Callouts & quotes from 10,384+ activist slides

"Conclusions: The PROCO RCT provides Level I evidence for equivalent pain relief from 1 to 10 kHz with appropriate titration of pulse width and amplitude. — PROCO Randomized Controlled Trial"

"Only hours before NQ’s announcement, J Capital Research published a report titled “Time to Quit” that highlighted NQ’s failure to provide a date of earnings release as — J Capital Research."

"「圧倒的な強みがあり、圧倒的な成長戦略が必要なだけである」 — SMBC日興証券 (2023年10月3日); 「利益底入れを確認も、本格的な成長転換の確信には至らず」 — J.P.Morgan (2024年2月8日); 「花王には素晴らしい技術と面白い商品がたくさんあるが、経営陣がこのノウハウを高い収益を生む商品へと転換し切れていない」 — CLSA (2024年2月20日)"

"“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 #3"

"“in general, the company did downplay the diabetes risk and also downplay some of the serious adverse events that were reported.” — Ex-Soleno employee #1, key role in clinical trial program"

"Most patients who receive pitolisant are unlikely to reach exposures seen with the 106.8 mg dose, as the highest recommended dose is 35.6 mg once daily. — FDA CDER Clinical Review, Dec 2018"

"“Identify” - Our financial reporting team maintains and regularly updates a full list of affiliate companies to facilitate our identification of related party transaction. — Qutoutiao, Inc."

"Party B accepts Party A's oversight and monitoring, and moreover shall follow Party A's regulations with regards reports to the parents about Party A's monitoring of the phone and website."

"The Merger Agreement provides that, at the Closing, USA Waste will offer to enter into Consulting Agreements with each of Bradley S. Jacobs, John M. Milne and Michael J. Nolan — Deal Proxy"

"If Mr. ten Doornkaat criticizes the fact that Ernst & Young audited its own figures, then he has a point that should be included in the next report. That is another point of vulnerability."

"There will be 8,000 to 9,000 retail store closures in 2021 according to Bank of America, well above average of less than 6,000 over the past 10 years and down from a record 15,000 in 2020."

"We may still launch that product outside the U.S. in small markets just to gain some experience. — Steven Pacelli, executive vice president of strategy and corporate development at Dexcom."

"“Overplanting” refers to the situation in which the installed generating capacity or nameplate capacity of the facility is larger than the generator’s grid connection. — Draft EN-3 §2.48.8"

""Having a classified board is not an accountability issue for Alcoa. The company's corporate governance policies hold directors accountable to shareholders." — Alcoa's 2011 Proxy Statement"

""[W]e are demonstrating leadership on the additive manufacturing front and we are entirely focused on shareholder value with an owner's mindset...." — Dr. Klaus Kleinfeld, February 8, 2017"

"One of Ishihara's current focuses is the launch of a social networking site called "NowNaw" in Japan. Ishihara describes NowNaw as "the American equivalent of TikTok." — Google translation"

"Company press release entitled "Norfolk Southern presentation: We are creating a safer, more profitable railroad with long-term upside for shareholders," dated April 18, 2024. — Footnote 7"

"“If you asked me what business we’re in, we’re in the memories business. We create positive lasting memories by solving problems in factories, homes and workshops of the world” — WD-40 CEO"

"“Any statement which can be interpreted as hinting at the possibility of depreciating the announced rate would sabotage the scheme from the onset.” — Hong Kong government policy memo, 1983"

"the civil judgment (2007) Xu Min Er (Shang) Chu Zi No.2254 was issued on February 22, 2008, which supported Zongheng’s litigation requests but dismissed Xiangxieli’s counterclaim requests."

"I can tell you that we have not seen anything in the post-marketing setting that is different from the clinical trial setting. So there are no new safety signals. — Soleno Therapeutics CEO"

""A barrage of embarrassing revelations followed....with respect to Revenue Ton Miles per employee, 'a telling snapshot of labour productivity', CN finished 'dead last'" — The Pig That Flew"

"「トロフィーは誰も出入りしないキュービクルに置いてあります。当社としては騒いだりするような出来事ではありません。PRのためにニュースリリースを出しますが、社内では特に話題になっていません。ところで、今の時代においては、インテルは決して最先端な企業ではありません。したがって、インテルが賞をばらまいても、誰も……。全く価値のないものです」 — マーベル・テクノロジーの上席従業員"

"「アクティニックのような新しい技術の場合、微調整が難題です。......見逃している欠陥がないことを確認するために平行して他の装置も使用しなければいけない。もし（マスクに）致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルの損失を招くことになるのです」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

"And Stryker had a big inventory problem anyway, before COVID, where we were sitting on piles and piles of inventory in certain business segments. — Former Stryker Supply Chain Professional"

""We really focus more on the overall operating margin of 20 or above, low 20s kind of thing is really how we focus anything on 2012 and beyond." — Thomas George, CFO, 2/24/11 earnings call"

"Despite legal challenges by Epiq, the Missouri Jackson County Circuit Court has ruled that Villere & Co. can nominate a competing slate of directors for Epiq's upcoming 2016 annual meeting"

