"To the extent that we are unable to make payments under the Tax Receivable Agreement, such payments generally will be deferred and will accrue interest until paid. — PowerSchool 2023 10-K"
Callouts & quotes from 10,384+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Direct-to-consumer ready-to-eat meals are a nascent food vertical that we believe has the potential to grow into a multi-billion-dollar category over time. — Uwe Voss, HelloFresh U.S. CEO"
"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"
"locals are skeptical of a company that she said has gone from proposing a large-scale thermal coal mine to focusing on local sales of coal for home furnaces. — Reporting on Ramaco in 2017"
"“in most defense deals, the counterpart does not want to be nominated” and that “for the time being, they asked us to keep silent, keep it confidential and we respect it” — EOS Management"
""the customer has indicated that further work is required to finalize the arrangements" and therefore now "believes this could be concluded in February or March 2026" — EOS Q4 2025 update"
"Mr. Golub's refocusing of American Express in the 1990s has been called "one of the most impressive turnarounds of a large public corporation in history" — Salomon Smith Barney 4/13/1999"
"Mr. Golub’s refocusing of American Express in the 1990s has been called “one of the most impressive turnarounds of a large public corporation in history” — Salomon Smith Barney 4/13/1999"
"Mr. Golub's refocusing of American Express in the 1990s has been called "one of the most impressive turnarounds of a large public corporation in history" — Salomon Smith Barney 4/13/1999"
"Mr. Golub's refocusing of American Express in the 1990s has been called "one of the most impressive turnarounds of a large public corporation in history" — Salomon Smith Barney 4/13/1999"
"SOFI’s filings claim that the annualized net charge-off rate “remained lower than the assumed weighted average default rates in our fair value model.” — SoFi Technologies, Inc. 2025 10-K"
""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"
"As written and applied, the 70% Rule becomes a sword for Equinox to deny refunds, instead of a shield to protect distributors from inventory loading. — FTC v. Equinox International Corp."
"“Being an S&P 500 company is a validation of absolutely nothing. It affords investors zero protections against companies and their ability to scheme investors. Buyer beware!” — Ben Axler"
""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"
"management - which, by its own admission, had taken its "eye off the ball" with respect to the Company's core refining business. — Mark Lashier (CEO), January 2023, GS Energy Conference."
"“They [Burford] gambled on an ability to leverage a buyout from Perry Ellis at a price above the merger consideration... They lost that gamble.” — Judge Michael Hanzman, February 3, 2020"
"「極端紫外線を発生するためには、錫をプラズマ状態に変形させなければいけません。従来は、高出力の二酸化炭素のレーザーを使っていました。レーザーがあり、冷却システムがあり、錫を取り扱う仕組みがありました。装置の中で錫の液滴を射出して、レーザーを液滴に当てるためのこのモジュールは、ミニクーパーの半分くらいの大きさでした」 — レーザーテックの元フィールド・サービス・エンジニア"
"We also understand that there were disagreements on changes to Board composition and frustrations over the speed at which they were occurring... — TD Cowen analyst note, January 2, 2024."
"In Q1 2012, Mr. Nagamori stated that HDD prices will not continue to steadily decline, that it is a “very healthy market”, and that neither Nidec nor its customers have excess inventory."
