Callouts & quotes from 10,384+ activist slides

"The amendments in this Update require that a statement of cash flows explain the change during the period in the total of cash, cash equivalents, and amounts generally described as restricted cash or restricted cash equivalents. — FASB"

"By October 2022, when Datasection's CEO Norihiko Ishihara was interviewed by the KEIO leadership center he described it as the American version of TikTok and was offering augmented reality and ecommerce as services. — Wolfpack Research"

"You don't want a stop order because it's such a black mark. Normally, if there is an irreconcilable difference with the SEC, you withdraw your registration statement. — Charles Whitehead, professor of business law at Cornell Law School"

"We're not just a refining company. We shouldn't be viewed just through a refining lens, whether it's our balance sheet or whether it's our earnings and earnings volatility. We are diversified on purpose. — Mark Lashier, January 7, 2025"

"“Those items are just warnings. You're not going to run into those issues hardly ever. I mean, to date, I've never ordered an EKG on a patient. That's what I tell doctors; these are just warnings.” — Sleep physician in the Bay Area, CA"

"The transaction has been approved by shareholders on both sides. So now, it’s really dependent on, we’re just waiting for approval by the SEC and Nasdaq. Hopefully we should have a conclusion by the end of June, I’m just guessing. — Ng"

"“we delivered our first Midnight aircraft to the UAE”, “Delivering our first Midnight aircraft and began flight testing with the GCAA”, and “delivered midnight to Abu Dhabi” — Archer Aviation (via Shareholder letter and Earnings call)."

"The transaction has been approved by shareholders on both sides. So now, it's really dependent on, we're just waiting for approval by the SEC and Nasdaq. Hopefully we should have a conclusion by the end of June, I'm just guessing. — Ng"

""In connection with the audit of our consolidated financial statements as of and for the year ended December 31, 2020, two material weaknesses in our internal control over financial reporting were identified...." — Remitly SEC filings"

"“Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!” — Ben Axler"

"“Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!” — Ben Axler"

"“There is a reconciling item for the difference between actual interest income earned on invested funds held for clients and interest credited to Employer Services and PEO Services at a standard rate of 4.5%.” — ADP Form 10-K, Page 77"

"Heche: Why Albania? De Niro: Why not? Heche: What have they done to us? De Niro: What have they done FOR us? What do you know about them? Heche: Nothing. De Niro: See? They keep to themselves. Shifty. Untrustable. — Wag the Dog (Film)"

"“Even the most casual observer would recognize that Hess nominees have deep and directly relevant shale experience. In his time at ConocoPhillips, for example, Hess nominee Dr. Kevin Meyers...” — Hess Letter to Shareholders March 2013"

"<A - Yusuf Alireza>: Well, we have sent out - listen, I don't - and I have been given advice not to spend a lot of time talking about this thing. But I think I - I guess I'm not good at sometimes following that advice. — Yusuf Alireza"

""Cost of sales consists of merchandise costs, as well as freight costs to transport inventory to our distribution centers and stores, and duty and other costs that are incurred to distribute the merchandise to our stores." — FND 10-Ks"

"As a general long-term guideline, we expect to retain roughly half of our free cash flow... to support the growth of our business... and return the other half to our shareholders through share repurchases and dividends. — FY 2015 20-F"

"Our AFF flavor facility in Ireland is now providing a large number of flavors to our EMEA region, enabling better service levels and lower landed costs to our EMEA region. — Monster Comments On AFF Ireland (Feb 27, 2025 / Aug 6, 2024)"

"TASK has tried to raise people form within that are young, teachable and ignorant. Put them in comp plans they don't really know any better until they start having success and others start recruiting them. — Fmr Business Dev. Employee"

"Your application for Wakix was not referred to an FDA advisory committee because the application did not raise significant safety or efficacy issues that were unexpected for a drug in the intended population. — FDA NDA approval letter"

"It's a fair statement. One thing to understand about the ESG space and the whole dynamics of the space in the MSCI ecosystem that is driven by the asset owners and MSCI has its own unit that targets asset owners. — Former ESG Employee"

"Note: Mettler does not disclose interest income in its consolidated results, making it difficult to sanity check returns on cash. The last time it disclosed interest income was in 1998, right before current auditor PwC took control(1)"

"Note: Mettler does not disclose interest income in its consolidated results, making it difficult to sanity check returns on cash. The last time it disclosed interest income was in 1998, right before current auditor PwC took control(1)"

""Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!" — Ben Axler"

"Analyst, JP Morgan: “A couple of things here. First, what was the internal EBITDA target for Q1, that you embedded in the original 2013 guidance?” CFO, HMA: “A different number than yours. (LAUGHTER)” — Transcript of HMA earnings call"

"Ginkgo’s business model is built upon selling R&D services (“Foundry revenue” or “Foundry usage fees”) and also taking royalties or equity stakes in customer programs (“Downstream value”). — Ginkgo corporate presentation, Aug 18, 2021"

"We still believe we're going to get the benefit of integration. That's not lost because of the supply agreement that we have and the fact that we'll continue to be using our logistics assets. — Mike Hennigan, CEO of Marathon Petroleum"

"“Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!” — Ben Axler"

"“Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!” — Ben Axler"

"“Our corporate headquarters, primary research facility, PLA reactive extrusion plant, tolling operation and our PHA demonstration plant are located in Bainbridge, GA, in approximately 200,000 square feet of real property.” — 2020 10-K"

"I think some of the friction points that came out immediately when Zillow launched ZHL, there was two, one, they didn't understand the importance of the personal relationship between the agent and the loan officer. — Real Estate Agent"

""Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!" — Ben Axler"

