Callouts & quotes from 26,677+ activist slides

"Over $400mm BELOW “Blockbuster” threshold of $1 billion"

"Over $300mm BELOW “Blockbuster” threshold of $1 billion"

"We just couldn't see economically away of that working."

"The softphone industry is large enough to threaten AMT."

"CEO Radno was the largest seller at almost 400K shares."

"Crown Castle spends 149% of fiber EBITDA on fiber capex"

"With NO chance of ever receiving a true control premium"

"Allied appears to be openly flaunting SEC requirements."

"Our plan would protect and strengthen Darden’s dividend"

"By 2019, Goodyear had fallen short of this goal by ~70%"

"We believe News Corp trades at an attractive valuation."

"CROs play a critical role in the biopharma value chain."

"Complete elimination of the dividend paid for ~57 years"

"Fair Value for Marathon Refining Low 10,353 High 10,550"

"Largest health care fraud settlement in history is $3bn"

"Correct answer of 5 returned only about 50% of the time"

"How Many Photo Ops Does It Take To Cut A Stock In Half?"

"JOE is proposing to re-lease the same land it gave away"

"Knowledge of corporate finance and corporate governance"

"Our plan would protect and strengthen Darden’s dividend"

"We believe it is time for CEO Patrick Decker to resign."

"Board with 0 independent oil & gas operating experience"

"Have similarly situated businesses performed as poorly?"

"Arconic Does Not Understand How Activities Fit Together"

"Arconic Does Not Understand How Activities Fit Together"

"On both counts, nothing could be further from the truth"

"Current leverage is >5.5x Net Debt/Pro-Forma LTM EBITDA"

"We see 40% – 60% downside or $60.58 – $90.87 per share."

"A mall is like a trust which holds a portfolio of bonds"

"Bill will no longer spend time on day-to-day IR matters"

"If elected, our nominees will seek to do the following:"

"CROs play a critical role in the biopharma value chain."

"Minimal management distraction / Minimal execution risk"

"当社の調査によると、データセクションの“謎の顧客”は中国軍と関係を有するテンセントであることが示唆されています"

"This revenue source is also likely to diminish greatly."

"Bristol-Myers is adamant that its pipeline is promising"

"These are the 10 reasons why NVDA is on its way to $200"

"Kao’s brands lack the global reach of their competitors"

"Management focus on growth will lead to long-term value"

"Expand into new geographies where demand already exists"

"Improves operating and financial metrics at every level"

"Do physicians in the HIMS network appreciate this risk?"

"Activist Oasis supportive of new non-binding guidelines"

"We See 25% – 40% Downside Risk To Monster's Share Price"

"Clear evidence that the integrated model is not working"

"The message is clear—investors want Marathon to change."

"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"

"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"

"Disney’s Path to Sustained Subscriber Growth is Unclear"

"Post Elliott’s involvement, outperformed peers by ~150%"

"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"

"Bunch transformed PPG into a pure-play coatings company"

"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"

"「市場では各社顧客の装置からウシオ製の光源を抜き出して、Isteq製のものに取り替えています」と言っています。"

"TSMCは検査装置に、レーザーテック製の アクティニック装置ではなく、従来のKLA製の装置を中心に使っている。"

"We Believe Tripadvisor Should Explore a Sale of TheFork"

"This is 60.3% lower than what IQ's disclosures implied."

"Disney can do better. But it needs some fresh thinking."

"We believe News Corp trades at an attractive valuation."

"CROs play a critical role in the biopharma value chain."