Callouts & quotes from 26,677+ activist slides

"As of March 2020, 45% of LSPD's revenues were tied to the hospitality industry."

"ShopKeep Close To Default And Hadn't Scaled In Over 10 Years Since Its Founding"

"Post Spin-off, Target Corp will maintain an “A” category credit ratings profile"

"40% of de novo patients and 17% of exposed patients withdrew almost immediately"

"I know it doesn't fully work. It's just part of the cocktail, and it's harmless"

"Muddy Waters does not comprehend why he needed further incentive to do his job."

"Para que yo ganara dinero, no era a través de vender, era a través de reclutar."

"This once again showcases that Sinch ranks significantly higher than its peers."

"Dated commercial strategy has created a unit revenue headwind for over a decade"

"We believe that HHC trades at a substantial discount to the value of its assets"

"We believe IIPR has accumulated a highly toxic portfolio of low-quality assets."

"Why is PharmaCann willing to pay $3M in annual rent for an empty piece of land?"

"Herbalife is in the business of selling dreams, not weight-management products."

"His tone is neutral at best in regards to the PLSE 360° Catheter’s limitations."

"It seems to us that Goldrone has essentially stopped doing business since 2019."

"As you can see, EH’s manufacturing facility comes short in comparison with XAG."

"We believe that Disney no longer values free cash flow and that needs to change"

"Inventory first began to spike in 2017/2018, followed quickly by auditor firing"

"TSMC has to run parallel/redundant inspections as Lasertec’s tool is unreliable"

"They ship something and they know that it's consuming all the margin they have."

"KLA consciously let Lasertec have the actinic market and can easily re-enter it"

"TSMC has to run parallel/redundant inspections as Lasertec's tool is unreliable"

"Do you know why you can never trust an atom? They make up literally everything."

"TeliaSonera continues to file financial statements with material misstatements."

"More specifically, GoDaddy has underperformed peers by nearly 50% year-to-date."

"If this is worth $4.9 million, the world is a much richer place than I thought."

"It appears to us that Ströer’s organic growth claims have no basis in reality."

"Divest as much as 15% of sales to better align portfolio around key categories"

"Monetizing stake could unlock value and drive mid-single digit % EPS accretion"

"Current reviews of Nuvei on other websites express negative opinions of Nuvei."

"Pfizer achieves consensus sales expectations less consistently than its peers."

"Multi-year high jobs eliminated, yet abnormally low charges per job eliminated"

"We believe the Preferred Financing was unnecessary and stockholder-unfriendly."

"Box’s equity burn rate as a percentage of market cap is double the peer median"

"Box made a poor product strategy decision to co-develop a key product offering"

"Marvell created significant shareholder value once the Board was reconstituted"

"MISTs have seen superior adoption compared to invasive / resective procedures."

"ROI on fiber must be measured exclusively against the cost of capital of fiber"

"SBAC's portfolio appears to be growing materially faster than both CCI and AMT"

"Even so, churn compares favorably to several highly-valued subscription peers."

"If ADP reported float income as a separate segment there would be no confusion"

"At scale, when growth slows, Ultimate's structural margins should be 32% - 40%"

"ADP’s core payroll engine, AutoPay, is a decades-old inefficient legacy system"

"ADP has what's known, a massive amount – a massive amount – of technical debt."

"For years, Vivendi has had issues with Italian regulators over rule violations"

"Minority shareholders are treated as second-class citizens in Bolloré's Empire"

"So, does Eurofins use factoring? The answer is a resounding 'yes'. Absolutely."

"Red Lobster's frustrating results started to affect management's compensation."

"Fortrea Is a Large Scale CRO with a Global Presence Spanning Over 90 Countries"

"Ex-employees slammed each key claim as misleading, exaggerated, or fraudulent."

"We are asking many, many questions, and they’re blocking us from time to time."

"As a standalone MPC company, HHH has a limited natural public shareholder base"

"Dismissed further restructuring with false excuses, calling it a “liquidation”"

"Valeant is the only major pharmaceutical company that discloses organic growth"

"These adjustments are required to translate GAAP earnings to economic earnings"

"NOAM Physical is Core Business 69% of Revenues, 86% of OIBDA, 96% of Cash Flow"

"CTR concluded that Tianjin A-er-sha owned 122 buses with 252 CCME LCD screens."

"In 2019, Autodesk committed to reaching growth + profit of 55% - 65% by FY2023"

"In 2019, Autodesk committed to growing revenue at a 15-19% CAGR through FY2023"

"After missing its prior margin targets, Autodesk tried to buy itself more time"