Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"The proposed exchange ratio currently values Capricorn at a 42% discount to its fair market value on an ex-dividend basis representing a value give-away of over US$200 million"
"Some of its 100-year-old products look familiar (though they no longer sell heroin) but you’re likely to recognize its current drugs only if you or a loved one suffers from..."
"We believe the outcome of these lawsuits could ultimately result in a significant reduction in advertising spending by buyer-agents and/or commissions paid to Zillow via Flex."
"BUR selectively sets the denominator in its returns calculations, allowing it to overstate IRRs and ROICs by understating historical expenses or ignoring future funding needs."
"Keeping Google Chrome Developer tools open, paste the first pcURL value that you copied, and browse to it. You will see activity in your Network tab of Google Developer Tools."
"Spruce Point has multiple concerns with management’s ability to execute on its grand ambitions of becoming an integrated producer of antimony and Tier 1 gold miner in the U.S."
"Spruce Point has multiple concerns with management’s ability to execute on its grand ambitions of becoming an integrated producer of antimony and Tier 1 gold miner in the U.S."
"We observe that Nova's management did extremely well when having shareholders approve a new ESOP (employee option) scheme for up to 19m shares at the AGM on November 11, 2025."
"DuPont transferred >$5bn of shareholder wealth to private equity owners by not running Coatings efficiently and selling the business for cash rather than doing a tax-free spin"
"DuPont transferred >$5bn of shareholder wealth to private equity owners by not running Coatings efficiently and selling the business for cash rather than doing a tax-free spin"
"Nothing of substance has changed since January 2024 - when Norfolk Southern issued disappointing guidance - to justify the Board's revised outlook for the second half of 2024."
"First ~650 bps of OR improvement expected from removal of 450 locomotives and 35,000 cars, fuel consumption reduction and reduced purchases of services, rents, materials, etc."
"Based on the current cost structure for the Display business, even assuming 100% incremental margins, AOL's Display business would have to grow by over 95% just to break even."
"The coming years will be critical execution years to unlock value at Sony Semiconductors, creating the need for oversight by a dedicated management team and Board of Directors"
"Peripheral swelling is so extreme that numerous posts indicate their kids can no longer walk or put on their socks or shoes; others indicate periorbital edema around the eyes."
"We suspect the dataset was shifted to touch the 5.7% HbA1c cut-off to mask the large increase from baseline in pre-T2D, particularly at week 13, the end of double-blind study."
"Peripheral swelling is so extreme that numerous posts indicate their kids can no longer walk or put on their socks or shoes; others indicate periorbital edema around the eyes."
"There are extreme signs of embellishment of Lightspeed’s scale. In early March 2019, during the pre-IPO stage, the Company increased its offices from 9 to 14 in just one week."
"Despite spending an aggregate of $33bn from 2009 to 2012 – which was over 100% of operating cash flow – on capex, net acquisitions and restructuring, EPS has grown at just 5%."
"Structural problems require structural solutions: we believe superior shareholder value can be attained at PepsiCo by separating into standalone snacks and beverages companies"
"The simplistic – and since disproven – theory behind Wakix is that anti-histamines can cause drowsiness, so a drug that increases histamine levels should increase wakefulness."
"The Bioprojet/Harmony trials are not credible scientific studies, but rather dishonest attempts to manipulate trial design and data in order to achieve a predetermined outcome"
"With no revenues and a depleting cash balance of US$ 113 million (~$0.50 cash/share as of 9/30/2021), we are short TMC and believe that its stock is going significantly lower."
"Enterprise Value = Equity Value + Debt + Preferred Stock + Unfunded Pension + Non-Controlling Interest - Cash - Marketable Securities - NPV of Tax Shield - Equity Investments."
"More disturbingly, this property value has been hugely inflated. According to deed records, the property transaction price has gone up from $930,000 to $4.8M in merely a week."
"Stock analysts, current and prospective investors, and partnering companies, to ensure accountability, should be asking Archer for explicit answers to the following questions:"
"I'm speechless. How can a "an industry leading provider of independent and professional consulting services to the mining and energy industries worldwide" produce such drivel?"
"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки!"
"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки!"
"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки!"
"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки!"
"Хотел бы уточнить о возможности размещения четырех детей из ДНР и ЛНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-17 лет. Красотки!"
"I would like to inquire about possibility of hosting four young beautiful girls from Donetsk People's Republic, Russia (14-17 years old). They will be kind of bed do you have?"
