Callouts & quotes from 26,677+ activist slides

"NRP, which is currently spreading like wildfire and renders TransMedics obsolete."

"Sony is the clear leader on every competitive vector except data center footprint"

"We currently attribute €0 value to the segment in our sum of the parts valuation."

"This selective reporting suggests potential for data suppression or inconsistency"

"Soleno has a long history of making shrill and unsupported claims for the tablet."

"We suspect Frito’s volume weakness in recent years is linked to Americas Beverage"

"Retroactive Credits received on purchases by your downline incentivize recruiting"

"hERG blockade and QT prolongation are the most frequent reason drugs are recalled"

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

"We are discounting the lease due to overpayment, reflecting an adjustment of 60%."

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

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

"A review system that only allows positive reviews is worse than no review system."

"With Zero Revenues in 2017, ADOMANI’s Sales Projections Continue To Be A Daydream"

"Accor SA could therefore be held accountable for misleading commercial practices."

"GSX reports financials to the SEC that we believe are simply too good to be true."

"The amount of wrapping is extensive and indicates it is finished goods inventory."

"We find that revenue per active customer and per send volume has been declining."

"The Company has lost approximately $20 to $60 billion in market value since 2019"

"Shareholders have endured substantial declines in ROIC under the incumbent Board"

"It’s noteworthy that “Acquisition EBITDA” fell materially by 38.5% sequentially."

"Dovigi described it as "one of the premiere liquid waste businesses in the U.S.""

"Investors in PSH may lose all, or substantially all, of their investment in PSH."

"In total, WTRG made $42m of adjustments that investors cannot audit or evaluate."

"The majority of the Board was comprised of insiders or venture capital investors"

"There has not been a single open market purchase of stock in the last five years"

"One issue Procept hardly acknowledges is the significantly higher bleeding risk."

"We believed APD’s EBIT margins (15.5%) could approach comparable Praxair (22.5%)"

"This is unequivocally false and simply amounts to fear-mongering by the Company."

"Stopped explaining DSO change and contract asset revenue errors/revision appears"

"According to Google, interest in "Canadian Tire" is below typical November highs"

"Vote to allow us to significantly improve Darden for the benefit of shareholders"

"Revenue and unit growth have not provided the operating leverage Darden promised"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management's misguided priorities"

"Goodyear's go-to-market strategy has damaged its brand, market share and pricing"

"What they're finding with solid-state batteries is that it's much less tolerant."

"FL Mobile reserves the right to take legal measures against responsible parties."

"there’s no money involved in the current partnership and no money changing hands"

"In 2018, Autodesk committed to reaching $2.4 billion of free cash flow in FY2023"

"Beachfront lot sold in WindMark Phase I in October 2009 Sales price: $350,000(1)"

"Before its eventual write-down, Victoria Park’s carrying value was $78.8 million"

"Underperformance of this magnitude and duration demands change in the board room"

"60% operating ratio, continue to move toward perpetual best-in-class performance"

"Management’s Spin-Out Proposal will PERMANENTLY IMPAIR the Value of the Business"

"We Highlight Several Concerns Uncovered During Our Investigation of PowerSchool:"

"Huntsman promised organic annual Adjusted EBITDA growth of 10% from 2018 – 2020."

"Verizon is a $169 billion dollar company. Edgio’s market cap is ... $60 million."

"Vote to allow us to significantly improve Darden for the benefit of shareholders"

"Revenue and unit growth have not provided the operating leverage Darden promised"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management’s misguided priorities"

"Vote to allow us to significantly improve Darden for the benefit of shareholders"

"And this is the graph of CONSOL, an energy company that has gone from $40 to $7."

"Taken as a whole, we believe this segment will be highly problematic for Evoqua."

"$70 million, or 11%, higher than March 2011 Quarter revenue, despite seasonality"

"Each of Arconic’s businesses missed their 3-year targets for revenue and profits"

"Management never explained to shareholders why Warrick was moved to Upstream Co."

"Sotheby’s has clear opportunities to grow and become stronger over the long-term"

"Valeant management has increased the value of B&L from $8.7bn to more than $21bn"