Callouts & quotes from 26,677+ activist slides

"And to power those electric vehicles we need electricity."

"We want Nintendo to publish games for iOS and Android ..."

"We Have Significantly Expanded Margins In Core Operations"

"We Are Leading Our Industry in Every Key Technology Trend"

"Management has a good track record of showing discipline."

"Missing key targets like this erodes investor confidence."

"His take on Nevro is slimy people, falsification of data."

"いずれの段階においても、取締役を含む花王の代表者は株主の意見に対して聞く耳を持たず、強硬な姿勢を貫き続けています。"

"日本のスキンケアや文化とブランドのつながりを紹介する、没入感のある体験型ポップアップを企画するのはどうでしょうか？"

"And athena is a service business. Just listen to the CEO."

"Losing a patent doesn't necessarily lead to losing sales."

"2024 Return: PSH NAV Net of Fees vs. Indices Total Return"

"Easy To Justify 60% – 90% Downside In USCR's Share Price:"

"The share price has fallen >70% from our initiation price"

"TransMedics has no value proposition vs. coolers and NRP."

"We estimate $2-$4bn of excess corporate costs (annually)."

"The volume difference quantifies the service quality gap."

"The game may be over for Soleno before it has even begun."

"Soleno’s handout suggests significant concern about edema"

"to be frank, my feeling was I don't think anyone improved"

"Soleno's handout suggests significant concern about edema"

"Vast majority of Target's team members will be uninvolved"

"If they didn't get the answer, then the management would."

"Realidades Sobre Herbalife: Las historias de las víctimas"

"Mis reporting transaction value. Overpayment and default."

"But these announcements hide a totally different reality."

"Herbalife has no Genuine Data Demonstrating Retail Sales."

"Industry experts call this scheme the “Trustpilot Mafia.”"

"Pulse Biosciences History Of Failure Will Likely Continue"

"Confirm the receipt. Let's book some nice king bed rooms."

"Does Management Get Paid Under Industry Standard AFFO? NO"

"Markets reward alpha underwriters for COR outperformance"

"We believe this could be an existential problem for RUN."

"Our opinion remains that MWH is likely committing fraud."

"In 2015, the NFL had taken an equity stake in Sportradar"

"We find no evidence of operating leverage being created."

"Various business units operate in a mostly siloed manner"

"ANOTHER EXAMPLE OF UNAMBITIOUS AND UNINFORMED LEADERSHIP"

"Why didn't CTC provide investors with a similar warning?"

"HASI's Rosie JV Preferred Return Takes Effect in 2035..."

"It's an insulting offer that shareholders should reject!"

"Correct answer of 2 returned only 59% to 70% of the time"

"Reality: Hess Shareholders have only seen dis-synergies."

"Low gross-margin mindset in a high gross-margin business"

"We believe valuing this business as a 0% grower is wrong"

"Hess is one of the largest acreage holders in the Bakken"

"After Sept 2024, ESSER funds can no longer pay for labor"

"Total Implied Value Per DuPont Share at 12/31/17 $121.97"

"We believe that new leadership is required at Southwest."

"In the last decade, Hess has lost $6.7bn through hedging"

"Since 2010, EBITDA and EBIT margins are essentially flat"

"No Matter the Metric, Arconic’s Assets Are Underutilized"

"No Matter the Metric, Arconic’s Assets Are Underutilized"

"We believe a decoy to provide insiders time to cash out."

"We believe Salesforce’s current valuation is compelling."

"Is Vivendi fit to control a regulated business in Italy?"

"Technology Fragmentation Is A Key Source of Excess Costs"

"5 Business Units Comprise ~95% of GE's Industrial EBITDA"

"Going Forward, GE Capital Will Comprise <10% of Earnings"

"本源的価値の測定および株主価値を最大限に高めるための魅力的な事業計画を策定するために、多大な時間とリソースを投入"