Callouts & quotes from 26,677+ activist slides

"The Transaction satisfies all of the requirements for a tax-free spin-off"

"The Company Has Missed ALL of the FY2023 Commitments Made to Shareholders"

"Represents less than 2% of employee base and headcount still grew in 2023"

"We believe Huishan is in very real danger of defaulting in the next year."

"What may have been true in the past, should not be assumed in the future."

"As a result, there is no practical downside to voting AGAINST Proposal 2."

"PHILLIPS TRADES LIKE A REFINER, WITH NO CREDIT FOR ITS MIDSTREAM BUSINESS"

"We estimate that CCME generated 2009 revenue no greater than $17 million."

"Trian's Nominees Will Bring Fresh Perspectives and Alignment to the Board"

"Disney should commit publicly to a 15-20% operating margin target by 2027"

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"Profit margins expanded 370bps in 2024 driven by disciplined cost control"

"We believe BUR investors have been bamboozled by the company and Invesco."

"ASIC Disqualifies Gutnick From Managing Companies For "Acting Improperly""

"The loss of just one, we believe, could easily swing a quarter to a miss."

"Trian believes that this product should have never been brought to market"

"It costs Norfolk Southern more than CSX to do less in the same geography."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"In the 1990’s, the media often labelled Mr. Bolloré a “corporate raider”."

"At worst, protests such as this could lead to a dismissal of QTC's award."

"49% of corn planted in 2014 was within ~$45/UAN ton freight rate of plant"

"The explanation makes very little sense, and it is a large $31m add-back."

"Critical Audit Matter in auditor opinion letter, per 10K filed last month"

"The compound is so old that the three patents Harmony asserts are a sham."

">A dangerous molecule in a drug class plagued by toxicity and FDA recalls"

"We took it to clinical, Phase 1 later on, six years, and it failed again."

"Successful territories depended on speakers with an unspoken quid pro quo"

"We believe Chipotle represents a highly attractive turnaround opportunity"

"Two of the highest-risk behaviors, unsurprisingly, are denial and attack."

"MGH corroborated key aspects of TransMedics bundling and extortion scheme"

"Only 4 of 24 firms showed a net positive return since report publication."

"We believe Chipotle represents a highly attractive turnaround opportunity"

"We are discounting 2020 rent by 0%-8% based on the potential overpayment."

"NOMD share price has increased 8% from our average cost to April 18, 2017"

"It’s almost impossible for GreenPower to compete with that double whammy."

"Since the spinoff from GGP in November 2010, HHC stock has increased 182%"

"Error Alert. Revenue Reporting Issue! Contact Audit Committee Immediately"

"We find it unusual that one clean room was offered but the other refused."

"OPPORTUNITY TO CREATE HIGHER QUALITY PORTFOLIO WITHOUT EARNINGS DILUTION"

"Company managed through confusing mix of geographic zones and categories"

"Spruce Point questions both Remitly’s transparency and its authenticity."

"Sell side analysts are also concerned about capital allocation decisions"

"A Recycled Story By Two Questionable Management Teams LODE'd With Issues"

"Lowe's trades at 6.5x depressed EBITDA and less than 13.5x depressed EPS"

"We See Approximately 30% - 60% Potential Downside Risk in Procept Shares"

"TRE significantly falsifies its investments in plantation fiber (trees)."

"Monolithic's inventory to LTM trailing revenues also consistently rises."

"B. Legacy Organization Structure is Neither Client Centric Nor Efficient"

"We believe there is a significant opportunity to unlock value at Darden."

"Mercury's FY18 operating cash flow is inflated by $18.8m (43% of total)."

"We consistently found that Cash Equivalents excluded Pooling Receivables"

"Management giving a sanguine view of Company litigation – until it can't"

"Estimated savings of $24 – $42 million or 1.3% – 2.2% of total cost pool"

"For more than a decade, owning Goodyear stock has been a disappointment."