Callouts & quotes from 10,384+ activist slides

""End of Drug Trial Is a Big Loss for Pfizer" — The New York Times; "Elan, Wyeth tumble on Alzheimer's study" — The Wall Street Journal; "Roche Drops After Halting Cholesterol Drug Development" — Bloomberg"

""SummerCamp, in Franklin County, is situated on the Gulf of Mexico on approximately 762 acres. Plans include approximately 499 units, a beach club, a community dock and nature trails." — 2006 10-K, page 8"

""The fundamental test for any company, of course, is performance. That is the imperative and the only solid ground in uncertain times." — Rodney Chase, Shareholder Nominee, Former Deputy CEO BP, July 1999"

"Just one follow-up to that. In regards to other automakers, I mean, what do you think the likelihood of winning agreements of a similar magnitude of Ford? — Paul Treiber (RBC Analyst); Likely. — John Chen"

"We do not track ‘online dating’ channels on YY Live platform for all the time periods, which contributes to more than 20% of YY Live’s total live streaming revenue. — The Big One mobile app analytics data"

"Our capacity to improve our margin profile provides us with the confidence to achieve the strategic planned target to increase adjusted EBITDA margin annually by 30 to 50 basis points. — CFO Michaud Q3'23"

""But most of that churn really takes place in the first couple of months of the consumer and patient getting acquainted with their medication and building that habit." — CEO Dudum on Q3 2021 Earnings Call"

"Distributors buy more products than they want to use or can resell, just to stay active in the company or to qualify for bonuses or other rewards. If you see this happening, keep your money. — FTC Article"

"Jeff Skilling famously called a presumed short seller an “asshole” on a conference call after the investor questioned why Enron was always unable to produce a balance sheet with its earnings announcement."

"One customer represented 13% of the Company's total revenues at December 31, 2023. No customer represented more than 10% of total contract receivables. — Financial Statements: Concentration of Credit Risk"

""[We] designed our mid-cycle methodology around the 2012-to-2019-time frame. You had cycles of strong margins and weak margins during that period of time." — Phillips 66 Investor Relations, March 14, 2024"

"“These are rough numbers, but you roughly need twice as much electricity if all transport goes electric, and then you need 3 times as much electricity if all heating goes electric.” — Elon Musk, Tesla CEO"

"Proceeds from required divestments to drive shareholder value through a $500 million share buy-back and $50 million in strategic investments to advance Amcor’s sustainability agenda. — Amcor Press Release"

"We expect companies to... demonstrate the right and well-balanced skillset required for achieving sustainable growth of the company. — Guidelines for Exercising Voting Rights, (Japanese Equities) (Source)"

"We have not established a formal cash incentive program for our executive officers. Instead we have relied primarily on the long-term incentive value of equity-based compensation. — Zillow Proxy Statement"

"Copies of academic transcripts, degree(s), certificate(s) or certified statements from institutions of academic qualifications. — Australian Institute of Geoscientists membership application requirements."

"The case was settled for $259 million in 2000 (a near record amount for that time period), and its executives avoided acknowledging any wrong doing. — Source: http://abcnews.go.com/Business/story?id=89101"

""There’s not a depth of auto experience in the Carvana executive team...Everything they’re experiencing is for the first time...they don’t know what they haven’t seen yet." — Former Carvana senior manager"

""I wouldn't say anybody is wildly over the moon...it's not like a miracle...I don't think anybody's used the term miraculous to describe that they're seeing...no, it's not a cure." — Trial investigator #5"

"“I have not really talked to colleagues...and one endocrinologist said she did not see a big difference...she just said a lot of her patients didn't respond” — Physician, KOL, and Vykat trial investigator"

"in vitro profiling in our laboratory (and others) suggests that BF2.649 has both a CYP 2D6 liability (IC50 = 0.4 µM) and potent hERG K+ channel blockade (IC50 = 0.49 µM). — Evotec researchers (2009 paper)"

"“I don't think those guys looked at tons of structures, to be honest. I think that's a pretty old structure.” — Longtime senior scientist at Johnson & Johnson, with global leadership roles in neuroscience"

"“They’re going to run out of narcoleptic patients. They’re just not seeing that many patients...It’s very difficult...we got all the low-hanging fruit.” — Ex-Harmony territory manager for an eastern state"

"we believe that will have a much greater payoff in the long run to meet our performance requirements and our acoustic requirements with no gears — Jonathan Wagner, Joby Lead on Powertrain and Electronics."

"“The A300 uses newly designed optics and high-brightness light source ‘URASHIMA’. It achieves significant improvement in defect detection performance compares to the A150 series.” — Lasertec Press Release"

"I mean we spend only EUR 2 million in conducting fees on lawyers and accountants in Ströer to make 100% sure that everything what we do in connection with this transaction is 100% compliant. — Udo Müller"

"Third-party reviews, we are more than happy to do that. So we're more than happy to do that, so if there's really demand for a third-party review of what we're saying today, we're — Udo Müller, Ströer SE"

"I was particularly annoyed about the shameless allegation that Ströer did not have any proper corporate governance and that the supervisory board was not independent. Intolerable effrontery! — Udo Müller"

"No, I think—well, obviously we keep a really close eye on all of our credit risk metrics. We're not concerned about the level of risk in the portfolio. — Gregory Craig, President & CEO Canadian Tire Bank"

"“In the last eighteen months, we have enjoyed the unique attention and unlimited pleasure of multiple exchanges with various representatives of yours in every such way remarkable firm.” — Klaus Kleinfeld"