"And then starting next year, the actual spend on these programs will start to decrease, and you'll start to have a margin pickup starting in ‘19. — CEO Kevin Lobo, JPM Conf, Jan 10, 2018"
""We don't -- we're not -- we get a little bit of a sugar high from tuck-in acquisitions where we're just slam-dunking them into the existing business." — CEO, JPMorgan Conf Sept 19, 2023"
"Second, our gross margins were healthy, exceeding 53% this quarter. We were positive on the price/cost equation and saw good performance across several key cost categories? — Rollins CFO"
"“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 fn.43"
"As of June 30, 2021, the Company had a deferred revenue balance of $11.9 million with Kalo, consisting of the non-cash consideration received. — Soaring Eagle Acquisition Corp prospectus"
"the surgeon, in his own words is 'merely the technician'. The rep from NEVRO will instruct him where to place the leads (in my case, paddles). — Facebook support group for Nevro patients"
"Adelong represents a unique investment opportunity, combining near-term gold production potential with significant high-grade exploration upside and future antimony prospects. — Nova CEO"
"I never really 100% trusted they were, so I always made sure to get the exact times so the centers could make their own decision based on the numbers. — Former TransMedics OCS specialist"
"“if you were making a large bet on training data centers in the middle of nowhere, you may not feel as great about that.” — Waldemar Szlezak, global head of digital infrastructure at KKR"
"The patient's wife stated the patient complained of dizziness during the two-week WAKIX titration phase but did not report it to the sleep center or cardiologist. — FDA FAERS Case Report"
"Peter Chapman was saying that if you have to spend a lot of money to get a deal, that’s fine with me, I just want the signing. — Former employee cited in Scorpion's extensive 2021 report"
"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 be kind of bed do you have? — Vladimir"
"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 be kind of bed do you have? — Vladimir"
"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 be in trar bed do you have? — Vladimir"
"“they would actually swap out the A150 that we have with an A300 at a discounted price...because they wanted to try to get early purchase volume.” — Senior employee at Marvell Technology"
"“they would actually swap out the A150 that we have with an A300 at a discounted price...because they wanted to try to get early purchase volume.” — Senior employee at Marvell Technology"
"“they would actually swap out the A150 that we have with an A300 at a discounted price...because they wanted to try to get early purchase volume.” — Senior employee at Marvell Technology"
"“The leagues wouldn’t pay anything. Usually the leagues don’t have any money. No league has money besides the big USA leagues, but they wouldn’t pay for it.” — Senior Industry Executive"
""So we're like Wal-Mart but with a Tiffany price. So we offer one thing under one roof for them and so we're doing the same thing now to K-12." — Louis Hsieh, EDU Q1 2011 earnings call."
"The composition of the treasury balance and other equivalent assets as of December 31, 2021 and 2020 is as follows. — Bureau Veritas Inspeccion y Testing, S.L. Financial Statements 2021"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"“It was weird from our part that you’re doing this deal, but you don’t trust anybody that you have in sales to do it... It was just a very strange situation.” — Former executive of IonQ"
"I do not see how the Developer could simply choose to build a smaller solar farm on part of the fields (eg. the blue areas nearest to the village). — High Court Judgment (Chamberlain J)"
"We certify that the information given in this Return (including 1 pages of Continuation Sheets and 1 pages of Schedules) is true to the best of our knowledge and belief. — Annual Return"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"Napo (or whatever BUR would call it at the time) was shown as a “Concluded Investment” in the 2013 annual report, despite there being no cash available to back up — Muddy Waters Capital"
"We see a lot of potential in the Phillips 66 refining company. I mean, there's just tremendous capability there. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
"PHILLIPS CLAIMS: The annual election policy proposal would force directors to resign and therefore could be found by a court to conflict with its charter and Delaware law. — Phillips 66"
""In a somewhat surprising tactic, PSX management talked down the potential [sum-of-the-parts] upside (i.e., [stating that the Company is] fairly valued)..." — Piper Sandler, March 2025."
"The LCD from MolDX in late 2017 essentially subsidized further studies of cfDNA by providing reimbursement for AlloSure, which flung open the door for large-scale studies to take place."
""Loaner instrumentation not intended to be sold of $302 in 2019 has been reclassified from inventories to other noncurrent assets to conform with current year presentation." — 2020 10-K"
"E&Y notified the Company that they did not wish to submit a proposal for the 2005 audit engagement and had also decided to resign as auditors for fiscal year 2004 effective immediately."
"Our recently completed P&S strategic planning process identified several attractive categories for growth, including water, indoor air quality and cross-platform solutions. — Former CFO"
"Bourbon and whiskeys are normally aged in barrels for several years, following industry practice; all barreled bourbon and whiskey is classified as a current asset. — MGPI Annual Report"
"WE SEE A LOT OF POTENTIAL IN THE PHILLIPS 66 REFINING COMPANY. I MEAN, THERE'S JUST TREMENDOUS CAPABILITY THERE. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
""potential for phospholipidosis" — Abbott researchers (2008 paper). "The combination of these two factors is probably what led to the compound's demise." — 2009 paper regarding ABT-239."
"“there was always an overhanging threat of being put on a disciplinary plan if you didn’t get a certain amount of speaker programs within your territory.” — Ex-Harmony territory manager"
""And we may periodically put a rental out with a customer, but right now, our model is pretty much we're going to sell and not offer a demo program." — CFO Waters, Q2 2022 Earnings Call"
"As regards this year, we again are budgeting for a loss in China, and we actually committed -- absolutely committed to success in that territory. — Monster Beverage Corp. (Feb 27, 2019)"