Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"It is misleading to combine M&S with refining results when convenient to show higher EBITDA/bbl, but then exclude M&S when including it would show that opex/bbl is significantly higher than peers"
"Globant’s lack of cash flow generation from its core operations, decelerating organic growth, and potentially misleading claims by management are all reflected in our choice of its multiple range"
"It is misleading to combine M&S with refining results when convenient to show higher EBITDA/bbl, but then exclude M&S when including it would show that opex/bbl is significantly higher than peers"
"The proxy advisors highlight troubling governance practices at Phillips 66, including selective or misleading communications and a leadership structure that prevents proper Board oversight."
"We are short Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) because its accounting is so complex and misleading that its financial statements are effectively meaningless."
"We believe TFS intentionally uses misleading statements, biased research and seriously questionable accounting practices to inflate the value of both the sandalwood and the company itself."
"In conversations with investors, Dr. Kleinfeld insisted that Arconic/Alcoa had never shared its utilization figures and, further that utilization was an unimportant and misleading metric."
"We believe that in recent years, Nidec misleadingly and artificially boosted its reported profitability and growth in profits through highly questionable write-offs it took in FY 2012."
"AtriCure's contentions regarding the addressable patient population and penetration rates are so inflated, it's hard to believe the company is not intentionally misleading investors."
"We believe that XL’s high customer attrition rate stems from XL’s lack of engineering edge, its misleading efficiency claims, and its substantial issues with regulatory approval."
"IonQ’s trapped-ion technology is doomed by “pernicious” error rates, a key performance metric and fatal flaw in contrast to misleading benchmarks that portray errors as low."
"attempt to do so, in our view, is because we caught management red-handed and they are sophisticated enough to know that misleading us further could increase their exposure."
"The insinuation that Elliott attempted to have multiple conversations with Mr. Pease to coerce him into carrying out an Elliott agenda is false and deliberately misleading."
"Norfolk Southern's April 2, 2024, statement to shareholders that "John [Orr] shaped and guided PSR initiatives at KCS" is a brazenly misleading interpretation of the facts."
"This creates the misleading impression that the cycle life trend is flat – that is, battery life is stable and barely degrades over time, under low temperature conditions"
"This creates the misleading impression that the cycle life trend is flat – that is, battery life is stable and barely degrades over time, under low temperature conditions"
"Nidec's auditor probably offers little safeguard against misleading accounts - in our opinion, Nidec's auditor is to audit failures what Michael Jordan was to basketball."
"Burford's 2019 financials use reclassification, redefinition to inflate cash receipts, operating profit, and to otherwise present a misleading picture of the business."
"Although CoreWeave’s reported revenue concentration from Microsoft will decline once newly signed agreements with OpenAI begin contributing, this shift is misleading."
"Adding multiple different demos together to create the impression the design can accomplish all capabilities simultaneously is both misleading and disingenuous."
"Defendant Victor Lee (“V. Lee”) is Chief Financial Officer and Secretary of Leadis. V. Lee signed the false and misleading Registration Statement. — Litigation"
"The substantial revision of the Compensation Statement constitutes an admission that the 2004-2012 versions of the Compensation Statement were misleading."
"In our view, BUR investors are effectively paying a roughly 9% fund expense ratio. We believe that return metrics excluding these expenses are misleading."
"Phillips 66's misleading claims of success on its 2022 targets echo the Board's and previous CEO's failure to hit the AdvantEdge66 cost savings target."
"Uses a misleading start point for TSR which is flattered by >50% of relative TSR underperformance driven by poor operations while Lashier’s was COO"
"Uses a misleading start point for TSR which is flattered by >50% of relative TSR underperformance driven by poor operations while Lashier’s was COO"
"Fiction: Management Has Been Telling Potentially Misleading Information About The SD&A Business, Claiming Everything Is Ahead of Plan And On Target"
"This gives the misleading appearance of a capital liteness to FTAI's AP's business. In fact, the company has simply allocated the costs to Leasing."
