"SEE ADDITIONAL DISCLAIMERS AND NOTES AT THE END OF THIS PRESENTATION FOR ADDITIONAL IMPORTANT INFORMATION"
Callouts & quotes from 37,061+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"The important thing the interviewer is looking for is that you pair metrics on an apples-to-apples basis."
"SEE ADDITIONAL DISCLAIMERS AND NOTES AT THE END OF THIS PRESENTATION FOR ADDITIONAL IMPORTANT INFORMATION"
"It Is Not A Good Sign When A Company Distributes A Large Portion Of Assets To Insiders Shortly Before IPO"
"Готовы предложить номера Стандарт твин с 2 мя раздельными кроватями (1-для ребенка,2-для сопровождающего)"
"Die Aktionäre sind nicht in einen Turnaround investiert. Sie finanzieren den Ausstieg der Führungskräfte."
"Indeed, during your tenure, Alexion is the worst performer across the broader large-cap biopharma sector."
"Conservatively we estimate DKNG could potentially miss full year '25 consensus revenue estimates by 6.2%."
"It is time for TIM, in the words of its new CEO, to become a "normal company" — New CEO of Telecom Italia"
""And we've also been testing free shipping at SportChek from Triangle Mastercard members." — Q3 2019 Call"
"Named one of "America's Best CFO's" by Institutional Investor magazine. — Institutional Investor magazine"
"…and the claims are being made. I don't know what he's thinking. — Ex-employee regarding IonQ co-founder."
""We have the portfolio of a major, we have the technical challenges of a major..." — John Hess, June 2010"
"“...our well costs now rank us among the lowest cost and best in our peer group.” — John Hess, March 2013"
""continue doing everything we can to hold Norfolk Southern accountable for their mess." — President Biden"
"Money is a Helluva Drug — Chappelle's Show Season 2, Episode 4, “Charlie Murphy’s True Hollywood Stories”"
""I'll ask someone else. Didn't realize you were still dealing with that backlog." — Mike Baldwin/Cornered"
""It's Big Louie. He says forget about the horses -- he's putting 10 G's on $80 oil." — Brown (Cartoonist)"
"“We see as much as 20% downside if [Dr.] Kleinfeld continues as CEO.” — Gordon Haskett, February 13, 2017"
"Former employees we spoke to commonly referred to SKLZ numbers as “smoke and mirrors” — Wolfpack Research"
"“Elliott sees the progress” — Mark Lashier (Reuters); “We can be bigger.” — Mark Lashier (Bloomberg News)"
"The Affiliated Medical Groups and the Company do not have any shareholders in common. — HIMS Q2 2021 10-Q"
"Allison Mack has been sentenced to 3 years in prison for her role in the Nxivm case. Also a $20,000 fine."
"“We remain steadfastly invested in Disney’s long-term success…” — Disney Letter to Shareholders, 02/01/24"
"“Filing corporate information with the intent to conceal the truth and falsify” — SAIC charge description"
"「レーザーテックに改善を働きかけるために、毎週会議を開いているそうです」「ただ不安定だけです。安定して機能するのではなく、ときによって機能しなくなることがあります。消えてしまうのです」 — 4名のTSMC関係者"
"「微粒子問題はできの悪い設計の証だ……レーザーテック製の装置は実に劣った設計だ……微粒子問題がこんなに多発している」 — TSMCの台湾にあるファブに配属されたレーザーテックの元フィールド・サービス・エンジニア"
"NASA Awards Contract to Restart Development of Engines to Power Agency's Journey to Mars — NASA, Nov 2015"
"「花王は、生活者の価値(Life Value)に対して、花王の事業活動を通じて役立つということを目的としたLife Value Solutionマーケティングを推進しています」 — Kao Management"
"acquisition in the company's history... We did a lot of homework before we did it.” — Monotype Management"
"$6bn of transactions processed also mentioned in an interview with CEO Dasilva, Feb 21, 2014 — Footnote 1"
"It's best to use, in my opinion, adjunctively with other medicines. — Sleep physician in the Bay Area, CA"
"UNANIMOUS SUPPORT: TOP THREE PROXY ADVISORS BACK ELLIOTT'S CASE FOR CHANGE AT PHILLIPS 66 — Streamline 66"
"Trustpilot isn’t a review site, it’s a protection racket for fake reviews — 0zerofuksgiven (Reddit user)."
""You have to invest for value these days. And these days I find the best value in gin and tonic." — Brown"
"WE BELIEVE A 90% FRANCHISED SYSTEM WOULD SIGNIFICANTLY IMPROVE OPERATING METRICS WITH SIMILAR NET INCOME"
"AVY wants investors to see improved ROTC, but ignores pension, operating leases and other forms of debt."
"Will AVY's Board Clawback The CEO's Bonus In 2018 For Paying Him On An Artificially Inflated EPS Figure?"
"In 2014, Platform's share price increased by 69% including the attached warrants associated with the IPO"
"Spruce Point has uncovered more evidence that WTRG's customer reporting is prone to error and inflation."
"Spruce Point believes there are other current and forthcoming headwinds that investors need to consider."
"An optimized workforce location strategy can drive higher margins and increase access to talent globally"
"Ten months after re-affirming its target, Box was forced to withdraw and push out the timeline to FY2022"
"Despite small improvement, Box still significantly lags industry benchmarks for sales force productivity"
"Box has maintained stockholder-unfriendly governance, despite its commitment to "world-class governance""
"These aren't true "targets" so much as they are pie-in-the-sky aspirations under rosy growth assumptions"
"our research suggests that removing reps from the OR may prove difficult, thus perpetuating these costs."
"Crown Castle’s underperformance can be remedied and requires improved performance in its fiber business."
"In other words, TRE would not pay any money because the AI would be “reimbursed” when it sold the chips."
"As you can see in the chart below, Yahoo’s Core Business EBITDA has been decreasing at an alarming rate."
"We believe CCI's dividend yield should compress to a 4.0% yield initially, and then below 4.0% over time"
"At the moment, however, legal action against Muddy Waters does not appear to promise sufficient success."
"We asked a key early financial executive his views on MPWR’s recent success. His opinion was insightful."
"Adjusting for PEO pass-through revenue in gross bookings, sales force productivity is down ~20% vs. 2011"
"Across several different companies in Bolloré’s empire, a common theme is the disregard for independence"
"The list of governance woes continues to grow with allegations and charges across multiple jurisdictions"
"HLT's share price including dividends increased 40% in 2021 and has decreased 2% year-to-date in 2022(1)"
"Investors should take note of management's willingness to use these accounting changes to influence EPS."
"Investors should take note of management's willingness to use these accounting changes to influence EPS."
"Vote AGAINST the Fuji/Xerox Transaction and FOR a Board of Directors that can Maximize Shareholder Value"