Callouts & quotes from 3,339+ activist slides

"We believe Kronos is poised to achieve long-term margins of ~40%"

"We believe Viator should grow faster and be much more profitable"

"We believe Viator should grow faster and be much more profitable"

"We believe a large margin expansion opportunity exists at Splunk"

"We Believe Heska's Subscription Business Disclosure is Troubling"

"We believe TheFork would attract significant strategic interest"

"We believe an EBIT margin target of at least 40% is reasonable."

"We believe TheFork would attract significant strategic interest"

"We believe that, in substance, this is a financing transaction."

"Wall Street analysts believed the Company was well-positioned."

"2) We Believe Viator’s Performance Should Meaningfully Improve"

"We believe NMC's reported debt is manipulated and understated."

"2) We Believe Viator’s Performance Should Meaningfully Improve"

"We believe a similar outcome is more likely than not at Ginkgo"

"Wall Street analysts believed the Company was well-positioned."

"Spruce Point believes this could be the death knell for CLEAR."

"I don't believe it is that powerful or effective to begin with"

"We believe AAP can close the vast majority of this margin gap"

"We do believe that we operate restaurants really, really well"

"We believe PepsiCo’s performance disproves the “Power of One”"

"We believe Adj. EPS has been inflated by aggressive measures."

"Management Believe Women Comprise Just Half the Customer Base"

"We believe that in substance this is a financing transaction."

"Trulieve Cannabis Corp: Why we believe the Company is a Fraud"

"We believe the growth of this packaging is pressuring Avery."

"We believe Tessera is overstaffed for this type of business."

"We believe that Brand Tripadvisor should be more profitable"

"We Believe Monster Is Under More Pressure Than Most Realize"

"We Believe Aegon Is Operating A Billion Dollar MLM Run Amok"

"We believe that Brand Tripadvisor should be more profitable"

"We believe ~92% of participants’ income is from recruiting."

"We don't believe GreenPower is worth any more than Phoenix."

"We believe there is substantial upside potential at Pfizer"

"We believe investment is still attractive at current price"

"We strongly believe that good governance is good business."

"We believe spinning off SRG would create shareholder value"

"Elliott Believes Recent Corporate Actions Are Insufficient"

"We believe spinning off SRG would create shareholder value"

"1) We Believe Tripadvisor Should Explore a Sale of TheFork"

"We believe investment is still attractive at current price"

"We believe all of these issues are temporary / correctable"

"We believe there is substantial upside potential at Pfizer"

"We strongly believe that good governance is good business."

"We believe investment is still attractive at current price"

"We believe the scale of the disruption is already evident."

"We believe this is an outlier and unlikely to be sustained"

"We believe this framing was designed to convey sacrifice."

"We believe this could be an existential problem for RUN."

"We believe valuing this business as a 0% grower is wrong"

"We believe that new leadership is required at Southwest."

"We believe a decoy to provide insiders time to cash out."

"We believe Salesforce’s current valuation is compelling."

"I would not believe any of his pipeline. Absolutely not."

"We believe Salesforce’s current valuation is compelling."

"We believe the risk of a major OEM going direct is real."

"We believe News Corp trades at an attractive valuation."

"We believe it is time for CEO Patrick Decker to resign."

"We Believe Tripadvisor Should Explore a Sale of TheFork"

"We believe News Corp trades at an attractive valuation."

"We believe News Corp trades at an attractive valuation."