"MISSED guidance by $9 billion..."
Pfizer Inc. · PFE
Starboard Value · p. 57
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.
"マーケティング改革のため、マーケティングを率いる経営陣を起用する"
Kao Corporation · 4452.JP
Oasis Management · p. 79
"レーザーテックの極端紫外線の市場は、需要が尽きてはじめています。"
Lasertec Corporation · 6920
Scorpion Capital · p. 41
"日本籍の企業であるレーザーテックは、競争上非常に弱い立場となる。"
Lasertec Corporation · 6920
Scorpion Capital · p. 49
"PUTTING THE BRAKES ON LIGHTSPEED"
Lightspeed Commerce, Inc. · LSPD
Spruce Point Capital · p. 1
"SZKY: We are self-operated. (直营)"
ANTA Sports Products Ltd. · 2020.HK
Muddy Waters · p. 23
"Box of now-forgotten corruption."
Twist Bioscience · TWST
Scorpion Capital · p. 22
"REStay for young beautiful girls"
Accor SA · AC
Grizzly Research · p. 231
"Total Investment: RMB 75 Million"
GSX Techedu Inc. · GSX
Grizzly Research · p. 21
"YOUR VOICE MATTERS. VOTE TODAY."
Phillips 66 · PSX
Elliott Management · p. 7
"Broken Medical Trust in America"
Healthcare Trust of America, Inc. · HTA
Spruce Point Capital · p. 1
"There is No “One-Size-Fits-All”"
PROCEPT BioRobotics Corporation · PRCT
Spruce Point Capital · p. 31
"How did PETQ get so profitable?"
PetIQ, Inc. · PETQ
Spruce Point Capital · p. 31
"US$3bn intrinsic value unlocked"
Keisei Electric Railway · 9009
Palliser Capital · p. 47
"The average value was €687/sqm."
CPI Property Group S.A. · CPIPGR
Muddy Waters · p. 31
"Stock Alert: Extreme Sugar High"
Dexcom, Inc. · DXCM
Spruce Point Capital · p. 1
"Sold Properties: 30* Houses: 12"
The St. Joe Company · JOE
Greenlight Capital · p. 59
"WaterColor “available for sale”"
The St. Joe Company · JOE
Greenlight Capital · p. 69
"Access Density is a Red Herring"
Pure Storage, Inc. · PSTG
Kerrisdale Capital · p. 17
"CONSOL owns a lot of shale gas."
CONSOL Energy · CNX
Greenlight Capital · p. 32
"GMCR revalued Diedrich's Assets"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 51
"Arconic’s problems are profound"
Arconic Inc. · ARNC
Elliott Management · p. 7
"Value hidden from equity market"
Keisei Electric Railway · 9009 JT
Palliser Capital · p. 5
"+39% upside to fair value today"
Toyota Industries Corporation · 6201
Elliott Management · p. 10
"Highly Attractive Risk / Reward"
Procter & Gamble · PG
Pershing Square · p. 41
"A Lot Has Changed Since 1983..."
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD
Pershing Square · p. 43
"Lack of Ambition, Lack of Focus"
Kao Corporation · 4452.JP
Oasis Management · p. 35
"STOCK PROMOTION: ONCOMING CRASH"
Samsara Inc. · IOT
Spruce Point Capital · p. 1
"Saputo ERP Costs Are Ballooning"
Saputo Inc. · TSX:SAP
Spruce Point Capital · p. 130
"EXPLORE SEPARATION OF MIDSTREAM"
Phillips 66 · PSX
Elliott Management · p. 89
"Falling below 1x a bearish sign"
Perion Network Ltd. · PERI
Spruce Point Capital · p. 66
"We view this product as a bust."
Perion Network Ltd. · PERI
Spruce Point Capital · p. 96
"フリーキャッシュフローは時価総額との比較で見えないほど小規模だ"
Lasertec Corporation · 6920
Scorpion Capital · p. 64
"レーザーテックは実質的にこの技術領域に立ち入ることができない。"
Lasertec Corporation · 6920
Scorpion Capital · p. 161
"「上場会社と当該会社の関係」については「特記事項はありません」"
Lasertec Corporation · 6920
Scorpion Capital · p. 309
"Target price $46.00 Return -67%"
Inogen, Inc. · INGN
Muddy Waters · p. 27
"No longer quantify productivity"
Forescout Technologies · FSCT
Spruce Point Capital · p. 43
"Applicant opinion of value - $7"
Olam International Ltd. · SGX:O32
Muddy Waters · p. 123
"“COCKROACH THEORY OF INVESTING”"
Rollins Inc. · ROL
Spruce Point Capital · p. 1
"Carvana share price implied 18%"
Carvana Co. · CVNA
Kerrisdale Capital · p. 12
"~29% “stabilized” unlevered ROI"
Borders Group, Inc. · BGP
Pershing Square · p. 23
"Increasing % of Total Inventory"
Prestige Consumer Healthcare Inc. · PBH
Spruce Point Capital · p. 40
"Why doesn't Verint do the same?"
Verint Systems, Inc. · VRNT
Spruce Point Capital · p. 82
"Mobis Discount vs. peers: (57%)"
Hyundai Motor Group
Elliott Management · p. 25
"SENSAI は同業他社製品と比べて小規模で成長の余地が大きい"
Kao Corporation · 4452.JP
Oasis Management · p. 63
"In response, the market yawned."
Bayer AG · BAYN
Greenlight Capital · p. 14
"An Overheated HVAC Growth Story"
Limbach Holdings, Inc. · LMB
Spruce Point Capital · p. 1
"レーザーテックの株価を支える「極端紫外線 独占論」は崩壊する。"
Lasertec Corporation · 6920
Scorpion Capital · p. 26
"We see 40% - 60% downside risk."
Enfusion, Inc. · ENFN
Spruce Point Capital · p. 4
"Corridor expansion has stalled"
Remitly Global, Inc. · RELY
Spruce Point Capital · p. 25
"Significant Margin Opportunity"
GoDaddy Inc. · GDDY
Starboard Value · p. 4
"Green For Life, Red For Losses"
GFL Environmental Inc. · GFL
Spruce Point Capital · p. 1
"KICKING THE TIRE DOWN THE ROAD"
Canadian Tire Corporation · CTC.A
Spruce Point Capital · p. 1
"What have investors forgotten?"
Unknown
· p. 29
"Florida has been hit very hard"
The St. Joe Company · JOE
Greenlight Capital · p. 37
"Choosing Between Bad and Worse"
Blackstone Mortgage Trust, Inc. · BXMT
Muddy Waters · p. 35
"Long Term Price Target = $0.00"
Maxar Technologies · MAXR
Spruce Point Capital · p. 6
"Oh...that two billion dollars."
Pioneer Natural Resources · PXD
Greenlight Capital · p. 31
"A CLEAR AND VISIBLE SHORT CASE"
Align Technology, Inc. · ALGN
Spruce Point Capital · p. 1
"A HIGH ALPHA SHORT OPPORTUNITY"
Alpha Metallurgical Resources, Inc. · AMR
Spruce Point Capital · p. 1