Callouts & quotes from 26,677+ activist slides

"We believe Adj. EPS has been inflated by aggressive measures."

"過去5年の間に1700%、過去10年の間に1万6000%も株価は伸びており、どちらの数字も日本の 上場企業のなかで1位だ。"

"このことにより、「Urashima」は「TEUS」を偽装したもので、決して「新たに設計された」光源ではないことが明らかだ。"

"このことにより、「Urashima」は「TEUS」を偽装したもので、決して「新たに設計された」光源ではないことが明らかだ。"

"レーザーテックにとって、対象の装置の開発は大した利益率にはなっていないでしょう。それどころか、非常に低い利益だったはずです"

"「レーザーテック製の装置がちゃんと動いていれば万万歳です。ちゃんと動いていなくても、何とかなりますが、作業が鈍くなります」"

"Fab 4Aの内部に見える空調あるいは機械的な設備は、長年の埃やクモの巣にまみれた、まるでゴーストタウンさながらの様子だ。"

"Credibility and execution, entrusting someone who has done it"

"Leading global investors broadly support Chair/CEO separation"

"HLF shares appreciated by 143% including dividends in 2013..."

"What is the likelihood that Magnite loses XUMO as a customer?"

"In our opinion, little – to none – of this gain is justified."

"Click successfully loaded requests denoted with the {:} pixel"

"Fewer, better promotions will make advertising more efficient"

"Huntsman's margin deficit versus peers has WORSENED over time"

"The divergency has accelerated since Mrs. Sacco was named CFO"

"The divergency has accelerated since Mrs. Sacco was named CFO"

"UNDERPERFORMED VALERO BY 388% UNDERPERFORMED MARATHON BY 511%"

"Nevro knew about this and launched a disinformation campaign."

"Management Believe Women Comprise Just Half the Customer Base"

"And what about athena being the healthcare internet backbone?"

"The company has 32 buses. 三十二 is the chinese character for 32"

"Report Card: Disney’s Underperformance Tied to Board Failures"

"one could accurately describe it as an orgy of billing fraud."

"For detailed bios see our Proxy statement filed May 11, 2018."

"For detailed bios see our Proxy statement filed May 11, 2018."

"I can't say there's great enthusiasm. And then the price tag."

">The most devastating physician commentary we have ever heard"

"I think it's the weakest of all the drugs that are out there."

"The numbers keep increasing, but the patients are going down."

"棚卸資産の評価を偽り、いずれ対応せねばならない減損処理を延期できている間は、会社は利益、株主資本、資産を誇大に計上できる。"

"We believe that in substance this is a financing transaction."

"It's almost like narcolepsy's a pandemic, not a rare disease."

"Valuing pro-forma FCF at 16x, implies a ~90% unlevered return"

"Control shareholder 3G is ideal operating partner and sponsor"

"HLF shares appreciated by 143% including dividends in 2013..."

"We are discounting the rent by 40% to 60% due to overpayment."

"Trulieve Cannabis Corp: Why we believe the Company is a Fraud"

"Why not? I'll pay extra for condoms and flowers in each room."

"Sorry , our hotel haven't the condoms .Please bring your own."

"PSH issued $1B 7-year senior unsecured notes on June 26, 2015"

"Our analysis shows losses will exceed CAIC’s total liquidity."

"none of which Lasertec is capable of or appears to have done."

"Ferguson exited 25 countries and 31 business units since 2008"

"Perrigo needs real improvements and not incremental promises."

"Dividend growth over last 5 years has outpaced that of peers"

"Sellside only estimates $13bn of sales from its acquisitions"

"We believe the growth of this packaging is pressuring Avery."

"Approximately 33% of votes cast did not support the measure."

"Box ultimately missed its first long-term target by over 20%"

"Company unnecessarily raised a significant amount of capital"

"Technology and network sharing will reduce amendment revenue"

"Carvana is not entirely transparent on its corporate website"

"We believe Tessera is overstaffed for this type of business."

"Tessera's slate has an alarming lack of relevant experience."

"Our thesis was that Peloton should have much better margins."

"Solventum’s margin deterioration would rank as the 3rd worst"

"Why has the market and the Board not recognized the problem?"

"PSLP / PSH Net Returns vs. S&P 500 through December 31, 2021"

"Note: This site is cited by CPI PG as successful development"