"~2x BELOW Proxy Peers!"
LivePerson, Inc. · LPSN
Starboard Value · p. 4
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 to shareholders..."
Hess Corporation · HES
Elliott Management · p. 26
"“Big Li” is a big lie."
Joyy Inc. · YY
Muddy Waters · p. 4
"TOB発表時より、一株あたり¥5,438上昇"
Toyota Industries Corporation · 6201
Elliott Management · p. 11
"Profitability down 33%"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 22
"Profitability down 33%"
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 25
"EPS CAGR: 2.4x Greater"
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 40
"What does Volofo mean?"
e.l.f. Beauty, Inc. · ELF
Spruce Point Capital · p. 19
"Profitability down 33%"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 25
"EPS CAGR: 2.4x Greater"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 40
"Profitability down 33%"
E.I. du Pont de Nemours and Company · DD
Trian Partners · p. 25
"EPS CAGR: 2.4x Greater"
E.I. du Pont de Nemours and Company · DD
Trian Partners · p. 40
"とりわけ、野村の不動産部門は詐欺の常習犯だ。"
Lasertec Corporation · 6920
Scorpion Capital · p. 310
"Implied Stock Downside"
Nidec Corp. · 6594 JP
Muddy Waters · p. 45
"A REPELLANT INVESTMENT"
Magnite, Inc. · MGNI
Spruce Point Capital · p. 1
"PRE-COVID ROIC ≥ 14.0%"
Kao Corporation · 4452.JP
Oasis Management · p. 16
"“UNPLUG THE FUEL SELL”"
Plug Power Inc. · PLUG
Spruce Point Capital · p. 1
"Profitability down 33%"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 14
"Profitability down 33%"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 84
"About to Short Circuit"
iRobot Corp · IRBT
Spruce Point Capital · p. 1
"Let's do Pattaya then!"
Accor SA · AC
Grizzly Research · p. 228
"High-risk, low-return"
Allergan, Inc. · AGN
Pershing Square · p. 33
"Here Comes the Cliff!"
Blackstone Mortgage Trust, Inc. · BXMT
Muddy Waters · p. 1
"Elect 5 new directors"
Hess Corporation · HES
Elliott Management · p. 8
"Down $23 in EBITDA/MT"
Arconic Inc. · ARNC
Elliott Management · p. 142
"OUTR @ 15% yield: $50"
Outerwall Inc. · OUTR
Engaged Capital · p. 26
"フォークリフト機械市場で世界シェアNo.1"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 9
"当初TOBの取引プロセスにおける重大な欠陥"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 17
"Fuel SELL Opportunity"
Ballard Power Systems · BLDP
Spruce Point Capital · p. 1
"Big growth divergence"
Floor & Decor Holdings, Inc. · FND
Spruce Point Capital · p. 82
"Down >$9,600 Annually"
Southwest Airlines · LUV
Carl Icahn · p. 35
"From 5 SKUs to 2 SKUs"
Saputo Inc. · TSX:SAP
Spruce Point Capital · p. 73
"「レーザーテック製の場合、そんなもんです」"
Lasertec Corporation · 6920
Scorpion Capital · p. 124
"106% underperformance"
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 44
"Down >$9,600 Annually"
Southwest Airlines · LUV
Elliott Management · p. 24
"花王の経営陣は成長に対してアレルギーがある"
Kao Corporation · 4452.JP
Oasis Management · p. 36
"最も有望な成長機会は海外の化粧品市場にある"
Kao Corporation · 4452.JP
Oasis Management · p. 50
"モルトンブラウンには大幅な成長の余地がある"
Kao Corporation · 4452.JP
Oasis Management · p. 62
"Down >$9,600 Annually"
Southwest Airlines · LUV
Elliott Management · p. 35
"That’s actually true."
Solvay SA · SOLB BB
Greenlight Capital · p. 16
"Deflationary Pricing"
Avery Dennison Corporation · AVY
Spruce Point Capital · p. 23
"SEC disclosure: None"
SandRidge Energy · SD
TPG-Axon · p. 18
"SEC disclosure: None"
SandRidge Energy · SD
TPG-Axon · p. 23
"Public embarrassment"
TCI portfolio companies
TCI Fund · p. 6
"US$3.2bn = not costs"
Rio Tinto · RIO
Palliser Capital · p. 30
"~250 bps improvement"
General Electric · GE
Trian Partners · p. 58
"46.5%が公正な買付予定数の下限である"
Toyota Industries Corporation · 6201.T
Elliott Management · p. 21
"Two-Year CAGR: -3.0%"
Amdocs Limited · DOX
Spruce Point Capital · p. 16
"25% VAT on Formula 1"
Herbalife Ltd. · HLF
Pershing Square · p. 103
"それは極端な投機の兆候として現れている。"
Lasertec Corporation · 6920
Scorpion Capital · p. 10
"~3x LOWER than peers"
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 45
"すべてのステークホルダーを失望させている"
Kao Corporation · 4452.JP
Oasis Management · p. 18
"花王が提示している数字では計算が合わない"
Kao Corporation · 4452.JP
Oasis Management · p. 43
"What are you hiding?"
Clear Secure, Inc. · YOU
Spruce Point Capital · p. 1
"VOTE #4 A BETTER KAO"
Kao Corporation · 4452.JP
Oasis Management · p. 118
"The lesson that I ha"
US/Japan Sovereign Debt & Fiat Currencies (Macro)
Greenlight Capital · p. 1
"Undisclosed Position"
Pershing Square Holdings Portfolio (MDLZ, APD, CMG, HHC, NOMD, HLF short, FNMA/FMCC) · PSH
Pershing Square · p. 63
"37% Performance Gap"
Family Dollar Stores · FDO
Pershing Square · p. 21
"48% outperformance!"
GoDaddy, News Corp, Fortrea
Starboard Value · p. 66
"Hess is NOT a major"
Hess Corporation · HES
Elliott Management · p. 22