"CTC has yet to announce a replacements for the CFO position"
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.
"How will this change the pitch to prospective distributors?"
"QSR’s share price including dividends increased 29% in 2016"
"We believe ~92% of participants’ income is from recruiting."
"We don't believe GreenPower is worth any more than Phoenix."
"4 teens and 4 adults. 1 adult in each room with a teenager."
"“Permanent” capital(1) represents nearly half of our assets"
"the Lasertec tool cannot meet demands in a production line."
"Solvay might, and we think should, divest it at some point."
"ORGANIZATION WOULD BENEFIT FROM MORE OUTSIDER PERSPECTIVES"
"Advance benefits from a highly stable and growing industry"
"We believe there is substantial upside potential at Pfizer"
"We believe investment is still attractive at current price"
"Permanent Capital Now Represents >1/3 of our Investor Base"
"CP's share price increased 40% including dividends in 2014"
"We strongly believe that good governance is good business."
"Box has suffered from poor operating performance for years"
"SG&A has continuously increased despite declining revenue."
"Jiangxi Zhonggan is clearly a related party related party."
"Those with experienced operational leadership have thrived"
"If g_offASP = 9.0%, then offline enrollment declined 15.1%"
"2005-2013: Capex increased ~225% and ROC decreased by ~45%"
"We believe spinning off SRG would create shareholder value"
"There are numerous attractive markets for Darden to target"
"ion traps are not "going to solve any real-world problem.""
"Val-gan's Platform Value is a function of several factors:"
"New initiatives have generated minimal-to-negative returns"
"Elliott Believes Recent Corporate Actions Are Insufficient"
"Are the budgets wrong or are the compensation plans wrong?"
"The Causes of the Value Destruction are Completely Fixable"
"Accounts receivable growth vastly outpacing revenue growth"
"2005-2013: Capex increased ~225% and ROC decreased by ~45%"
"We believe spinning off SRG would create shareholder value"
"There are numerous attractive markets for Darden to target"
"Traditional brewers are much cheaper (prices start at $20)"
"June Quarter surprise – dramatic change in attachment rate"
"DigitalGlobe Has Never Met Commercial Revenue Expectations"
"1) We Believe Tripadvisor Should Explore a Sale of TheFork"
"Avantor's Issues Are Widespread and Largely Self-Inflicted"
"Valeant’s Platform Value is a function of several factors:"
"Separation would realize up to €7 billion in hidden value."
"Essentially, gene synthesis was never meant to make money."
"Imagine 16 people with their own [liquid handling] robots."
"Headcount disproportionate to that of comparable companies"
"Headcount disproportionate to that of comparable companies"
"REIT CDS spreads have meaningfully compressed year-to-date"
"There are clear signs that PwC’s audits of NQ were sloppy."
"We believe investment is still attractive at current price"
"Economy X has recovered strongly from the global recession"
"Curél and freeplus both have significant runway for growth"
"Friction costs immaterial in the context of value creation"
"Recurring revenue, Predictable growth, High free cash flow"
"FND ceased providing commentary on product category trends"
"The Board has consistently lowered the bar for management."
"No market exists for refinancing GGP's ~$15bn of CMBS debt"
"While in bankruptcy, Amerco’s stock price appreciated 456%"
"To dismiss the appeal and maintains the original judgment."
"Organic Revenue Growth Has Been Below Target and Weakening"
"Reactive actions seemingly designed to prevent real change"
"Nevertheless, AOL has struggled to monetize this position."