Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Did BP pretend to invest billions of Pounds in renewables without knowing how to present a permit plan, which complies with the law, or was Lightsource BP trying to circumvent the law?"
"By way of illustration, a share buyback at a 61% discount(1) to NAV results in a 159% ROI in terms of increase in NAV per share setting a high benchmark for alternative uses of capital"
"It seems reasonable to conclude that hematocrit is intentionally omitted from the paper in order to avoid providing evidence that would undermine the claim to renal health improvement."
"We believe that REZI's pre-tax income in the YTD 2025 period is inflated by 8-12% by making overly aggressive assumptions about the average customer life from the Snap One transaction."
"Executive indicated the paltry amounts of related-party revenue Ginkgo discloses from Synlogic does not square with the level of spending Synlogic is actually doing under the agreement"
"if Genomatica had to pay cash for Ginkgo’s R&D services, they would not do so – all but giving away the heart of the scam, that related-party “customers” are engaging in kabuki theater"
"The individual stated that Tantu “doesn’t have money to pay” Ginkgo for R&D services, so “the deal ended up being like a deferred loan, essentially, for the work they are going to do.”"
"We observe inventory purchase obligations as a percentage of revenue increasing. This further strengthens our belief that inventory is building up and not selling-through to customers."
"PHILLIPS 66’S CLAIMS OF SYNERGIES ACROSS THE COMPANY ARE 1) NOT ACTUAL SYNERGIES, 2) NORMAL COURSE FOR REFINING COMPETITORS AND 3) COULD BE REPLICATED THROUGH CONTRACTUAL ARRANGEMENTS."
"Spruce Point has a strong track record of exposing highly promoted industrial roll-ups and packaging companies before investors figure out that the businesses had inflected negatively."
"LHCG disclosures regarding inorganic sales contributions from acquisitions seem to imply that Almost Family is not generating nearly the level of revenue that management first forecast"
"By writing down AFAM's tangible asset value and consistently booking inordinate acquisition-related expenses, LHCG management has wiped out nearly 15% of the paper value of the merger."
"ELLIOTT STRONGLY ADVISES ALL STOCKHOLDERS OF THE COMPANY TO READ THE PROXY STATEMENT AND OTHER PROXY MATERIALS AS THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION."
"By Aerojet's own admission, backlog convertible to sales over the next 12 months is a leading indicator. Investors should, therefore, be cautioned that the metric closed 2018 at a low."
"If Kao focused on its Cosmetics and Health & Beauty Segments and improved marketing, Oasis believes its stock price would exceed JPY10,000 per share, a +76% upside from current levels."
"Despite attractive assets, Phillips' inefficient conglomerate structure means it trades near the multiple of its lowest-valued segments and at a discount to its sum-of-the-parts value."
"Independent analysis suggests that the U.S.'s $100 billion home-sale commission TAM could be reduced by as much as 30%-50% due to changes that will likely be brought on by the verdict."
"Flying in nonlocal teams "frequently" from other states, even when the donor and recipient are both in the same state and the entire process could be handled entirely by the local team"
"The Transformation Committee's purpose is to: Make use of Board members' prior experience with corporate transformation (railroad and otherwise) to advise, guide, and coach management."
"Given the substantial percentage of ad slots on Patch that we believe are sold at steep discounts to rate card pricing, we would also question whether national advertisers value Patch."
"Does DOL – a value retailer demonstrating concerning fundamental trends – deserve to be valued on par with higher-growth industries, and completely out of line with its industry peers?"
"Based on current implied run rate revenues of $297m, we estimate Leidos has paid 3.4x sales, or a substantial premium to benchmark deals in the airport security and detection industry."
"Moreover, this investigator comments cast grave doubt on the validity of the withdrawal study, which showed an abrupt spike in HQ-CT scores in the placebo group for such a “slow drug.”"
"ANTA has clearly lied in a material – and egregious – manner. Because of its control over its Tier 1 distributors’ finance departments, investors cannot rely on the ANTA brand numbers."
"Insiders appear attuned to what's happening at the Company. Insider ownership has been in rapid decline post-IPO, in part from both insider selling and stock dilution for acquisitions."
"Spruce Point questions why would Lightspeed hire Nussey, an executive who went through a financial scandal and turnaround experience, to lead it through an IPO into the public markets?"
"Herbalife in China operates as it does in the rest of the world — as a pyramid scheme — violating the Direct-Sales Regulations, Pyramid Sales Regulations and the Criminal Law in China."
"The purpose of adjustments to the final year is to reflect how the business will grow into perpetuity might be different from what the business looks like at the end of the final year."
"Management revised unit costs four times in 2023. Poor execution has substantially eroded management's credibility and damaged Southwest’s competitive positioning as a low-cost carrier"
"This disclosure shows Oxford Ionics knew they were going to get to the second round (receiving a total of $6 million) by July 2025, and they may have even known informally before then."
