Callouts & quotes from 26,677+ activist slides

"Increasing Working Capital Intensity = Increasing Strain"

"Bristol-Myers is a market-leading pharmaceutical company"

"NYC Housing is nearly twice as Affordable as Hong Kong's"

"...and yet there has been no evidence of any improvement"

"I would not believe any of his pipeline. Absolutely not."

"Elliott's competitive interests merit careful attention."

"Net Acquired Revenue Approximates Total Revenue Increase"

"HHC-owned land planned for 5.5M SF of future development"

"Substantial Agriculture R&D Has Yielded Negative Results"

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

"So what exactly did it accomplish with this transaction?"

"So the Live Video cash cow's best days appear behind it?"

"And, at the end, you’re going to want to buy this stock."

"Unither Pharma introduced a nitric oxide product in 2000"

"Phillips 66 (NYSE: PSX) retirees: Vote for change today!"

"46% Permanent Capital Including GP and Affiliate Capital"

"PHILLIPS 66 SHAREHOLDERS: VOTE TODAY FOR A BETTER FUTURE"

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

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

"Substantial Agriculture R&D Has Yielded Negative Results"

"AKG is at very high risk for a liquidity crisis in 2018."

"棚卸資産の構成比は、仕掛品と原材料及び貯蔵品で100%、完成品は0%だと主張するレーザーテック。矛盾は明らかだ。"

"TSMCとインテルがレーザーテックから装置を調達したのは、主にKLAに対して価格面での交渉力を高めるためだった。"

"KLAは意図的にアクティニック市場をレーザーテックに譲った。進出を見合わせたのは意図的で、いつでも再進出できる。"

"Management's conclusion does not follow their own chart."

"All 14 customers indicated that BLI's machine is a flop."

"ROAD does not disclose asphalt pricing or volume trends."

"Above: registration details and changes to the Branch 10"

"Elliott's competitive interests merit careful attention."

"JCP has high sales potential plus a major cost advantage"

"Significantly lower than 2005 Superstore margins of 9.6%"

"Weis has issued four product recalls in less than a year"

"The Transaction will create tremendous shareholder value"

"ANOTHER EXAMPLE OF UNAMBITIOUS AND UNINFORMED LEADERSHIP"

"You can see that announced enterprise bookings fell 83%."

"We believe the risk of a major OEM going direct is real."

"Total Backlog Down 11% YoY, While Funded Backlog Shrunk."

"Security and Storage contributed 25% of FBHS's 2010 EBIT"

"Repair / Remodeling projects are generally discretionary"

"We wonder what else the Board has missed over the years?"

"Plain and simple -- Tesla is destroying the competition."

"TSMCでは、極端紫外線マスクの検査でも、極端紫外線検査装置に代わってKLA製の従来の深紫外線装置に頼っている。"

"If I were Waleed’s people, I’d be selling stock like mad"

"Substantial Agriculture R&D Has Yielded Negative Results"

"Substantial Agriculture R&D Has Yielded Negative Results"

"Vote Using the BLUE proxy FOR all seven of our nominees."

"Price Target: $20 - $25 per share >>> 25% – 40% Downside"

"I don’t really see any difference...and that’s an issue."

"It would appear most customers are just buying 1 module."

"Herbalife in China has three categories of participants:"

"To become an Herbalife Preferred Customer in China . . ."

"In other words, only 12% of narcoleptics have cataplexy."

"From a management perspective, this one is a subsidiary."

"the more revenue INOD generates, the more money it loses"

"We See 40% – 60% Downside Risk To Enfusion’s Stock Price"

"Substantial Agriculture R&D Has Yielded Negative Results"

"As a result, the markets are regional instead of global."

"Potential to increase technical profit by €100+ million"

"NEWER BRANDS TOOK SHARE, WHILE NESTLÉ HAS FALLEN BEHIND"

"Over $700mm BELOW “Blockbuster” threshold of $1 billion"