Callouts & quotes from 37,061+ activist slides

"I don’t really know why a drug that’s targeted at children would ever be a tablet because it’s a nightmare...I don’t know they’ve picked a tablet over a suspension."

"If LSPD really did acquire Crank Logic as it claims, why were regulatory documents filed in California over 20 months later listing its founder Justin Laing as CEO?"

"Brendel and Ryans hypothesis that defamation lawsuits against short sellers are predominantly a “bluffing strategy” is strongly supported by our empirical findings."

"In limited circumstances, we are willing to waive certain of the above criteria if there are sufficient mitigating factors, and the position is sized appropriately."

"Archer is a start-up company led by an inexperienced individual who has publicly demonstrated he appears to not fully understand the road to FAA Type Certification."

"The slow-down in the housing market is not the only flaw in GSHD's growth narrative. As franchises proliferate, they start competing for the same referral partners."

"The collapse of the JV plan after nearly five years of announcements and extensions was a major strategic setback, halting Ceres’ primary route to the China market."

"Pershing Square will profit if the trading price of Herbalife common stock declines and will lose money if the trading price of common stock of Herbalife increases."

"Trustpilot is profiting from the chaos by charging businesses to “protect” their profiles, turning it into a “shady ecosystem” where authenticity is “non-existent.”"

"As shown in the side by side images above, the only noticeable difference between the two buses is the logo in the front. Everything else is substantially the same."

"After our email investigation we are more concerned that the past reported cases could hint at a more systemic risk at the company as opposed to isolated instances."

"Юр. лицо наших гостиниц под брендом ibis и ibis budget – ООО «Чосон», зарегистрировано в РФ, в отношении персональных данных действует в рамках законодательства РФ."

"Regarding your inquiry, kindly note that according to our hotel policy, each guests must be at least 18 years old to complete the check-in process and stay at the p"

"As can be seen above, $32.5 million in intangible assets were added in 2024 and a significant portion of that is being added back to AFFO over the next three years."

"PSoC business grew from less than $50 million to approximately $400 million in 6 years and division profitability went from a net loss to greater than 20% annually."

"We agree with management: “the operational measurement of success will be [Pfizer’s] ability to have a constant flow of breakthrough innovation” — Pfizer Management"

"10/24/14 -- VER issues 8K that AFFO had been overstated. The audit committee further concludes that the error had been indentified, but intentionally not corrected."

"“If I were to take a conservative estimate, well over 50% of GFL's 100+ acquisitions I'd characterize as a failure.” — Industry Observer Familiar With GFL In Canada"

"“If I were to take a conservative estimate, well over 50% of GFL’s 100+ acquisitions I’d characterize as a failure.” — Industry Observer Familiar With GFL In Canada"

"Perhaps the most inadvertently revealing statement in the response was John Lazar’s comment that he read the report “knowing there was no smoking gun.” — John Lazar"

"“I thought the menu selection was very large, almost too many options. It is hard to choose when there [are so many] pages to look through.” — Olive Garden customer"

"Autodesk announced an accounting investigation “regarding the Company’s free cash flow and non-GAAP operating margin practices” leading to a delay in its 10K filing"

"“I thought the menu selection was very large, almost too many options. It is hard to choose when there [are so many] pages to look through.” — Olive Garden customer"

"Despite its operational challenges and abysmal shareholder returns, Avantor continues to have significant strategic value, well in excess of current trading prices."

"NMC “has maintained a relatively consistent reimbursement claim rejection rate of around 2.0 per cent. over the periods under review.” — NMC sukuk offering document"

"Softness in Brazil – unique situation – some distractions in distributor leadership re compliance — Tim Ramey (Pivotal Research Group) quoting Herbalife management."

"“What we know is that the data were removed from his computer in Geneva and that this I.T. worker had full access privileges.” — Thierry Ulmann (quoted in Le Temps)"

"LEADING PROXY ADVISORY FIRM ISS RECOMMENDS PHILLIPS 66 SHAREHOLDERS VOTE FOR ALL FOUR OF ELLIOTT’S DIRECTOR NOMINEES — Institutional Shareholder Services Inc. (ISS)"

"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"

"We recognize revenue at the point in time when we satisfy a performance obligation by transferring promised services to a customer. — Draft Prospectus Sept 22, 2020"

"Congratulations, the Associate Agreement you submitted was approved. You are now an independent associate with World Financial Group Insurance Agency, Inc. (WFGIA)."

