Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We believe there are clear catalysts for an upward revaluation of MDLZ as key investor concerns that emerged last year are addressed"
"We believe there is a $215 million - $326 million EBITDA improvement opportunity through a renewed focus on operational excellence."
"We believe using nonstandard product specs heavily contributes to Darden's excess food costs without improving the guest experience"
"We believe the valuation discrepancy between News Corp and The New York Times Company represents a huge value creation opportunity."
"If management can successfully execute on a margin improvement plan, we believe GoDaddy shareholders will be meaningfully rewarded."
"We believe Fluor operated in an overly competitive EPCM market where growth was often prioritized over discipline and profitability"
"We believe a key driver of Fluor’s share price reaction was investor disappointment with its proposed monetization plan for NuScale"
"We believe there is a $215 million - $326 million EBITDA improvement opportunity through a renewed focus on operational excellence."
"We believe using nonstandard product specs heavily contributes to Darden's excess food costs without improving the guest experience"
"We Believe Saputo’s Aggressive Global Expansion Through M&A Is Failing, Transparency Is Declining, And Financial Stress Is Mounting"
"We believe Fluor operated in an overly competitive EPCM market where growth was often prioritized over discipline and profitability"
"We believe a key driver of Fluor’s share price reaction was investor disappointment with its proposed monetization plan for NuScale"
"If management can successfully execute on a margin improvement plan, we believe GoDaddy shareholders will be meaningfully rewarded."
"We believe the valuation discrepancy between News Corp and The New York Times Company represents a huge value creation opportunity."
"Therefore our per share valuation is currently $5.28, but is subject to change should we believe that the cash number is incorrect."
"If management can successfully execute on a margin improvement plan, we believe GoDaddy shareholders will be meaningfully rewarded."
"We believe the valuation discrepancy between News Corp and The New York Times Company represents a huge value creation opportunity."
"Now with the China story having cracked, we believe AOS will be dependent on organic North American growth to support its momentum."
"We believe the upside in APD remains significant as the Company continues its transformation under a great CEO and management team"
"We believe that if all space under refurbishment were listed, that Berlin’s and likely other cities vacancy rates would also jump."
"We believe there is a significant margin opportunity that is both larger than management projects and can be achieved more quickly"
"Oatly talks of its great success in China in its prospectus, but behind the scenes, we believe its struggled to supply the market."
"No. We believe the creation of a publicly traded McOpCo will actually improve the talent pool at both Brand McDonald's and McOpCo."
"Previous P&G leadership believed a 52% gross margin was only the starting point for a company that had not yet reached peer levels"
"We believe that 2U's take-rate which has averaged 68% since inception with Simmons is amongst the highest for all of 2Us Partners."
"We believe the foregoing issues evidence a company that either does not know how to do device security, or does not care about it."
"QSR is a high-quality business with significant long-term growth potential that we believe trades at a highly discounted valuation"
"While we have found no pictures of its CEO wearing black turtlenecks, our research leads us to believe that DLO is likely a fraud."
"We believe the upside in APD remains significant as the Company continues its transformation under a great CEO and management team"
"We believe the Board needs to actively hold management accountable for earning appropriate returns on R&D and M&A moving forward."
"While listing many marque leagues, we have found evidence to have us believe these partners do not pay any cash revenue to Genius"
"We believe, based on our rigorous investigation, that GFL's financial objectives are highly likely to fall short of expectations."
"We believe that the potential for value creation of the portfolio continues to be substantial relative to the market price of HHC"
"We believe Procept will fail to meet revenue growth, and thus profitability expectations and faces long-term existential threats."
"We believe that the potential for value creation of the portfolio continues to be substantial relative to the market price of HHC"
"There is a substantial opportunity to align GM incentives, which we believe will result in improved operations and value creation"
"There is a substantial opportunity to align GM incentives, which we believe will result in improved operations and value creation"
"We believe Mr. Sood’s expertise is not relevant and PwC should assign an audit partner with specialty finance/leasing experience."
"We believe that the potential for value creation of the portfolio continues to be substantial relative to the market price of HHC"
"We believe a mid-teens multiple of earnings is appropriate when benchmarked against P&C insurance and regulated utility companies"
"We believe that the potential for value creation of the portfolio continues to be substantial relative to the market price of HHC"
"We believe it's time for CEO Lobo to resign so that credibility and accountability can restored to the once revered Stryker name."
"We believe the Board needs to actively hold management accountable for earning appropriate returns on R&D and M&A moving forward."
"We believe a mid-teens multiple of earnings is appropriate when benchmarked against P&C insurance and regulated utility companies"
"We believe Carvana should not be valued as anything other than what it is: a poorly positioned, poorly capitalized auto retailer."
"We believe that the potential for value creation of the portfolio continues to be substantial relative to the market price of HHC"
"We believe that there may be a whole system of Indian (and possibly American) companies owned or operated by INS related parties."
"We believe electing our nominees will be the first step in reinstating Darden’s people-centric and operationally-focused culture"
"Citron believes if anything this validates Blackberry position and makes it ripe as an acquisition target for countless suitors."
"We believe electing our nominees will be the first step in reinstating Darden’s people-centric and operationally-focused culture"
"We believe that If volumes of production are an “estimate” than Oatly’s entire reported revenue stream should also be qualified."
"We believe Oatly's cost disclosures are insufficient and not what we'd expect from a company with a 20-year operational history."
"We believe the Company and investors should consider interest and depreciation as core operating expenses of Sunnova's business."
"We believe the Company and investors should consider interest and depreciation as core operating expenses of Sunnova's business."
"We believe the TOML license acquisition was a payout to undisclosed insiders at the expense of misled minority TMC shareholders."
"To re-gain investor confidence and improve its valuation, we believe State Street must commit to eliminate non-recurring charges"
"Warning: We don't believe it is a good sign when a Company expands the discussion about factors why client activity may decrease"
"Spruce Point believes that investors should be alarmed by the sales contribution guidance Rollins provided for Fox Pest Control."
"Spruce Point believes that REZI has woefully disappointed in its 2024 targets that were communicated to investors in early 2021."
"We believe that if corn returns to a normal price of $4.50 a bushel, it will add more than a dollar to those projected earnings."