Callouts & quotes from 26,677+ activist slides

"This new fangled implementation of money, it’s good to consider that..."

"The QB2 project will reshape Teck's business mix by 2023 toward copper."

"We believe these “partners” are undisclosed related parties and fronts."

"A significant percentage of total volume is merely qualification buying"

"Management insists that the long-term revenue growth rate is still 30%."

"It seems likely that athena will continue to lose enterprise customers."

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

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

"For ~30% more money, this is some of what BioSanté brings to the table:"

"Back pain responder rates of ~80% for HF10 vs. ~50% for traditional SCS"

"Deckers has underperformed its proxy peers by 31% over the last 3 years"

"Deckers has underperformed its proxy peers by 85% over the last 5 years"

"Inventory increases by $128m or ~50% with new retail expansion strategy"

"Kao's K27 Plan is Under-Ambitious and has Failed to Convince the Market"

"The range claimed by BP is not supported by any evidence we have found."

"Here is a snippet from another company that tried to change healthcare."

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

"The Filial Flip That Seemingly Allowed the Viteks to Skim €52.1 Million"

"the main and perhaps only value proposition was scheduling convenience."

"Jim Barber's Experience from UPS Is Highly Relevant to Norfolk Southern"

"Our estimates for merchandise volumes is based on recovering lost share"

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

"We believe the value of Sony’s studios is underappreciated by investors"

"Analysis of Herbalife's public filings and internal financial documents"

"Yes. I think over the last year. It seems like it's gotten tighter, yes"

"Taubman's presentation fails to answer a number of important questions:"

"バイヤスドルフの株価は、欧州の消費財セクターに属する他の銘柄よりも好調に推移しており、ロレアルすらを上回る株価パフォーマンスを記録しています。"

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

"A significant percentage of total volume is merely qualification buying"

"We identify the address as 1500 Esperanza Street, Los Angeles, CA 90023"

"According to our Calculations, 67% of Signed Franchisees Failed in 2021"

"All the girls are travelling with adult man who are above 18 years old."

"Vivion seemingly did claw back the fair value losses on the properties."

"we believe Alexion shares now trade at a 40-50% discount to fair value."

"We conclude that NNOX has no real product to sell other than its stock."

"Fieldwork turned up scant evidence of stores performing at this level."

"我々はDGの取締役会が、次回の年次株主総会（以下、「株主総会」といいます。）において、このスピンオフ計画を正式に提案することを強く求めます。"

"Three Rebrands And Now Nuvei, Fool Us Once, Twice, But Not Three Times"

"Nuvei is quietly restating revenue higher in 2020 without explanation."

"Management recommitted to its pipeline of “blockbuster” drugs in 2019."

"MDLZ’s share price including dividends was approximately flat in 2016*"

"EBITDA adjustments are $73.7m consistent with the inflated adjustments"

"Box has missed EVERY long-term revenue target it has set since its IPO"

"Box has missed EVERY long-term revenue target it has set since its IPO"

"Management and the Board destroyed ~$0.23 / share of shareholder value"

"Box may have an opportunity to significantly improve its gross margins"

"The reconstituted Board helped NortonLifeLock reach its full potential"

"We Believe Procept Dramatically Overstates Its True Addressable Market"

"Has the Board ensured that the fiber business has the right skillsets?"

"Despite its “Switcheroo”, JANA’s Ultimate Objective Remains a Break Up"

"ADP's current status quo is harming its long-term competitive position"

"Could management be preparing the market for a near-term revenue miss?"

"Canadian Tire's Reported Earnings Are Potentially Misleading Investors"

"THIS IS A CRITICAL TIME FOR NEWELL AND WE NEED THE BEST BOARD POSSIBLE"

"Green Street’s base case valuation for the real estate is $2.4 billion"

"We believe all of these issues are directly traceable to Mr. LoCascio."

"The CRO market is expected to grow ~7% per year from 2022 through 2027"

"In reality, proceeds from divestitures were recycled into acquisitions"

"The average tenure of the incumbent nominees is approximately 10 years"

"HHH has historically traded at a ~40% discount to its Investor Day NAV"