Callouts & quotes from 37,061+ activist slides

"「あっちこっち」に保管しなければいけなかった在庫をレーザーテック・イノベーション・パークに置く場所ができて助かっている、という。一方、本社の完成品出荷ドックは部外者立ち入り禁止と言われた。 — レーザー本社テックIR面談、2024年3月13日"

"Why was Takeda only using it for one assay? Just because it was too much of a pain in the ass? — Takeda ex-lead scientist"

"The Oilseed and Cotton joint ventures are expected to be earnings and value accretive from the first year onwards. — Olam"

"“At Core Laboratories we have always been and still remain peak oil, and believe in the peak oil theory.” — David Demshur"

""We're not replacing any level of cash comp with stock comp" — Peter Anevski on 4Q21 Conference Call on February 28, 2022"

"“Big Tech” (Facebook, Twitter, and others) has unilaterally and unacceptably silenced conservative voices. — Donald Trump"

"EXCLUSIVE: Rep. Gosar Accuses TransMedics Of Holding Lifesaving Medical Devices ‘Hostage’ — Vows Oversight — Daily Caller"

"World-renowned transplant surgeon named Arab American of the Year — Headline excerpted from 2021 article about the latter"

"“AOL's short-term pay is significantly misaligned with performance.” — A leading independent compensation consulting firm"

"Chis Monroe sits behind an optics table filled with experimental pieces of his ion trapping quantum computing technology."

"In fact, while he was CEO of Cognos, the Company delayed its 10-K/Q as the SEC reviewed its revenue recognition policies."

"By the end of the year or early next year. — Dr. Melissa Dumble, SVP of Preclinical Development and Translational Science"

"Можем предложить Вам тариф длительного размещения (действует от 3 ночей). — Booking Manager, Novotel Sheremetyevo Airport"

"Your reservation has been confirmed with detail attached, Thank you — Asst Reservation Manager, Novotel & Ibis Balikpapan"

"PETA behauptet, dass HelloFresh von 2021 bis 2023 Kokosmilch von Farmen bezogen hat, die Affenzwangsarbeit praktizierten."

"在业绩指标面前，老师指标参差不齐，没有严格的教师质量把控，经常的情况就是跑成功了机构签约入驻了，老师入驻了，拿到了老师的注册账号密码，手持身份证号，个人照片，行了老师的个人资料教学经历给我们瞎编吧。 — Anonymous ex-intern"

"It cannot even be ruled out that certain conduct has been in violation of the law — Marie Ehrling (at April 2, 2014 AGM)."

"Lack of transparency and broad category definitions (in financial reporting) mask underperformance of various businesses"

"Spruce Point is concerned that Remitly may be managing earnings and/or experiencing troubles with its fraud loss models."

"We therefore struggle to understand how a company making such a low technology product could manage to be so profitable."

"Beginning in Q1 2019, PSH initiated a quarterly dividend of $0.10 per share, a 2.0% yield at the current PSH share price"

"MDLZ’s share price including dividends has increased 18% from our average cost at announcement date to January 20, 2017*"

"This now opens the door for Avery to delay restructuring charges and liabilities to inflate near term financial results."

"Campfire's website removed FIGS from its portfolio after the Tulco investment, well before it ever become the next LULU."

"In addition to revenue figures, FIGS management made several apparently false statements regarding key business metrics."

"Some of Generac’s equipment emits carbon monoxide, which can be harmful and cause death if inhaled in confined quarters."

"There is nothing in his biography about having any experience working in the U.S. or understanding EV battery recycling."

"The cash flow generating capacity is just not there, and we caution “don’t believe everything you hear from management.”"

"Investors should be concerned that an XPO employee is signing business filings for the candy business of its CEO's wife."

"Deliver improved revenue growth and achieve best-in-class EBITDA margins of up to 60% to 70% in the medium to long-term."

"Transparency is everything. Tell us as well what's going on with respect to the analysis that Mr. Müller has undertaken."

"A potential management fee reduction to 24% would reduce annual EPS estimates by about $2.00 just on this measure alone."

"Employer Services is materially underperforming and should achieve 35% or greater margins by FY 2022 if properly managed"

"Employer Services is materially underperforming and should achieve 35% or greater margins by FY 2022 if properly managed"

"Implementations are labor intensive and generally siloed by product – the current structure precludes operating leverage"

"In fact, no director or member of senior management has purchased a single share of stock in the open market since 2013."

"Is Canadian Tire's Chairwoman paying the same amount of attention to Canadian Tire's activities as she did to Hollinger?"

"... resulting in a destructive cycle of inaction which underpins Keisei’s persistent underperformance and undervaluation"

"They are now hoodwinking DVMT shareholders by offering the same shares, valued at $79.77, as currency to buy your stock."

"New leadership with a disciplined focus on operational excellence and returns on capital is desperately needed at Darden"

"Many casual dining brands (including Olive Garden in the past) have successfully implemented an alcoholic beverage focus"

"Frying too many items can also slow service and make it more difficult for the kitchen to properly time a table’s dishes"

"We continue to believe that a tax-efficient sale or merger is likely to be the best alternative for Darden shareholders."

"Family Dollar, like other dollar store retailers, has consistently grown SSS over the last decade even during recessions"

"We kindly ask BP’s Board to require Mrs. Daley to step down from BP’s Board (unless she resigns from BlackRock’s Board)."

"We've identified discrepancies in reported Titan Project acreage figures, G&A costs, total employees and capex accounts."

"Each of the companies is expected to see improvement in growth + profitability in 2023, largely due to margin expansion."

"GoDaddy is a high-quality, infrastructure-like business that should be able to generate best-in-class financial results."

"Assuming that a contract did exist, this number contradicts the 1,892 cited by CCME, Chairman Cheng, and the Luo Report."

"We question whether this board has sufficient expertise to advise management on running a retail and credit card company"

"HHH Services Agreement advisory fee is in-line with non-traded private equity vehicles with no additional servicing fees"

"In 3 of the last 5 years, John Hess has ranked in the Top 25 Highest Paid CEOs... despite underperforming peers by (55%)"

"To evaluate Valeant’s business performance, we believe one first needs to translate GAAP earnings into economic earnings"

"These non-cash charges are required by GAAP purchase accounting, but do not reflect a loss of economic value for Valeant"

"To carry out a development constituting an NSI Project, without a development consent, is a criminal offence (s.160(1))."

"We add these three groups together to estimate the amount of swaps terminating in 2024, and the result is $16.0 billion."

"Neither Kurdistan nor France are in the “focus areas” and are being drilled at 80% and 85% working interest respectively"

"Our independent and highly qualified nominees can help drive the Company's commitments to animal welfare and ESG matters"

"For 2021, total Chief Executive Officer compensation was an astounding 2,251x the average employee's total compensation."

"Spruce Point believes there is a reason behind BOOT no longer referencing itself as a "Dominant Player In The Industry.""