Callouts & quotes from 10,384+ activist slides

"Any fuel producer which says they can have fuel available before 2030 is more of a wishful thinking than anything else, even if the US speeds up that process. — Senior executive at another SMR developer"

"As a physician who cares for patients with CIEDs, observing these experiments and realizing that devices could be manipulated outside of usual means was quite disturbing and upsetting. — Dr. Hemal Nayak"

"Finance leader for all products lines and major functional areas responsible for: P&L management, investment analysis, annual operating plan, multi-year strategy and operational issues. — Former CAO bio"

""Today, there are over $20 trillion in B2B payments in the U.S. and approximately 80% of businesses still pay other firms via paper checks." — Dave Talach, SVP of QuickBooks, at Intuit 2023 Investor Day"

"The higher gross profit margin was due to (i) efficient utilization of our plants and equipment fleet and (ii) completion of new backlog with more favorable margins. — Construction Partners, Inc. (2024)"

"I agree with Mr Harwood KC that the ordinary and natural meaning of 'the application' is the application form, which was required to be filed, and which was headed 'Application for Planning Permission'."

"ACMR management says that U.S. suppliers now supply maybe “a few percentage points” of the company’s COGS and remains confident that any supply chain issues can be effectively managed. — ACMR Management"

"“Of course, looking forward from where we are with our sort of less than 30% bookings growth here in 2014, are we ready to grow 30% from where we got? Absolutely.” — Jonathan Bush, 4Q 2014 earnings call"

"Respondents said they felt buyer agents are overpaid and they would consider alternatives if they were required to sign a contract with their agent and compensate them "out of pocket." — 1000watt survey"

"When we were going through their methodology, it needs to do two things. First, it needs to start when Mark Lashier became CEO. And we'll come back to why that is actually extremely disingenuous. — John"

"Here are the issues I've had with the procedure: *Lead wire/electrode between the stimulator under my chin and the generator in my chest is very prominent in appearance and looks very odd in my opinion."

"Thank you for emailing NVIDIA Investor Relations. We have not released any dual PR with regards to ZJK, and our department is not aware of any partnership between ZJK and us. — NVIDIA Investor Relations"

"I've tried multiple browsers on multiple devices, but the "Cancel My Plan" button literally does nothing, both on my phone and pc. No pop ups or anything, nothing happens. — TheModestHavel (Reddit user)"

"SafeCharge and Smart2Pay have a higher relative cost of revenue than Nuvei's operation in the North American market due to costs associated with its merchant servicing model. — Nuvei 2020 Annual Report"

"Our agreements accelerate the race towards reducing carbon emissions by valorizing critical metals and supporting the increasingly high demand for electric vehicles ("EVs"). — Michael Vogel, LiNiCo CEO"

"From the 2009 proxy: "WCT Resources L.L.C., a limited liability company for the benefit of Mr. Ward's children, participated as a working interest owner in our development of the area" — SEC disclosure"

"A vote AGAINST this proposal is warranted given that the proposed amendment further perpetuates a dual-class structure and is strictly for the benefit of Class B shareholders. — ISS 2017 Recommendation"

""In Q3, we re-launched our CTR mobile app with enhanced search and functionality for our automotive customers. And now we have over 500,000 monthly visits." — Allan MacDonald, EVP, Retail, Q3 2019 Call"

"In 2016, adjusted EBITDA included a contract loss provision of US$7.5 million resulting from a change in the estimate of development and engineering costs to complete a firm fixed price program — Maxar"

"Cons Scams Medicare ... Created a program to capitalize on Medicare by scanning the majority of their scans in a state where Medicare pays more. — Advanced Patch Technician, iRhythm, 4/10/24, Glassdoor"

"“Home sales activity recorded over Canadian MLS® Systems increased 7.7% on a month-over-month basis in October 2024, reaching its highest level since April 2022.” — The Canadian Real Estate Association"

""[BlackRock] appears to have settled on a strategy of telling both sides what they wanted to hear, in an effort to keep everyone’s business" — Jonathan Skrmetti, Attorney General, US State of Tennessee"

""BlackRock is backtracking on its climate commitments, to the detriment of its portfolio, New York City’s pension funds, and our planet" — Brad Lander, New York City’s Comptroller, 21st September, 2022"

"Pai has been referred to as Enron’s “invisible CEO” and one of the “brightest brains” at Enron who helped Jeffrey Skilling turn Enron into the fast-paced energy-trading firm it was before its collapse."

"Our balance sheet has never been stronger or more liquid. As at the end of December 2014, our debt to capitalizations was at a historic low of 38%. Also we carried $5.2bn of liquidity headroom. — Noble"

"We estimate that retail sales during fiscal 2023 were approximately 55% from homeowners and 45% from Pros compared to approximately 58% from homeowners and 42% from Pros during fiscal 2022. — FND 10-Ks"

"(1) Converted using the exchange rates provided in the FMCN annual filings. Average exchange rates were used for income statement items, and period-end exchange rates were used for balance sheet items."

