Callouts & quotes from 26,677+ activist slides

"Outside IonQ, people laugh at the kinds of things Peter Chapman says."

"Hess is our largest initial equity investment in our 36-year history."

"Hess Claimed Its Reaction Was a Plan That Had Been in Place for Years"

"Dauman Got Double His Wish With Both Hosts Decamping Viacom Last Year"

"The Transaction gives Allergan shareholders ~43% ownership of Val-gan"

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

"ACAS' net return to shareholders has been poor compared to other BDCs"

"To be clear, these are referred to as resources, not proved reserves."

"WORST PERFORMANCE OF ANY S&P 500 CEO ON THE JOB FOR MORE THAN 5 YEARS"

"Strategy is not “all of the above”, it is inherently about trade-offs"

"Achieving these goals will require Arconic to bring in new leadership"

"Post settlement, GGO will have 100% ownership of Summerlin (from 50%)"

"We have clear objectives and steps to accomplish a turnaround of DND:"

"Premier Health Constitutes Yet Another Suspected Inflated Transaction"

"本改定後TOBが成立することがあれば、日本におけるコーポレートガバナンス、少数株主の権利、および公正なM&Aにとって大きな後退となります。"

"Gross margin has transitioned from mostly positive to mostly negative"

"Gross margin has transitioned from mostly positive to mostly negative"

"Total Backlog To Revenue Declined Led By A Large Drop in the Americas"

"Honestly, not that much. There wasn't a whole lot of differentiation."

"Mellon merger synergies are unobservable based on post-merger results"

"The mobile security app market is much harder than NQ makes it appear"

"So why does the Company spend less and less on R&D every single year?"

"These represent potential significant problems for AGO in the future."

"C3's share price declined by 60% hitting $10.16 on December 28, 2022."

"OR at time of acquisition was ~70%; should have been margin accretive"

"If you can't deliver on your commitments, we'll find someone who can."

"The joke at Saputo was we're going to fill you 100%, 50% of the time."

"“THE UGLY ELF” / STRONG SELL OPINION / E.L.F. Beauty Inc. | NYSE: ELF"

"In reality, most divestiture proceeds were recycled into acquisitions"

"Cumulative free cash flow was ~11% BELOW the 2018 Investor Day target"

"Cumulative free cash flow was ~11% BELOW the 2018 Investor Day target"

"Huntsman has a track record of failing to deliver on its commitments."

"Huntsman has a track record of failing to deliver on its commitments."

"Huntsman has a track record of failing to deliver on its commitments."

"Huntsman has a track record of failing to deliver on its commitments."

"We believe the Company’s R&D process can be streamlined and improved."

"TWX, on several occasions, has missed the opportunity to acquire MGM."

"Accrued customer incentives were just disclosed and they doubled YoY."

"UNDERGRADUATE INTERNS APPARENTLY FILLED A NUMBER OF ENGINEERING ROLES"

"The chart shows how pyramid schemes can become impossible to sustain:"

"What is the actual retail price at which Herbalife products are sold?"

"The chart shows how pyramid schemes can become impossible to sustain:"

"MH Education's performance is a drag on other McGraw-Hill businesses."

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

"In reality, most divestiture proceeds were recycled into acquisitions"

"Citron cautions any investor that is trying to catch a falling knife."

"Defining "client" by referencing related clients is a poor definition"

"PSH is an investment company without employees or physical operations"

"We Believe Credit Karma Isn't Living Up To Its Massive Purchase Price"

"Share buybacks of ~$14bn over the next two years (~18% of market cap)"

"IsteqがロシアのRnD-ISANの子会社であることはウェイバックマシンによって保存されているwww.rnd-isan.ruで確認できる"

"「私は財務会計に詳しくはありませんが、未だ出荷されていない装置について、前払いを収入として認知しているのではないか、との疑いは持ちますね」"

"レーザーテックの経営陣は上記の決算説明会に続いて、2023年10月31日と2024年1月31日に開催された決算説明会でも同様の主張をした。"

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

"The GZ 1-1 transfer and buyback is a major related party transaction."

"Financial Engineering and Accounting Manipulation in the MRO Business"

"Approaching Kohl's SG&A spend represents a $1.8bn opportunity for JCP"

"The table below sets forth the Income Statements for the two entities"

"Would you pursue this Transaction if it were a Strategic Acquisition?"

"By 2019, Ginkgo already booked $44MM of revenue and deferred revenue."