Callouts & quotes from 37,061+ activist slides

"レーザーテック製の装置で発生する粒子は「結像光学系の変質と、検査の対象となるマスクへの付着の原因になります」とKLAの元幹部はいう。"

"「発売直後に購入台数をなるべく多くしたいために、場合によってA150と値段を割り引いたA300の交換を考えてもいい、と言いました。」"

"しかし、Fab 4Bの入口付近の現状は、到底「生産に寄与する」状態とは思えない。よくて、ただのオフィスとしての機能があるだけだろう。"

"GCP's performance has been disappointing over the last four years."

"We believe a substantial value creation opportunity exists at BILL"

"Tripadvisor has been a controlled company for the last two decades"

"Viator and TheFork now represent nearly 60% of the total business!"

"We believe the current financial profile of Viator is unacceptable"

"We believe the current financial profile of Viator is unacceptable"

"We believe the quality of Fluor’s earnings has improved materially"

"Me pareció que ellos básicamente estaban sólo detrás de tu dinero."

"BlackRock Board of Directors' misconstrued statement in opposition"

"To put things into perspective, let’s look at valuation multiples."

"We are highly sceptical of the legitimacy of TFS's sales channels."

"HMA has been the only hospital company to not consider repurchases"

"In our view, OMERS' investment was actually debt with a 9% coupon."

"We believe Q4 2021 earnings marked an inflection point for Vertiv."

"Work with the other Studios to test new ideas and create win/wins!"

"High Quality Business at a Substantial Discount to Intrinsic Value"

"Management's is characterizing a flat selling season as a "record""

"The table below sets forth the Balance Sheets for the two entities"

"This does not appear to be the sign of a healthy, growing company."

"The CEO is a headwind to a turnaround. Firing him is the tailwind."

"And in case you’re curious as to where that 30% target comes from."

"Wall Street research analysts' expectations have decreased by 66%!"

"The Company has missed consensus expectations 8 out of 22 quarters"

"ビオレは主に日本に軸足を置いており、日本を除くアジアでの売上実績は乏しく、欧州・中東・アフリカや米州での取り扱いはさらに限定的です。"

"パッケージをより認識しやすく、ユーザーが愛着を抱きやすく、そして最も重要なポイントとして、共有しやすいものにアップデートすべきです。"

"Targets for each of these metrics is presented the following slide"

"In our view, you can run, but you cannot hide from accountability!"

"All told, we think Bayer deserves a premium multiple to the group."

"We are short BUR. For years, it was the ultimate “trust me” stock."

"We therefore are highly confident that a Type 0 user is a student."

"It appears to be a failing product line quietly being disregarded."

"Apollo doctor held for Bangladesh-India kidney transplant ‘racket’"

"There’s no way to assess a heart on the device; NRP is only method"

"All directors are independent of Manager other than Nicholas Botta"

"Each individual Patch requires substantial fixed costs to operate."

"We believe the Patch business model is flawed and will not succeed"

"AOL's short term pay is significantly misaligned with performance."

"All directors are independent of Manager other than Nicholas Botta"

"Management clearly stated that they did not pull forward any sales"

"If your conventionally-measured capacity is 50% over the Statutory"

"By our estimate, working capital to sales has worsened materially."

"This is the company's own website, it is not part of our business."

"Bill will delegate all day-to-day organizational management duties"

"For him to say “Made in America” is a hypocritical, audacious lie."

"Specialty pharmacies bring the manufacturer closer to the patient:"

"Me pareció que ellos básicamente estaban sólo detrás de tu dinero."

"The answers to these two questions are why we are short the stock."

"This calculates GP's fair value to be $37M/$24M = $1.54 per share."

"56 non-Accor hotels contacted · 2 responded · 1 agreed · 1 refused"

"Those who know the Pheno system the best do not seem to be buying."

"TSMC is...delaying purchasing until they fix their offload problem"

"“undeniable leaders in the quantum computing industry.” — IonQ CEO"

"But in my fantasy business league I'm making millions. — S. Harris"

"Credit Suisse Virtuoso SICAV • Audited Annual Report at 31.10.2018"

"I’d rather be 2 years early and not 2 months late — Rich Templeton"

"He that plants a tree loves others beside himself. — Thomas Fuller"

""Marge, I think you ordered from the wrong Amazon!" — Mick Stevens"