"The Buck’s Rebound Begins Here"
General Growth Properties · GGP
Pershing Square · p. 3
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.
"For my best investment idea..."
General Growth Properties · GGP
Pershing Square · p. 67
"The U.S. Economy has Recovered"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 4
"P&G underperformed by 1,200bps"
The Procter & Gamble Company · PG
Trian Partners · p. 23
"Sellers report very few sales."
NQ Mobile Inc. · NQ
Muddy Waters · p. 21
"+27% 当初TOB予告時点における本源的価値までの上昇余地"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 23
"2025年6月の当初TOB予告より1株あたり¥5,438上昇"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 24
"~50% Less Expensive Than WD-40"
WD-40 Company · WDFC
Spruce Point Capital · p. 32
"~49% Less Expensive Than WD-40"
WD-40 Company · WDFC
Spruce Point Capital · p. 33
"VOTE USING THE BLUE PROXY CARD"
The Walt Disney Company · DIS
Trian Partners · p. 1
"The need for change is urgent."
Time Warner Inc. · TWX
Carl Icahn · p. 370
"Herbalife's “73%” Payout Ratio"
Herbalife Ltd. · HLF
Pershing Square · p. 86
"フリーキャッシュフローは時価総額との比較で見えぬほど小規模だ"
Lasertec Corporation · 6920
Scorpion Capital · p. 15
"速度や機能性をいくらか犠牲にしてでも稼働率の維持に努めました"
Lasertec Corporation · 6920
Scorpion Capital · p. 116
"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. 188
"A PORCH ON A FLIMSY FOUNDATION"
Porch Group Inc · PRCH
Spruce Point Capital · p. 1
"Marissa Mayer Hired: July 2012"
Yahoo! Inc. · YHOO
SpringOwl · p. 13
"Grand Total for 5 years: $365M"
Yahoo! Inc. · YHOO
SpringOwl · p. 55
"花王の取締役会は多様性に欠け、 FMCG業界の専門知識も不足"
Kao Corporation · 4452.JP
Oasis Management · p. 90
"VOTE USING THE BLUE PROXY CARD"
The Walt Disney Company · DIS
Trian Partners · p. 1
"Note this bjcloudvod for later"
GSX Techedu Inc. · GSX
Muddy Waters · p. 19
"You don't have another option."
TransMedics Group Inc · TMDX
Scorpion Capital · p. 52
"Why do scammers all use SINCH?"
Sinch AB · SINCH
Grizzly Research · p. 13
"Taking no action is an action."
US/Japan Sovereign Debt & Fiat Currencies (Macro)
Greenlight Capital · p. 6
"Dividend now only growing ~2%"
Nestlé S.A. · NESN
Third Point · p. 9
"Pershing Square, L.P.: 476.7%"
"A NON-ESSENTIAL STOCK HOLDING"
Essential Utilities, Inc. · WTRG
Spruce Point Capital · p. 1
"Cost Advantage vs VLO ($2.73)"
Phillips 66 · PSX
Elliott Management · p. 13
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 134
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 154
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 238
"We believe this was a mistake"
Target Corporation · TGT
Pershing Square · p. 49
"Peter doesn't do any quantum."
IonQ Inc. · IONQ
Scorpion Capital · p. 177
"6.1x to 7.4x Year 1 Cash Flow"
Allergan, Inc. · AGN
Pershing Square · p. 110
"Management wants to be global"
Hess Corporation · HES
Elliott Management · p. 22
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 134
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 137
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 216
"Proved successful for Brinker"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 238
"GMCR can earn $8-10 per share"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 17
"+27% 当初TOB公表時点における公正価値までの上昇余地"
Toyota Industries Corporation · 6201
Elliott Management · p. 9
"1,000bp+ increase in margins!"
Salesforce, Inc. · CRM
Starboard Value · p. 5
"Good liabilities are an asset"
Mall REIT sector (long General Growth Properties) · GGP
Pershing Square · p. 67
"Predix Platform is a BIG IDEA"
General Electric · GE
Trian Partners · p. 43
"Average EBIT Margin: 15.5%(2)"
General Electric · GE
Trian Partners · p. 51
"We show this denial is a lie."
AppLovin Corporation · APP
Muddy Waters · p. 3
"Pershing Square, L.P.: 503.1%"
Unknown
· p. 6
"Letting down all stakeholders"
Kao Corporation · 4452.JP
Oasis Management · p. 18
"What is CP’s “Detailed Plan”?"
Canadian Pacific Railway · CP
Pershing Square · p. 52
"Real Intelligence: Sell C3.ai"
C3.ai, Inc. · AI
Spruce Point Capital · p. 1
"Herbalife is a Pyramid Scheme"
Herbalife Ltd. · HLF
Pershing Square · p. 64
"VOTE ONLY THE GOLD CARD TODAY"
Phillips 66 · PSX
Elliott Management · p. 8
"1,000bp+ increase in margins!"
Salesforce, Inc. · CRM
Starboard Value · p. 5
"「低採算ACTIS」のせいだ、との説明がCEOからあった。"
Lasertec Corporation · 6920
Scorpion Capital · p. 91
"レーザーテックの極端紫外線装置は極度に不良で信頼性が低い。"
Lasertec Corporation · 6920
Scorpion Capital · p. 286
"Pershing Square, L.P.: 696.2%"
Unknown
· p. 6
"We price TFS equity at $0.00."
Quintis Limited · QIN
Viceroy Research · p. 3
"Divested ~$5B Non-HCM Revenue"
Automatic Data Processing (ADP) · ADP
Trian Partners · p. 14
"Kia Discount vs. peers: (63%)"
Hyundai Motor Group
Elliott Management · p. 29
"Herbalife is a pyramid scheme"
Unknown
· p. 23