Callouts & quotes from 10,384+ activist slides

"What the Frigo is this?! Why is my cheese molded, just bought this big package and find this in it. — Brian Hall. Just what every kid wants in their lunch box. Waxy, hard cheese covered in mold. — Jerry Ferro."

"[Jay] has been a valued colleague and friend, as well as a vital contributor to Disney's success, particularly in his roles as chief financial officer and chairman of our Parks and Resorts division. — Bob Iger"

"A large part of the industry maturing, innovation is happening so rapidly, everyone is trying to catch up, get your house in order because you already know the next wave of innovation is coming. — Zentrick CTO"

"We view these touted advantages in a different way: as a tacit admission that PeptiDream’s own technology has not produced drug candidates that have performed well in the clinic to date. — Muddy Waters Capital"

"“The data transferred by Merlin@home are fully encrypted and meet or exceed all applicable national data privacy and security requirements in all countries where the Merlin.net PCN is used.” — St. Jude Medical"

"“the effect of the COVID-19 pandemic on large-size deals and new perpetual licenses,” and “customer uncertainty related to our pending transaction with Advent International Corporation.” — Forescout Management"

"“My experience in the last two years—that’s why I have two. I always have to have a backup with any kind of machine. You cannot really absolutely say there’s no downtime. Things can break.” — Amgen employee #2"

"“We’re concerned that HMA is potentially selling itself short on its CEO search, as we’ve heard from many talented executives few would consider the job with a heavy-handed chairman.” — RW Baird, June 12, 2013"

"“We pack garbage for them anyway and they always take it, but we’ve hit new lows.” — Randal Rahal, former Director of SK Foods (the predecessor to Olam Tomato Processing) on SK Foods prior to its sale to Olam."

""The reason I’m pessimistic is, how does Nevro really win this? They don’t have any new technologies. They only have one real platform, and Omnia doesn’t really attract new customers." — Former Nevro executive"

""must end up disappointing those at the bottom who can find no recruits," — In re Koscot Interplanetary, Inc., 86 F.T.C. 1106, 1181 (1975), aff’d mem. sub nom., Turner v. F.T.C., 580 F.2d 701 (D.C. Cir. 1978)."

"The Company’s existing current backlog is projected to provide substantial coverage of forecasted revenue for one year from the date of the financial statement issuance. — Limbach 10-K/10-Q filings (FY23-FY24)"

"These are exciting times for Parkland and as a board and company we are focused on moving ahead, executing on the strategy and delivering value which I trust are common objectives we share. — Steven Richardson"

"“I think if Muddy Waters analyzes our data seriously, there is a high probability that I think Muddy Waters will not be so stupid. The level and IQ of the people in Muddy Waters is quite high.” — Chairman Chen"

"“An existing Lightspeed partner, Chronogolf uses the Lightspeed platform for both the retail and restaurant facets of its business software, combined with its booking and management solutions.” — Press Release"

"I can't think of a single patient where we've used Wakix as monotherapy. It's almost always in combination with other meds. — Neurologist and professor at a pre-eminent academic institution, advisor to Harmony"

"Participants in the Herbalife scheme, the distributors, ‘obtain their monetary benefits primarily from recruitment rather than the sale of goods and services to consumers.’ — Pershing Square Capital Management"

"“must end up disappointing those at the bottom who can find no recruits,” — In re Koscot Interplanetary, Inc., 86 F.T.C. 1106, 1181 (1975), aff’d mem. sub nom., Turner v. F.T.C., 580 F.2d 701 (D.C. Cir. 1978)."

"Regarding your inquiry, kindly note that according to our hotel policy, each guests must be at least 18 years old to complete the check-in process and stay at the p — Fairmont Nile City Reservations Department"

"“The mirrors of High-NA-EUV lithography are unique in size and precision. Therefore we've developed a completely new system design.” — Dr. Peter Kürz, Head of Field of Business High-NA-EUV lithography at ZEISS"

"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. — CellPress"

"The CEO's annual incentives did not rise or fall in line with annual financial performance, reflecting a potential misalignment in the short-term incentive design. — MSCI ESG Research, Inc., December 19, 2016"

""[A]wards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle ... A vote against has been applied" — Legal & General Investment Management, 5/15/24"

"Nothing in this presentation should be regarded as a representation by any person that this estimates will be achieved and the Company undertakes no duty to update its estimate — Perion earnings announcements"

"“...we don't think it's constructive to share those analyses publicly.” — Clarence Otis; “We're not going to -- we don't think it's useful to get into some real detailed level of specificity.” — Clarence Otis"

"“Silvercorp helped pay for police expenses in the investigation of Carnes’s operation. Evidence also shows that Silvercorp passed results of the Chinese police investigation to the BCSC.” — The Globe and Mail"

"I don't know if it's a comment on big pharma or not. You purchase a piece of big equipment, and then half a year later or whatever, you regret that you purchased it...That's just a reality. — AbbVie scientist"

""These ridiculous TAM numbers that are being thrown around and they know better. I showed them more accurate numbers when I was there but it wasn't a message that they liked very much." — Former BLI executive"

""So I'll just answer the video side. We're not sharing absolute amounts, but it's quickest growing, more rapid growing part of the company and grew over 50% year-over-year." — MGNI CFO, Q4 2017, March 8, 2018"

""the ones with the worst pain are the ones with the worst diabetes" and therefore the riskiest, adding that "a PDN label won't help Nevro's market share" and that most doctors he knows "feel similarly." — KOL"

"“Instead of selling devices, we started selling a service, and we established what we call a National OCS Program, NOP, where we are essentially like Amazon for organs.” — Ex-logistics employee at Transmedics"

"Last week, Delhi Police arrested a 50-year-old doctor from Delhi-based Indraprastha Apollo Hospital for her alleged involvement in an organ transplantation racket across Bangladesh and India. — Indian Express"

"“hyperphagia was never as bad as it is now on this drug” — Anonymous Parent. “I’m scared this is activating it more” — Anonymous Parent. “exactly us” — Anonymous Parent. “that’s so scary.” — Anonymous Parent."