"The 10K opens by declaring that “the core of our platform is a proprietary technology that pioneers a new method of manufacturing synthetic DNA by ‘writing’ DNA on a silicon chip.” — Twist Bioscience 10K"

"We sold everything—even our children’s toys—just to pay for gasoline and the expenses of moving to California, after hearing people were having success with Herbalife. — Anonymous distributor testimonial"

""So it depends on the marketplace, but the clubs can vary from $5,000 to $6,000 to open to something greater than that" — John DeSimone, Herbalife CFO, 11/16/11, Morgan Stanley Global Consumer Conference"

""You're getting to a point where you've acquired a very significant proportion of the U.S. adult population, and your ability to grow further is constrained..." — Former Director at Intuit, Tegus, 8/2/22"

"After delivery of a product or performance of a service, if uncertainty exists about customer acceptance, revenue should not be recognized until acceptance occurs. — FN22 FASB ASC paragraph 985-605-25-21"

"“The system is not intuitive in terms of using it. It took our scientists a while to really get up to speed in terms of understanding how to use the system and the support.” — Harbour Biomed ex-executive"

"Kao shares jump as activist investor Oasis calls for improved performance — The Japan Times; Kao Corp. Shares Rise After Activist Investor Urges Action to Reach 'Full Potential' — The Wall Street Journal"

"We're supposed to be really good at this. That doesn't mean we don't listen to customers, but it's hard for them to tell you what they want when they've never seen anything remotely like it. — Steve Jobs"

"In a class action settled by Herbalife in 2005 (Jacobs v. Herbalife International, Inc., Case No. CV-02-1431 (U.S.D.J., C.D. Cal.)), over 2,700 distributors filed claims to participate in the settlement."

"Phillips 66 "remains an execution story" — BofA, October 2023; "[F]eedback from investors following [our] upgrade suggested they wanted to see PSX execute before giving them credit" — Cowen, August 2023."

"they hired somebody from England who brought quite a large number of surgeons who were never trained in the United States...they’re not licensed to practice medicine. — Ex-TransMedics procurement surgeon"

"THE INVOLVED PATIENT HAD THE IPG REMOVED ABOUT 2 YEARS AGO DUE TO A COMPLAINT OF DISCOMFORT WITHOUT ANY INFECTION SIGNS. THE CURRENT INFECTION WAS REPORTED IN THE IPG POCKET AND SENSE LEAD AREA RECENTLY."

"According to a supply chain consultant who reviewed an AST bid package for parts critical to unfolding the array, AST's engineering was so "immature" that his highly qualified client no-bid the business."

"Not good at all!!! We have been in the hospital since Friday!!! Retained fluid all over especially his lungs with potential heart failure. Stopping Vykat aka diazoxide choline for good!!! — Facebook User"

"“No key changes were found in…ECG test results…the changes reported in QTc (QTcF >450 ms and elongation >60 msec) did not differ significantly between pitolisant and placebo.” — Authors of Harosa 2 study"

"I don't want to have to keep asking the same questions and I don't want to be standing here till midnight. But I can tell you I won't be leaving until I receive acceptable answers from you. — Shareholder"

"In a class action settled by Herbalife in 2005 (Jacobs v. Herbalife International, Inc., Case No. CV-02-1431 (U.S.D.J., C.D. Cal.)), over 2,700 distributors filed claims to participate in the settlement."

"I mean, seriously, if they've only spent $10 to $20 million in the development process, they should not even be flying people around in limited demonstrations, it's just, that's really scary. — Dr. Moore"

"According to Daniel Wallach, sports gambling attorney, NJ is likely to lose and petition the court for a rehearing en banc, which means the full court, not just the three judges, listens to the argument."

"URI [United Rentals] engaged in improper accounting practices involving its valuation of acquired assets, use of acquisition reserves, and accounting for customer relationships. — SEC URI Complaint 2008"

"I think maybe we should take some of that offline. But I would say... And in terms of the detail, Irene, I think it's better to do that offline with you, if that's okay. — Dean McCann, CFO, Q1 2014 Call"

"The Commission concludes that greater prescription portability likely would enhance competition in the pet medications market, and thereby benefit consumers of pet medication. — Federal Trade Commission"

"“And I think the big question back then was, this is great. This is a breakthrough. But can these guys take that single layer cell and make a multilayer cell out of that?” — Quantumscape CEO, 2/25/2021."

"In 2019, leading companies will start investigating real-world problems in chemistry, medicine, finance, logistics, and more using our systems. — IonQ website Dec 12, 2019, as cached by Internet Archive"

"“I don’t think they have any machines currently developed with that in it” and “The ones now are about probably like a cubic foot of volume. So, they’re much, much bigger.” — Ex-IonQ employee, physicist"

"The Company’s results from transactions with UMD and Duke, as reflected in the Condensed Consolidated Statements of Operations and Comprehensive Loss are detailed below (in thousands): — IonQ 10Q Filing"

""Haphazard efforts at omnichannel can destroy value" and "Offering a compelling omnichannel experience used to be the bleeding edge of retail. Now it's a requirement for survival." — McKinsey consultant"

"We also believe doctors are sampling alternative products and/or taking advantage of wires and brackets bundles that essentially give clear aligners away for free or at reduced prices. — ALGN: 2019 10-K"

""This is the good news. I mean, the good news is that we will be able to grow our aerospace business, I mean, and every one of the segments that caters to aerospace." — Dr. Klaus Kleinfeld, July 8, 2013"

"Rodman & Renshaw has historically been associated with fraudulent Chinese companies. Although Ballard is Canadian based, its entry into China and promotion of the opportunity merits caution — Footnote 1"