Callouts & quotes from 26,677+ activist slides

"Vote "FOR" to Item 6 at the 15 May 2024 BlackRock AGM"

"+39% upside to intrinsic value as of January 16, 2026"

"Twist is not even the fastest pig at the county fair."

"The U.S. unemployment rate improved 20bps in November"

"Sensai is tiny compared to peers, it has room to grow"

"Pricing model limits exposure to customer contraction"

"Warning! FND just slowed store growth from 20% to 14%"

"Significantly Worse Financials than Five Years Ago..."

"XL'S CLAIMED CUSTOMER BASE APPEARS GROSSLY OVERSTATED"

"Is Momo intentionally obfuscating performance trends?"

"No 30-day money back guarantee. No Repurchase policy."

"Huge Earnout That Sellers Win For Not Hitting Targets"

"How much is coming from increasing capitalized costs?"

"2022 Return: PSH Net of Fees vs. Indices Total Return"

"AKG’s cash flow forecasts should be given no credence"

"ステージから発生する粒子汚染が結像光学系や鏡の劣化の原因になり、掃除するための費用が年間で数万ドルかかる。"

"インテルとTSMCと同様にレーザーテック製の装置の扱いに難航し、装置の出来に落胆しているとの見解を述べる。"

"Brand Tripadvisor revenue has been declining modestly"

"GoDaddy has 3-5x more customers than its public peers"

"Dec 2014 From among the best... ...to among the worst"

"Vote "FOR" to Item 6 at the 15 May 2024 BlackRock AGM"

"Maintaining current capital structure is indefensible"

"Such Improvements Could Add ~10% to Operating Margins"

"Going forward, CXW expects to be a 38% cash tax payer"

"We believe that APP is at real risk of deplatforming."

"Nintendo has never failed to pivot when necessary ..."

"We believe our valuation assumptions are conservative"

"This arbitrage trade is feasible for several reasons:"

"The amount they charged us, there was no negotiation."

"Inflated from multi-year, upfront enterprise billings"

"We consider this estimate to be conservative because:"

"Notice Cases Increased by 3.6m But Market Share Fell?"

"Could this impair her judgement to act independently?"

"Cleaner Inventory & Assortment = +200bps Gross Margin"

"We continue to expect the athena stock bubble to pop."

"Now is the opportune time to undertake these actions."

"Starboard Inaccurately Uses Inflated LTM Multiples..."

"地球平面説なら聞いたことがありますが、「グローバル・シャートップ」〈先端の尖った地球〉なんて言葉は初耳です"

"Which of the Board options is best aligned with peers"

"Lower effective tax rates increase reported earnings."

"Significantly Worse Financials than Five Years Ago..."

"GoDaddy has 3-5x more customers than its public peers"

"レーザーテックの看板製品であるACTIS EUVシリーズは光源が致命的な問題を抱えており、製品として不良だ"

"レーザーテックの看板製品であるACTIS EUVシリーズは光源が致命的な問題を抱えており、製品として不良だ"

"A spin-off would accelerate Sony Technologies' growth"

"They're hearing it basically from pro-drug positions."

"Ding Dong (Beijing) - Agean Shopping Mall 北京爱琴海购物广场一楼"

"37 of PepsiCo's top 40 shareholders also own Mondelez"

"No dose response per FDA review, similar to HARMONY 1"

"Shareholders Should Not Be Fooled By Taubman's Claims"

"Vykat is a "one trick pony"; no plans to prescribe it"

"It’s not a sustainable model for how expensive it is."

"This is at a 53% discount compared to what IIPR paid."

"The Morinda merger seemed almost too good to be true."

"This calls into question the selectivity of the drug."

"The Morinda merger seemed almost too good to be true."

"Soda ash pricing was pretty stable from 2010 to 2021."

"Mylan's Offer Represents a Discount to Perrigo's Plan"

"Employ "up or out" strategy for developmental brands"

"We See 40% – 55% Downside Risk To RELY’s Share Price"