Callouts & quotes from 37,061+ activist slides

"Yet again, this data point calls into question why Leidos implied that ~90% of the deal revenue would be international."

"Key trial investigators broadly rebuke VYKAT XR as a failure and looming safety disaster – summaries of each interview."

"Not surprisingly, posts are already piling up with parents indicating they have discontinued the drug or considering it"

"As we shall show, the claim that the PK profiles are different is , making the two formulations freely interchangeable."

"I can't think of any reason why the substitution couldn't achieve the same result...yeah, I agree with your assessment."

"“Hourly Consulting Pay” is unrelated to “hours” or “consulting.” It is merely a deceptive label for recruiting rewards."

"We had much better compounds based on physical property and drug-like properties than pitolisant. So, we pursued those."

"Whale prescribers cutting prescriptions as they run out of patients or have no clinical results or “heat” from insurers"

"In our opinion, Prestige shares many of the same accounting and financial strains that foreshadowed Boulder's collapse."

"Non-memory (memory is more commoditized) semiconductor bellwethers largely trade in a range of 10-16x forward year EBIT"

"The fact that they don’t have a commercial office in North America suggests that they have little to no business there."

"Will represent a small percentage of fund capital in the aggregate and an appropriate “return on invested brain damage”"

"MDLZ’s share price including dividends has increased 17% from our average cost at announcement date to January 19, 2018"

"Until last week, Pershing Square did not know that Valeant had acquired an undisclosed purchase option in December 2014"

"We believe the previous purchase price of $1.92M better reflects the value of the property at the time of the purchase."

"New leadership to be laser-focused on executing against plan targets, with a refreshed Board providing strong oversight"

"The Stronger Southwest plan ambitiously addresses the Company’s key issues and delivers a brighter future for Southwest"

"Irrespective of court case developments, we believe reform and restructuring of Fannie and Freddie are likely to occur:"

"We believe management is misrepresenting the economic opportunities of this new acquisition to pump up the stock price."

"We think that within 6 months AXDX management will be forced to revise down reagent revenue expectations a second time."

"We estimate pro forma net leverage would be at ~5x today, reflecting Disney’s lower run-rate EBITDA compared to FY 2018"

"There is no proof that any optimization problem is solved faster using [D-Wave's] system compared to classical solvers."

"Misclassifying finished goods as work-in-process inventory are "tricks any supplier can play"; many ways to call it WIP"

"These businesses are not as profitable as either Soda Ash or Peroxides, but they provide stability and diversification."

""Return of capital is an important part of the CTC story" — RBC Capital Markets Equity Research Note (October 31, 2019)"

""You just have to have good people if you are going to have a good operation, without them you are lost." — Bill Darden"

"But I'm home now. There shouldn't be anything on QQ because our hard drives have been replaced at that time. — CCME Rep"

"Quantum startup CEO suggests we are only five years away from a quantum desktop computer — TechCrunch article, Sep 2020"

"“isn’t really real”; “way too much instability”; “not really useful”; “run times are really slow” — Anonymous customers"

"The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success — William N. Thorndike, Jr."

""You just have to have good people if you are going to have a good operation, without them you are lost." — Bill Darden"

"we recognize that we did not deliver on expectations we set in the past. — US Foods public letter, dated April 18, 2022"

"“we've made all the updates in the labeling that we need to do and in the packaging that we need to do” — CEO Blackford"

"“我们团队战术考虑最多是整个集体，我在离终点5公里的时候，扛着红旗，确保有的远征军第二师人员都能安全到达，这才是我们的大目标。” — Anta Kunming Company's General Manager: Lin Sankuang"

"“semiconductor chip technology to electrochemically synthesize DNA right on the chip surface.” — Dec 2017 press release"

"“So, the other people are twice as fast, basically.” — Novartis, a large Twist customer, scientist in a leadership role"

"AfterDox's partners are all current and former top executives - from Amdocs and from other leading high-tech companies."

"UNITED THERAPEUTICS AND HERBALIFE INTERNATIONAL SETTLE ALL PATENT LITIGATION — United Therapeutics Press Release (2006)"

"「信じられないほど大量のレーザーテック製のコレクターを現場で見たことがあります。......コレクターごとに何十万ドルもかかります。......表面からデブリを剥がしてコレクターを使える状態に復帰させるのに2日近くかかります」 — 元幹部"

"「実はある会社は、表向きにはレーザーテック製の極端紫外線装置を使っていると公表しつつも、実際は同社の従来の深紫外線装置を使っていたとわかり、びっくりしました」 — 極端紫外線リソグラフィーの名だたる専門家で、レーザーテックの顧客に近いA氏"

"Comments by CEO Sebastian Kanovich on DLO's Q3 2021 call that local-to-local had reached 30% of TPV support this range."

"「レーザーテック製の装置については、不良が多発しており、製品として『用途を満たす』とすら言えなくなっているために、『直近の出荷予定を延期した顧客がある』とグローバルファウンドリーズの元幹部はいう。」 — グローバルファウンドリーズの元幹部"

"$PLUG Way to go Andy, master of share destruction. No one does it better, one lie at a time. — FraudBuster (Stocktwits)"

""It was Frankenstein-ish. I didn't like it at all," "My tongue was just thrashing over my teeth." — Victoria McCullough"

"If you're not doing anything unique or proprietary, then there's no reason to go with Perion. — Former Perion Executive"

"AS YOU CAN SEE, BY LATE NEXT MONTH YOU'LL HAVE OVER FOUR DOZEN HUSBANDS. BETTER GET A BULK RATE ON WEDDING CAKE. — XKCD"

"¡Y no te dicen nada de eso! “Bueno, todo lo que necesitamos de ti, es $200 dólares y ya estás en el negocio”. — MUJER 9"

"Thank you. Interested in booking ULTIMATE SPLENDOUR. Can I see a photo of the masseuse? — Grizzly Research Investigator"

"We look forward to welcoming the nominees as new Board members and believe they will be valuable contributors — DSP CEO"

"Deceptive persons often respond with moral outrage and bewilderment when confronted with an accusation of wrong-doing."

"We believe that calculating ITCs in a recursive manner contradicts the intent of the legislation that created the ITC."

"Henry Schein’s relationships and integrity with vets worldwide will “turbo charge” Vets First Choice’s growth profile."

"Vets First Choice will likely have grown its U.S. market share to 36% by the end of 2018 from ~20% at the end of 2017."

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

"In effect, Valeant is three diverse businesses, with unique opportunities and challenges and divergent growth profiles"

"Spruce Point believes this news came at an opportune time for the Company, days ahead of the beginning of its lock-up."

"While we acknowledge FIGS has strong brand awareness, we believe the Company understates its reliance on social media."

"Shareholders are picking up the tab for CEO Dovigi to purchase a new car annually and personal use of the Company jet."

"Restaurant Brands International’s share price increased 175% including dividends since it merged with Justice Holdings"

"Generac's acquisition of Enbala Power Networks in Oct 2020 has the flavor of a failed, but highly promoted investment."