"The patient discontinued pitolisant and "subsequently, the hives, anaphylaxis, rash, joint and muscle pain, dizziness, and shortness of breath resolved... which is supportive of at least a possible association with WAKIX." — FDA FAERS"

"NSA does not recommend the usage of quantum key distribution and quantum cryptography for securing the transmission of data in National Security Systems (NSS) unless the limitations below are overcome. — National Security Agency (NSA)"

"There’s a monopoly there because KLA is the only tool that has Die to Database... that’s perfected and that’s what KLA is good at, so they dominate the P1. — Former KLA executive in a leadership role in their EUV mask inspection group"

"believes these high against / withhold votes are likely related to the directors service on the Company’s compensation committee...during which time the Company received an “F” grade in our pay-for-performance analysis. — Glass Lewis"

"“Our Board of Directors believes that the number of shares currently remaining available for issuance under the ESPP and the annual Evergreen Provision increase will not be sufficient for our future needs.” — Box 2021 Proxy Statement"

""It's a great technology company. They've got a really unique position. They should be able to grow. But I sold all of my stock the day that I left because I just felt that they are not ethical." — Former MPWR Sales Account Executive"

"Cashpooling: The Company maintains a current account with BV Inversiones, S.L. to manage the group's treasury. These debts accrue market interest based on Euribor. — Bureau Veritas Inspected Y Testing, S.L.U. Financial Statement 2021"

""This award is a credit to our culinary team who, along with our employees, provide every guest with a genuine Italian dining experience," said Salli Setta, Olive Garden’s senior vice president of culinary and beverage. — Salli Setta"

""This award is a credit to our culinary team who, along with our employees, provide every guest with a genuine Italian dining experience," said Salli Setta, Olive Garden's senior vice president of culinary and beverage. — Salli Setta"

"Baidu resolutely cracks down on all violations of the law and discipline, and has zero tolerance for any behavior that touches the red line of professional ethics. It will never relax for anyone, at any time! — Baidu ethics committee"

"You will earn your salary based on the number of gifts you receive each month. This is broken down in a tier structure so that when you hit each of the individual goals, you reach a higher salary. — Recruitment ad for Bigo performers"

""The Income Tax Department (I-T dept) recently informed the Delhi High Court (Delhi HC) that the investigation into tax evasion by WSP Consultants India Private Limited is ongoing and will be concluded logically." — Business Standard"

"“What are these robots? Are these robots just basically liquid-handling machines?” “Yeah. Like automated liquid-handling machines, like Hamilton, Carterra, Perkin Elmer.” — Ex-Twist employee in manufacturing, now a research professor"

"(The Secretary for Monetary Affairs, Mr. D.W.A. Blye, the Deputy Secretary for Monetary Affairs, Mr. A Latter and the Deputy Secretary (Economic Services), Dr. A McLean will attend before the Council for the discussion of this item.)"

"Under the program, Rapiscan Systems intends to provide a comprehensive X-ray screening program, which will incorporate technology, staffing, systems integration, and maintenance support at sites throughout Albania. — Rapiscan Systems"

"“Rentokil is a gold standard company. If anyone can turn Terminix around, it’s them. Rentokil has some of the best operators in the industry.” — Industry Expert With 30 years+ As An Operator And Advisor To U.S. Pest Control Companies"

"“At the moment today, we would have a hard time justifying that.” — Senior Genomatica employee; “we don't expose the critical path stuff”; “they haven't proven themselves yet as a CRO service provider” — Senior employee of Genomatica"

"Ironically, one of the most commonly cited reasons to go camping is to "Digital Detox" and not be in touch. For these individuals, a free basic emergency service as Apple recently announced, would probably be attractive. — Footnote 2"

"“a roller coaster ride over here…some days the hyperphagia is the worst it’s ever been”; “this is worrisome with more people saying this”; “the food seeking has now reached a level I didn’t think was possible.” — Facebook group users"

"“Yeah, it could happen. It could happen. That’s a problem [for Soleno]. This drug has been around since 1976. It’s not a new drug; it’s a new formulation.” — Trial investigator and physician; one of the leading KOL’s in the PWS field"

"REIT investors ... consider AFFO a measure of "normalized" residual cash flow after eliminating non-cash and non-recurring expenses, and an indicator of a REIT's ability to pay dividends. — SEC complaint in the matter of VEREIT, INC."

"“is not a well-controlled process...it was painful...if you choose a bad technology you just can't get there” — One of Intel's most senior and tenured executives. “it's just not stable...it doesn't work...it just dies” — TSMC source."

"We were shocked to discover that less than two months after VCM reneged on its financing commitment to ABML, Michael Vogel joined LiNiCo, a potential future competitor, as “CEO, President, and Founder” according to his LinkedIn bio."

"The bloggers are playing disingenuous word games. However you want to translate the name of the approval, the Company has lucrative agreements throughout China that are providing strong revenues for the Company and its shareholders."

""That's a ridiculous statement. I do not believe that they have solved the issue... For QuantumScape to say we've solved this is disingenuous... I don't understand how you can say that and have a straight face." — Solid-state expert"

""As alleged, using the lure of kickbacks disguised as rebates, Novartis co-opted the independence of certain pharmacists and turned them into salespeople for one of its drugs." — Manhattan U.S. Attorney Preet Bharara, April 23, 2013"

"Although we were able to offset increased material costs through our pricing initiatives during fiscal 2022, inflationary pressures have limited, and may continue to limit, our ability to achieve margin expansion. — Evoqua 2022 10-K"

"Under the partnership, Xylem will distribute Idrica's GoAigua technology globally and will take a minority stake in Idrica. The companies will also enter into a joint development agreement for new technologies. — Xylem Press Release"