"Not separately disclosed after 2001"
Herbalife Ltd. · HLF
Pershing Square · p. 252
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.
"Not separately disclosed after 2005"
Herbalife Ltd. · HLF
Pershing Square · p. 251
"Not separately disclosed after 2001"
Herbalife Ltd. · HLF
Pershing Square · p. 254
"Not separately disclosed after 2001"
Herbalife Ltd. · HLF
Pershing Square · p. 255
"Not separately disclosed after 2001"
Herbalife Ltd. · HLF
Pershing Square · p. 256
"レーザーテックの幹部らは自社の装置がきちんと動かないことを認めている。"
Lasertec Corporation · 6920
Scorpion Capital · p. 29
"レーザーテックはそれらの装置を損失として計上しなければいけないでしょう"
Lasertec Corporation · 6920
Scorpion Capital · p. 220
"New Prison Realty was not a Success"
Corrections Corporation of America · CXW
Pershing Square · p. 35
"Transformation Under New Management"
J.C. Penney Company, Inc. · JCP
Pershing Square · p. 19
"% Potential upside to current price"
Nintendo Co., Ltd. · 7974.T
Oasis Management · p. 27
"SCOOP THIS POOP FROM YOUR PORTFOLIO"
Heska Corporation · HSKA
Spruce Point Capital · p. 1
"NOURISH & DELIGHT everyone we serve"
Darden Restaurants · DRI
Starboard Value · p. 18
"Retail consolidated with e-commerce"
Deckers Outdoor Corporation · DECK
Marcato · p. 42
"Value unlocked: Up to $89 per share"
Apple Inc. · AAPL
Greenlight Capital · p. 20
"Carvana is ~here but at higher SG&A"
Carvana Co. · CVNA
Kerrisdale Capital · p. 14
"Kalshi Week 5 NCAA FB Handle: $297m"
DraftKings Inc. · DKNG
Spruce Point Capital · p. 42
"CLARIFY OVERALL CORPORATE STRATEGY"
Nestlé S.A. · NESN
Third Point · p. 17
"A Countrywide Auto Stock Promotion"
Carvana Co. · CVNA
Spruce Point Capital · p. 1
"PHILLIPS IS DEEPLY UNDERPERFORMING"
Phillips 66 · PSX
Elliott Management · p. 3
"Six Flags share price could double"
Six Flags Entertainment Corp. · SIX
Land & Buildings · p. 11
"This Report is opinion journalism."
Eurofins Scientific SE · ERF
Muddy Waters · p. 2
"Not all owned by MPC shareholders."
Marathon Petroleum Corporation · MPC
Elliott Management · p. 9
"Cash did not go to shareholders..."
Hess Corporation · HES
Elliott Management · p. 67
"Further development destroys value"
The St. Joe Company · JOE
Greenlight Capital · p. 125
"Management Wins, Shareholders Lose"
American Capital, Ltd. · ACAS
Elliott Management · p. 26
"Oh, I'm just riding out the cycle."
CONSOL Energy · CNX
Greenlight Capital · p. 79
"Depreciation Expense Now Declining"
Xylem Inc. · XYL
Spruce Point Capital · p. 19
"Longer and Longer Days Outstanding"
Maxar Technologies · MAXR
Spruce Point Capital · p. 32
"Management Nominees: Rubber Stamp?"
Hess Corporation · HES
Elliott Management · p. 21
"35% TSR Since Elliott Announcement"
Arconic Inc. · ARNC
Elliott Management · p. 52
"Do NOT tender into the Revised TOB"
Toyota Industries Corporation · 6201
Elliott Management · p. 2
"Goals must be clear and measurable"
The Bank of New York Mellon · BK
Marcato · p. 84
"Store Closure Fears were Overblown"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 21
"For 2023, Kao's ROE fell below 5%."
Kao Corporation · 4452.JP
Oasis Management · p. 16
"ORIBE has great runaway for growth"
Kao Corporation · 4452.JP
Oasis Management · p. 65
"Poor Discipline Complacent Culture"
Canadian Pacific Railway · CP
Pershing Square · p. 51
"Now is the time to remake Marathon"
Marathon Petroleum Corporation · MPC
Elliott Management · p. 40
"Citron has seen this movie before."
Valeant Pharmaceuticals · VRX
Citron Research · p. 7
"Chocolate's financials are stable."
Vitesco Technologies · VTSC
Greenlight Capital · p. 17
"INSURING AGAINST AN AGGRESSIVE MLM"
Aegon Ltd. · AEG
Spruce Point Capital · p. 1
"Distributors must buy their way in"
Herbalife Ltd. · HLF
Pershing Square · p. 69
"30% of adjustments are M&A-related"
Perion Network Ltd. · PERI
Spruce Point Capital · p. 101
"レーザーテックの財務情報開示は棚卸資産について「完成品」の項目がない"
Lasertec Corporation · 6920
Scorpion Capital · p. 18
"棚卸資産が2017/2018に急送し始めた直後、監査法人が解任された"
Lasertec Corporation · 6920
Scorpion Capital · p. 86
"ウシオ製の光源は「ひどい仕組み」で、「すべてがめちゃくちゃになる」。"
Lasertec Corporation · 6920
Scorpion Capital · p. 158
"TSMCはメンツを保つためにそれらの問題を伏せようとしているようだ。"
Lasertec Corporation · 6920
Scorpion Capital · p. 207
"Cost of debt of 8% for CA and SYMC"
BMC Software · BMC
Elliott Management · p. 54
"DIAGNOSING PROGNY AS A STRONG SELL"
Progyny, Inc. · PGNY
Spruce Point Capital · p. 1
"I would not invest in Nevro today."
Nevro Corp. · NVRO
Scorpion Capital · p. 178
"しかし、今日に至るまで、この成長可能性はまったく活かされていません。"
Kao Corporation · 4452.JP
Oasis Management · p. 8
"Hard To Bargain For A Higher Price"
Dollarama Inc. · DOL
Spruce Point Capital · p. 1
"High forecast gives us 4% DOWNSIDE"
Dollarama Inc. · DOL
Spruce Point Capital · p. 49
"RE: Stay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 234
"Re: Stay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 235
"RE: Stay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 257
"They are occasionally an R&D tool."
Lasertec Corporation · 6920
Scorpion Capital · p. 229
"Sorena Turbine (probable location)"
FTAI Aviation, Ltd. · FTAI
Muddy Waters · p. 17
"Stake is financial, not strategic"
Nestlé S.A. · NESN
Third Point · p. 24
"Sunrun Has Some Explaining to Do!"
Sunrun Inc. · RUN
Muddy Waters · p. 31
"$1.3 Billion of Incremental Costs"
Southwest Airlines · LUV
Elliott Management · p. 34