Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"FCF was $113M in Q1. This was comprised of cash flow from operations of approximately $165M, less $52M in net capex and other, of which $13M related to the multi-year development of our new campus in Israel. — Tamar Rapaport-Dagim, CFO, Amdocs"
"According to Disney, “over the last 5 years, return on invested capital has nearly doubled in [its] domestic parks and [it has] seen sizable increases over that same time frame across the total Experiences portfolio.” — The Walt Disney Company"
"I can tell you now that on every campaign we run in SORT, yes, alongside of the cookies, and we want to be in a point where we're reaching the number of 1,000 campaign by the end of the year of using SORT. — Perion Network CEO (April 28, 2022)"
"Iteqは信頼性が高い産業用のアクティニックパターンマスク検査の実現に向けてかねてよりレーザーテックとの協同で開発に取り組んできた。その結果として、Iteqは超短パルスレーザーで照射される高速回転金属ターゲット（FRLMT）の技術に関してレーザーテックに対してライセンス契約で譲渡することに至った。Iteqとしては、レーザーテックと協力して同社のACTIS製品に使われるUrashima光源の基礎となるこの技術を提供できてうれしく光栄に思う。また、この協力を継続することを期待している。"
"The balance as of December 31, 2018 mainly represents deferred revenue in relation to content distribution, licenses of intellectual property and traffic support services to be provided to one of the Group’s equity investees. — iQIYI 2018 20-F"
"“Constant uncertainty” about the instrument’s ability to function properly, in contrast to robust technology by competitors like 10X Genomics; leads Pfizer to view it as a “sidekick” for its antibody discovery efforts — Pfizer senior scientist"
"“And so they have great margins just in their contracting but then they add to that margin by capturing the value of aggregates and liquid asphalt by vertically integrating, which is our second margin lever.” — CEO Smith Deal Call Oct 21, 2024"
"The cohorts that grew the most in 2021 were the 2018 and 2020 vintages. And these cohorts came with a lower take rate, mainly driven by the business mix of higher payouts and local to local payment flows. — DLocal 4Q21 Earnings Conference Call"
"「...基本的に、大衆向け化粧品よりも高い価格を設定するため、利益率は高くなりますが、ほとんどの場合は大衆向け商品と同じ小売チャネルを通じて販売することになるため、既に大衆向け商品の市場にて事業を展開している場合には流通網の重複が生じます。高級化粧品と大衆向け化粧品の中間的位置づけとされる傾向にあり、高級化粧品と比べると、景気後退時に支出が減らされる可能性が低い商品の一つでもあります。」 — 前・ユニリーバ高級化粧品事業部門ブランド・ディレクター、2023年11月オアシスによる取材"
"they were all highly skeptical of Vykat with no plans to prescribe; called Soleno a “one-trick pony” and was bewildered anyone would think to use diazoxide in PWS patients, dismissing Vykat as “bananas” and “Mickey Mouse” — Endocrinologist #7."
"“Well, the 150 milligram one was big. And so there were some folks who couldn't swallow that big a pill, so we had to use the 75 mg for them instead. So, yeah, the 150 mg is a big pill.” — Trial investigator, pediatrician/geneticist, professor"
"CSC's mission is to provide Europe's first prototyping facility dedicated to enabling businesses and academics to demonstrate new technologies based on compound semiconductor materials that will be production ready... — Companies House filings"
"In the case of the Buy America EV Star or the Buy America compliant that takes longer than the sort of the just the regular EV Star passenger vehicles. So that would be at least two quarters out from when we get into the production. — Atkinson"
"Для корректного решения вопроса о размещении, любезно просим Вас уточнить, кем официально приходится по социальному статусу каждый сопровождающий по отношению к ребенку, с которым он будет проживать. — Swissôtel Krasnye Holmy Reservations Team"
"“further increase production volume” — CEO; “we have not announced...how much production will expand.” — CEO; “will contribute to production...we are working to increase production capacity...expanding our production space and workforce” — CEO"
"Given substantial market fragmentation, further consolidation represents a significant value creation opportunity; however, it will require financial discipline and a proven ability to execute in order to take advantage of these opportunities"
"GFL's capex accounting irregularities should not be taken lightly by investors. Spruce Point has a strong record of success unearthing previously-unidentified financial strain among companies reporting irregular or inconsistent capex figures."
"Is that true and is that your long-term commitment? Are you actually still obligated to the interests of the company or do you now sooner use the company as a subsidy machine for your other business, as subsidy distributor for other business?"