"But, we needed clarity and confidence on the annuity stream including how quickly does it ramp, are there contract minimums, pricing, etc. As a result, we concocted our current — Alexander Nowak, Craig-Hallum"

"Disney shareholders have collectively lost over $200 billion. “Over $200 billion” represents the cumulative market value lost between Disney’s all-time high closing price on 03/08/21 and 10/06/23. — Endnote 6"

""Heather: My first experience with scrubs was when I was premed in college. I'm 5'8" and 116 pounds, and there I was, working on cadavers in these extra-large, boxy, unisex scrubs." — Inc. Magazine Interview"

"“Alleged unethical behavior is not new in the Bolloré empire; revealing structural mismanagement of such risks, further magnified by lack of effective board oversight.” — MSCI ESG Research LLC, June 21, 2018"

"We agree with a recent Financial Times assessment of Petersen, which noted that Section 7 of the YPF bylaws refers to shares traded on the Buenos Aires stock exchange, denominated in pesos. — Financial Times"

"“Premiums” are used to pay the life insurance premiums. Premiums should only be deposited if they are to be used to pay life insurance premiums and should not be deposited for investment purposes. — Manulife"

"“A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful. And most certainly, fear is now widespread, gripping even seasoned investors.” — Warren E. Buffett"

"“The Company’s revenue was from 2 significant customers for the three months ended September 30, 2021 and from 3 significant customers for the nine months ended September 30, 2021.” — IonQ Q3 2021 10Q Filing"

"Q: [With respect to Fila] In 2014 you went from wholesale to retail, and then when you say you went from wholesale to retail, everything is self-owned and self-operated? — Suki Wong (ANTA Investor Relations)"

""We've reviewed what the costs would be of unifying the DLC, in particular the DLC into Limited, and the tax costs would be in the mid-single digit billions of dollars." — Peter Cunningham, CFO, 31 July 2024"

"“The crucial factor is that there should be confidence that the anchor currency will be managed responsibly by its central bank.” — Tony Latter, Former HKMA Deputy Chief Executive and co-architect of the peg"

"Because drug products compounded in accordance with section 503A are exempt from CGMP requirements, there is an inherently greater chance of a production mistake or contamination. — FDA Guidance for Industry"

"“...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.” — Ellen Kullman, May 2, 2013 Investor Day"

"「ステージは、極端紫外線を発生するために使われるプラズマ反応によって発生する錫の飛沫とオフガスに加えて、汚染の3つ目の要素となる粒子発生の原因になります。そのすべてが結像光学系の変質と、検査の対象となるマスクへの粒子の付着の原因になります。これは掃除ができません。極端紫外線の光源には化合物の単層が重なり、いずれ機能しなくなるために交換しなければいけなくなります」 — KLAで極端紫外線マスク検査を担当した元幹部"

"Not for the Beacon and not at that price point...I can buy a couple of IsoLight's or IsoSpark's from IsoPlexis. You can buy other pieces of equipment that give you a lot more functionality. — Lonza scientist"

"Move over, protein. Fiber is on pace to be the next "it" nutrient of the year. Consumers — particularly Gen Z — are fixated on stomach health, leading to the "fibermaxxing" trend taking hold on TikTok. — CNN"

"“There will come a time that once we run out of using those credits, to continue using the foundry services, we would have to pay cash for that, but we're not at that point yet.” — Senior Genomatica employee"

"The Kent Island and Consolidated Mechanical transactions did not have a material impact on revenue for the year ended December 31, 2024 due to timing of when these entities were acquired. — Limbach FY24 10-K"

""This is a fact of organ transplant, all aviation and logistics costs are fully reimbursed...there is no limit" — TransMedics CEO (as cited in Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024)."

"“When [redacted] asked, he said all of them have the ACIN through the OPO, through the New England OPO. How did he do that? I don't know.” — Transplant procurement surgeon previously working with TransMedics"

"“someone actually met and showed me where to go...it was like, figure it out yourself...I would wander through until I found the OR...a long time, like hours...overnight.” — Former TransMedics OCS specialist"

"“hypereosinophilia is often but not uniformly associated with eosinophilic infiltration of tissues that can potentially lead to irreversible, life-threatening organ damage.” — Unattributed medical literature"

"Ms. Huber stated, 'I am extremely proud of the work we have done at MSCI in the past year and a half, during which the share price of the company has increased approximately 50 percent.' — MSCI Press Release"

"“A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful. And most certainly, fear is now widespread, gripping even seasoned investors.” — Warren E. Buffett"

"“we call it a lab tool, R&D tool...not a production tool...because you have a lot of limitations for productivity.” — Longtime ex-TSMC procurement executive who introduced Lasertec inspection tools into TSMC"

"Genius were selected after a competitive bidding process which saw the company oust Perform Group, which last renewed its deal with Football DataCo ahead of the 2016/17 season. — Sports Pro Media (May 2019)"

"The opinions expressed herein stem from an analysis performed by QVerity, Inc. based upon their education, training, and experience in behavioral analysis for use by our client Muddy Waters. — QVerity, Inc."