Callouts & quotes from 10,384+ activist slides

"Q. You, Mr. Pereira, have admitted that -- and this is really just trying to answer the question, you don't have a bachelor of science degree in mechanical engineering from Texas A&M University, correct? A. Correct."

""PLA-based bioplastics showed a similar biodegradability of PHAs, as quickly degraded under composting and anaerobic digestion" — Biodegradation of Wasted Bioplastics in Natural and Industrial Environments: A Review"

"the class B ordinary shares owned by the Company in GSX at the date of the Deed specified in Schedule 1 to the Deed, namely, the 6,000,000 Class B Ordinary Shares owned by the Company in GSX — Walkers Legal Document"

"“We are excited about the Alaskan Project JV as it is an important part of our strategy to diversify and build our exposure in large scale multi-commodity and battery minerals projects.” — Avi Kimelman, Dec 18, 2017"

"It's an excellent question. But as we've said in previous quarters, many of these projects, in particular, the AFRL one contains both sides of the coin. It's quantum computing and networking — Niccolo Mcleod de Masi"

"When you are able to draw up a summary of the foregoing proceedings, then you will surely realize that, in point of fact, you have had the good fortune today of confronting specialists in corporate law. — Mr. Klein"

"Negotiations were led by a conflicted Xerox CEO, who betrayed shareholders by "serv[ing] as a loyal agent of the acquirer" in "a process that ignore[d] other bidders" and was conducted without a proper market check"

"Negotiations were led by a conflicted Xerox CEO, who betrayed shareholders by "serv[ing] as a loyal agent of the acquirer" in "a process that ignore[d] other bidders" and was conducted without a proper market check"

"Coulombic efficiency and capacity vs cycle graphs should use reasonable y-axis scales. For instance, Coulombic efficiency should not be reported on a y-axis scale of 0-100% but rather 90-100% etc. — Joule checklist"

""Being an S&P 500 company is a validation of absolutely nothing, and can be a wasteland of corporate mediocrity. The bigger the Company, the worse the research is from sell-side analysts. Buyer beware!" — Ben Axler"

"Government issued a Subpoena with thirty-two requests—ranging in subject matter from quality control policies, to scientific studies, to coverage and reimbursement by federal and state healthcare — iRhythm petition"

"“likely to be a very exaggerated amount” — UAE Health Ministry official; “something fishy” — Abu Dhabi Department of Health executive; “seemed less than straightforward” — Person with knowledge of land lease terms."

"ANTA executives frequently refer to this arrangement as a “left hand-right hand relationship” (“左手跟右手的关系”), with ANTA the ListCo being the “right hand”, and the distributors being the “left hand” — ANTA Executives."

"“There's just not good medical backing behind some of the Hers categories...The women's space is very different than the men's space; it is very crowded.” — Spruce Point Interview With Former HIMS Product Executive"

""...operating priority is simply execution...I use data to drive decisions, I set clear targets...I set the competitive benchmarks and I continuously raise the bar." — May 2, 2013 Investor Day said by Ellen Kullman"

""We achieved our shareholder distribution target, returning $13.6 billion to shareholders through dividends and share repurchases from July 2022 through year-end 2024." — Phillips 66 CEO Mark Lashier, April 7, 2025"

"we allocate the contract transaction price to each performance obligation using our estimate of the standalone selling price ("SSP") of each distinct good or service in the contract. — Axon's accounting disclosures"

"On the Q2'18 conference call, management said that Waterpik growth was still skewed towards domestic over international. Total domestic consumer revenue from acquisitions fell from $67.9m to $61.7m — CHD Financials"

""We achieved our shareholder distribution target, returning $13.6 billion to shareholders through dividends and share repurchases from July 2022 through year-end 2024." — Phillips 66 CEO Mark Lashier, April 7, 2025"

"「P2とは、修理してから、ペリクルを貼り付ける前の段階で、『P3』とは、ペリクルを貼り付けた後の段階です。…レーザーテックは、その開発に取り組んでいると言いますが、KLAが完成した技術です。すべての工学的歪みを補正して、画像を合成するわけです。たいへんな仕事でした。開発のために10年もかけました。結果としてその技術が完成されて、KLAが競合優位になり、P1市場を支配しています。」 — KLAで極端紫外線マスクを担当した元幹部"

"“across the three machines, we’d have daily issues” — Field service engineer. “it’s basically like a flickering candle” — Ex-field engineer. “Lasertec causes a lot of headaches for their end user” — Ushio engineer."

