"INSURING AGAINST A MANAGEMENT FEE REDUCTION"
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.
"ADP's flat labor productivity is troubling:"
"VOTE FOR: THE “GOLD CARD” AND STREAMLINE 66"
"W.T.F. = True Lines = True Science = PetIQ."
"Darden can be turned around, Brinker did it"
"Will perpetual restructuring mode ever end?"
"Paramount Has Lost Significant Market Share"
"Investors appreciate certainty of cash flow"
"Spin-Out Proposal Permanently Impairs Value"
"Darden can be turned around, Brinker did it"
"Agreement is non-exclusive and “multi-year”"
"Will perpetual restructuring mode ever end?"
"Hess has clearly not examined MLP potential"
"Target 90% mix of franchised stores by 2020"
"Transformation Underway... But Nobody Cares"
"本改定後TOBは同社の価値を著しく過小評価しており、重大なガバナンス上の問題が存在する"
"62% of cash flow blown on share repurchases"
"Since January 2006, home prices are up ~90%"
"Hong Kong has a history of budget surpluses"
"2 to 3% RTM CAGR and inflation plus pricing"
"Accelerate Expense Capitalization and Capex"
"What else do you get for $122.12 per share?"
"What is the Herbalife business opportunity?"
"7% “Packaging & handling” and 15% “freight”"
"Mint Was Highly Strategic...Until It Wasn't"
"その迷走ぶりは見事なもので、各アナリストによって極端紫外線の比重の推定は大きく異なる。"
"損益計算書での純利益増によって、貸借対照表では株主資本の一部である内部留保が増大する。"
"今の足元で申し上げますと、膠着状態といいますか、1,600億円ぐらいになっております。"
"「現時点ではこれほどの投資に踏み切りたくなるほど、強い関心を示していらっしゃらない。」"
"また、これはマルチビーム方式だから、ホロン製の検査装置よりもスループットがはるかに多い"
"JCP’s outdated image needed to be refreshed"
"The consequence is an initial sales decline"
"VOTE FOR: THE “GOLD CARD” AND STREAMLINE 66"
"CFO has just $1.6m of Amcor stock “at-risk”"
"No reductions in the workforce are planned."
"...despite below average growth and margins"
"I compared it to eating a 36th Jelly Donut."
"discounting is part of Nevro's approach now"
"Kate Tokyo が成長を遂げ、他社に対する遅れを取り戻すまでの道のりは長い..."
"Why give Board another opportunity to fail?"
"This opens up a whole new market for Apple."
"Let’s see if he can explain the excitement."
"この調査を経て、レーザーテックは日本の史上最大級の詐欺を働いている、との結論に至った。"
"レーザーテックの経営陣がイノベーション・パークについて事実と異なる一連の主張を指摘する"
"要はマスクを検査するために、光学の深紫外線と電子ビームを組み合わせる必要があるのです。"
"Greyhound at 10x EBITA is worth 28p / share"
"Is IRBT Headed The Way of 3D Systems (DDD)?"
"Industry CAGR '13-'18: Revenue +3% EBIT +9%"
"Is this clear evidence of a CPoM violation?"
"What little retail exists is not profitable"
"Do you have king size bed with a city view?"
"Subject: Re: Stay for young beautiful girls"
"Subject: Re: Stay for young beautiful girls"
"I think I was scammed. I feel the same way."
"Solvay has a 17% market share in peroxides."
"Avg. premium of 4.2x+ or ~25% vs. peer P/E"
"MR. IRRELEVANT... IT DOESN'T TAKE A GENIUS"
"To learn more, visit: www.Time-for-TIM.com"
"Represents potential ~15% hit to CTC's EBT"
"An Insult DVMT Shareholders Should Reject!"