Callouts & quotes from 26,677+ activist slides

"VISN and Bus Online illustrate how low-end the CCME demographic is."

"Disney Communication on ESPN Has Led to More Questions Than Answers"

"Fortrea is a large scale and global contract research organization."

"We are short GSX because we conclude that it is a near-total fraud."

"Steps Will Unlock Intrinsic Value for TRP Shareholders To $75/Share"

"This opens the potential that AOS aggressively recognized revenues."

"Off-label use is allegedly openly known and promoted at TransMedics"

"Excluding the contribution of OpenAI, 2Q25 backlog barely grew q/q."

"We believe Chipotle will emerge even stronger in a post-COVID world"

"Diazoxide toxicity is well-known in the literature – paper excerpts"

"We excerpt some questions below – the subjectivity is self-evident."

"EMA review indicated hypoeosinophilia in 13% of pitolisant patients"

"FTAI Appears to Have Stuffed the Channel to Inflate YE 2023 Numbers"

"Danimer repeatedly uses support from research funded by the Company"

"Lion Electric Company sells the most EV school buses in California."

"Valeant has built a diversified collection of platforms, including:"

"Novartis does not believe the settlement will impact their business"

"We believe that HHC trades at a discount to the value of its assets"

"We don't believe this merger will happen for the following reasons."

"CEO Seifi Ghasemi has made rapid progress transforming Air Products"

"We believe that HHC trades at a discount to the value of its assets"

"The dissident [Elliott] has presented a compelling case for change."

"Lasertec and Ushio R&D expenditure was minimal prior to 2019 launch"

"That's the number one source of particle generation that they have."

"The FTAI Aviation branded box is clearly visible on the shop floor."

"€7-9bn of value creation at stake (before any operational upsides)"

"IF P&C is investing its #1 pan-Nordic scale into widening its moat"

"The CEO is a headwind to a turnaround. Firing him is the tailwind."

"The CEO is a headwind to a turnaround. Firing him is the tailwind."

"All directors are independent of Manager other than Nicholas Botta"

"Elliott urges you to vote for our highly qualified board nominees."

"Signs The Growth “Story” Is Cracking: 40% – 60% Downside Potential"

"Interestingly, value perception maintained despite price increases"

"Wall Street research analysts' expectations have decreased by 66%!"

"How is Genius' growth outpacing competitors by such a wide margin?"

"Box is still unprofitable after deducting stock-based compensation"

"Box is still unprofitable after deducting stock-based compensation"

"ISS has consistently recommended WITHHOLD votes on Box’s directors"

"Our estimates are more conservative than management's 2015 targets"

"Don't believe the hype; there is no one-size-fits-all BPH solution"

"Sino-Forest Corp (TSE: TRE) is the granddaddy of China RTO frauds."

"All directors are independent of Manager other than Nicholas Botta"

"Past lack of focus has negatively affected the customer experience"

"Spruce Point Sees 75% - 90% Downside To PetIQ, Inc. (Nasdaq: PETQ)"

"3 of the 4 incumbent nominees are from the Compensation Committee!"

"Brinker successfully tackled each of the issues Darden faces today"

"There is overwhelming evidence that significant change is required"

"We Estimate 70% - 95% Downside Risk Potential To IPX’s Share Price"

"CIFS is in our opinion an old style China fraud, and is worthless."

"Specialty pharmacies bring the manufacturer closer to the patient:"

"How many screwdrivers does one IonQ computer need to keep running?"

"Viacom has been trailing the industry in ad growth for 5 years now"

"The top 10 products of Merck and Pfizer represent ~50% of revenues"

"We believe the quality of Fluor’s earnings has improved materially"

"Most of MCD protein suppliers have a "high risk" rating from FAIRR"

"Deliver personalized content to your target students based on data"

"3 of the 4 incumbent nominees are from the Compensation Committee!"

"Brinker successfully tackled each of the issues Darden faces today"

"The CEO is a headwind to a turnaround. Firing him is the tailwind."

"Tripadvisor has been a controlled company for the last two decades"