Callouts & quotes from 3,339+ activist slides

"We believe it mathematically impossible for EBIT to be higher than EBT."

"So, I just don't believe that there's 82 standalone modules being sold."

"We believe these “partners” are undisclosed related parties and fronts."

"We believe the value of Sony’s studios is underappreciated by investors"

"we believe Alexion shares now trade at a 40-50% discount to fair value."

"We Believe Procept Dramatically Overstates Its True Addressable Market"

"We believe all of these issues are directly traceable to Mr. LoCascio."

"We believe Yahoo has a current intrinsic value of nearly $20 per share"

"We believe the global industry will grow to $3.6tn organically by 2017"

"We believe P&G is uniquely positioned with 25 “billion dollar” brands."

"We believe BILL has best-in-class gross margins, ahead of peer median."

"We believe Fluor is now positioned to focus on healthy backlog growth."

"We believe the above statement is a bald-faced lie by IQ’s management."

"We believe its leverage is even higher than optically being portrayed."

"We believe Fluor is now positioned to focus on healthy backlog growth"

"We believe the Company’s R&D process can be streamlined and improved."

"We Believe Credit Karma Isn't Living Up To Its Massive Purchase Price"

"We believe Homes.com represents an underappreciated threat to Zillow."

"We believe Leidos’ shares represent an incredibly poor risk / reward."

"How anyone could believe anything YT says at this point is beyond us."

"We believe we have found evidence that YT committed bankruptcy fraud."

"We believe DY exhibits many hallmarks of increased financial stress."

"We believe zero to almost none of CIFS's purported business is real."

"We believe GCP's current investment priorities require re-balancing."

"We believe our plan could boost Phillips 66's shares by 75% or more."

"We believe greater emphasis could signal client retention challenges"

"Based on the above results, we believe this response was misleading."

"We believe the stock will collapse and see immediate downside of 60%"

"We believe the stock will collapse and see immediate downside of 60%"

"We believe that HHC trades at a discount to the value of its assets"

"We Believe DY Is A Troubled Business Experiencing Growing Pressures"

"We believe Autodesk has a significant opportunity to expand margins"

"We Believe Porch’s Historical Failures Are Coming Full Circle Again"

"We believe that HHC trades at a discount to the value of its assets"

"We believe Autodesk has a significant opportunity to expand margins"

"We believe Chipotle will emerge even stronger in a post-COVID world"

"Novartis does not believe the settlement will impact their business"

"We believe that HHC trades at a discount to the value of its assets"

"We don't believe this merger will happen for the following reasons."

"We believe that HHC trades at a discount to the value of its assets"

"Don't believe the hype; there is no one-size-fits-all BPH solution"

"We believe the quality of Fluor’s earnings has improved materially"

"We believe the current financial profile of Viator is unacceptable"

"We believe AMR's cash generation shouldn't be taken at face value."

"We believe P&G’s current Board has not delivered for shareholders."

"We believe our 24% EBIT margin estimate for P&G is very achievable"

"We believe it would be imprudent for Hong Kong to print more money"

"We believe, Mettler is getting more aggressive to keep it inflated"

"We believe a substantial value creation opportunity exists at BILL"

"We believe the current financial profile of Viator is unacceptable"

"We believe the current financial profile of Viator is unacceptable"

"We believe the quality of Fluor’s earnings has improved materially"

"We believe Q4 2021 earnings marked an inflection point for Vertiv."

"We believe the Patch business model is flawed and will not succeed"

"Starboard believes AAP could be worth in excess of $350 per share"

"In total we believe GFL's enterprise value is off by $1.2 billion"

"We believe Box can significantly improve sales force productivity"

"We Believe GFI Poses A Material Threat To WFG's Recruitment Goals"

"We believe these steps can deliver up to 191p (1) to shareholders"

"We believe income investors will value FirstGroup US at a premium"