"We do not believe Display is being operated efficiently"
AOL, Inc. · AOL
Starboard Value · p. 17
Callouts & quotes from 3,339+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We believe News Corp trades at an attractive valuation."
News Corporation · NWSA
Starboard Value · p. 5
"We believe Advance Auto Parts could be worth: >$350.00"
Advance Auto Parts · AAP
Starboard Value · p. 5
"We believe the deal is all hype and limited substance."
Heska Corporation · HSKA
Spruce Point Capital · p. 85
"We believe this is a major red flag for PBH and Sacco."
Prestige Consumer Healthcare Inc. · PBH
Spruce Point Capital · p. 24
"We believe the following series of steps is required:"
Commvault Systems, Inc. · CVLT
Carl Icahn · p. 14
"We don't believe either is true, at least materially."
PROCEPT BioRobotics Corporation · PRCT
Spruce Point Capital · p. 42
"We believe that BOOT has a bloated inventory problem."
Boot Barn Holdings, Inc. · BOOT
Spruce Point Capital · p. 40
"We believe that APP is at real risk of deplatforming."
AppLovin · APP
Muddy Waters · p. 35
"We believe our valuation assumptions are conservative"
Borders Group, Inc. · BGP
Pershing Square · p. 46
"We Believe The FIGS Brand Has Already Been Tarnished"
FIGS, Inc. · FIGS
Spruce Point Capital · p. 72
"3) We Believe Brand Tripadvisor Must Be Transformed"
Tripadvisor, Inc. · TRIP
Starboard Value · p. 34
"3) We Believe Brand Tripadvisor Must Be Transformed"
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)
Starboard Value · p. 70
"We do not believe Patch is a viable business model."
AOL, Inc. · AOL
Starboard Value · p. 44
"We believe upside could exist to accretion targets"
General Electric · GE
Trian Partners · p. 66
"If you repeat it, maybe investors will believe it."
Globant SA · GLOB
Spruce Point Capital · p. 16
"We believe that Mr. Lin was TAL’s proxy at Shujia."
TAL Education Group · TAL
Muddy Waters · p. 55
"We believe JCP could earn ~$6.00 per share in 2015"
J.C. Penney Company, Inc. · JCP
Pershing Square · p. 56
"We believe new people are required to fix Darden!"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 41
"We believe Starboard's slate is better qualified."
Darden Restaurants, Inc. · DRI
Starboard Value · p. 293
"We Believe Ambry Genetics Uses Aggressive Billing"
Tempus AI, Inc. · TEM
Spruce Point Capital · p. 56
"We believe new people are required to fix Darden!"
Darden Restaurants, Inc. · DRI
Starboard Value · p. 41
"We believe Starboard's slate is better qualified."
Darden Restaurants, Inc. · DRI
Starboard Value · p. 293
"The opportunity is smaller than the bulls believe"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 22
"We believe Huishan is a fraud through and beyond."
China Huishan Dairy Holdings · 6863.HK
Muddy Waters · p. 13
"We believe management is arguing the wrong point."
Darden Restaurants, Inc. · DRI
Starboard Value · p. 69
"We believe there may still be a material issue"
Green Mountain Coffee Roasters · GMCR
Greenlight Capital · p. 84
"But most battery researchers don't believe it"
QuantumScape · QS
Scorpion Capital · p. 53
"We Believe a 30% Revaluation to 6:1 is Likely"
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD
Pershing Square · p. 113
"Benefits that we believe should be preserved:"
Fannie Mae / Freddie Mac · FNMA / FMCC
Pershing Square · p. 66
"Benefits that we believe should be preserved:"
Fannie Mae and Freddie Mac · FNMA/FMCC
Pershing Square · p. 66
"We do not believe Patch is a viable business"
AOL, Inc. · AOL
Starboard Value · p. 26
"We believe its value today is close to zero."
authID Inc. · AUID
White Diamond Research · p. 9
"We believe its value today is close to zero."
AGBA Group · AGBA
White Diamond Research · p. 9
"We Believe Tempus Uses Aggressive Billing"
Tempus AI, Inc. · TEM
Spruce Point Capital · p. 67
"In short: We believe that GSX is a fraud."
GSX Techedu Inc. · GSX
Grizzly Research · p. 54
"We believe that a write-down is overdue."
Hill-Rom Holdings, Inc. · HRC
Spruce Point Capital · p. 59
"We believe this was a mistake"
Target Corporation · TGT
Pershing Square · p. 49
"We believe that's valuable."
CONSOL Energy · CNX
Greenlight Capital · p. 33