Callouts & quotes from 26,677+ activist slides

"Compared to its peers, Bayer is less exposed to future pricing pressure."

"We prefer a deal to no deal, but at this price, either way, we get cake."

"Satellite images show zero development between the sale and re-purchase."

"Satellite images show zero development between the sale and re-purchase."

"TSMCはレーザーテック製の装置の発注を延期しており、レーザーテックが現在売上として計上しているのは、約2年前の予約注文だろうとの意見を述べる。"

"I think that they are utilizing their aircraft to bill for the aircraft."

"The Board Is Going Through The Motions Vs Holding Management Accountable"

"The Board Is Going Through The Motions Vs Holding Management Accountable"

"CoreWeave has grown its infrastructure footprint at a breathtaking pace."

"We believe losses in the Display business must be analyzed independently"

"Analyze alternatives to license/monetize the remaining patent portfolio."

"We have created a strong path forward that reminds us of our early roots"

"Our €8.3 billion ascribed value is on the conservative end of the range."

"Detecting A Major Cover-Up Threatening Earnings and Global Public Safety"

"Where is the rest of the $355 - $367m international revenue coming from?"

"I don't know of any high volume prescribers of pitolisant, to be honest."

"We have created a strong path forward that reminds us of our early roots"

"This speaks volumes about Nebius' potential in the AI and cloud sectors."

"In reality, the abuses it has spawned are too extreme to avoid scrutiny."

"We have created a strong path forward that reminds us of our early roots"

"So we have the same manufactured bus, that costs three different prices."

"The key changes revolve around the Company’s current voting arrangements"

"Filings show Morinda is operating illegally 6 out of 10 Provinces/Cities"

"They are just indicators for who pays Trustpilot and who refuses to pay."

"ADOMANI is a middle man that can easily be cut out of the sales process."

"The French duty of vigilance obligation is legally binding for Accor SA."

"Each room will be occupied by 1 adult and 1 girl aged between 14 and 17."

"Repealing NRSRO legal exemptions will mitigate undue reliance on ratings"

"Ultimately this move is akin to treating a bullet wound with a Band-Aid."

"IF P&C’s qualities merit a premium multiple vs. publically listed peers"

"The Company is expected to generate lower returns on R&D already spent."

"The Company told investors GLP-1s were a $10 billion sales opportunity."

"APD has announced a plan to improve performance to industry-best levels"

"There are many signs that Generac is under increasing financial strain."

"Box is one of the leading players in the cloud content management space"

"Box is one of the leading players in the cloud content management space"

"Two key underlying growth metrics have shown worsening trends over time"

"APD has announced a plan to improve performance to industry-best levels"

"Here is the hamster telling his friend, “It’s much easier on my knees.”"

"Let’s take the resistance down another touch. I gotta get through this."

"3 Year Compound Annual Return: PSH Net of Fees vs. Indices Total Return"

"Management Is Not Concerned With The Level Of Risk... But You Should Be"

"What bank would risk shutting itself out of future business with PetIQ?"

"Franchising select markets will create a more efficient operating model"

"We have identified several initial markets for Olive Garden to consider"

"Under KKR’s ownership, Dollar General has dramatically improved margins"

"News Corp owns a highly valuable collection of assets in its portfolio."

"Phillips leverage today is reasonable when considering its business mix"

"Chart appears to show cycle life to 110 charges and discharges at -10 C"

"Value of LP Units and Cash from Drops as % of Marathon Market Cap Today"

"The number of footnotes that backtrack on the roadmap slide is telling."

"You’re not going to be able to run a calculation that’s worth anything."

"Hess has never refreshed its Board despite desperate need for new ideas"

"Business Improvements + REIT Conversion = Potential $52-$77 Stock Price"

"High margin physical storage business generates ~80% of total IRM OIBDA"

"It is past time for Nestlé to undergo a comprehensive portfolio review."

"McDonald's has the lowest CDP Climate Change score out of all its peers"

"To make matters worse for Pure, flash industry cost scaling is slowing."

"Darden needs to follow Brinker's asset-light, return-focused philosophy"

"Franchising select markets will create a more efficient operating model"