"The NEOD001 “Best Response Analysis” is misleading in our view as to efficacy, and we further believe it has led to undue optimism about the drug."
"The NEO001 “Best Response Analysis” is misleading in our view as to efficacy, and we further believe it has led to undue optimism about the drug."
"Herbalife’s restatement of “Active New Members” calls into question the company’s veracity and highlights its misleading statements to investors"
"Herbalife’s restatement of “Active New Members” calls into question the company’s veracity and highlights its misleading statements to investors"
"In our opinion, Ströer not disclosing the failure of this pillar of its digital strategy, and not impairing Ballroom is egregiously misleading."
"Meanwhile, HLF senior distributors continue to peddle false and misleading income representations in violation of the FTC Settlement Agreement"
"Meanwhile, HLF senior distributors continue to peddle false and misleading income representations in violation of the FTC Settlement Agreement"
"Meanwhile, HLF senior distributors continue to peddle false and misleading income representations in violation of the FTC Settlement Agreement"
"Meanwhile, HLF senior distributors continue to peddle false and misleading income representations in violation of the FTC Settlement Agreement"
"Meanwhile, HLF senior distributors continue to peddle false and misleading income representations in violation of the FTC Settlement Agreement"
"Meanwhile, HLF senior distributors continue to peddle false and misleading income representations in violation of the FTC Settlement Agreement"
"enforce sanctions to deter businesses that try to benefit from fake reviews and sanction those that write fake or misleading reviews. — Google"
"Fairfax Spent Cash for Accounting Gimmicks on Disposal of a Loss-Making Subsidiary that Misleadingly Preserved Book Value of $105.5 Million."
"We've reported GreenPower to the SEC for making this statement. It is a false and misleading statement, which is a securities law violation."
"The above shows what the parent owns. However, it is a bit misleading in that CBD already consolidates Via Varejo and GPA (see Appendix 1)."
"In 2023, the Berlin Regional Court ruled against HelloFresh following complaints about misleading marketing of "climate-neutral" meal kits."
"Is Casino unaware of these errors; or, is Casino so intent on misleading investors that it failed to adequately caveat its defense of S&P?"
"Limiting a study to n=3 such participants suggests an attempt to cherry-pick and present misleading data that understates the variability."
"We believe that Kao is either misleading shareholders today, or it misled Oasis in November. Either way, this is clearly poor governance."
"Vivion's specific rebuttal to rent24's significance at Fürst illustrates how misleading Vivion's responses about rent24's occupancy are."
"Given our previous findings, we view these misleading statements as red flags, given the continuity of misrepresentations by management."
"Regularly put forward misleading statements which disingenuously claim that performance has been excellent and goals have been achieved"
"We are concerned the Company is perpetuating a misleading narrative that “all is well” at Autodesk in order to maintain the status quo."
"DNMR presents Novomer as not just being a low-CapEx project but one with low production costs as well, which we believe is misleading."
"These statements are materially false and misleading. The vast majority of Herbalife distributors make far less than the minimum wage."
"We think it is misleading for RILY not to write down the intangible assets of these companies as they become more and more obsolete."
"In order to manufacture outperformance, the Company needs to assume both 1) an incorrect peer group and 2) a misleading timeframe"
"In order to manufacture outperformance, the Company needs to assume both 1) an incorrect peer group and 2) a misleading timeframe"
"In order to manufacture outperformance, the Company needs to assume both 1) an incorrect peer group and 2) a misleading timeframe"
"In order to manufacture outperformance, the Company needs to assume both 1) an incorrect peer group and 2) a misleading timeframe"
"HASI, in our view, improperly applies widely-used HLBV accounting method to misleadingly inflate income and operating cash flow."
"Solid state battery experts and former employees call the data fake, misleading, or a “shell game,” and outline 4 red flags."