"Powering Down Fab-U-Less Earnings"
Monolithic Power Systems · MPWR
Spruce Point Capital · p. 1
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.
"We wonder what this could mean..."
PetIQ, Inc. · PETQ
Spruce Point Capital · p. 35
"We see >$40bn in standalone value"
Phillips 66 · PSX
Elliott Management · p. 15
"No Analyst Day for nearly 7 years"
Hess Corporation · HES
Elliott Management · p. 55
"Many developments are ghost towns"
The St. Joe Company · JOE
Greenlight Capital · p. 132
"THE TEMPEST SURROUNDING TEMPUS AI"
Tempus AI, Inc. · TEM
Spruce Point Capital · p. 1
"$1.3 Billion of Incremental Costs"
Unknown
· p. 45
"the HQ staff is silently cheering"
Buffalo Wild Wings · BWLD
Marcato · p. 10
"We see >$40bn in standalone value"
Phillips 66 · PSX
Elliott Management · p. 15
"Non-Debtor Entity Debt $1,990,964"
General Growth Properties · GGP
Pershing Square · p. 74
"The customer is also a subsidiary"
ANTA Sports Products Ltd. · 2020.HK
Muddy Waters · p. 58
"このような状況に照らせば、本改定後 TOB は明らかに不適切です。"
Toyota Industries Corporation · 6201
Elliott Management · p. 4
"This statement is patently false."
WSP Global Inc. · WSP
Spruce Point Capital · p. 38
"BRP principally participates here"
"PB ~39% Less Expensive Than WD-40"
WD-40 Company · WDFC
Spruce Point Capital · p. 31
"Which brings us to Puerto Rico..."
Assured Guaranty · AGO
Greenlight Capital · p. 32
"Limited Productivity Expectations"
Canadian Pacific Railway · CP
Pershing Square · p. 56
"$1.3 Billion of Incremental Costs"
Southwest Airlines · LUV
Carl Icahn · p. 45
"Expensive stocks went up the most"
Vitesco Technologies · VTSC
Greenlight Capital · p. 7
"They needed a willing accomplice."
FleetCor Technologies · FLT
Citron Research · p. 9
"その結果として在庫を実際の価値よりも高い評価で計上しているでしょう"
Lasertec Corporation · 6920
Scorpion Capital · p. 98
"ウシオの光源は「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. 111
"スライドに記載されているA150とA300の各概念図がまったく同じ"
Lasertec Corporation · 6920
Scorpion Capital · p. 165
"アクティニック極端紫外線装置は開発中、高開口数極端紫外線技術に合流"
Lasertec Corporation · 6920
Scorpion Capital · p. 267
"WARNING! Project Failure Imminent"
Broadridge Financial Solutions, Inc. · BR
Spruce Point Capital · p. 1
"God bless the “Moviepass” economy"
Wayfair · W
Citron Research · p. 3
"Sales boomed in JCP's early years"
J.C. Penney Company, Inc. · JCP
Pershing Square · p. 9
"So, let's get to the valuation..."
Teck Resources · TECK
Greenlight Capital · p. 56
"$1.3 Billion of Incremental Costs"
Southwest Airlines · LUV
Elliott Management · p. 34
"We think athenahealth is a short."
AerCap Holdings · AER
Greenlight Capital · p. 56
"にもかかわらず、花王の2023年度のROEは5%を下回っています。"
Kao Corporation · 4452.JP
Oasis Management · p. 16
"This is what happens in a bubble."
athenahealth · ATHN
Greenlight Capital · p. 20
"Ugh... More Work, Less Commission"
Zillow Group, Inc. · Z
Spruce Point Capital · p. 1
"60% Under-performance since spree"
Monotype Imaging Holdings Inc. · TYPE
Starboard Value · p. 2
"I'm very, very familiar with that"
Soleno Therapeutics · SLNO
Scorpion Capital · p. 410
"Applying Chinese Law to the Facts"
Herbalife Ltd. · HLF
Pershing Square · p. 36
"Subject: Re: Stay for young girls"
Accor SA · AC
Grizzly Research · p. 126
"Subject: Re: Stay for young girls"
Accor SA · AC
Grizzly Research · p. 134
"Subject: Re: Stay for young girls"
Accor SA · AC
Grizzly Research · p. 156
"RE: Stay for young girls QFBHCHKH"
Accor SA · AC
Grizzly Research · p. 160
"MISSED guidance by $9 billion..."
Pfizer Inc. · PFE
Starboard Value · p. 57
"For that we need new management."
Peloton Interactive · PTON
Greenlight Capital · p. 26
"The time for real change is now."
Newell Brands Inc. · NWL
Starboard Value · p. 5
"Unfortunately, God made lawyers."
Manulife Financial Corporation · MFC
Muddy Waters · p. 24
"Dropping at 6.0x is unnecessary."
Marathon Petroleum Corporation · MPC
Elliott Management · p. 12
"Wall St. NAV Exceeds Elliott TEV"
Hess Corporation · HES
Elliott Management · p. 6
"A re-estimation of $53.7 million"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 52
"There has been NO organic growth"
Arconic Inc. · ARNC
Elliott Management · p. 77
"Does A Zebra Change Its Stripes?"
Zebra Technologies Corp. · ZBRA
Spruce Point Capital · p. 1
"Where is the operating leverage?"
The Bank of New York Mellon · BK
Marcato · p. 63
"The Credit Markets Have Improved"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 10
"Same product under $4 at WalMart"
WD-40 Company · WDFC
Spruce Point Capital · p. 35
"Kao has clear runways for growth"
Kao Corporation · 4452.JP
Oasis Management · p. 49
"36% consolidated margins in 2015"
State Street Corporation · STT
Trian Partners · p. 36
"Very simply, Trian is top notch."
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 68
"Very simply, Trian is top notch."
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 68
"したがって、光源に続いて、ステージについても妥協してしまいました"
Lasertec Corporation · 6920
Scorpion Capital · p. 138
"From Automating Invoice Entry..."
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)
Starboard Value · p. 9
"Includes ~$500mm of growth capex"
ADT Corporation · ADT
Corvex · p. 32
"Uniformly Bad Business Practices"
Cintas Corp. · CTAS
Spruce Point Capital · p. 1