"Discount narrows to ~14%"
Unknown
· p. 53
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.
"12pts below peer average"
Salesforce, Inc. · CRM
Starboard Value · p. 4
"~90% of Earnings in 2018"
General Electric · GE
Trian Partners · p. 35
"Down 49% since Oct. 1983"
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD
Pershing Square · p. 51
"19.4% / US$18.0bn Upside"
BHP Billiton · BHP
Elliott Management · p. 9
"20.4% / US$19.0bn Upside"
BHP Billiton · BHP
Elliott Management · p. 10
"The result is $18.1 / kg"
e.l.f. Beauty, Inc. · ELF
Muddy Waters · p. 24
"VOTE THE GOLD PROXY CARD"
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 1
"VOTE THE GOLD PROXY CARD"
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 42
"COMPLETE FAILURE TO GROW"
Phillips 66 · PSX
Elliott Management · p. 15
"COMPLETE FAILURE TO GROW"
Phillips 66 · PSX
Elliott Management · p. 44
"VOTE THE GOLD PROXY CARD"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 1
"VOTE THE GOLD PROXY CARD"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 42
"COMPLETE FAILURE TO GROW"
Phillips 66 · PSX
Elliott Management · p. 16
"COMPLETE FAILURE TO GROW"
Phillips 66 · PSX
Elliott Management · p. 45
"CN has a pricing problem"
Canadian National Railway · CNI
TCI Fund · p. 9
"Underweight/Short (MSCI)"
MSCI Inc. · MSCI
Spruce Point Capital · p. 1
"12pts below peer average"
Salesforce, Inc. · CRM
Starboard Value · p. 4
"We cannot reconcile $52m"
Mettler-Toledo International, Inc. · MTD
Spruce Point Capital · p. 91
"VOTE THE GOLD PROXY CARD"
E.I. du Pont de Nemours and Company · DD
Trian Partners · p. 1
"VOTE THE GOLD PROXY CARD"
E.I. du Pont de Nemours and Company · DD
Trian Partners · p. 42
"12pts below peer average"
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 18
"すでに一定の需要が存在している新しい地域への進出"
Kao Corporation · 4452.JP
Oasis Management · p. 77
"Discount narrows to ~14%"
Pershing Square Holdings (fund-level portfolio update) · PSH
Pershing Square · p. 53
"80.4% Accommodation Rate"
Accor SA · AC
Grizzly Research · p. 32
"VOTE THE GOLD PROXY CARD"
E.I. du Pont de Nemours and Company · DD
Trian Partners · p. 1
"90% of Ferguson's EBITDA"
Ferguson plc · FERG
Trian Partners · p. 17
"40% decline over 5 years"
DSP Group, Inc. · DSPG
Starboard Value · p. 11
"Why should I trust you?"
Remitly Global, Inc. · RELY
Spruce Point Capital · p. 1
"This is not acceptable."
Pfizer Inc. · PFE
Starboard Value · p. 67
"DILUTIVE TO PHILLIPS 66"
Phillips 66 · PSX
Carl Icahn · p. 21
"Let the partners speak:"
Unknown
· p. 3
"A LEAK IN THE BULL CASE"
Xylem Inc. · XYL
Spruce Point Capital · p. 1
"It’s a simple business."
Pioneer Natural Resources · PXD
Greenlight Capital · p. 10
"At least 7 months late."
iRhythm Technologies, Inc. · IRTC
Spruce Point Capital · p. 82
"A BOX OF EMPTY PROMISES"
Dropbox, Inc. · DBX
Spruce Point Capital · p. 1
"Nobody pays list price."
Twist Bioscience · TWST
Scorpion Capital · p. 63
"What is the disconnect?"
The Procter & Gamble Company · PG
Trian Partners · p. 53
"P&G is a Great Business"
Procter & Gamble · PG
Pershing Square · p. 5
"明確に不均衡な関係であり、根本的な見直しが必要"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 15
"Impact of the Peg on HK"
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD
Pershing Square · p. 63
"Initiatives to Consider"
Kao Corporation · 4452.JP
Oasis Management · p. 74
"$1 million dollar fine?"
Saputo Inc. · TSX:SAP
Spruce Point Capital · p. 140
"Discount vs. peers: 68%"
Samsung Electronics Co., Ltd. · 005930.KS
Elliott Management · p. 13
"Discount vs. peers: 34%"
Samsung Electronics Co., Ltd. · 005930.KS
Elliott Management · p. 11
"Discount vs. peers: 48%"
Samsung Electronics Co., Ltd. · 005930.KS
Elliott Management · p. 12
"Declined past two years"
Intuit Inc. · INTU
Spruce Point Capital · p. 78
"内部留保の約85%が減損処理によって抹消される"
Lasertec Corporation · 6920
Scorpion Capital · p. 24
"これは史上最大級の企業不正の、核となる矛盾だ。"
Lasertec Corporation · 6920
Scorpion Capital · p. 72
"内部留保の約85％が減損処理によって抹消される"
Lasertec Corporation · 6920
Scorpion Capital · p. 100
"だからこそ、顧客は不満を抱き、失望しています。"
Lasertec Corporation · 6920
Scorpion Capital · p. 226
"An As-Faulty Investment"
Construction Partners, Inc. · ROAD
Spruce Point Capital · p. 1
"Enormous value creation"
Target Corporation · TGT
Pershing Square · p. 34
"DILUTIVE TO PHILLIPS 66"
Phillips 66 · PSX
Elliott Management · p. 20
"This is not acceptable."
Pfizer Inc. · PFE
Starboard Value · p. 67
"デジタル戦略 - ブランド間で統一されていない"
Kao Corporation · 4452.JP
Oasis Management · p. 25
"市場に対する不明瞭な情報発信が信頼を損ねている"
Kao Corporation · 4452.JP
Oasis Management · p. 40
"成長を重視する経営が長期的な価値向上につながる"
Kao Corporation · 4452.JP
Oasis Management · p. 75
"Roadmap to A BETTER KAO"
Kao Corporation · 4452.JP
Oasis Management · p. 49
"“主要用途和使用情况”应填写每笔捐赠的情况。"
New Oriental Education & Technology Group · EDU
Muddy Waters · p. 84