"Centers automatically reject any surgeons who worked for TransMedics"
Callouts & quotes from 26,677+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"it’s an order of magnitude of pain and more to work for TransMedics."
"One of the largest transplant programs basically uses no TransMedics"
"We have serious concerns with AOL's executive compensation practices"
"CMG's share price increased 49% in 2018 and 37% year-to-date in 2019"
"Our board would run a process to maximize value for ALL SHAREHOLDERS"
"It's a two-hit. It's two hits. That increases your risk. Absolutely."
"I don't know anybody who's gotten approval from their insurance yet."
"It's a two-hit. It's two hits. That increases your risk. Absolutely."
">Other pharma companies tested pitolisant and their color is damning"
"Pharmacy and doctor both told patient that an antihistamine "was ok""
"Within less one year, the price of the property had gone up by 100%."
"The performance of IIPR’s publicly listed tenants is truly terrible."
"We believe the stock will collapse and see immediate downside of 60%"
"We believe the stock will collapse and see immediate downside of 60%"
"To call this clinical outcome impressive, to our mind, is laughable."
"ONP's Claims About its Top 10 Customers Support Our Fraud Conclusion"
"Simplify organization to improve focus, agility, and accountability"
"We Think Wise Is A Formidable Competitor That Is Pressuring Remitly"
"CMG's share price increased 94% in 2019 and 6% year-to-date in 2020"
"CEO Seifi Ghasemi has made rapid progress transforming Air Products"
"We believe that HHC trades at a discount to the value of its assets"
"Nearly $5 billion in sales in attractive growth category (snacking)"
"The magnitude of the misreporting is $15.7 million, or nearly 100%."
"Box spent nearly $1 billion in R&D expenses over the last six years"
"Another year of empty rhetoric and broken promises is unacceptable."
"Another year of empty rhetoric and broken promises is unacceptable."
"We Believe DY Is A Troubled Business Experiencing Growing Pressures"
"Enormous margin opportunity from ~19% to mid-to-high-30s% potential"
"Ranked 500th out of 500 among S&P 500 Companies in Employee Ratings"
"Despite investor sentiment plumbing lows, insiders are buying stock"
"What is Darden's excuse for its unacceptably low alcohol sales mix?"
"Goodyear's stock has underperformed over a sustained period of time"
"Given Company performance, the Board must review senior management."
"Fortrea is a large scale and global contract research organization."
"Burford Uses Hedging Assets to Inflate Deployments and Realizations"
"This is an election is about choosing the best directors for Target"
"Concluded four-month process with no formal indications of interest"
"One of the founders and former President and COO of Targa Resources"
"Valeant has built a diversified collection of platforms, including:"
"The way I see it right now, I don’t see a really good way to do so."
"Shareholders deserve a Board that demonstrates proactive leadership"
"We use a discounted cash flow analysis to value the cliff portfolio"
"We use a discounted cash flow analysis to value the cliff portfolio"
"Reduction in corporate overhead is in line with a maturing business"
"We believe Autodesk has a significant opportunity to expand margins"
"JOE sold last beachfront lot 9/20/10 Lot #13 Sale Price: $1,253,800"
"The bulls dream about what JOE's land might be worth in 20-30 years"
"Elanco continues to push a disingenuous narrative regarding EBITDA."
"What is Darden’s excuse for its unacceptably low alcohol sales mix?"
"GMCR will lose its opportunity to monopoly price the “razor blades”"
"Expedia owned Tripadvisor until Tripadvisor was spun off in 2011..."
"Online experiences is the single fastest growing category in travel"
"Even excluding Warrick, Arconic missed 3-year rolling historic high"
"The Director of "The Fast and The Furious" is next to Dr. Kleinfeld"
"Aerospace is a growth industry! Arconic should be a growth company!"
"Management’s $7.5bn 2016 EBITDA guidance implies ~57% EBITA margins"
"Poor Operating Results + Bad Capital Allocation = Value Destruction"
"Fortrea is a large scale and global contract research organization."
"Further upside available from enhanced capital allocation over time"