Callouts & quotes from 26,677+ activist slides

"Under-Earning Relative to Earnings Power"

"Rubicon has 2 unique and valuable assets"

"GE Capital offset GE Industrial’s growth"

"Luxury rents in Hong Kong are up 23% YoY"

"Board wouldn't even meet Hunter Harrison"

"The cost of management ratio has doubled"

"Combined 2013 pre-tax earnings of ~$39bn"

"Large YoY decline absent price increases"

"Operating margin of at least 25% by 2014"

"We believe that a write-down is overdue."

"粉飾決算が暴露された2011年の3年前のれん・投資が総資産の44%まで急増した。"

"上記の売上規模では、レーザーテックの成長と時価総額を維持するのはむずかしくなる。"

"I would replace it with IsoPlexis today."

"PSH has decided to seek a London Listing"

"Potentially “worth more dead than alive”"

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

"Book value/share CAGR 2006 – 2014: 19.6%"

"2018: Growth Stalled by Execution Issues"

"It's definitely a money losing business."

"Economic factors that enable a recovery:"

"CCME has far fewer buses than it claims."

"Both show the loan value at €18 million."

"Zillow has a history of broken promises."

"上記の売上規模では、レーザーテックの成長と時価総額を維持するのはむずかしくなる。"

"KLAの市場進出によってレーザーテックの極端紫外線マスク検査装置の事業が崩壊する"

"KLAの市場進出によってレーザーテックの極端紫外線マスク検査装置の事業が崩壊する"

"“I don’t think it really meant anything”"

"Valeant is notably absent from this list"

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

"PSH has decided to seek a London Listing"

"Electro Optic Systems Sells EM Solutions"

"Electro Optic Systems Sells EM Solutions"

"2015 was a challenging year for Platform"

"Tausend fiese Tricks zerstören die Marke"

"Notice NVEI convolutes two acquisitions"

"NOMD’s share price declined 19% in 2016"

"560 Restaurants 19 States As of 7/26/13"

"This is fatal to the line of challenge."

"Pure's premium valuation is undeserved."

"Strong business and financial knowledge"

"But coal isn't disappearing altogether."

"Discounted Cash Flow Value = $3 billion"

"GMCR is currently capacity constrained:"

"You should never change a winning team."

"What do you want in Arconic’s next CEO?"

"Salesforce is moving up the leaderboard"

"We are really short Noble’s management."

"BK needs better people, not more people"

"我々の見解では、データセクションがここで行っていることは違法行為にあたります。"

"Improvement in Services EBIT margins..."

"Target Locked: Ready To Fire Management"

"NOMD's share price declined 19% in 2016"

"豊田自動織機の純資産に対する持合株式比率はTOPIX構成銘柄の中で第3位の規模"

"本改定後TOBの公表以降、幅広い市場参加者から批判的なコメントが寄せられている"

"$30 billion shareholder value destroyed"

"U.S. GDP is still below the Q4 '07 peak"

"The numbers Kao does offer don’t add up"

"Molton Brown has plenty of room to grow"

"HIMS’ Response Only Mentions Apostrophe"

"...and there remains significant upside"