""The less time that [the auditor] had available to audit our books and records, the easier it was for us to dupe them into issuing clean audit opinions on our falsified reports." — Sam Antar, former Crazy Eddie CFO"

"It is almost amazing anyone would claim that “holds itself to the highest standards of corporate governance, transparency, and integrity” with a straight face under these circumstances. — IQE response to ShadowFall"

"The executive stated that MPLN's most profitable type of user tends to utilize the Data iSight functionality only, without involving MPLN's negotiations team, thus eliminating almost all human intervention by MPLN."

"Under the 2020 Employee Stock Purchase Plan (the "ESPP"), we are authorized to issue up to 200,000 shares of common stock to our employees, of which 3,859 had been issued as of December 31, 2020 — Heska 2021 Proxy."

"“distributors can make it [to President's Team] even faster today than we did [that is, faster than three years].” — John Tartol, Herbalife board member. “More Money Than You Can Imagine.” — Herbalife testimonials."

"This is a fact of organ transplant. All aviation and logistics transport are fully reimbursed through the same mechanism of organ acquisition...there’s no limit...there is no limit. — CEO of TransMedics (2023 call)"

"“40% of our patients deteriorated and then required mechanical ventilation”; “six of eight patients required intubation…five out of eight developed pulmonary hypertension.” — 2021 paper on diazoxide safety outcomes"

"“the actual active drug smelled a bit, and it smelled differently from the placebo...and the message went around, and people could tell that it was the active drug.” — Trial investigator, key opinion leader for PWS"

"there was a clear and direct correlation of pitolisant exposure with QTc prolongation. At supratherapeutic doses, QTc increases greater than 10 msec are anticipated — FDA CDER Clinical Pharmacology Review, Dec 2018"

"SRFF is Sichenzia Ross Ference, a law firm whose partner Darrin Ocasio was also involved in several other Doug Cole companies, including fraud Longwei Petroleum, AV Therapeutics, China Chemical, and Drinks Americas"

"Included in ERP implementation costs in 2023 are employee benefit costs of $22.5 million ($13.8 million in 2022). Other than employee benefit costs, costs relate mainly to professional fees. — Annual Report Dec '23"

"There is also no link between the appointment of Mr. Vilanek to the supervisory board and the acquisition of freeXmedia; freeXmedia was only a smaller part of the entire Ströer Interactive transaction. — Ströer SE"

""I would want to know revenue by merchant category node. If there is one thing I’d want to see is that. Because that would tell me what their portfolio mix really is, and how risky it really is." — Former Employee"

""Filed false and misleading financial statements." "Artificially inflated its revenue and gross margin recognition by fraudulently recognizing revenue on barter transactions..." — The North Face (SEC Filing Quote)"

"I would tell you that there’s no way in hell they can use $15 million worth of compute time. Yeah, there’s no way that can use millions worth of time. ... I mean, it just doesn’t add up. — Former executive of IonQ"

"Hess has 30% higher well costs on the exact same rock... whenever we are in a well with them, we always try to swap out even if it is into worse acreage. — Senior Executive of Major Bakken Operator (December 2012)"

"All three of these classical mechanisms [of AF] were proposed in the early 20th century and continue to underlie much of the contemporary thinking about AF mechanisms. — The 2017 HRS consensus on catheter ablation"

"Hess has 30% higher well costs on the exact same rock... whenever we are in a well with them, we always try to swap out even if it is into worse acreage. — Senior Executive of Major Bakken Operator (December 2012)"

"of patients undergoing elective or urgent non-redo cardiac surgery in North America, 11% presented with a history of AF. — Ad, N, et al Surgical ablation of atrial fibrillation trends and outcomes in North America"