"the "essential purpose of [a registration statement] is to protect investors by promoting full disclosure of information thought necessary to informed investment decisions." — SEC decision"

"Speaking to the Times, Anderson said that while he accepted Tesla's prospects were uncertain, its value was much higher than $420 a share, probability-adjusted — Anderson (Baillie Gifford)"

"“No, I won’t [use it] because of Zafgen...we find out oh, six months from now...they all of a sudden have cardiomyopathy or seizures....I’m concerned about safety.” — Trial investigator #1"

"People discontinue it for side effects or lack of efficacy or what is perceived as efficacy, I should say. — Neurologist in the UK who also practiced in the US; used Wakix in both settings"

"I would like to inquire about possibility of hosting four young beautiful girls from Donetsk People's Republic, Russia (14-17 years old). They will What kind of bed do you have? — Vladimir"

"Global reach: Today, our network enables us to complete cross-border payments in over 1,700 corridors from 17 countries to over 115 countries, in over 75 currencies. — IPO Prospectus 2021"

"For the six months ended June 30, 2020, cash flow from operating activities was $82.0 million, an increase of 125.9% compared to the same period in the prior year — GFL Environmental Inc."

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

"In May 2012 and August 2012, we purchased a portion of the working interest in leases covering acreage in northern Oklahoma from WCT Resources — From the 2013 consent revocation statement"

"James Taiclet: "The sites we acquired in Brazil are high performing towers and the multiple pay was in the range of 12x to 13x adjusted EBITDA." — James Taiclet, CEO, American Tower Corp."

"In the light of the line of challenge which has succeeded, I will quash the Planning Permission and the NMA, so that the decision is remitted to the Planning Committee — UK Court Judgment"

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

"In conversations with investors, Dr. Kleinfeld insisted that Arconic/Alcoa had never shared its utilization figures and, further that utilization was an unimportant and misleading metric."

""The difference between PCC and Arconic is not the nature of the assets, but what PCC gets out of them." — Chris Ayers, Shareholder Nominee, Fmr. EVP Precision Castparts, Fmr. EVP Arconic"

""The difference between PCC and Arconic is not the nature of the assets, but what PCC gets out of them." — Chris Ayers, Shareholder Nominee, Fmr. EVP Precision Castparts, Fmr. EVP Arconic"

"“For years... BlackRock has misled consumers about the scope and effects of its widespread ESG activity,” — Jonathan Skrmetti, Attorney General, US State of Tennessee, 18th December, 2023"

"Also in our opinion, the Company did not maintain, in all material respects, effective internal control over financial reporting as of September 30, 2021... — Twist 10K filed Nov 23, 2021"

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

"In November 2018, the Company renewed its normal course issuer bid (New Bid) to purchase up to 8,000,000 common shares... No shares were purchased under the New Bid. — FY 19 Annual Report"

"“Developing this property in the best possible way is the most important thing in my life. I expect to be working on this into my 90s” “There is no price that is acceptable” — Donald Bren"

"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!!! — Parent report #1"

"DuPont asserts that Trian has used “faulty extrapolations” — James Collins, Executive Vice President of DuPont at Bank of America Merrill Lynch US Basic Materials Conference (12/10/2014)."

"The CFA Institute published an analysis calling the award "outlandish on its face" and questioning whether any CEO was worth $120 million with no performance requirements. — CFA Institute"

""For years... BlackRock has misled consumers about the scope and effects of its widespread ESG activity," — Jonathan Skrmetti, Attorney General, US State of Tennessee, 18th December, 2023"

"“Lets have open conversations to lead the industry we want to create”; “Transformative Innovation”; “An Ecosystem to Build Together”; “Built Around Biology, Not Chemistry.” — Kalo website"

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

"“It’s simple for hospitals to connect Apple's HealthKit to their Epic electronic health-record systems” — Dr. Shafiq Rab, chief information officer at Hackensack University Medical System"

"「その通りです。Isteqの光源は商業的なアプローチで完成しそうになくて、うまくいくはずもありません。Isteqの光源は純粋研究のために開発されたものです。研究は継続的でなく、瞬発的に進むものです。しかし、検査では毎日24時間の稼働に耐えなければいけません。また、それはたいへんです。とてもたいへんですよ。まったく違います」 — KLAで極端紫外線マスク検査を担当した元幹部"

"「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、補償期間を無償で伸ばすとか、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。」 — Marvell Technology Senior Employee"

"“A surgeon I just talked to said I'll tell you who their whores are. He mentioned a couple of very high-volume users. It sounds to me like a bribery, pay-to-play kind of thing.” — Surgeon"

"“And I think we are still probably disclosing $50 million [of investment in Patch] and we’ll continue on that path until we see a need to change that number.” — CEO Tim Armstrong, 4/28/10"

"she did gag a little at first but ended up swallowing it!; if she would swallow the pills whole...I may be more inclined to stay on it... — Anonymous parents from Vykat discussion groups."

""I think Lightspeed's view was that they would generate a lot of payment revenue out of their e-commerce platform and it probably wasn't the case." — Former Employee >5yrs With Lightspeed"