Callouts & quotes from 37,061+ activist slides

"Most of Zillow's clients feel that Zillow will become less important to their lead generation efforts in the next 1 to 2 years."

"While the S&P 500 appreciated by 25% including dividend reinvestment in 2024, the average stock in the index was up just 13%(1)"

"the Company may be unable to offset all price increases or to secure adequate alternative sources of supply in a timely manner."

"Plan Represents Best Structure To Expand Flexibility And Funding Options For TransCanada And Its Shareholders For The Long-Term"

"by our estimate, almost every organ placed on the device violates one or more of these criteria and is therefore off-label use."

"Inspire's device is far too invasive and restrictive to ever gain traction in a market with numerous non-invasive alternatives."

"Lowe’s is a high-quality business with strong new leadership that is committed to narrowing the performance gap with Home Depot"

"Sony's acquisitions of stakes in Sony/ATV and EMI were well-timed to take advantage of future growth in music industry revenues"

"We believe Leidos’ Thailand distributor M.I.T Solutions is an unusual entity that sells both Security and Planetarium products."

"Any attempt by Soleno to sue a doctor or patient for infringement would be both legally baseless and reputationally disastrous."

"in general, the company did downplay the diabetes risk and also downplay some of the serious adverse events that were reported."

"Expects physicians to prescribe generic liquid diazoxide off-label, especially if a conversion chart is available on MDCalc.com"

"Most endocrinologist taking a “wait and see” attitude to Vykat; some “may give it a try” if “a family that's really advocating”"

"Nomad has called Iglo its “anchor investment”(2), and intends to use this asset as a base for future food industry acquisitions"

"Past performance is not necessarily indicative of future results. All investments involve risk including the loss of principal."

"We have converted our short position in Herbalife to in-the-money put options that represent ~2% of capital across the funds(1)"

"What we found in SAIC filings was devastating, Ganji seemed to have lost over 95% of its revenue since the acquisition by WUBA."

"Changing the way such an important number is measured makes it hard for investors to understand the real trend in the business."

"QTT's attempt at a rebuttal is an admission in itself: QTT's advertising platform is not nearly as sophisticated as they claim."

"We believe this qualifies as a “material legal development,” which QTT is required to disclose to investors on an SEC Form 6-K."

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

"FNMA and FMCC share prices have increased 4% and 7%, respectively, from our average cost at announcement date to April 18, 2017"

"This is a text-book perfect example of rigging the political system for the benefit of insiders to the detriment of the public."

"We find it noteworthy that the company borrows relatively small amounts at times when it should be supposedly swimming in cash."

"The company has to keep growth excitement going, and announced has done several acquisitions that we don't have high hopes for."

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

"HelloFresh befindet sich in einem steilen Niedergang, der durch sich verändernde Metriken und quixotische Pivots verdeckt wird."

"We Believe Management Created a Sham Loan and Lied to Investors to Hide the Loss of a Top Tenant at Ashford Lane for ~18 months"

"We believe EH is using these sham contracts with Kunxiang as the basis fabricated sales that make up most of its total revenue."

"Regulators and investors with ratings-based mandates have been ill-served by the NRSROs before and throughout the credit crisis"

"Lasertec causes a lot of headaches for their end user and that each machine requires a lot of work in order to keep it running."

"Around 80% supported a monetization or partial monetization of the OLC stake to release capital that can be utilized by Keisei."

"One of the shareholders specifically told us it was awkward and difficult to have a candid conversation with Mr. Espey present."

"It would be opportunistic to build up their creative content... Distribution is important, but content is king. — Mario Gabelli"

"'It’s disgusting': Legal professionals outraged as Dye & Durham sharply hikes prices for critical software — THE GLOBE AND MAIL"

"“integrate(s) all ... data and processes into a unified system and use a centralized database to store information.” — DGW 20-F"

"There have not been many downloads of NQ software. Just a few. It’s not a big business. — Consultant with knowledge of Blue Via"

""So the longer-duration subscriptions generally will drive more revenue upfront per user." — CFO Okupe on Q3 2022 Earnings Call"

"I would say that overall, focusing on growing our private label offerings is not our first priority. — Saputo COO North America"

"Yes. They do have a sizable patent portfolio, not just in the U.S., but outside the U.S., largely design patents. — CEO Farrell"

"Casino Group Decides to Strengthen its Financial Flexibility with a Deleveraging Plan above €2BN in 2016 — Casino Press Release"

""We have a lot of diversity in our products. We have probably a 130,000 sellable products." — CFO, Bofa/ML Conference, May 2019"

"「極端紫外線リソグラフィを量産に適用するためには、克服しなければならない技術的な課題とインフラ不足が多数ある。インフラ不足は安定性・信頼性の高い、高出力の極端紫外線光源の開発に関わるものだ。」 — 2021年3月21日付けの共同論文 (ウシオとインテル)"

"「KLAは開発に取り組んでいるし、ニューフレアテクノロジーも取り組んでいます。ASMLはマルチビームの検査装置の開発に取り組んでいる部門があります。ところで、『マルチビーム』とはホロンの検査装置よりも生産性がかなり高い、と言われています」 — 元上席幹部"

"Esta es una gran oportunidad de negocios. Tienes la oportunidad de tener independencia financiera y libertad. — Michael Johnson"

""type of revenue-generating customer that MPLN wants" — Former MPLN Executive B. "years, years away" — Former MPLN Executive B."

"We have to beg for meetings — Foreign Buyside Analyst; It took me two months to get a call with IR... — Foreign Buyside Analyst"

"This will always be the formula to success for us, a creative acquisition — Army assistant product manager for the SRR project."

"“my son had allergic reaction and has been in hospital 4 days so we don’t be continuing it.” — Parent in Vykat discussion group"

"Democracy is the worst form of government except for all the others that have been tried from time to time. — Winston Churchill"

"the chance of reaching the President's Team "has never ever been greater than it is today." — Des Walsh, President of Herbalife"

""We believe this is the most important organizational change we've made in the last 20 years" — David Taylor, Former CEO of P&G"

"Sunrun's response strengthened our conviction that its Subscriber metric is significantly inflated and is, at best, arbitrary."

"BRK's share price increased 10% from our average cost at inception to December 31, 2019, and decreased 1% year-to-date in 2020"

"Why Did Nuvei Acquire Vantage Payments And Base Commerce With Executives Both Under Scrutiny For Involvement In Ponzi Schemes?"

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

"We believe CP remains an attractive investment led by a superlative management team with further potential in the coming years"

"Investors should be under no illusion that this statement is anything other than a long, fat middle finger extended their way."

"We believe Commvault has the ability to achieve its long-standing mid-20s operating margin target within the next three years."

"American Tower operates in countries that are prone to episodic inflationary spikes, currency volatility, and social upheaval."