"2023 was one of the most challenging years in Zebra's more than 50-year history. Broad-based softness across Zebra's end markets resulted in a significant decline in sales and profitability. — 2023 Proxy Statement"

""Our focus on network fluidity and Execution Excellence have transformed CP into a more resilient railway, better able to manage through and recover from uncontrollable events." — Fred Green, Q1 2007 Earnings Call"

""The midstream C-corps are on fire..." — Wolfe Research, October 14, 2024; "Midstream equities have followed last year's strong performance with continued gains in early 2025..." — Morgan Stanley, January 21, 2025"

""The midstream C-corps are on fire..." — Wolfe Research, October 14, 2024; "Midstream equities have followed last year's strong performance with continued gains in early 2025..." — Morgan Stanley, January 21, 2025"

"「ASMLがサイマーを買収した理由を調べていただければ、簡単にわかります。サイマーとしては極端紫外線光源の実用化に向けた開発について、自社の能力を上回る大規模で広範囲の投資を必要とすると判断した、と公表しました。サイマーはASMLの依頼を受けて光源の開発を進めていましたが、継続が難しいので開発を中止する、とASMLを脅しました。よって、ASMLがサイマーを買収せざるをえなくなりました。」 — 元サイマーの研究開発エンジニア"

"“Since launching AlloSure in October 2017, we have provided results to over 6,000 patients which equates to approximately 3% of the total number of living kidney transplant patients.” — CareDx Management (Q4 2018)"

"Radioescuchas como usted han descubierto como ganar dinero suficiente como para dejar su trabajo desde la comodidad de su hogar. ¿El secreto? Incomeathome.com [Ingresos desde el hogar punto com]. — GLENN BECK (VO)"

"A strong fourth quarter capped another great year for Broadridge, with record closed sales, 16% recurring revenue growth, continued margin expansion, and 14% Adjusted EPS growth. — CEO Gokey, Q4 2022 Press Release"

"“They don't trust it immediately because they never heard about it at their leading institution. If they don't have that many academics on board, that's a big problem for them.” — Bristol Meyers Squibb employee #1"

"“a lot of crow (was) being eaten around here.” “The Model 3 is profitable. I didn't think it was gonna happen this way, but the Model 3 is profitable. Over 30%. No electric car is getting 30% net, nobody,” — Munro"

"On her first earnings call, newly appointed CFO, Anat Ashkenazi, emphasizes her commitment to "build on the company's [efficiency] efforts" and "evaluate where we might be able to accelerate work" — Anat Ashkenazi"

"First of all – to be very blunt – AOL’s struggle in profitability is not because we can’t be profitable. It’s because it has to be set up properly. — CEO Tim Armstrong, Online News Association Conference, 10/28/10"

"a trained cardiologist at the study site will review the ECG output and provide an assessment of the intervals, segments, abnormalities of T-wave or U-wave morphology — Study Protocol and Statistical Analysis Plan"

"“they’re going to be super-pressured now because the regional sales managers will be their boss...what kind of pressure do you think they’re going to get now?” — Ex-field reimbursement manager working with Harmony"

""The overwhelming majority of Herbalife Distributors who pursue the business opportunity make little or no money, and a substantial percentage lose money." — FTC v. Herbalife International of America, Inc., et al."

"Infoscreen receives no cross-subsidies from standard billboards. Rental costs are unambiguously allocated to individual projects. Consequently they are also unambiguously allocated to the firm concerned. — Müller"

"During the fourth quarter of 2019, we identified errors as part of closing our books and concluded that certain deficiencies existed in the Company's internal control over financial reporting. — Natus SEC filings"

"“ADP is in some way naive – ‘all we need to do is change how it looks.’ You can’t change the user experience by changing graphics, if underneath the database layer is antiquated.” — Former SVP Product Development"

"We also purchase or commission studies containing relevant market study data from reputable third-party market research firms, such as Nielsen Media Research, CTR Market Research and Sinomonitor. — FMCN 2010 20-F"

""And as the uncertainty exists, I also want to assure you that we will not lose sight of our true north, which is accelerating shareholder value through profitable growth." — Dr. Klaus Kleinfeld, October 11, 2011"