Callouts & quotes from 26,677+ activist slides

"Dauman’s Start Date As Viacom CEO: September 2006"

"Performance and execution are unlikely to improve"

"When the boom ended, business essentially stopped"

"The data reveals Pure’s vision as marketing hype."

"We Believe Ambry Genetics Uses Aggressive Billing"

"ACAS has a history of persistent underperformance"

"We believe new people are required to fix Darden!"

"A model Bill Darden and Joe Lee would be proud of"

"We believe Starboard's slate is better qualified."

"The opportunity is smaller than the bulls believe"

"GMCR hinted it would replace the brewer ecosystem"

"Accountability Needed to Recoup Shareholder Value"

"Dr. Kleinfeld cannot conceal his underperformance"

"Yet BCS has increased sales by just 3% since 2013"

"Do they really think anyone buys the sandbagging?"

"We See 40% To 70% Downside Risk In iRhythm Shares"

"DND’s Pricing Strategy Has Lost Customer Goodwill"

"Oatly is the only brand being offered on discount"

"IF YOU CAN'T IMPROVE RESULTS, LOWER EXPECTATIONS?"

"Unification Resolves Fundamental Value Inhibitors"

"Recent performance has shown weak top-line trends"

"A rate of $8.00 is therefore presently suggested."

"Canadian Pacific is our second largest investment"

"Approximately 45% of FND’s revenues are from PROs"

"We believe Huishan is a fraud through and beyond."

"XL CLAIMS A HIGH POSITIVE ROI OF 55.7% FOR FLEETS"

"The result is that value strategies underperform."

"The Company seldom acknowledges these costs exist"

"THE CASE FOR SEPARATING GLOBAL SNACKS & BEVERAGES"

"The results reveal a frustrated shareholder base."

"Masking Poor Organic Growth With Destructive M&A?"

"レーザーテックの棚卸資産についてのトリックは非常に大胆かつ単純なので、見破ることはむずかしくない。"

"まともに機能する極端紫外線光源がないため、20億ドルに上ると言われる受注残高を解消できない状況だ。"

"世界で最大の半導体装置メーカーであるTSMCは、レーザーテックとの関わりを悪夢のように思っている。"

"そうなると、レーザーテックは減損処理して、在庫資産の評価を大きく切り下げなければなくなるでしょう。"

"レーザーテックが横浜市で開発工事中であるという「レーザーテック・イノベーション・パーク」は詐欺だ。"

"We believe management is arguing the wrong point."

"We are short shares of (OTC:NUPMF) and (NYSE:SVM)"

"We question which plan management is referencing."

"Wix’s margins are significantly lower than peers."

"The $900mm cost opportunity is ~120% of 2011 EBIT"

"Met Coal is combined with Iron Ore to make steel."

"What will be the impact of Rewards going forward?"

"There are several benefits to an UPREIT structure"

"FY18F down 50-25 bps FY19F-20F ~200 bps expansion"

"It is imperative that this spending is effective."

"Prevnar continues to be a bright spot for Pfizer."

"The rep is kind of an extension of your practice."

"Fixing Operational Blind Spots In Board Oversight"

"His use of the word 'cloud' is somewhat nebulous."

"Dalian is located in the Dalian Tencent Building."

"Why can't the Company keeps its story consistent?"

"レーザーテックのIR担当部署は、棚卸資産の分類が偽りであることは周知だが、社外秘として扱っている。"

"TransMedics hub is a short walk from OPO facility"

"There’s a lot of game-playing going on out there."

"Herbalife has five tiers of Distributors in China"

"The following acts belong to the pyramid selling:"

"The main issue is it had a cardiovascular signal."

"Bizarre lease terms and potential for defaulting."

"Recent performance has shown weak top-line trends"