。"

"Since SolarCity was acquired by Tesla, growth has declined and market share has plummeted"

"GTT is reliant on acquisitions for growth, masking the company's negative organic growth."

"It is clear to us that GTT's sales reps are fighting an uphill battle for organic growth."

"Spruce Point does not believe that WSP's DSOs accurately reflect its financial condition."

"Best-in-class assets but run for TMC's benefit – and not for TICO's minority shareholders"

"We Believe Zebra Is Struggling To Innovate And Venture Bets Don't Appear To Be Paying Off"

"McOpCo's subsidized economics reduce the impact of lower margin product pricing decisions"

"The analysis demonstrates how McOpCo is paying neither a market rent nor a franchise fee."

"Assuming a $1.3bn of IPO distribution, there would be no tax cost associated with the IPO"

"Additional (hidden) agenda: Vivendi has been trying to use TIM to make profits for itself"

"What more does the Board need to see to realize that the current strategy is not working?"

"Mall REIT tenant stock prices have outperformed the S&P 500 by more than 30% year-to-date"

"We believe P&G should be organized as three standalone GBUs under a lean holding company."

"We believe P&G should organize into a lean holding company with 3 largely autonomous GBUs"

"MLP's precedent land sales provide additional data points for valuing ALEX's excess land."

"We were able to show that the sites are located and hosted in China, and are owned by NQ."

"We have a structural solution that will force investors to value the business differently"

"FNMA and FMCC share prices increased 138% (2.38x) and 131% (2.31x), respectively, in 2016"

"Wall Street consensus estimates for Celgene's products have generally been too optimistic"

"Arena Pharmaceuticals may be coming to market with a product that is superior to ozanimod"

"We believe Bristol-Myers has opportunities to streamline its Finance and HR organizations"

"Efficiency and optimization are essential to maintain targeted overall process cycle time"

"BHP – a first-class portfolio, which is failing to deliver optimal value for shareholders"

"The analysis demonstrates how McOpCo is paying neither a market rent nor a franchise fee."

"The large degree of MBS funding differentiates the U.S. from other large mortgage markets"

"Evidence Suggests The New Israeli HQ Could Be Used To Further Inflate Cost Capitalization"

"After years of aversion to change, the Company's strategy and operations are now outdated"

"Brook Mine's concentration of critical battery metals is 12% LOWER than the Earth's Crust"