Callouts & quotes from 26,677+ activist slides

"TSMC will not consider the A300 or A150 for production."

"DLO’s Net Take Rate is multiples of those of its comps."

"Fairfax Repeatedly Threw Good Money After Bad with EXCO"

"Are Insiders and Shareholders playing on an even field?"

"Citron Exposes Elder Abuse Within Inogen’s Sale Tactics"

"3. Other Factors: Share Repurchase Activity and New CEO"

"Bottom shelf product placement at multiple distributors"

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

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

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

"ROVI's data is INCORRECT and depicts a misleading story"

"At 6 billion Euros of revenue, it's 18% of total sales."

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

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

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

"The surgeon regularly makes incendiary statements on X."

"We do not believe Display is being operated efficiently"

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

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

"Yeah, absolutely. Because it interacts with everything."

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

"In our opinion, this amounts to grotesque self-dealing."

"These bold targets set high expectations on both sides."

"This is a lose/lose situation for SMART Brazil and SGH."

"We Estimate MCY’s Policyholder Losses Exceed $2 Billion"

"TSMC will not consider the A300 or A150 for production."

"We believe Advance Auto Parts could be worth: >$350.00"

"He didn't return to complete his undergraduate degree."

"The Company appears to have missed the mark on GLP-1s."

"Passes Pershing Square's high bar for business quality"

"Passes Pershing Square's high bar for business quality"

"Investors have plainly lost confidence in Phillips 66."

"Moreover, Superb Summit has never owned Tianjin Libao."

"Question: Can investors really trust PetIQ management?"

"Keisei's true PBR is less than 1/2 of its reported PBR"

"Olive Garden can be turned around, it happened before."

"THIS PORTFOLIO IS UNDERVALUED IN THE CURRENT STRUCTURE"

"Huntsman MISSED its 2017 Adjusted EBITDA target by 11%"

"Huntsman MISSED its 2017 Adjusted EBITDA target by 11%"

"Olive Garden can be turned around, it happened before."

"Total value of CONSOL's shale business is $6.6 billion"

"GMCR has relied on a high share price to raise capital"

"Emphasis on EBITDA/MT Growth over Utilization Is Wrong"

"THIS PORTFOLIO IS UNDERVALUED IN THE CURRENT STRUCTURE"

"Keisei's true PBR is less than 1/3 of its reported PBR"

"SOUR ON AN OAT-LIER INVESTMENT / STRONG SELL OPINION /"

"Why is O hesitant to provide this level of disclosure?"

"I don't think they're ever going to recover from that."

"I never get a query from a Twist sales representative."

"Definitely we were frustrated, so we just walked away."

"In this context, the Revised TOB is wholly inadequate."

"We ask that you immediately eliminate the Rights Plan."

"There is no way to justify Kratos’ inflated valuation."

"2.6兆円の現金は、持合株式の解消において、調整後時価総額の80%に相当する自己株式取得を行うのに十分である"

"The U.S. has suffered from decades of chronic deficits"

"We are business model focused, not industry focused..."

"We access the board early in the investment lifecycle:"

"CP's car supply fulfillment is less reliable than CN's"

"Financial targets for Green were eliminated after 2008"

"Management reaffirmed this target in recent statements"