Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Share price reflects ongoing concerns about the impact of low oil prices on HHC's Houston assets"
"What has ADOMANI sold so far in 2017 from this impressive pipeline? Absolutely nothing. A donut."
"The current trading volume of the stock has no chance of being able to absorb the coming supply."
"CTO’s dividend coverage ratio in FY 2024 was just 0.74x, unlike a peer average of 1.47x in 2024."
"Lasertec margins over time 2010-present – suspiciously high with a suspiciously consistent trend"
"Free cash flow is so microscopic it is not even visible if graphed next to market capitalization"
"EUV mask inspection, specifically final one at mask shop, must find defects but not contaminate!"
"customers needed to buy more equipment than they originally planned to cover their requirements."
"Isteq appears to be a subsidiary of Russia-based RnD-ISAN, per cached version of www.rnd-isan.ru"
"A transformation of Phillips is long overdue. — Elliott's letter to Phillips 66's board, 2/11/25"
"A transformation of Phillips is long overdue. — Elliott's letter to Phillips 66's board, 2/11/25"
"Vilanek, Chairman: Although that was not a question, correction: the north is my home. — Vilanek"
"IR tell Palliser they have to "earn" Management meeting following exercise of shareholder rights"
"“The Company has been deficient in linking executive pay to corporate performance” — Glass Lewis"
"“The Company has been deficient in linking executive pay to corporate performance” — Glass Lewis"
""We've been clear. We are very proud of the global portfolio we have." — John Hess, January 2013"
"Xponential Fitness (XPOF) – "Abusive Franchisor That Is A House of Cards" — Fuzzy Panda Research"
"College Prep Software Naviance Is Selling Advertising Access to Millions of Student — The Markup"
"“The Company has been deficient in linking executive pay to corporate performance” – Glass Lewis"
"“The Company has been deficient in linking executive pay to corporate performance” — Glass Lewis"
"One Year Clinical Outcomes Following Pulsed Field Ablation for Paroxysmal AF — Reddy, VY, et al."
"“story that I think Wall Street wants to hear” — Ex-employees, competitors, and industry experts"
"「Urashimaはレーザーテックの資産です。それを強調しておきたいです。レーザーテックはUrashimaの技術を活用するのは自由自在です」 — Isteqの研究開発部門における中心的な従業員"
"“The Company has been deficient in linking executive pay to corporate performance” — Glass Lewis"
"REJECTED TAKEOVER OFFER OF $18-$19/ SHARE FROM UNDISCLOSED STRATEGIC BIDDER — Starboard Value LP"
"ha[s] always sold or consumed [its] raw milk at the day of milking. — Huishan Prospectus, p. 214"
"Pfizer's Ibrance kisses early breast cancer hopes goodbye with 2nd study failure — Fierce Pharma"
"“non cash transaction that led to an increase in non-current assets” — Ströer 2015 Annual Report"
"In theory there is no difference between theory and practice. In practice there is. — Yogi Berra"
"Home Sellers Win $1.8 Billion After Jury Finds Conspiracy Among Realtors — Headline, WSJ article"
"“at baseline, 60% of study participants were identified as having evidence of PD/DM” — J. Miller"
"“amended prior to unblinding of the study.” — Harmony Biosciences (as cited by Scorpion Capital)"
"HLF continues to point to “changes to the business model” as the reason for a “temporary reset”"
"Therefore, we believe, recognizing VIK as revenue, and its benefits to growth, is disingenuous."
"We estimate Tulco and FIGS' founders have sold nearly $1.5 billion in stock since October 2020."
"WTRG’s Dividend Policy Is Nonsense And Appears To Be Funded By Peter To Pay Both Peter And Paul"
"Spruce Point doesn't believe Generac's margin goals for its clean energy business are credible."
"Two months later, on January 20, 2011, WCT Resources flipped those specific leases to SandRidge"
"Prior to the Company's recent financings, Box's capitalization was in-line with its Peer Group."
"Sustainably improve Box’s revenue growth through improvements to the go-to-market organization."
"This represents a weak risk/reward proposition to current and prospective Carvana shareholders."
"Material IT-related costs which may not scale well with the business are hidden in “Other” SG&A"
"This structure is highly opaque, and in our view, unnecessary for legitimate business purposes."
"Sino-Forest raises capital in increasingly larger amounts, which is effectively a Ponzi scheme."
"Retail is worth more as a part of Agrium and receives approximately a 9x multiple within Agrium"
"Klein: If you can't or won't state the date of the application for appointment by the court ..."
"Small regional competitors are stealing share and growing at 30%+ in ADP’s most dominant market"
"An alternate comparable group(1) similarly illustrates a significant opportunity for efficiency"
"Continued operational mismanagement and poor messaging have caused investors to lose confidence"
"We feel there is a directed effort to ignore Engine, one of the Company's largest shareholders."
"What more evidence do you need that Mercury has deficiencies in this area and costs are rising?"
"Just as with the ANTA Ruidong online store above, ANTA does not own this online sales platform."
"Olive Garden’s Yelp ratings emphasize that a renewed vision is desperately needed for the brand"
"We believe that News Corp’s other businesses are significantly undervalued in the market today."
"We believe that News Corp’s other businesses are significantly undervalued in the market today."
"Even when adjusted for scale, Fortrea’s adjusted EBITDA margins are well below the peer median."
"A Pump and Dump SPAC Scam By Silicon Valley Celebrities, That Makes Theranos Look Like Amateurs"
"In an absolute worst-case scenario, a Mosten trial victory becomes a death spiral for Manulife."
"the landmark milestone is now missing from IonQ’s timeline which bizarrely starts only in 2021."
"IonQ’s computers are trivial compared to a cell phone and can’t be used for any meaningful work"