Callouts & quotes from 26,677+ activist slides

"We believe Fluor is now positioned to focus on healthy backlog growth."

"We believe the above statement is a bald-faced lie by IQ’s management."

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

"Why Advent Should Cut Its Purchase Price or Abandon The Forescout Deal"

"Will Mayer be able to do what most outside observers say is necessary?"

"Lasertec's small, one-time EUV market opportunity is already exhausted"

"The $90.8 million valuation fails our laugh test...with flying colors."

"Target of growth + margin of only 42% vs. current peer average of ~50%"

"BMC has failed to meaningfully grow organically over the last 10-years"

"The vast majority of its tenants are discretionary, regional retailers"

"Total demand in 2030: 1.6mn mt and 3.3mn mt in the hyper adoption case"

"And, if you think the traditional use of copper will be replaced by..."

"Total demand in 2030: 2.6mn mt and 3.2mn mt in the hyper adoption case"

"Pershing Square’s Thesis and Director Candidates Are Not Right for ADP"

"debt due within one year has spiked 55.4% in 1H17 to RMB 11.1 billion."

"We believe its leverage is even higher than optically being portrayed."

"The impact on HLF’s business will be dictated by the injunctive relief"

"Management incorrectly expected COVID-19 sales to increase after 2023."

"Dollar for Dollar, iPrefs Unlock Much More Value than Common Dividends"

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

"If P&G wanted to move on, how valuable could the technology have been?"

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

"レーザーテックが2024年3月に計上していた11億ドル（1620億円）の棚卸資産高を65%〜70%切り下げなければいけなくなることがわかる。"

"TransMedics is just pushing, and they’re rubbing people the wrong way."

"TransMedics allegedly lied to the center to cover up a prevalent issue"

"TransMedics allegedly lied to the center to cover up a prevalent issue"

"The relevance to the requirements at Norfolk Southern is self-evident."

"This segment is a big risk factor for the overall group and the stock."

"FDA review indicated hepatic enzyme elevation in one of eight patients"

"the way that they compensate, you have to be a very ethical person...."

"Compelling upside from re-rating combined with double-digit EPS growth"

"The impact on HLF’s business will be dictated by the injunctive relief"

"Currently, the housing market in China is nothing short of a disaster."

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

"This reflects a high degree of management negligence and recklessness."

"ADOMANI's PR is misleading in saying that the drivetrain is ADOMANI's."

"As described by the company, the drones are for agricultural purposes."

"The Westcliff property is a template for a lot of the problems at CTO."

"The rest have the Isteq source now misleadingly labeled as “Urashima.”"

"The problem is the shit is too hard to fix and it takes too much time."

"DSP Group's enterprise value has been close to zero for several years."

"Sorena Turbine's contact us page provides its address in Tehran, Iran:"

"This response does not address the core question and is a non-answer."

"Initial 2024 Adj. EPS guidance missed expectations by over $1.00/shr!"

"On average, free cash¹ has historically averaged ~14% of our fund AUM"

"As of June 30, 2023, Sunrun reports Subscribers 20.9% higher than EIA"

"Issuing 20% of revenue in equity while growing 10% is not sustainable"

"Box has a history of underachieving relative to investor expectations"

"There are serious issues with the repeated use of negative discretion"

"“Cadillac” ESPPs are not in the best interests of common stockholders"

"Procept and Its Hospital Customers Are Stuffed With Excess Handpieces"

"Procept and Its Hospital Customers Are Stuffed With Excess Handpieces"

"Crown Castle has underperformed nearly all time periods for 10+ years"

"Paychex is a direct comparable to ADP in SMB (low- to mid-20s% of ES)"

"Across the portfolio, International margins should be mid-20s% to 30%"

"Commit to a transformation plan and path to achieving ADP’s potential"

"We kindly ask you, as a fiduciary of your own clients, to vote "FOR"."

"Every 1-turn change in EBITDA multiple is ~30% upside to equity value"

"ANALYSTS SEE TRAPPED VALUE, BUT MANAGEMENT HAS REFUSED TO TAKE ACTION"

"IonQ’s top holders are the some of the usual purveyors of SPAC trash."