Callouts & quotes from 26,677+ activist slides

"Arconic Has Clung to Retrograde Practices"

"+¥5,438 per share Since deal announcement"

"US$28bn increase in Plc shareholder value"

"A Short Course To Dispel The 2U Bull Case"

"Ghost address. Building 9 does not exist."

"KATE has a long way to catch-up, and grow"

"Anything short of this is simply a gamble"

"Adjustment #4: Recruiting Rewards in SG&A"

"But even this percentage is overstated..."

"What retail business grows exponentially?"

"これらの投資額に鑑みると、レーザーテックの設備投資額はいかにも不条理な額に思える。"

"会計上の利益とキャッシュフローの隔絶が拡大すると、配当金の支払いがむずかしくなる。"

"この世の中、マジックはありませんよ。究極的な解決はありません。直しようがありません"

"結論として、KLA製と比較しても利点がなく、レーザーテック製装置の存在意義はない。"

"「TSMC側は光源の問題が解決されるまで発注を先延ばしにしている、とのことです」。"

"マスク用のアクティニック極端紫外線検査は高い開口数のリソグラフィーに適用できない。"

"The results don't bode well for AlloSure."

"To hide a lie, a thousand lies are needed"

"Viceroy’s price target for Quintis is $0."

"To Hide a Lie, a Thousand Lies are Needed"

"Splunk is trading at ~8x - 9x CY2025E FCF"

"BELOW peer median driven by LOWER MARGINS"

"Look for the indicator "checkout_started""

"It is in Nintendo’s DNA to embrace change"

"Positioned to capture the HCM opportunity"

"Trend Stability With Moderate Improvement"

"They have a good disinformation approach."

"現在の経営陣は、消費者マーケティングやデジタル戦略における専門性が欠落しています。"

"インテルはレーザーテックに極端紫外線検査の実用化を急ぐよう、プレッシャーをかけた。"

"Note: Operational Leadership Group Member"

"Brand Potential Exceeding Kao Expectation"

"What is TWX saving its debt capacity for?"

"It doesn't get more incestuous than that."

"In short: We believe that GSX is a fraud."

"To hide a lie, a thousand lies are needed"

"REIT NOI is estimated to grow 8% in 2022."

"2015 was a challenging year for Platform"

"C&C Group vs. Peer Group Average (80.6%)"

"FOOL ME ONCE, TWICE, BUT NOT THREE TIMES"

"If you don't change, you won't have one."

"WCT Resources still retains this acreage"

"WCT Resources still retains this acreage"

"WCT Resources still retains this acreage"

"Box continues to have a litany of issues"

"Box is now at 2.4x the Peer Median 23.0%"

"We need your help to put it into action."

"Low cost is not the same as easy access."

"Peloton today trades at $5.48 per share."

"The numbers are just so damn compelling."

"Valeant is notably absent from this list"

"Growing faster than global pharma market"

"JOE’s profits come from Rural Land sales"

"WindMark development: Should be impaired"

"We See 50% - 60% Potential Downside Risk"

"If you don't change, you won't have one."

"All upside was due to higher K-cup sales"

"There is no actual operating improvement"

"To us, Big Li seems more like a big lie."

"FY2019 and YTD revenue growth is slowing"

"KION share price +52% since June 3, 2025"