Callouts & quotes from 26,677+ activist slides

"豊田自動織機の複数のエンジンにおける排出ガス不正認証問題は... ...ガバナンスの脆弱性を示している"

"豊田自動織機は、事業成長と企業価値の向上に向け、スタンドアローン・プランを推進する絶好の局面にあるます"

"And Puerto Rico may just be the tip of the iceberg."

"AGO has just a 2.7% reserve for this book, as well."

"Bristol-Myers has numerous market-leading therapies"

"Unemployment is 3.4% and back to pre-recession lows"

"Vote for the Nominees for Management Change ("NMC")"

"This would be a business-ending event for Truepill."

"Implied Chocolate Valuation Range: € 2.9B to € 4.3B"

"The second company we will code name Peanut Butter."

"Adjustment #2: Internal Consumption ≠ Retail Profit"

"http://www.pscmhlflibrary.com/herbalife-cnbc-clips/"

"The only Israel-based broker has the lowest target!"

"A pinch out at Nkran in 2017 could be a fatal blow."

"Tom Schmitt Chairman, CEO and Chief Value Destroyer"

"各装置は微粒子汚染のため、毎日10時間も掃除もしなければならない。結果、アップタイムが60%を下回る。"

"Revenue growth at TheFork is accelerating this year"

"3) We Believe Brand Tripadvisor Must Be Transformed"

"Post-Tax Market Value of Fluor's Stake: ~$4 Billion"

"北越の従業員を含むすべてのステークホルダーが岸本氏のリーダーシップの下で苦しんでいることは明らかです。"

"Tenant bankruptcy filings raise a number of issues:"

"This is considered a company-favorable methodology."

"L&B intends to vote AGAINST the Diamond Acquisition"

"We need EV chargers and we need electric storage..."

"We do it all the time. They’re never going to know."

"Qualifying purchases by distributors are prohibited"

"No matter what we did in the field, it didn't work."

"After 2022, CLEAR stopped reporting NPS completely."

"Kao Focuses on Another Kao, Instead of A Better Kao"

"Zillow Leads Its Peers In Stock-Based Comp Dilution"

"We hardly consider that to be an immaterial impact."

"The Company has Led a Staggering Decline of Margins"

"We do not believe Patch is a viable business model."

"Used days' supply are down 8 days to 44 y/y (-13%)."

"mg equivalent proglycem = mg equivalent DCCR x 0.66"

"We’re lucky to have FDA approval...put it that way."

"Simply stated: Why do participants buy the product?"

"it's not some world-changingly powerful medication."

"GreenPower’s CEO, Fraser Atkinson, Has A Shady Past"

"We See 45% - 60% Downside Risk To FIGS Share Price"

"As a result, we do not trust the reported results."

"Box has been plagued by strategic issues for years"

"Over 60% of the US patents have a QScore above 70."

"Includes highly profitable specialty coke capacity"

"We See 35% – 55% Downside Risk To DY’s Share Price"

"Under a new CEO, TIM is regaining lost credibility"

"Represents just 3.8% of current total cost pool(1)"

"MPLX does not need to access equity markets today."

"Pearson changed Valeant's strategy to incorporate:"

"See? They keep to themselves. Shifty. Untrustable."

"47% Underperformance $9.4bn of Market Cap Foregone"

"Autodesk's Board has failed in each of these areas"

"Represented lost potential for NAV/share accretion"

"Represents just 3.8% of current total cost pool(1)"

"Smucker’s Deal Implies Manufacturing Fee of ~$0.06"

"Manageable Enterprises Accountable to Shareholders"

"Impact of Tax Shield from Bakken = $0.13 per share"

"Once measured, time to assign plant-specific goals"

"But M&A only works if you know how to integrate..."

"But M&A only works if you know how to integrate..."