Callouts & quotes from 26,677+ activist slides

"But how we are working with them now is as a kind of a glorified CRO."

"PBH has only achieved this level of growth once over the past 6 years"

"Our Strategy is poised to deliver 7-9% Revenue Growth from FY17-FY20F"

"Dec 2016: Board Chair and largest owner enters into 10b5-1 Stock Sale"

""Support" and "Accounting" job openings growth are the biggest needs."

"So what’s happened since? The stock is pretty much in the same place."

"athena announced a few small contracts totaling only 1,246 providers."

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

"Juniper's net cash as a % of market cap has continued to trend higher"

"Nevro is now boxed "into a corner" and will "die of a thousand cuts.""

"花王の現行の経営陣は、高い成長可能性を秘めたブランドをグローバルに展開し、効果的に売り込もうとする意欲と関心に欠けているように思われます。"

"Based on this metric, rent24 seems to have struggled to collect cash."

"We believe Homes.com represents an underappreciated threat to Zillow."

"you don't have access to their pump unless you use their NOP service."

"Current Board and Management Team’s Track Record of Value Destruction"

"Notice the TSA data has recently been in decline after a brief uptick"

"We believe Leidos’ shares represent an incredibly poor risk / reward."

"Soleno had no reason to create a salt form except to obtain a patent."

"SOFI's relative lack of institutional ownership seems to be a choice."

"Too little, too late is not a strategy. It’s time for new leadership."

"It is flawed to value the stock based on its "industry leading ROIC.""

"PBH has only achieved this level of growth once over the past 6 years"

"Instead of releasing ahead of the market, you are chasing the market."

"Too little, too late is not a strategy. It’s time for new leadership."

"The Brook Mine’s History Indicates That It Is Not Commercially Viable"

"How anyone could believe anything YT says at this point is beyond us."

"We believe we have found evidence that YT committed bankruptcy fraud."

"Answer: Herbalife bundles its products with a ‘business opportunity.’"

"We Also Observe Sub-Par Balance Sheet And Cash Flow Situation At PLTK"

"Federal Records Show IONQ Inflated Bookings By $54.6 Million in 2024."

"BlackHatWorld’s user SuperSeoteam indicates that BankFive is a client"

"Atkinson’s History of Close Association with Bad actors Spans Decades"

"Number of guest per room: 01 adults and 1 girl aged between 14 and 17"

"Number of guest per room: 01 adults and 1 girl aged between 14 and 17"

"AXDX is hugely and un-justifiably overpriced vs T2 Biosystems (TTOO)."

"However, the entrance to Fab 4B indicates it is just an office space."

"Over 50% of global soda ash production is used in glass manufacturing"

"Unfortunately, Pfizer was also unsuccessful in developing Tanezumab."

"Mismanagement of retail channel has driven large market share losses"

"Note that Sunrun’s corporate level debt is presently yielding ~16.5%"

"Box's stock-based compensation expense has grown faster than revenue"

"Gross margin contracted during a period of increasing price per seat"

"Yahoo’s YoY decline in Core Business Adjusted EBITDA is unacceptable"

"We believe DY exhibits many hallmarks of increased financial stress."

"Absent back-end improvements, ADP will struggle to show improvements"

"ADP, with support from shareholders, has an opportunity to transform"

"Bolloré is perhaps the most complicated listed company in the world."

"The Board needs to replace Lance Fritz with best-in-class leadership"

"Visitors of Canadian Tire's site are 25x more likely to visit Amazon"

"$1.23B of “cost cuts” but only 30 bps or ~$30M of margin improvement"

"Again, Darden's solution to every problem seems to be to add an SVP."

"The basic offering of soup, salad, and breadsticks MUST be improved."

"LongHorn could be an ideal candidate for a major franchising program"

"Goodyear is the #1 North American tire manufacturer by a wide margin"

"We believe zero to almost none of CIFS's purported business is real."

"PHILLIPS’ STRATEGY OF BUYING ITS WAY TO A HIGHER MULTIPLE HAS FAILED"

"My focus is scalability and manufacturability and that's a huge gap."

"IonQ's claims of commercial traction are as phony as its technology."

"How genuine and sustainable is Hess's change in response to Elliott?"

"Viacom Isn't Going Through A Creative Lull; It's Creatively Bankrupt"