Callouts & quotes from 26,677+ activist slides

"Viator and TheFork now represent nearly 60% of the total business!"

"We believe the current financial profile of Viator is unacceptable"

"We believe AMR's cash generation shouldn't be taken at face value."

"We Have Serious Concerns About iRhythm’s Management And Governance"

"BlackRock Board of Directors' misconstrued statement in opposition"

"Salesforce can continue closing the gap to peers on S&M efficiency"

"We believe P&G’s current Board has not delivered for shareholders."

"We believe our 24% EBIT margin estimate for P&G is very achievable"

"PHILLIPS 66 SHAREHOLDERS: NEED HELP VOTING? WE'VE GOT YOU COVERED."

"NQ would have viewed Omar Khan as the perfect front for its fraud."

"豊田自動織機はグローバルのフォークリフト市場における確固たるリーダーとして、最も付加価値の高い市場セグメントにおいてポジションを確立"

"6月の予告時点と比べて表面的な改善は見られるものの、本改定後TOBは依然として経省指針および東証規則の基本原則の多くを遵守していない"

"自動化システム事業におけるスマート物流領域の比率を高めることで、豊田自動織機はより高付加価値なセグメントに参入し、価値を顕在化できる"

"Certainly, there must be some motivation for this grade inflation."

"I have had fun dis-engineering AGO’s balance sheet with you today."

"We believe it would be imprudent for Hong Kong to print more money"

"Oasis identified four key factors contributing to Kao’s stagnation"

"Samsara Is Dramatically Overvalued: We See 45% - 75% Downside Risk"

"[No disclosure on in-transit inventory made in the 1Q FY2025 10-Q]"

"CP has the worst OR in the industry; its closest comp has the best"

"Is the acquisition of a three-person company "important progress"?"

"A more competitive telecom environment is good for Amdocs? Really?"

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

"GCP’s performance has been disappointing over the last four years."

"GCP has lagged peers every year since spinning off from W.R. Grace"

"Separation will enable each business to achieve its full potential"

"The Company has had execution challenges following the transaction"

"Only CVC has equally attractive clustering and demographics as TWC"

"XL MISLEADINGLY CLAIMS THAT ITS TECHNOLOGY LEADS TO 25%+ MPG GAINS"

"From Maria's $75 purchase, Herbalife distributes $48 "up the line""

"Other MLMs account for Wholesale Commissions as operating expenses"

"Once again, 25 years later, CN has performed worst on this metric:"

"Canadian National has massively underperformed the railroad sector"

"Salesforce can continue closing the gap to peers on S&M efficiency"

"We believe, Mettler is getting more aggressive to keep it inflated"

"「発売直後に購入台数をなるべく多くしたいために、場合によってA150と値段を割り引いたA300の交換を考えてもいい、と言いました。」"

"驚くことに、極端紫外線説によって時価総額が230億ドルまで伸びているものの、まともに機能する極端紫外線マスク検査装置を持っていない。"

"レーザーテック製の装置で発生する粒子は「結像光学系の変質と、検査の対象となるマスクへの付着の原因になります」とKLAの元幹部はいう。"

"「発売直後に購入台数をなるべく多くしたいために、場合によってA150と値段を割り引いたA300の交換を考えてもいい、と言いました。」"

"しかし、Fab 4Bの入口付近の現状は、到底「生産に寄与する」状態とは思えない。よくて、ただのオフィスとしての機能があるだけだろう。"

"GCP's performance has been disappointing over the last four years."

"We believe a substantial value creation opportunity exists at BILL"

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

"Viator and TheFork now represent nearly 60% of the total business!"

"We believe the current financial profile of Viator is unacceptable"

"We believe the current financial profile of Viator is unacceptable"

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

"Me pareció que ellos básicamente estaban sólo detrás de tu dinero."

"BlackRock Board of Directors' misconstrued statement in opposition"

"To put things into perspective, let’s look at valuation multiples."

"We are highly sceptical of the legitimacy of TFS's sales channels."

"HMA has been the only hospital company to not consider repurchases"

"In our view, OMERS' investment was actually debt with a 9% coupon."

"We believe Q4 2021 earnings marked an inflection point for Vertiv."

"Work with the other Studios to test new ideas and create win/wins!"

"High Quality Business at a Substantial Discount to Intrinsic Value"

"Management's is characterizing a flat selling season as a "record""

"The table below sets forth the Balance Sheets for the two entities"

"This does not appear to be the sign of a healthy, growing company."

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