Callouts & quotes from 3,339+ activist slides

"We do not believe Pfizer achieved “constant” and “breakthrough” innovations."

"We believe having partners push stablecoin could be disruptive for Remitly."

"We believe the Company likely lost more than $20 billion in value from M&A."

"Starboard believed the Preferred Financing was a mistake from the beginning"

"No, quite the opposite. We believe a more likely scenario is the following:"

"We believe the signs of strained growth are beginning to appear at Samsara."

"We believe this was contrived and that these transactions lacked substance."

"We believe Dave Cote saw a unique opportunity for a turnaround with Vertiv."

"We believe the Company likely lost more than $20 billion in value from M&A."

"We do not believe it is a question of content, but a question of delivery."

"After a CEO is Consistently Unable to Predict the Future, Why Believe Him?"

"We believe Tom Pike will create considerable shareholder value at Fortrea."

"As a result, we believe Zebra is supplanting R&D in favor of acquisitions."

"We Believe Shareholders Should Embrace This Advice And Seek New Leadership"

"We believe this is a direct threat to QuickBooks that is underappreciated."

"We Believe Limbach Overstates Free Cash Flow by Excluding Key Uses Of Cash"

"We believe investors are misinterpreting these companies intent and budget"

"We believe APD’s EBIT margins (16%) can approach comparable Praxair (22%)"

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"5. Quantumscape can't even reliably make TEST cells that work, we believe"

"We believe the market is significantly undervaluing Fluor’s core business"

"We believe excitement around Pure's hyperscaler opportunity is misplaced."

"We believe the Arconic Board size of 13 should be reduced to 11 directors"

"We believe Chipotle represents a highly attractive turnaround opportunity"

"We believe the implications for iRhythm’s historical compliance are huge."

"As a result, we believe its true leverage is closer to 2.3x and not 1.5x."

"We believe Brand McDonald's could be worth 12.5x – 13.5x EV/2006E EBITDA."

"We believe APD’s EBIT margins (16%) can approach comparable Praxair (22%)"

"We are short AKG because we believe it is highly likely to end up a Zero."

"We believe the market is significantly undervaluing Fluor’s core business"

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We Believe ROAD Is A Roll-Up Facing More Pressures Than Investors Realize"

"We believe Huishan is in very real danger of defaulting in the next year."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe BUR investors have been bamboozled by the company and Invesco."

"The loss of just one, we believe, could easily swing a quarter to a miss."

"Trian believes that this product should have never been brought to market"

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe News Corp owns a diverse portfolio of high-quality businesses."

"We believe Chipotle represents a highly attractive turnaround opportunity"

"We believe Chipotle represents a highly attractive turnaround opportunity"

"We believe there is a significant opportunity to unlock value at Darden."

"We Believe Skechers Appears Poised To Suffer Yet Another Inventory Issue"

"We Believe TurboTax Is Treading Water As Existential Threats Materialize"

"We Believe Intuit Just Lost a Major Source of Future Potential Customers"

"We believe that substantially all of these gains are included in EBITDA."

"We believe losses in the Display business must be analyzed independently"

"We Believe Tripadvisor’s Undervaluation Is Driven by Two Misconceptions"

"We Believe Tripadvisor’s Undervaluation Is Driven by Two Misconceptions"