Callouts & quotes from 3,339+ activist slides

"We Believe Prediction Markets Are Unlikely To Expand TAM For OSBs In The Near Future"

"WE BELIEVE BWLD'S STOCK PRICE COULD RISE BY MORE THAN 2-3x UNDER MARCATO'S PROPOSAL"

"Since emergence, we believe the company has been too slow to realize fair valuation"

"We believe Olive Garden's poor execution leaves customers consistently disappointed"

"We believe there is significant value in these assets within News Corp’s portfolio."

"We believe the market is not giving Fluor credit for its substantial transformation"

"We believe Olive Garden’s poor execution leaves customers consistently disappointed"

"AMR would have you believe it's almost debt free but it ignores legacy liabilities."

"We believe there is significant room for Oatly's multiple to compress below BYND's."

"We Believe Zebra’s Core Business Is Under Greater Pressure Than The Market Realizes"

"We believe a minority IPO of McOpCo would force a market revaluation of McDonald's."

"But we believe full capital account convertibility is inevitable and coming soon..."

"Spruce Point Believes That Saputo Is Now Entering The Declining Phase Of Its Growth"

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

"We believe Huntsman has an opportunity to streamline its FP&A and IT organizations."

"Investors don't believe Phillips can hit the 2025 target, much less the 2027 target"

"We believe the market is not giving Fluor credit for its substantial transformation"

"We believe there is significant value in these assets within News Corp’s portfolio."

"Citron believes Peloton’s glory days of hardware sales are in the rear-view mirror."

"We believe the Company is signaling accounting strain and issuing a subtle warning."

"We believe this underinvestment points to material organic decline in legacy Amcor."

"We believe there is significant value in these assets within News Corp’s portfolio."

"We believe there is significant value in these assets within News Corp’s portfolio."

"We believe PepsiCo Beverages has many similar traits and can be modeled after Kraft"

"We Believe Remitly Is A Troubled And Opaque Business Experiencing Growth Pressures"

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"We believe Starboard was influential in AECOM's successful business transformation"

"We believe ALEX's fully owned development projects are worth roughly ~$294 million"

"We believe investor skepticism towards management has created a mispriced security"

"We believe Bristol-Myers has a potential opportunity to improve its gross margins."

"We believe Bristol-Myers may have an opportunity to consolidate its R&D facilities"

"We believe the Company’s SG&A structure may benefit from greater decentralization."

"Spruce Point believes that 6 of 10 acquisitions should be categorized as failures."

"We believe Starboard was influential in AECOM's successful business transformation"

"We believe the current 97% occupancy rate will decline due to tenant deterioration"

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"We believe Dow Jones is meaningfully undervalued at News Corp’s current valuation."

"We believe Cole and Riedel appear to be following a similar same playbook on ABML."

"We believe recent concerns over CCI’s relative organic growth rates are overblown"

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"At <14x pro forma 2015 earnings, we believe the market underestimates this change"

"The Board of Phillips 66 believes these results are acceptable. Investors do not."

"The Board of Phillips 66 believes these results are acceptable. Investors do not."

"We believe Salesforce can and should commit to achieving the Rule of 50 by FY2028"

"We believe cable threat is manageable, which is not necessarily a contrarian view"

"Huishan is resorting to creative financing that we believe shows its desperation."

"We believe a $3 billion stock repurchase program could be 15-20% accretive to EPS"

"GSX reports financials to the SEC that we believe are simply too good to be true."

"We believed APD’s EBIT margins (15.5%) could approach comparable Praxair (22.5%)"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management's misguided priorities"

"We believe Darden’s issues can be fixed and create significant shareholder value"

"We believe the corporate office is a symbol of management’s misguided priorities"

"Taken as a whole, we believe this segment will be highly problematic for Evoqua."

"We believe management should have disclosed this on the Company’s earnings call."

"We believe investors underestimate the strength of competition faced by Samsara."

"We believe Dr. Beckerle owes her current position at HCI to the Huntsman family."

"Spruce Point believes Aegon's shares present a poor risk / reward for investors."

"Trian continues to believe that Lazard should de-classify its board of directors"

"We believe Bloomingdale’s owned real estate is worth approximately $1.4 billion."