Callouts & quotes from 26,677+ activist slides

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

"Most doctors, even loyal Nevro users, view Omnia as "a joke""

"The company rewards doctors with 10,000 francs per procedure"

"例えば、従来通りヘアサロンやホテルにオリベ製品を売り込むのではなく、自ら体験型の施設を開業してしまうのはどうでしょうか？"

"CEO well compensated regardless of execution and stock price"

"Impact on share price better for Oasis' campaign than by K27"

"Cash Distributors Can Be Great Growth Businesses For Decades"

"Introducing... iPrefs, a perpetual preferred stock solution."

"And now we get to crop science, the other “farm-a” business."

"NQ lied about AV 7.0 and its false virus discovery messages."

"財務報告書における不自然な動きは会社側を説明を回避した、不正企業の経営陣が企ての進行を維持するのに必死になっている証だ。"

"Trian is constructive, long-term, operational, and strategic"

"100-Day Plan Is a Sprint to Establish Alignment of Interests"

"PSLP / PSH Net Returns vs. S&P 500 through December 31, 2020"

"Mismatch in implied lease term inappropriately inflates EBIT"

"Insulin suppression leads to hunger, fatigue, and sleepiness"

"I didn't see $500,000 worth of — or $5,000 worth of benefit."

"Allows investors to value Target on a sum-of-the-parts basis"

"Claimed savings of $1.31, yet only $0.42 of total EPS growth"

"Such a blanket conclusion does not appear to be supportable."

"Such a blanket conclusion does not appear to be supportable."

"Listing agent is already on Zillow just have to scroll down."

"The charts below illustrate QTT's disastrous business model:"

"It is clear humans, not AI, are doing the brunt of the work."

"None of GreenPower’s sales orders have been fully completed."

"You’re not leaning on smart money: you’re holding their bag."

"Lasertec executives quietly admit their product doesn't work"

"Ferguson has an advantaged market structure & growth profile"

"“Permanent” capital(1) represents nearly half of our assets"

"Pfizer initially identified 15 potential blockbuster drugs."

"QSR’s share price including dividends increased 29% in 2016"

"APD’s share price increased 32% including dividends in 2014"

"WE AND WALL STREET ANALYSTS SEE PROFOUND STOCK PRICE UPSIDE"

"Fuji Xerox comprises nearly half of Fuji's total operations"

"Darden’s largest brand is in desperate need of a turnaround"

"Peers have successfully refranchised in a number of markets"

"Pershing Square’s observations of Target’s incumbent board:"

"Geographic span of a major, yet Hess is a fraction the size"

"Executive turn-around experience in the healthcare industry"

"We See 30% - 60% Downside Risk To PowerSchool’s Stock Price"

"Why were these companies arbitrarily excluded / included???"

"Darden’s largest brand is in desperate need of a turnaround"

"Peers have successfully refranchised in a number of markets"

"It appears that Xylem’s pricing was not able to offset cost"

"We believe that Brand Tripadvisor should be more profitable"

"If you give a driller a dollar, he's going to drill a hole."

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"$6.2 billion Spent, Only $154 million NOPAT; Missed Targets"

"Much Touted Share Gain Story Is Non-Existent in Projections"

"Currently Trading at a Huge 43% Discount to Intrinsic Value"

"当社は本改定後 TOB に応募する意思は有しておらず、また、他の株主の皆様も同様に応募しないことを強く推奨いたします。"

"Unlock hidden asset value. Solve issues with Govt. De-lever"

"QSR's share price including dividends increased 29% in 2016"

"豊田自動織機は、Hyster-Yaleの前例に倣い、販売金融事業において銀行とのパートナーシップを模索することができる"

"Unemployment in the U.S. remains stubbornly high at over 9%"

"To date, this growth potential has not been capitalized on."

"Kao’s board lacks diversity and relevant industry expertise"

"Fannie and Freddie have a substantial competitive advantage"