"At a minimum, this indicates that iHub has not been driving accelerated cost savings since inception. Furthermore, this savings doesn't reconcile with another claim made by the CEO that iHub contributed 40% (or approximately $25m of 2022 EBITDA contribution)."
Callouts & quotes from 2,101+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
""So, we don't have competition -- it's not like we're grabbing market share. It's our market to create. So this is the what keeps me up at night. It's the question -- it's about how do we stay in control while we're growing fast." — Tim Herbert, Inspire's CEO"
"CEO Wilson has sold almost $18 million of Heska stock over the past eight years. Notably, Wilson was a seller at price levels materially lower than where the stock trades today. The CFO has also recently sold 5,000 shares above $260 per share in August 2021."
"“As our momentum continues, we are raising guidance once again for the current year. Our guidance for the non-GAAP revenue is increasing by $25 million to $1.37 billion representing 10% growth and acceleration from the prior year.” — Dan Bodner – CEO, Verint"
""As our momentum continues, we are raising guidance once again for the current year. Our guidance for the non-GAAP revenue is increasing by $25 million to $1.37 billion representing 10% growth and acceleration from the prior year." — Dan Bodner – CEO, Verint"
"My decision to resign follows a protracted campaign by a majority of the Board, controlled by and acting under the direction of Oracle Partners (Oracle) (BIOLASE's largest stockholder) and Larry N. Feinberg (Oracle's Managing Partner) — Former CEO of Biolase"
"Success and succession are fundamentally different objectives for CEOs. Someone in Mr. Iger's seat has too many competing interests and conflicting incentives to handle both... the guy who gets you lost in the woods isn't the right guy to find your way out."
"The fact that Bob Chapek was abruptly fired five months after the Board unanimously agreed to extend his contract by three years suggests the Board lacks a robust CEO succession process and completely misread the state of Disney’s & Bob Chapek’s performance"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"At Transform 2020, company founder and CEO Tom Seibel (and also the founder and longtime CEO of Siebel Systems) reported that C3.ai is on track for a 143% increase in bookings to $447 million in fiscal year 2020, up from $184 million in FY 2019. — ZDNet.com"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"“Iger has systematically eliminated any executive who could become a successor. To me it’s a real black mark on Iger’s record.” — Gary Wilson, Former CFO of Disney and Director (on Board for 21 years, up to and including the first hiring of Mr. Iger as CEO)"
""The company had no money, few value-added services, no brand, the products were just in the early stages, everything had to be done by ourselves, it was continuously operating poorly, and almost closed down several times." — Lin Yu, NQ's co-founder and CEO"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
""Iger has systematically eliminated any executive who could become a successor. To me it’s a real black mark on Iger’s record." – Gary Wilson, Former CFO of Disney and Director (on Board for 21 years, up to and including the first hiring of Mr. Iger as CEO)"
"Kullman’s most recent aggressive sale and price targeting raises a red flag and questions as to the CEO’s valuation view...That was the largest sale at DD in at least 10 years [September 2014 exercise-and-sale transactions]... — InsiderScore Report, 9/25/14"
"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"
"On the Q3 call, CEO Chapman talked up their commercial momentum: "IonQ is the only provider of quantum computing hardware available on all three major public clouds" and has "integrated IonQ's hardware" with "platforms like IBM's Qiskit and Google Search.""
"Dr. Kleinfeld founded and led the internal consulting group at Siemens before becoming the company's CEO. He has brought that approach over to Arconic and has scores of internal and external consultants who have outsized power and influence on the Company."
"“...so in our most recent quarter, on that metric, we reported 106%. And I think the kind of commitment in what Mark [Wayland, Chief Revenue Officer] was saying was we're going to improve that rate from here.” — CEO Aaron Levie, 2019 BoxWorks, October 2019"
""I have consistently communicated my belief in the importance of deleveraging. I've been transparent about our attention to take the debt down to 0... I'm excited for the day when we can announce that our debt has been paid off." — CEO Stetson, May 5, 2022"
"「アクティニックはマスク検査には不十分となっていくでしょう。なぜかといえば、その解像度では捉えられない欠陥が問題となるからです。各局、電子ビームが必要になります。マスク上の要素(トランジスター)は極端紫外線の波長である13.5ナノメートルよりも小さくなります。だから、検査するためには極端紫外線よりも高い解像度が必要になります。したがって、各社は電子ビームのソリューションの開発に取り組んでいます。KLAはその1社です」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"
"DARPA's snub, determining that IONQ does not have a reasonable chance of making a useful quantum computer within 10 years, must have been a huge kick in the teeth for IONQ since its CEO has been claiming it has already commercialized its quantum computer."