"Brazil revenues represented 62% of the Company's total in 2018 and regression on SGH's historic financial performance shows that Brazil has been the key driver of its profits."
"These job postings indicate to us that Beijing Youlian Global Education is not just a related party, but perhaps an alter ego of GSX, and effectively one and the same company."
"DuPont transferred ~$7bn of shareholder wealth to private equity owners by not running Coatings efficiently and selling the business for cash rather than doing a tax-free spin"
"Lasertec refuses to reveal how much of its revenue, orders, or backlog actually come from EUV, nor the trend – because, we think, the contribution is now likely close to zero."
"The similarity between both the light source and particle contamination issues for Lasertec’s DUV and EUV products suggests a fatally flawed and defective technology platform."
"Effectively, companies would take the A300 and not use their A150s anymore; that would be the idea. So, the value of the A150 that we have on hand wouldn’t be worth that much."
"As shown in the chart below, despite the recent increase in share price, GoDaddy is still valued at a large discount compared to peers and its own historical trading multiple."
"Our base case values TeliaSonera at 29.2 SEK per share, and our downside case (which assumes that disposals are significantly more problematic) values TeliaSonera at 27.4 SEK."
"It is unclear what this $96m and $62m cash flow discrepancy in 2013 and 2014 could be; however, in our LBO analysis we have conservatively included these ‘mystery’ cash costs."
""It’s not turned out to be what was promised, almost everything he said turned out to not be true." — Fox 5 Atlanta; "Feels like ya got taken to the cleaners." — Fox 5 Atlanta"
"“The Company has been deficient in linking executive pay to corporate performance…[and] Shareholders should be concerned with this disconnect” — Glass Lewis, 2013 Proxy Paper."
""complete bullshit"; "completely outrageous,"; "bottom line ridiculous"; and stated they may be relevant "in 50 years." — Ex-employees regarding IonQ's miniaturization claims."
"These independent directors agreed to join our board, because they believe in our outstanding plan and they recognize that our plan is the right plan... — John Hess's Nominees"
"MCD issues a statement blaming "industry-wide challenges for farmers and producers, such as the COVID-19 pandemic and global swine disease outbreaks." — McDonald's Corporation"
"PepsiCo is committed to converting all their snack food packaging to recyclable, compostable, or biodegradable products by 2025. — DNMR Investor Call Transcript, Oct. 5, 2020."
""Oklo is a company that has a lot of hubris," the timeline is "beyond optimistic" and "it will probably take at least 4 years to obtain a license." — A former NRC Commissioner"
"“retail is evolving, and no one knows exactly where the transition will take it” — Taubman; “strong demand for our real estate from a wide and growing area of tenants” — Peers"
"We hold a different perspective on the value of TWX...and also apply a holding company reverse synergy discount in all of our Entertainment company SOP values. — Goldman Sachs"
""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." — PepsiCo CEO"
"When you attach materials to your entries for judges' review, consider that judges have only a few minutes to review and rate each entry. — Entry Preparation Tips from website"
"「光源に問題があります」「従来のKLA製のマスク検査装置と比較すると鈍重で、性能も劣ります」「新たに設計された」光源と謳っているUrashimaについては、「間違いなくレーザーテックにとって大きなリスクです。さまざまな意味で腑に落ちない話です」「だからこそ、顧客は不満を抱き、失望しています」 — Anonymous Industry Sources"
"「TSMCではファブの生産ラインにおいて5ナノメートル用のマスクの需要は1日当り約500枚です。その検査のために主にKLAに頼ってます。ファブの生産ラインに設置している5ナノメートル用の検査装置はKLA製が約20台で、レーザーテック製が約10台です」 — TSMCの元幹部で長年購買の責任者を務め、同社へレーザーテック製の検査装置の導入を担当した人物"
"“We consider the Company to be in material default of its technical disclosure and filing requirements.” — Robert Holland, BCSC chief mining adviser (as cited in Globe & Mail)"
"“they’ll investigate and do the best in class. The best reference for Naviguard was United.” — Interview with Senior Executive at a Top-Five National Health Plan, October 2020"
"“Trian has chosen this path [a proxy contest] with the potential to disrupt our Company at a key stage of execution against our plan” — Company press release, January 8, 2015."
"“Trian has chosen this path [a proxy contest] with the potential to disrupt our Company at a key stage of execution against our plan” — Company press release, January 8, 2015."
"We may need to defend ourselves against intellectual property infringement claims, which may be time-consuming and could cause us to incur substantial costs. — GreenPower 20-F"