Callouts & quotes from 37,061+ activist slides

"Overall, the three properties were purchased for $7.26M before being flipped to IIPR for over $27M, a whopping 73% appreciation."

"DIESER BERICHT UND ALLE HIERIN ENTHALTENEN AUSSAGEN SIND DIE MEINUNGEN VON GRIZZLY RESEARCH LLC UND KEINE TATSACHENBEHAUPTUNGEN."

"The A300 is nothing more than a cover story to mislead investors and spin a damage-control and recall effort as a “new” product."

"U.S. FDA Approves PREVNAR 20®, Pfizer's 20-valent Pneumococcal Conjugate Vaccine for Infants and Children — Pfizer Press Release"

"We did not do enough to keep our soup products and brands relevant with consumers. — Board member & interim CEO Keith McLoughlin"

"CEO Trevor Milton called the prototype cell "the single most important advancement in electric vehicle history." — Trevor Milton"

"Ambry Genetics Makes Scientific Breakthrough and Launches Paired RNA and DNA Testing for Hereditary Cancer — Ambry Press Release"

"Beyoncé’s ‘Cowboy Carter’ Is Driving Boot Sales Across the US: These Retailers are Benefitting — Shoshy Ciment, Footwearnews.com"

"“We really want the general managers to know how much we appreciate them and appreciate their role.” — Joe Lee, November 9, 2005"

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife'(1) - beyond suspicion."

"As presented by Ralph Alvarez, President of McDonald's North America, at McDonald's Analyst Meeting at Oak Brook, IL on 9/21/05."

"“What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth” — Michael Johnson, CEO"

"Phillips 66 has claimed that in a 50bn T EV midstream sale, “tax leakage costs could be as high as 10 billion.”(1) — Phillips 66"

"「（レーザーテックの顧客は）発注を控えています。光源か、何かの改善を待っているようです……だいたいそんな感じです。だからレーザーテックの在庫が増えているのでしょう」 — 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"

""Why were so many people willing to believe in something that so few actually understood?" — Bethany McLean, Why Enron Went Bust"

"U.S. FDA Approves PREVNAR 20®, Pfizer’s 20-valent Pneumococcal Conjugate Vaccine for Infants and Children — Pfizer Press Release"

"「花王のCMOは実質的には西口氏です...（彼は）どちらかと言うと営業畑の男で、ブランドを管理するといった経験や能力は備わっていません...花王は社外からCMOを招き入れるべきです。」 — 花王の元従業員、コーポレート戦略部門、2023年オアシスによる取材"

"We sense that Bumble, Chegg, and Match are good comps given similar consumer subscription models and margin profiles. — JPMorgan"

"Sales of water treatment products in North America totaled $57 million in 2017 and $18 million in 2016. — A.O. Smith 10-K Filing"

"“bioengineered trachea implant” – the initial surgical use of which “was led by Professor Paolo Macchiarini” — per the BSTG S-1."

"“... AOL’s patent portfolio, it’s beachfront property in East Hampton... it’s basically extremely valuable.” — CEO Tim Armstrong"

"“IRBT owns its core product market (robotic vacuum cleaners) and will penetrate a huge addressable market.” — Supporting Analyst"

"“We had to pause one person whose blood sugar levels got a bit out of control.” — Trial investigator, key opinion leader for PWS"

"“the problem starts with bioavailability but then the toxicity starts appearing after that.” — Longtime scientific leader at GSK"

"“Mediocre reputation.” — Senior pharmaceutical executive/scientist, previously at Abbott and now at another major pharma company"

"IS ELECTRICITY DANGEROUS? ... NOT IF YOU KNOW WHAT YOU'RE DOING. ... SHOULD I ASK MOM TO CALL SOMEONE WHO KNOWS WHAT HE'S DOING?"

"I served GM Liu and GM Yu a couple days before. I went to Zhengzhou to pick them when they came and drove them to airport later."

"этапе, их уже ожидают семьи. С каждым ребенком будет сопровождающий в номере. Подскажите, пожалуйста, доступные варианты и цены."

"“slippery, clever man who stops at nothing and does not recognize the authority of the court.” — Court-appointed special manager"

"Sampo’s management team is ideally positioned to seize this win-win opportunity and re-establish its reputation with the market"

"Spruce Point believes that Remitly's cash (and valuation) is likely to be overstated because it includes cash held for clients."

"While management has embraced ZBB to address their high G&A, Mondelez's version of ZBB is much less robust than the 3G approach"

"Strong operational execution and new product launches coupled with deleveraging should drive equity returns from current levels"

"We find it concerning that HTA peddles promotional buy recommendations from Seeking Alpha bloggers disguised as press releases."

"The Company’s latest announcement flies in the face of these statements and compounds its credibility issues with shareholders."

"Southwest reports Q4 earnings, with CEO Bob Jordan stating that "...Our processes and technology generally worked as designed.""

"A recently conducted Consumer Reports study shows that Generac does not rank anywhere in the category of “Inverter Generators”."

"Every positive patient testimonial on Elterman's practice website was for a MIST or resective procedure other than Aquablation."

"Danone is currently trading at close to trough multiples for the period 2003-2012 (excluding trading multiples from early 2009)"

"Since closing the acquisition of Family Dollar on July 6, 2015, Dollar Tree has underperformed Dollar General by more than 20%."

"Today, Crown Castle is spending significantly more capex to achieve disappointing revenue growth because its capex ROI is poor."

"It cannot be denied that the Ströer Group, just like many other listed companies, also transacts business with related parties."

"There were no transactions by company insiders and there were no creative accounting at Ströer, either before or after the IPO."

"ADP’s support teams lack a unified view of the client which hampers their ability to provide a robust client service experience"

"Trucking rates will be structurally higher, which makes rails comparatively more appealing (and enhance pricing power of rails)"

"The spread on PSH USD-denominated debt has declined from 337bps at its inaugural issuance to 175bps at its most recent issuance"

"At a minimum, each of these termination rights could be used as leverage to renegotiate the terrible terms in the JV agreements"

"Greenlight has identified 35% of Allied's specialty finance portfolio that Greenlight believes may be carried above fair value."

"Darden’s comp practices raise serious concerns about the oversight of the current Board and Darden’s proposed slate of nominees"

"Olive Garden needs a management team that will bring innovative ideas, create a sense of ownership, and instill a common vision"

"Goodyear sells an above industry average proportion of HVA replacement tires (Goodyear at 44% vs. U.S. industry average of 40%)"

"We do not believe that Mr. Trujillo’s Australian telecommunications background brings relevant expertise to a US retail company"

"We urge you to address this by immediately terminating negotiations with Atos over the purchase of a minority stake in Evidian."

"It appears patently obvious to us that IonQ announced the $14MM deal on Sep 9 and then instantly billed UMD for $4MM by Sep 30."

"Today Shareholders Are Told of Hess's 7th Attempted Restructuring Like Prior Restructurings, There Is No Clear Beginning or End"

"For over 5 years, shareholders have been asking to vote on directors annually; For over 5 years, shareholders have been ignored"

"WeWork represented a 4.2% tenant in Georges Quay back in 2018 so we are concerned the property may no longer be "fully leased"."

"Darden’s comp practices raise serious concerns about the oversight of the current Board and Darden’s proposed slate of nominees"

"Olive Garden needs a management team that will bring innovative ideas, create a sense of ownership, and instill a common vision"

"Hess has paid current directors more than $30 million over their tenure while delivering stockholders material underperformance"