"This is despite management alluding to a potential buyer on the Q1 2023 earnings call, with CEO Albright claiming that they may “have a buyer group interested” in response to an analyst’s question on CTO’s exposure to Fidelity, General Dynamics, and Ford."
""We expect that [vet clinics on the Vets First Choice Platform will] identify more than $0.5 million to $1 million of incremental new revenues to their practice." — Benjamin J. Shaw, CEO of Vets First Choice on April 23, 2018 (announcement of transaction)"
"In 2009, multiple UEC executives were named executives in Strategic American Oil Corp (OTC: SGCA) alongside investor Barry Honig and CEO Adnani was a Director. Mr. Honig's name surfaced in 2018 in a case brought by the SEC related to market manipulation."
""Our relationships with our vendors are very good, I would say. There is some changes happening, but we may disclose that in our 10-K in May." — Mendo Akdag, President and CEO, PetMed Express; "It's a possibility, yes." — Mendo Akdag, CEO, PetMed Express"
"I would say RFID, clearly, we see as an opportunity in across multiple verticals now, not just retail and retail apparel, where it was originally focused and we're clearly seeing opportunities across track and trace and supply chain. — CEO Burns, Q1 2024"
"Quantumscape incubated at @khoslaventures with 5 time CEO and EIR Jagdeep Singh. Took patient 10yrs to deep technology, bold first product risk but can return the fund and make huge dent in EV consumer experience (2x range, 15min charge)! — Vinod Khosla"
"“they’re under a federal investigation” for “giving kickbacks to different transplant programs...Blade’s getting into trouble...they’re about to get kicked in the teeth.” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"
"Current investors trading TEM's stock may not be aware that the CEO was COO of HA-LO Industries (NYSE: HMK), which went bankrupt after acquiring Lefkofsky's Starbelly.com. His current bio fails to disclose this controversial period of his work history."
"“Now, the integration value [of Speedway] is, I would say, proprietary. I can't give out a number from a competitive reason of that integration value, but I can say it is very significant...” — Gary Heminger, Former Chairman & CEO of Marathon Petroleum"
"“…[T]here’s a qualification level that is required to sit on the Disney board, and the board will make, not me, the board makes decisions about who’s qualified and who isn’t qualified to be on the board.” — Robert A. Iger, CEO & Director, November 2023"
"“...we didn’t need the primary capital, we obviously did the convertible note earlier in the year really to fund some of our very, disciplined M&A efforts, and we are generating pretty healthy levels of free cash flow...” — CEO Aaron Levie, April 2021"
""Most of the other vendors that we do business, Ariat is a great example. I mean Ariat has helped us build their business. They're an extremely strong partner. They will continue to get growth with us going forward." — CEO Conroy, Q1'23: July 27, 2022"
""[T]here's a qualification level that is required to sit on the Disney board, and the board will make, not me, the board makes decisions about who's qualified and who isn't qualified to be on the board." — Robert A. Iger, CEO & Director, November 2023"
"be available to shareholders should they have any concerns that the normal channel of approaching the Chair, Group CEO, or Chief Financial Officer has failed to resolve or where such contact would not be appropriate — Aviva Corporate Governance Policy"
"Gregg Saretsky reflects on his journey through the airline industry, from working as a flight attendant and gate agent in college to serving as the president & CEO of WestJet, and how his experiences would add value to Southwest's Board of Directors."
"Mr. Goff’s more than 40 years of experience includes nearly three decades at ConocoPhillips (Phillips 66’s predecessor company), nearly a decade as CEO of refiner Andeavor (formerly known as Tesoro), and service on the Exxon Mobil Board of Directors."
"We question the alignment of values between ELF and Movers+Shakers in light of comments made on Glassdoor by former Movers+Shakers employees alleging that cult-like tactics are used and that the CEO said offensive things to multiple female coworkers."
