Callouts & quotes from 10,384+ activist slides

"at the present moment, our head office is located on the territory of the Russian Federation, and there is no communication or exchange of information with the French office. — Hotel Representative"

"MCT "continues to survive only at the pleasure of the Uzbek government. It is likely that authorities are preserving the firm until its assets may be sold to a pre-selected bidder." — US Ambassador"

"The IRS audited one of our investment funds covered by our 2018 insurance policy in an audit involving a review of the fair market value determination of our solar energy — RUN Q2 2021 10-Q, p. 75"

""The board is unanimously recommending this all-cash offer by Nuvei to buy SafeCharge at an attractive premium, which represents compelling value for SafeCharge shareholders" — igamingbusiness.com"

"In addition to strong organic growth, we have completed over 100 acquisitions since 2007, generally at an average adjusted EBITDA multiple of 7.0x, excluding platform acquisitions — GFL Prospectus"

"His leadership principles included focusing management on "making the complex, simple" and developing a strategic focus on three key elements: people, innovation and execution. — Bradley A. Alford"

"We found evidence that the use of virtual reality and interactive video gaming was not more beneficial than conventional therapy approaches in improving upper limb function. — Authors' conclusions"

""Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program." — TD Cowen, December 4, 2023"

"Consistent with prior statements, CVX could be interested in acquiring the other 50% of the CPChem JV if the opportunity were presented at an acceptable valuation. — Wells Fargo, November 30, 2023"

"“...we've seen more clients continue to take a wait-and-see approach...” — CEO Jim Breuer; “...we expect to complete a 15 million share conversion of NuScale shares this month...” — CFO John Regan"

"Consistent with prior statements, CVX could be interested in acquiring the other 50% of the CPChem JV if the opportunity were presented at an acceptable valuation. — Wells Fargo, November 30, 2023"

""Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program." — TD Cowen, December 4, 2023"

""We do not install solar panels. We only provide the financing. You need to request a quote on Sunnova.com and one of our partners will reach out to you." — Sunnova Customer Service Representative"

"[Stausholm] also said he thinks getting the necessary shareholder support – from at least 75% of shareholders in both London and Sydney – would “be impossible.” — Wall Street Journal, 30 July 2024"

"“...I came back fixing a lot of problems that the company has had and dealing with a lot of challenges. Some that were brought on by decisions that were made by my predecessor...” — Robert A. Iger"

""This settlement will require Herbalife to fundamentally restructure its business so that participants are rewarded for what they sell, not how many people they recruit," — FTC Chairwoman Ramirez."

""In evaluating a tendency or capacity to deceive, it is appropriate to look not at the most sophisticated, but the least sophisticated consumer." — F.T.C. v. Five Star Auto, 97 F. Supp. 2d at 532."

"Fabric co-founders, @BookstaberRick and @GovindaQuish recently met up in person for the first time in over a year! we are all looking forward to being back in the office soon. — Fabric @FabricRisk"

"In the beginning, HBOP ordered a corrugating medium paper machine, but now, it's ordering a kraft board paper machine. — Mr. Zhang, General Manager of Sales, Henan Qinyang First Paper Machine Ltd."

"“...we've seen more clients continue to take a wait-and-see approach...” — CEO Jim Breuer; “...we expect to complete a 15 million share conversion of NuScale shares this month...” — CFO John Regan"

"The ultra-luxury residential building along the Dubai Canal was sold to the family office of a European billionaire, making it one of Dubai’s most expensive penthouse purchase. — AHS press release"

"Vocera "continually missed... forecasts quarter after quarter [but] Bill (Zerella) was insistent on growth and took from backlog to make up the shortfalls." — Case 3:13-cv-03567-EMC Document 119-3"

"It is important to note that the SAIC financial are reported in units of ten-thousands or “万元”. This is a normal practice in China; however, the credit reports often display the data in thousands."

"The Walt Disney Company and ValueAct Capital Enter Into Information-Sharing Arrangement to Facilitate Strategic Consultation During Company’s Transformation — The Walt Disney Company Press Release"

"Fiscal 2017 performance targets consisted of adjusted EBITDAP, Corporate operating cash flow, Aerojet Rocketdyne bookings, and certain other individual goals and had a 12-month performance period."

"CPG is a street fight at the shelf (...) How do you do that with a largely Japanese board that has nobody from marketing, nobody from E-Com, nobody from supply chain on there? — Anonymous Investor"

"“...I came back fixing a lot of problems that the company has had and dealing with a lot of challenges. Some that were brought on by decisions that were made by my predecessor...” — Robert A. Iger"

"Consistent with prior statements, CVX could be interested in acquiring the other 50% of the CPChem JV if the opportunity were presented at an acceptable valuation. — Wells Fargo, November 30, 2023"

"“Investors are hesitant to believe PSX will improve refining operations given poor operations since Covid and limited benefits from its 2019 cost improvement program.” — TD Cowen, December 4, 2023"

"SEC Charges Five Individuals and Three Entities in Multi-Year Microcap Fraud Scheme — Securities and Exchange Commission v. John S. Clayton et al., No. 2:24-cv-00918 (D. Utah, filed Dec. 11, 2024)"

