Callouts & quotes from 37,061+ activist slides

"Sony Pictures is among the largest film/TV content production studios globally, but has potential for operating margin improvement"

"A general rule of thumb is that only 10% of adverse events are reported. The actual number of hospitalizations may be much larger."

"The KOL was skeptical of the randomized withdrawal study as well, noting that hyperphagia scores actually worsened in the drug arm"

"Trial investigator who knows Miller well; declined to refute allegations of questionable behavior; pattern of promotional behavior"

"Competitive pressure in beverage, in our view, has forced PepsiCo to make questionable capital allocation and strategic decisions."

"To protect the welfare of the patients, it was decided to stop the study....but because the marketing authorization was in danger."

"175 ng/mL and 280 ng/mL plasma levels are incorrectly labeled as “steady state” when they are merely the level after a single dose"

"While we have found no pictures of its CEO wearing black turtlenecks, our research leads us to believe that DLO is likely a fraud."

"Conservatively assuming all of Philidor’s sales were lost and not replaced through another channel, the stock is still inexpensive"

"It appears that the early warning signs of Inteliquent's insufficient fraud and abuse detection capabilities were already evident."

"The timing of these events make us question the discrepancy between 41M and 10.5M. How much money does GTI actually need to spend?"

"We find Mr. Riley to have a lot of audacity to use the words "Made in America" when he knows GreenPower’s buses are made in China."

"it will be a few more months before the stock gets crushed from what appears to be an inevitable tsunami of selling from insiders."

"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."

"In conclusion, we see a dishonest management team that will soon fail under the pressure of its own lies and worsening financials."

"We believe the upside in APD remains significant as the Company continues its transformation under a great CEO and management team"

"This result is truly staggering! The PhenoTest provided proper results in a mere 58% of cases, a bit better than a flip of a coin."

"We understand that a more aggressive investment strategy may pressure short-term earnings on the path to creating long-term value."

"The loan appears to be non-performing, a disturbingly frequent occurrence among TeliaSonera’s counterparties in Eurasia and Nepal."

"I think that probably has worked its way through and hopefully should level off here into next year. — GNRC CFO on Working Capital"

"We have taken our eye off the ball a little bit with respect to refining. — Mark Lashier (CEO), January 2023, GS Energy Conference"

"MOM SAYS WE CAN'T EAT IT BECAUSE IT'S THE ONLY HOUSE LEFT IN THE NEIGHBORHOOD WITH EQUITY. — Rogers (2007 Pittsburgh Post-Gazette)"

"W.D. Von Gonten study concluded Hess has higher per acre value and is comparable to CLR in absolute value — W. D. Von Gonten & Co."

""We do not retain any credit risk after the transfer." — SoFi Technologies, Inc., Q2 2025 Earnings Call Transcript (July 29, 2025)"

"Achieving $344/MT on the base shipments as of 2013 is very different than achieving it on the business as of 2016. Profits matter!"

"“It’s possible they deregister one and re-established another one, because of tax arrangement. Anchi, it is a subsidiary.” — Mr. A"

"“Zuckerberg’s Pal” and “Zuckerberg’s Friend” — Media reports regarding Dropbox CEO Drew Houston's appointment to Facebook's board."

"“we’re helping customers like Microsoft and University of Washington with their data storage research.” — Twist Bioscience website"

"AOL is positioned and likely to become the leading provider of broadband internet access as well. — Federal Trade Commission (FTC)"

"Our company's advantages in AI aren't just somewhat better than our competitors, it's structurally superior. — CEO Smith, Feb 2017"

"Revenue allocation is approximately 45% at initial delivery, and 55% over the remaining five years — Axon's May 2019 presentation."