"Given that the absurdly large size of its system dooms any commercial viability, IonQ has promoted a fake story around rapid miniaturization, claiming to have a small data center device by next year and one that’s desktop-size within 3 years."
"Spruce Point does not believe that this significant Non-GAAP add back is justified, and finds it concerning that management would choose to include it in Non-GAAP EPS just as it begins to face an increasingly threatening competitive landscape"
"Invisalign has diluted the orthodontic industry. They took away our exclusivity. The damage is done now.... We just don't trust Invisalign.... It is just a matter of time that I move as much of my case volume as possible away from Invisalign."
"AMR's Investor Presentation claimed 14.2 million tons of production in 2020. Another source suggests 14.37 million tons of coal produced that was sold in 2020. However, it's possible this includes tons produced in 2019 that were sold in 2020."
"Comparing Skechers' 2019 and 2021 10-Ks, the word count of the Business, Risk Factors, and MD&A sections have declined -71%, -17%, and -66%, respectively, and the page count of the Notes to Consolidated Financial Statements has declined -35%."
"The way the facility was built, it was leased, but the plant has been Oatly. That being said, I know they purchased it and totally overpaid for it, upward of $10m. I don't know why they would pay that much, but my jaw dropped when I heard it."
"We could locate no such exhibit, and it appears Twist didn't want investors to see it, and seems to have gotten away with "supplementally providing it" only to the SEC – presumably a busy staffer who didn't even notice the lack of an exhibit."
"Spruce Point is concerned to see WD-40’s CEO promoting his investment case on Jim Cramer’s Mad Money, a venue that attracts many retail investors. The CEO offered a perplexing view on his Company, claiming they are in the “memories” business."
"However, based on the past relationship between changes in accumulated depreciation and proceeds from asset disposals, dating to when Amdocs still disclosed proceeds from asset sales, we can estimate Amdocs' present proceeds from asset sales."
"Spruce Point questions what value has Saputo brought to various brands acquired from Dairy Crest? For example, Saputo's current website promoting the Country Life spread brand is identical to the legacy website, unchanged over multiple years."
"We do not believe Monster should trade at the same multiple as Coke. We believe Monster is more dependent on Coke than the other way around. We don't think investors are being compensated with materially higher growth to own Monster vs. Coke."
"Risk/reward imbalance warrants immediate market withdrawal. VYKAT XR lacks evidence of efficacy; and even if it was efficacious, the labeled indication for hyperphagia/appetite reduction cannot justify hospitalization and heart failure risks."
"Spruce Point has a track record of calls in the advertising technology and outsourced technology services industry. Notably, DV’s CEO was formerly the CEO of Telaria and was an architect of the merger with Rubicon Project that became Magnite."
"Axon's stock has traditionally been pitched by brokers with a large retail investor base / following that may not have an appreciation for its aggressive accounting, weak financial performance, and difficulties it will have expanding its TAM."
"Broadridge recently re-prioritized its risk factors noted under its "Forward-Looking Statements." While we understand COVID-19 is less of risk today, we are surprised to see BR emphasize changes in laws and regulations as the top-listed risk."
"Absent the contribution of Itiviti, BR’s recurring revenue capital markets business just barely hit the low end of its 5% to 7% organic revenue guidance range in 2022. Also BR did not explain an unusual increase in revenue from Itiviti in Q3."
"The “new” ACTIS A300, announced with fanfare in Nov 2023 as Lasertec’s next-generation EUV product and driver of growth, is a hoax – a cover story to conceal fatal flaws with the Ushio-supplied EUV light source in its flagship tool, the A150."
"Spruce Point begrudges Rollins’ cavalier treatment that an $8 million civil fine related to accounting management charges should be added to EBITDA and believes it should increase investors’ skepticism about its financial reporting practices."
"The analyst community is overly bullish on Bunge and largely buys into management's new aspirational EPS target for 2030 despite its pervious guidance failures and underlying financial performance problems with Viterra and Bunge's operations."
"Bunge’s “Contractual Obligations” disclosure in the notes to the financial statements shows a troubling development that over the past four years, short-term debt and other commitments and obligations have been its fastest growing categories."
"You should assume that as of the publication date of our reports and research, Muddy Waters Capital LLC... has a short position in all stocks... and therefore stands to realize significant gains in the event that the price of either declines."