""Would you buy a company that wasn't transparent about their projected revenue? It's obviously a negative number or they'd be having a parade around it." — Former TASK Business Development professional"

"“At UCLA, we have a strong affiliation, where we’ve established the Mark Hughes Cellular and Molecular Nutrition Laboratory at the Center for Human Nutrition.” — Michael Johnson, Herbalife CEO, 11/7/07"

"“misrepresentations -- which tend to bear directly on the economic viability of the transaction under consideration -- are both likely to deceive and material.” — FTC v. Minuteman, 53 F. Supp.2d at 258"

"I started on, you know, just a corporate finance job. I left there, went to London when we were just getting started in Europe, set up finance and all the accounting and stuff for, Europe. — David Cush"

""[BlackRock] appears to have settled on a strategy of telling both sides what they wanted to hear, in an effort to keep everyone’s business" — Jonathan Skrmetti, Attorney General, US State of Tennessee"

"“BlackRock is backtracking on its climate commitments, to the detriment of its portfolio, New York City’s pension funds, and our planet” — Brad Lander, New York City’s Comptroller, 21st September, 2022"

"Per FTAI IR and accounting, all intact engines (serviceable or unserviceable) are recorded in Leasing Equipment, at inception, in line with the guidance it has received from their Auditor. — Footnote 1"

"Phillips' leaders...insist that shareholder benefit from its structure and that operating improvements have materialized, despite evidence to the contrary. — Elliott's Streamline66 presentation 2/11/25"

"“it interacts with everything” — Prescriber #9. “I was very excited initially based on the mechanism of action” — Prescriber #10. “most of the time, I don’t think it’s doing anything” — Prescriber #11."

"“I couldn't count how many of those referrals were [off-label] excessive sleepiness. I couldn't count them. And everyone knew. Everyone knew that.” — Ex-field reimbursement manager working with Harmony"

""locals are skeptical of a company that said has gone from proposing a large-scale thermal coal mine to focusing on local sales of coal for home furnaces." — Powder River Basin Resource Council (PRBRC)"

"Towers: Owns ~40,000 wireless towers in the United States and provides critical shared infrastructure for wireless carriers; frequently considered the “best business ever” given the quality of revenue"

"Institutional Shareholder Services (“ISS”), a leading proxy advisory firm, recommended WITHHOLD votes for all incumbent directors with greater than one-year tenure in 2016, 2017, 2018, 2019, and 2020."

"in the form of development fees, or something else, which is in addition. So, probably at this point on they have a negative investment in the asset. — Interview with Former HASI Executive A, May 2022"

"“...Fuji Xerox is the only potential supplier that is not a direct competitor of Xerox and would therefore be aligned in its interests to provide competitive pricing for those materials” — Xerox board"

"The Planning Committee's decision was not vitiated by the failure to have regard to a material consideration. That is the counter-argument. — R (Barr) v North Somerset Council [2015] EWHC 1735 (Admin)"

"Vegetable lasagna topped with chicken doesn’t make any sense (if you wanted meat on your lasagna, you would order the meat lasagna), but, if you are going to serve it, you should prepare it correctly."

"“Elliott would like to commend the Board and management team for the significant steps taken to build a better Alcoa and maximize value for shareholders.” — Elliott presentation to Alcoa, Nov. 9, 2015"

"“I think there’s definitely a change in customer attitude happening. How quickly that happens, I don’t want to get wildly excited about it, but I think it’s happening.” — IDT ex-regional sales manager"

"“I think there’s definitely a change in customer attitude happening. How quickly that happens, I don’t want to get wildly excited about it, but I think it’s happening.” — IDT ex-regional sales manager"

"Our due diligence suggests that the underlying gross margins of P&G’s categories could be as high as 54%. This analysis takes into account P&G’s scale as well the premium pricing of its leading brands"

"“Trian has been very good for DuPont investors so far, and we think its proposal to strengthen the DuPont Board could extend that helpful boost longer term.” — CLSA “Gridlock” analyst report on DuPont"

""Trian has been very good for DuPont investors so far, and we think its proposal to strengthen the DuPont Board could extend that helpful boost longer term." — CLSA "Gridlock" analyst report on DuPont"

"“Trian has been very good for DuPont investors so far, and we think its proposal to strengthen the DuPont Board could extend that helpful boost longer term.” — CLSA “Gridlock” analyst report on DuPont"

"Common shares owned by Highland Park SA are controlled indirectly by Mr. Steyn but will be distributed by Highland Park to the beneficial owners in 2015. — AKG, Annual information form, 2015-03-16 p54"

"「先方の売り込み内容とは何かというと、追加で装置を購入すれば、いくつもの優遇措置を提示してくれました。例えば、保証期間を無償で伸ばすとか、保全整備・修理の料金を割引するとか、稼働率の最低限の保証とか。稼働率については、例えば60%〜70%を最低限の稼働率として保証して、それ以下になった場合、稼働時間の損失について補填してもらう、というふうな話だったようです」 — マーベル・テクノロジーの上席従業員"

"「先方の売り込み内容とは何かというと、追加で装置を購入すれば、いくつかの優遇措置を提示してくれました。例えば、保証期間を無償で伸ばすとか、保全整備・修理の料金を割引するとか、稼働率の最低限の保証とか。稼働率については、例えば60%〜70%を最低限の稼働率として保証して、それ以下になった場合、稼働時間の損失について補填してもらう、というふうな話だったようです」 — マーベル・テクノロジーの上席従業員"

"“[r]eturn on those types of investment” and high sales and marketing spend being “An infrastructure that we need to make sure that we can maintain that market leadership position.” — Inogen Management"

"Jan 19, 2017: The U.S. Department of Labor announced today that a subsidiary of Cintas Corp. has paid $1.3 million to compensate 81 fire sprinkler testers and installers for allegedly unpaid overtime."

"Cintas' commercial paper program has a capacity of $300.0 million that is fully supported by a backup revolving credit facility through a credit agreement with its banking group. — Cintas FY 2016 10-K"

"We strongly recommend that a thiazide diuretic be started concomitantly with the initiation of diazoxide due to risk of fluid retention and PH. — Pediatric Endocrine Society practice guidelines (2020)"

"Kao claims that "(the) current compensation system for Directors... is appropriate... the compensation system proposed by Oasis does not contribute to enhancing our corporate value". — Kao Corporation"

"“one of the challenges with H3R receptor antagonist design” as being the “similarity between the H3 and hERG pharmacophores.” — The histamine H3 receptor as a therapeutic drug target for CNS disorders"