"The macro landscape will continue to benefit AAP"
Callouts & quotes from 26,677+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"AAP is well-positioned in an attractive industry"
"This model of “growth” is impossible to sustain."
"Leverage is significantly higher than it appears"
"Leverage is significantly higher than it appears"
"Per his LinkedIn profile, Wu now works for ANTA."
"ELLIOTT’S VIEWS ON VALUE CREATION AT PHILLIPS 66"
"Those pinholes will instantly short the battery."
"When you scale area, it exacerbates the problem."
"Misalignment of Pay With Shareholder Performance"
"Pershing Square Will Elect To Receive 100% Stock"
"Platform Value is a function of several factors:"
"JOE sold 6 lots to Weekley Homes in October 2007"
"Franchising is a proven method of value creation"
"Cash inflow from capex? A first in our lifetime!"
"Led to a significant problem with expired coffee"
"That’s like using $50 bills to counterfeit $20s."
"Hess Needs Substantial Change and Accountability"
"We think Twist could crash and burn even faster."
"You basically have to go down the drain with it."
"Shareholders Have Heard The Same Promises Before"
"Revenue Sustainability and Stable Financial Base"
"Kratos Today: Unmanned Systems (aka. Drone) Hype"
"Reproducing the vulnerability is extremely easy:"
"YDT is clearly a company trying not to be found."
"The prospects for luspatercept are still unknown"
"But why did Bristol-Myers feel the need to rush?"
"Pro Forma McDonald's is Not a Restaurant Company"
"Notice management not getting the story straight"
"Valeant: Could this be the Pharmaceutical Enron?"
"Goals on commencement of clinical trials not met"
"22% of revenue from a single plugged assumption?"
"MAYBE there's uranium here, but I can't prove it"
"FIA was an inherently risky and fragile business"
"レーザーテック製の装置を使う意味が薄れてしまっており、P3段階の検査に進む前の業務が滞っている。"
"It's hard to overstate how disingenuous this is."
"Peloton management is clearly eager to cash out."
"Note: Not realizing full 4% indicates resistance"
"No Shareholder or Bondholder consents are needed"
"Competitive pricing leading to DenTek discounts?"
"Kao’s Outside Directors lack industry expertise."
"In fact, Oasis even bought one as a gift for Kao"
"FIA was an inherently risky and fragile business"
"ELLIOTT’S VIEWS ON VALUE CREATION AT PHILLIPS 66"
"Reduced Switching by 50% to Match CSX Efficiency"
"Why the Changes? Keep Scrolling Fwd to Find Out!"
"Blue Applications - Description, Valuation of €0"
"Highly concerned about cardiac risk due to edema"
"The Buy America Compliant EV Star, price: $280K!"
"Apparently fake 5-star reviews are still online."
"Phillips 66 Shareholders: VOTE FOR CHANGE TODAY"
"ADP is materially underperforming its potential"
"Great companies don't sit on legacy structures."
"THE MARKET HAS BOUGHT IN TO SUNCOR'S TURNAROUND"
"Stock Price Falls 60% Within 3 Transaction Days"
"~60% of Rx revenues (~26% of total) are durable"
"Consistent with synergies achieved historically"
"This creates the perception of a "money cycle"."
"A cohesive team of healthcare visionaries with:"
"Account for 100% of reported Adj. EBITDA growth"