Callouts & quotes from 26,677+ activist slides

"....but since 1990 the Japanese industry has struggled to keep up with competitors"

"How have External Directors established the sufficiency of marketing spend at Kao?"

"PepsiCo’s EBIT(1) margin (before advertising expense) is well below the peer group"

"China's importance to Herbalife's business has grown dramatically in recent years."

"Accumulating Volume Points from purchases by your downline incentivizes recruiting"

"the folks at Harmony market that stronger than probably it carries with clinicians"

"We believe Cole and Riedel appear to be following a similar same playbook on ABML."

"Several large portfolios of durable OTC products have been sold in the last decade"

"Across nearly every metric and market, HelloFresh is in rapid, structural decline."

"RILY’s Balance Sheet Will Take a $175 Million Hit in Q2 If Its SPAC Is Liquidated:"

"Nunes is sometimes brazen in how he touts his various interlacing roles in Brazil."

"In contrast to enthusiastic AXDX bulls, hospitals largely ignore the Pheno system."

"The fact that the results were delayed this long suggests it isn't anything great."

"At the current burn rate, AXDX's cash balance will only last another six quarters."

"In our view, DVLT’s press release here was, at the very least, grossly misleading."

"Der Kern der Probleme von HelloFresh ist ein Geschäft im fundamentalen Niedergang."

"Investors are still paying for the Fox deal as Disney works to reduce its leverage"

"D-Wave is riding quantum hype, but with a core technology that cannot stay afloat."

"The CEO evaded the question: " I cannot give you any information on gross margin.""

"Gross Borrowings And Average Borrowing Balance Grew Much Faster Than Send Volumes"

"BWLD should cease investing in high risk initiatives that have earned low returns"

"Management repeatedly told investors Pfizer had the best pipeline in its history."

"The midpoint of Genius’ incremental margin is approximately half its prior figure"

"It is probable EDU will restate earnings, and probable that Deloitte will resign."

"Campbell has also significantly underperformed on a 10YR, 5YR, 3YR, and 1YR basis"

"Best-in-class margin target is still below levels Southwest historically achieved"

"Management Has Historically Ruled Out Industry-Standard Commercial Initiatives..."

"Business Insider has twice profiled Powerhome Solar’s business practices in 2020."

"Mr. DelVecchio Jr’s FINRA profile says he is Barred from the securities industry."

"No mention of relevant IP licensing or imaging technology components experience??"

"We believe recent concerns over CCI’s relative organic growth rates are overblown"

"I’m going to talk about Peloton Interactive, ticker PTON, during today’s workout."

"Substantial majority of ES's revenue base has structurally high potential margins"

"At this point, Vivendi appears to be more of a liability than an asset for TIM..."

"There are numerous reasons why starting with a partial portfolio sale makes sense"

"This plan seems at best ill-conceived and at worst a sleight of hand magic trick."

"Per Manulife’s own expert witness, Manulife is effectively on trial for its life."

"Crude input and refined product inventory levels are in-line with merchant peers."

"The 2020 device is our new 32 qubit system, and about the size of a deck of cards"

"Performance benchmarks from 2018 are identical to those on IonQ's current website"

"IonQ website shows fidelities and error rates that convey a misleading impression"

"Continental has created $10 billion of equity value, while Hess stood still. WHY?"

"Management and directors awarded $540 million while underperforming peers by 460%"

"Hess Cherry-Picks Proxy Peers Year by Year Still Manages to Underperform Them All"

"Viacom Networks Are Not Currently On The List; Will They Be There In A Few Years?"

"There are numerous reasons why starting with a partial portfolio sale makes sense"

"Best-in-class margin target is still below levels Southwest historically achieved"

"Management Has Historically Ruled Out Industry-Standard Commercial Initiatives..."

"However, only about 70% of the addressable market are regular coffee drinkers (2)"

"This is an investment conference, so we're going to stick to the matters at hand."

"Their conclusion is unambiguous: EPS and PCC are substantially similar businesses"

"We imagine that Arconic is doing everything it can to have a strong first quarter"

"Comparable non-healthcare companies are valued at an average of 25x 2015 earnings"

"Several attempts by AtriCure at innovating a hybrid procedure have so far failed."

"They have a controlling stake in the company in that company, in the distributor."

"Within the top 45 shareholders asset managers hold a cumulated 40% of BLK Capital"

"Oatly owes investors a precise explanation of why its margins fell so materially."

"Spending money on vanity at the wrong time could be a future problem for Dropbox."

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"But building the pipeline, you're right; it was definitely hard to keep track of."