"… while we would have preferred the opportunity to review a detailed account of the information… — St. Jude Medical (STJ) rebuttal"

"「率直に言えば、儲かるのはマスク工場での稼働です。ウェハーのファブに設置するために大金を使って極端紫外線アクティニック検査装置を買ってくることは私には想像しにくいです。優先順位が違うからです」 — KLAで極端紫外線マスク検査を担当した、元エンジニアリング幹部"

"「割引を含めても総合的な金額見積りは当社にとって“おいしい”内容ではありませんでした。......A300とA150との有意義な比較ができる、そんな概念実証、あるいは実用のケーススタディーのデータは提示されませんでした」 — マーベル・テクノロジーの上席従業員"

"「レーザーテックは、当社がA300を購入する場合、私たちが持っているA150と交換する形でA300を割引価格で売却すると申し出ました。......いずれにしても、その時点で手許のA150の残存価値はさほどないでしょう。」 — マーベル・テクノロジーの上席従業員"

"Atlanta-Based Pest Control Company, Former CFO Charged with Improper Earnings Management — U.S. Securities and Exchange Commission"

""Three modules is a whole engine." — FTAI Aviation Investor's Day Presentation June 7, 2023., Q1 2024 Earnings Call April 26, 2024"

"Growth in residential AV was flat year-over-year amidst continued softness in the market. — Resideo Q3'25 Earnings Call (Nov 2025)"

"“Yes, it went from 100 to 2, which is down 98%, but then it went from 2 to 4, which is up 100%—so you're ahead.” — Cartoon caption"

"Unbilled amounts relate to sales that have been recorded and billings that have not been presented to customers. — 2017 10-K, p.55"

"At the moment I also think we're leaning a little towards anarchy because we have been moving along at such a fast pace. — C. Sch."

"「理想をいえば、マスクに回路を転写するために使う極端紫外線と同じ波長を、検査にも使いたいところです。しかし、それはあくまでも正しく設計されている装置であることが前提条件で、レーザーテック製の装置は正しく設計されているとはいえません」 — 元エンジニアリング幹部"

"I didn't see $500,000 worth of – or $5,000 worth of benefit; I've been around a long time. I won't use it. — Trial investigator #1"

"“significant blockade of the hERG channel,” “QTc prolongation,” and “drug-drug interactions,” and “phospholipidosis.” — 2009 paper"

"Setna iO purchased two A320s on lease with GlobalX from FTAI Aviation. — July 7th, 2024. Per Cirium (in its public communications)"

"We expect to advance our next program, targeting the p53 R273H hotspot mutation, into lead optimization in the first half of 2021."

"In light of these actions, we have withdrawn our nomination and are providing the Company time to execute on its new commitments."

"Examples of more than $0.5M in incremental sales following the adoption of the Vets First Choice prescription management platform"

"We believe the Board needs to actively hold management accountable for earning appropriate returns on R&D and M&A moving forward."

"Despite positive progress, Platform trades at discount to its publicly traded segment peers and private-market transaction values"

"In exchange for the quoted prices on Genius' contract invoices, Genius receives the rights to data and statistics for the league."

"While listing many marque leagues, we have found evidence to have us believe these partners do not pay any cash revenue to Genius"

"New Oriental Education & Technology Group Inc. ("EDU") is lying to shareholders about its store growth and financial performance."

"Incumbent Board also failed to plan for succession, leaving Campbell without a permanent CEO at a crucial juncture in its history"

"While RFID margin percentage may remain stable, topline pricing pressure will reduce the absolute level of Avery's profitability."

"We believe, based on our rigorous investigation, that GFL's financial objectives are highly likely to fall short of expectations."

"We believe that the potential for value creation of the portfolio continues to be substantial relative to the market price of HHC"

"The EIA additions are a much tighter fit – we think the balance sheet approach invalidates Sunrun's (non-GAAP) Subscriber numbers"

"In the face of deteriorating financial performance, CEO Bob Jordan claims that performance is “great” and that he is “very proud”"

"Spruce Point finds is it concerning that the auditor change came shortly after the acquisition of Pramac closed on March 1, 2016."