"Retail sales represent the gross sales amount reflected on our invoices to our distributors. We do not receive the full retail sales amount. — Herbalife 10-K (2011)"

"University of Michigan medical device cybersecurity research Kevin Fu pointed out that the malicious third party controls the probability distribution of an attack."

"In April 2018, two of the Company's non-U.S. pension plans issued loans totaling $39.6 million (Swiss franc 38 million) to a wholly owned subsidiary of the Company."

"[I]t is often the case that older directors are among the savviest and most skilled board members... — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"

"「光源も不安定......ソフトウェアのバグはいくつもあります......バックによって偶発的な問題が発生します......重大な欠陥を発見できないことがあります......解像度がとても悪いです......画像処理はとても悪いです」 — TSMCの台湾にあるファブに配属されたレーザーテックの元フィールド・サービス・エンジニア"

""I don't anticipate that you'll see a -- sort of a big acquisition of the size of Wright Medical for a couple of years." — CEO Lobo, Q4 2020 Conf Call, Jan 27, 2021"

"Autodesk announced an accounting investigation “regarding the Company’s free cash flow and non-GAAP operating margin practices” leading to a delay in its 10K filing"

"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"

"At all relevant times, Mr. Cinta was an undisclosed owner and/or agent of Kingswood. — Case No. 1:21-cv-02279-JPC, US District Court, Southern District of New York."

"「蝋燭のように明滅することがあり、確実な再現性が得られにくいこともありました。」 — 元フィールド・サービス・エンジニア. 「インテルのエンジニアが対応できないほど焦点がぼけていくこともありました」 — 元フィールド・サービス・エンジニア. 「ACTIS A150には……いろんな問題があります」 — 元プロダクト・エンジニア."

"“the metrics I’m held to, as a transplant surgeon, are the number of liver transplants I do...so, I don’t really care about cost.” — Transplant surgeon, Utah center"

"“no good” on efficacy and “issues with the toxicity”: “there were some serious side effects when we tried to increase the dose.” — Longtime scientific leader at GSK"

"“there was really nothing to stop it...there was pressure from management to deliver...the pressure is there.” — Ex-field reimbursement manager working with Harmony"

"Enterprise Value is the value of the core business operations. This value belongs to all investors in the company, both debt and equity. — The Core Technicals Guide"

"“This is where our EV Star being made under Buy America Compliance and having passed Altoona become a significant competitive advantage.” — GreenPower Motor Company"

"Юр. лицо наших гостиниц под брендом ibis и ibis budget – ООО «Чосон», зарегистрировано в РФ, в отношении персональных данных действует в рамках законодательства РФ."

"Figure.2 CAD schematics of the Ushio LDP EUV source (left panel)., and fully assembled and functional source picture (right panel) — Ushio/Intel paper (March 2021)."

"“really struggling about what to do”; “it’s painful, extremely painful” to use Lasertec’s tool; “it would be stupid” to buy more machines. — Anonymous Key Customers"

"We estimate 40%–55% long-term potential downside risk to RELY’s shares and expect it to underperform the financial services industry and the broader equity market."

"Spruce Point observes that Remitly now obscures the number of countries it can send and receive currencies from and also doesn't disclose the number of currencies."

"Following a 51% decline the day of Valeant’s March 15th investor call, Pershing Square took immediate action to stabilize the company and to protect our investment"

"Adjusting management's and Craig-Hallum's long-term guidance for realistic expectations paints a completely different picture for Genius' future financial profile."

"A 1% quarterly move in NOI currently represents about $800K. Therefore, classification of immaterial expenses may give HTA the ability to achieve the desired SPNOI"

"Investors and research analysts have been calling for changes for years, but Southwest's management and Board have pressed forward with incrementalism and inaction"

"Spruce Point believes that its dividend policy is flawed because of WTRG's large growth capital expenditure ("capex") requirements and commitments to acquisitions."

"The effect of the Poison Pill was to severely limit shareholder influence over Board composition and entrench the Board by increasing its effective voting control."

"Box has issued a new long-term revenue target almost every year since its IPO, and to date, has missed every single long-term revenue target it has ever published."

"The tower market in Indian is in the worst shape in years. The market peaked in late 2010 / early 2011 and since then the market for tower companies has collapsed."

"As much as Carvana bulls wants you to believe that it’s a high-flying, asset-light, highly-scalable “fintech” business, make no mistake: this is a used car dealer."