"We have held extensive interviews with numerous industry experts that have stated that a $200M+ reduction of operating expenses is prudent and highly achievable while still enabling the company to maintain targeted investments in growth areas"
"Kao's largest rivals' CEOs have extensive experience both globally and at competitor firms. However, both President Hasebe and former President Sawada are lifetime employees of Kao from the R&D department with little international experience."
"TransMedics is allegedly pushing questionable organs that reputable centers won't touch - and these dubious organs appear to be the currency by which TransMedics boosts device volumes and by which its top users boost their transplant volumes."
"We believe Hormel Foods Corporation (NYSE: HRL) is a close comparable to BEF Foods in terms of underlying business mix and similar evolution away from a meat and protein-oriented business towards a branded, value-added packaged foods company."
"Soleno uses weight-based dosing and pricing, but has only three tablet sizes (25, 75, 150mg), which of course makes it difficult to titrate the dose to a patient’s exact weight – weight is analog as is a dropper, but tablet sizes are digital."
"Assuming a 19.9% IPO of TIP REIT at a 15% IPO discount, the IPO would generate roughly $5.1bn in gross proceeds. After frictional costs and expenses, IPO proceeds of $3.0bn will be paid to retire Target debt and $1.6bn will remain at TIP REIT"
"According to our analysis, after taking into consideration the effects of tenants defaulting, and removing overpayment effects, we determine that even in a good case scenario at least 38% of IIPR’s 2020 rental income is under direct jeopardy."
"It is obvious there has been no progress possible, because N703AX is non-conformal, only flying a few flights, only flying CTOL, and hence there is no way Archer has made actual progress on the completion of company flight testing in Stage 4."
"One is that RFID got overhyped when it was first introduced 20 years ago and so the impression it has on the decision-maker is a negative brand. It's looked at as maybe an old and dated technology... — Former Avery Dennison RFID Sales Manager"
"“should be provided before the consumer makes the decision to buy, e.g., before clicking on an ‘order now’ button or a link that says: ‘add to shopping cart.’” — FTC (.com Disclosures: How to Make Effective Disclosures in Digital Advertising)"
"“So, somebody, and it may be Hannon, which owns a non-controlling interest as well, put in $141 million. And Vivint took $340 million back. There must have been a lot of cash, either that or they borrowed more debt.” — Former HASI Executive A"
"Consumer-electronics scrap processing commenced, validating circular supply chain from recycled titanium feedstock to manufactured forged titanium, parts, as announced in collaboration with ELG Utica on July 3, 2024. — June Report (7/23/2025)"
"In a powerful validation of the urgent need for change at Phillips 66, all three leading proxy advisory firms - Institutional Shareholder Services, Glass Lewis and Egan-Jones-have recommended shareholders vote FOR Elliott's director nominees."
"So we've been through contract-by-contract and looked at platform-by-platform. And roughly 70% of that $1 billion growth is already locked in via contracts. So we're pretty confident that we'll get there. — Former Alcoa CFO, November 20, 2014"
"He is very famous, one of Wu Yonghua’s relatives, the head of the Guangdong system, has made great contributions to Anta. Guangdong is about 40% of Anta. He is young and has much promise. Wu Yonghua is the VP of sales. — Former senior manager"
"I’ve heard it said that there’s a belief that maybe the assets are old and tired. And I don’t buy that argument. Phillips 66 refineries are every bit as good as [those of its peers], Valero and Marathon. — Brian Coffman, Streamline 66 Podcast"
"For the latest twelve month re-qualification period ending January 2005, approximately 60 percent of our supervisors did not re-qualify and more than 90% of our distributors that are not supervisors turned over. — Herbalife 2005 Annual Report"
"Yidatong is a SP (service provider) which is a necessary payment channel for developers, like NQ, to collect payment from carriers like China Mobile. It is a necessary payment channel. — NQ Mobile (August 1, 2013 response to J Capital report)"
"I say road network...and not highway network only, because our trucks do drive off highway. They drive through industrial urban type settings. They drive on surface streets to get to, for instance, our terminal in Houston. — Aurora Management"
"If [Astra] hits its cadence and that's a big if - then they have hit the ceiling, there's nothing else they can do. If anyone else comes in and does something similar and can use a rocket just one time — An engineer at a small launch company."
"the continuing shift in sales mix within food grade alcohol from lower margin industrial alcohol products to higher margin premium beverage alcohol products, a decline in input costs, and an increase in warehouse revenue. — MGPI Press Release"