"We believe Leidos should write down the value of the business as impaired, and the Board should immediately terminate CEO Krone and CFO Reagan for abysmal due diligence failures, and misrepresenting the financial outlook of the business to investors."
"Gregg Saretsky reflects on his journey through the airline industry, from working as a flight attendant and gate agent in college to serving as the president & CEO of WestJet, and how his experiences would add value to Southwest's Board of Directors."
"Analytics is our long-term target to move from being a lower revenue generator in the low to mid-single digits to a medium revenue grower in the upper single digits over the long term. — CEO & Chairman Fernandez, Investor/Analyst Call, April 28, 2016"
""Direct-to-Consumer-Fertiggerichte sind eine aufstrebende Lebensmittelsparte, von der wir glauben, dass sie das Potenzial hat, sich im Laufe der Zeit zu einer Multi-Milliarden-Dollar-Kategorie zu entwickeln." — Uwe Voss, CEO von HelloFresh in den USA"
"The challenges Southwest faces today are immense: Years of mismanagement by Executive Chairman Gary Kelly and CEO Bob Jordan have caused the Company – and your investment – to decline in value and consistently underperform its significant potential."
"We find it troubling that the CEO commented on last February's Q4'12 earnings call that "We're just waiting for the FDA approval... that's not in our hands, it's in the government's hands. Once we get the FDA approval, we'll be launching posthaste.""
""the Yellowstone television show does not seem to be a factor behind the significant acceleration we saw in sales over the last several years with only 4% of customer responses citing Yellowstone as a reason for wearing our product." — Boot Barn CEO"
""The FTC settlement is an acknowledgment that our business model is sound and underscores our confidence in our ability to move forward successfully, otherwise we would not have agreed to these terms." — Michael O. Johnson, chairman & CEO, Herbalife"
"We believe Hess has great assets but is mismanaged. It is a public company that should be run for all Shareholders but has been held captive by a CEO and Board that are apparently unwilling to take an objective, clear-eyed look at their own record."
"If the Board and management are preventing a value maximization process based on their belief that the stock is undervalued, why aren't we seeing insiders buying? In fact, we are seeing insiders (including CEO Bob Espey) consistently selling stock."
"Part 10. Customer rage: TransMedics business practices have antagonized the small world of transplant, past the point of no return – a short-tempered CEO; allegedly threatening centers who state that organs have been held hostage from ill patients."
"The Board determined once again this year that the service of Mr. Fink as both BlackRock's CEO and Chairman is the most appropriate and effective leadership structure for the Board and the Company at the present time. — BlackRock Board of Directors"
""We'll find the right way to deploy our shareholders' capital because in the end that's why we're all here, [is] to make sure that our shareholders get a fair risk and return from the money we deploy for them" — CEO Gus Kelly, Q2 2014 Earnings Call"
"GFL uses Campus Auto Collusion for its vehicle and equipment refurbishment. This reconnects CEO Dovigi with Claudio Villa, who plead guilty at Earthworx (a former GFL partner) in 2015 for dumping toxic dirt, while charges against GFL were dropped."
"We made some modest adjustments to our EBITDA margin outlook at the midyear point raising Imagery a bit higher and putting Space Systems segment a bit lower due to continue Geo concept market weakness and program performance. — CEO Howard L. Lance"
"Red Flag: Beware of insider selling when the company is buying. The last period of MPWR's share repurchases were in 2012-2015. This is the same period Chang's ownership effectively went to zero. CEO Hsing made his largest stock sale ever in 2015."
"On May 16, 2022 CEO Stetson filed a Form 4 notifying investors that he sold 65,000 shares on March 9, 2022 at $120.79. This disclosure is more than two months after the sale! Something is still irreconcilable with CEO Stetson’s ownership filings."
"Our core customers continues to come back to us and spend about $125 per shopping trip. They shop with us 2 or 3 times per year and come to Boot Barn because we are the authority for this lifestyle in the entire country. — CEO Fox, August 4, 2023"
"“Our fundamentals underpin what I continue to believe is an exceptionally rare opportunity in the public market: a beloved consumer brand that is built upon an enduring subscription membership business model.” — CEO Dudum on Q3 2021 Earnings Call"