"“I don't like the Transmedics people that much - I was a [redacted] when they did the initial trial... they completely changed.” — Transplant cardiologist at one of the top centers in the US/world"

"An improved process is needed to consistently accomplish fact-finding and causal analysis for events to achieve alignment of facts, issues, causes, and corrective actions. — Atkins Nuclear Secured"

"it’s so strange how there is so much variation in results...we saw an immediate positive change...so many others have seen nothing...maybe it just takes longer to kick in — Anonymous Facebook User"

"This in many ways defeated the purpose of the financing arrangement by withdrawing the immediate cash flow benefit that it would have otherwise recognized from the sale/leaseback. — PLUG 2015 10-K"

"We estimate the cumulative in situ value of Secondary Magnetic REOs at less than $0.60 per tonne; after factoring in aggressive recovery and payability ratios, REE *(revenue) would be <$0.25/tonne"

"Please note that according to hotel policy and Accor Standards, we are unable to confirm accommodation for guests under the age of 18 unless they are accompanied — Mercure Larnaca Finikoudes Hotel"

"Lincoln S&L Figure Pleads Guilty to Fraud : Crime: Ernest C. Garcia II admits acting to help the thrift hide its ownership of some risky desert land in Arizona. — Los Angeles Times (Oct 31, 1990)"

"FACT: This claim relies entirely on anecdotal evidence. Under our contracts, bus operators are not allowed to remove our players and display content not provided by our company. — CCME Management"

""I would follow Rich into battle. New leadership at SU is clearly paying proverbial dividends with continued operational improvements in both the upstream and downstream." — Raymond James, 2/6/25"

"1/11/10: “We have been able to show that we stick to our commitments. The track record of last year shows it very clearly. We are able to deliver value for our shareholders.” — Arconic Management"

""I would follow Rich into battle. New leadership at SU is clearly paying proverbial dividends with continued operational improvements in both the upstream and downstream." — Raymond James, 2/6/25"

"You are right, I mean the distributors are the left hand of the boss. Only the left hand is managed by this company called Yundong. This company is a private co, not a part of the ListCo. — Mr. C"

"Latest Custom Array “chip” has 800% the throughput of Twist’s array, shown next to its “Oligo Synthesizer” where up to “32 million oligos can be synthesized simultaneously” — Custom Array website"

"HIMS was kind of a hot potato early on... My guess is no self-respecting specialist wanted to have their name affiliated with HIMS at the time. — Spruce Point Interview With Former HIMS Physician"

"We said to our investors, in return for the privilege of having slightly lower but stable margins, you should expect some very strong, industry-leading revenue growth. — Cognizant, September 2015"

"TWX 'has the financial flexibility, within the current Baa1 debt rating, to absorb the larger share repurchase [i.e., the Management Repurchase Plan] in the time allotted by management' — Moody's"

"Nearly all survey respondents (78%) evinced dissatisfaction with management; most (69%) would support an activist slate of BOD nominees including 80% of current shareholders. — Bernstein Research"

"Nearly all survey respondents (78%) evinced dissatisfaction with management; most (69%) would support an activist slate of BOD nominees including 80% of current shareholders. — Bernstein Research"

"Higher Interest income is a result of higher balances in marketable securities and other short-term investments related to funding strategies in Argentina in the current year. — Bunge SEC filings"

""Since the financial crisis, U.S. savers alone have lost roughly USD 470 billion in interest rate income, net of lower debt costs." — Swiss Re, "Financial repression: The unintended consequences""

"So CLEAR does not have access to secure flight. So the TSA officers responsible for directing that passenger to the appropriate level of screening... CLEAR cannot do. — Former Senior TSA Employee"

"Delivering listings via the Internet enables customers to control their search process and educate themselves about the real estate market in their area on their schedule — The settlement stated."

"May 2011: Auditor KPMG resigned and noted concerns about management's representations. CBEH shares were delisted and the SEC revoked its registration in Dec 2014 — Spruce Point Capital Management"

"“historically, DCD livers were utilized, in a gray area, maybe 8% of the time...so very, very low utilization.” — Transplant surgeon and surgical director at a high volume academic center in Utah"

"“drug takes a long time to work” – “in the first three months...there isn't a change...probably more towards 12 weeks...plateaus at about 35, 40 weeks...it's a slow drug.” — Trial investigator #8"

"As you'd expect, we pay a higher designer. Now they have a much higher ticket, better gross margin, better customer interaction, so you get a good return on those investments. — CFO Lang, Q3 2022"

"We experience seasonality in our business. Our revenues are typically lower during the holidays in China, particularly during the Chinese New Year, which occurs in the first quarter. — 20-F, WUBA"

"According to the FTC, fraud has become a nearly $16 billion industry in the USA and continues to grow, as stated by Lois Greisman, Associate Director of the FTC's Division of Marketing Practices."

"Glad to confirm below booking based on below offer with ref. QFBHCHKH confirmation letter to be send directly to your mail , and below payment link to complete the full payment as per below offer"

"“invested in the company” — Former Hadassah radiologist; “nothing convincing” — Former Hadassah radiologist; “there’s not much evidence that it’s a working machine” — Former Hadassah radiologist."