"We believe MDLZ’s enormous efficiency opportunity exists because MDLZ was created through a series of acquisitions made by legacy Kraft that were never properly optimized or integrated"
"In this report, we will detail our analysis of the available information and the reasons why believe that GSX is what most companies that are too good to be true end up being: a fraud."
"The Lasertec machine’s throughput is so low that it can only inspect “five pieces per day” – referring to masks – while TSMC’s 5nm Fab 18 needs 550 masks inspected daily in production."
"Since 2007, DSP has spent over $557 million, or $26.65 per share (vs. current price of $8.03), on R&D and acquisitions, yet revenue has declined by approximately 35% during this period"
"Fairness Opinions are valuation analyses that can be tailored considerably for a client by cherry-picking EBITDA figures, multiples and comparable figures to obtain the desired effect."
"It appears obvious that the Board’s true intention with respect to the Preferred Financing was to “buy the vote” ahead of a potential election contest with Starboard. — Starboard Value"
""I've practiced urology for 30+ years. You could fill dumpsters w BPH solution technologies/companies. Nobody will remember this company in 3-5 years." — Urodoc on Seekingalpha, 9/6/24"
"in the net zero pathway, global energy demand in 2050 is around 8% smaller than today, but it serves an economy more than twice as big and a population with 2 billion more people — IEA"
"“Our 32-qubit system, which is an important milestone for our technical roadmap and commercialization, is not yet available for customers and may never be available.” — IonQ Prospectus"
"The red lines in the above diagram illustrate the tissue that is ablated in a PVI procedure. — Source: Verma, A et al Approaches to Catheter Ablation for Persistent Atrial Fibrillation"
"Azure CDN Standard/Premium from Edgio (formerly Verizon) is still an active product offered by Azure and there are no updates of it being retired anytime soon. — Microsoft Q&A Platform"
"“Yeah...it was a word that was used. There was a remarkable amount of skepticism, which is why the response was patience. Let’s see how this plays out.” — IDT ex-regional sales manager"
"“CapEx for the quarter was $22 million, mostly associated with our Factory of the Future investment...We're investing about $40 million in Data Storage.” — James M. Thorburn, Twist CFO"
"“Also, we’re a very successful integrator of accretive acquisitions over the years, all of which have contributed to our growth in revenue and profits.” — 2011 Investor Forum (2/10/11)"
"As intellectually dishonest as Analyst A’s projections appear, those of Analyst B and C seem more egregious, since they predict even higher revenues and commercialized products counts."
"According to the Israeli business supplement The Marker, Malka, the apparent settlor of the well-endowed family trust, lived in a "small, outdated apartment" that measured about 60 m2."
"I have been disappointed by what I see as a breakdown of effective corporate governance at Phillips 66. — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"
"“be available to address shareholders’ concerns which have failed to be resolved by the chair, CEO or CFO or for which such contact is inappropriate” — BP Corporate Governance Document"
"I mean, we talked a little bit about bringing online terminals...now, our business model really remains asset light so, while the first couple of these we built, we — Sterling Anderson"
"legacy declines are accelerating due to businesses transitioning to “mobile and cloud-based services at an accelerated rate as post-pandemic workplace restructuring takes hold.” — AT&T"
"Cambium is creating never-seen-before sustainable, ultra-high-performance biomaterials to address the most pressing challenges of the 21st century. — Cambium Biomaterials Press Release"
"The total consideration for NV5 is approximately $1.7 billion, representing approximately 10.3x 2025E consensus adjusted EBITDA. — Acuren Corporation and NV5 Global, Inc. Press Release"
"Has TransMedics ever used private aircraft to transport staff and equipment without the purpose of transporting organs? — Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024"
"“it’s probably that well-kept of a secret at this point...all those people have been interviewed....” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"
"Yeah, it's terrifying...because nobody ever answered that question of if something happens, then what...I definitely would have liked more training. — Former TransMedics OCS specialist"
"“CYP2D6 alleles tested and genotyping methods were appropriate for determining CYP2D6 PM [poor metabolizer] and NM [normal metabolizer] status.” — FDA CDER Clinical Pharmacology Review"
"Bruce Linton, the CEO of Canopy Growth acknowledged in a recent interview on CNBC's Mad Money that the FDA has been clear that food including CBD it is not ready for human consumption."
"Total Energie: https://www.amisdelaterre.org/communique-presse/total-condemned-for-greenwashing-a-major-legal-precedent-against-climate-misinformation-by-oil-majors/ — Amis de la Terre"
"“the plasma becomes unstable and brightness stability becomes worse...brightness may drop below the threshold required for mask inspection.” — 2023 SPIE presentations by Intel/Lasertec"
"We believe that the issuance of the 2039 bonds established a favorable benchmark spread which will assist PSH over time in refinancing, and/or extending the maturity of the 2022 bonds"