Callouts & quotes from 10,384+ activist slides

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

"I think as the personalized learning products, those would be factored a little bit more towards the tail end of 3 to 5 years plus. — Hardeep Gulati, CEO, September 2023 Investor Day"

"“...our conventional portfolio generate[s] the cash needed to fund the unconventional growth that we have in the Bakken and the Utica.” — John Hess, Chairman & CEO Hess, January 2013"

"“Arconic is a forward thinking, future oriented company. And the Jetsons is an iconic cultural reference point for the future.” — Libby Archell, Chief Communications Officer: Arconic"

"“marketing websites and tools” are available “for a low monthly subscription” and then “don’t ask [the recruit] if they understand or like this, just move on.” — Pamela Jones Harbour"

"Key pillars to accelerate organic growth with high single-digit Adjusted EBITDA CAGR target to reach $2.125 billion by the end of fiscal 2025 — Saputo Presents Its New Strategic Plan"

"「いいえ、何のデータも提示されませんでした。ただ、光源の変更を中心に、A150との違いを話して、それが付加価値につながると言っただけです。独立系の業界団体あるいは半導体コンソーシアムによる実用のケーススタディーはないようです。したがって、あえて買い替えるコストに匹敵するほどの付加価値があるかどうかを判断しようがありません」 — マーベル・テクノロジーの上席従業員"

""Working with UBS, the largest global wealth manager, is a major milestone in creating the wealth management platform of the future," said Tim Gokey, President and COO of Broadridge."

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""[m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

"CFO: "The Cintas legacy gross margins continue to expand and the G&K gross margins will too as we realize the acquisition synergies." — Cintas CFO Q1 2018 Earnings Call Sept 26, 2017"

"“absolutely no benefit from it”; “it doesn't matter”; “I don't know what the big deal is”; “what kind of value is there? I don't see it.” — Physicians interviewed by Scorpion Capital"

"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 transit you have? — Vladimir"

"We have had a thorough discussion within the Board and Management and of course with our legal advisors regarding how transparent we should and can be. — TeliaSonera Board/Management"

"Cuomo Secures Agreement With Riverstone Founder David Leuschen To Pay $20 Million In Restitution To Resolve Role In Continuing State Pension Fund Investigation — NY Attorney General"

"Practically every academic study comparing BPH treatments still calls TURP the “gold standard”, and the procedure remains an important skill learned by urologists in medical school."

""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 Capital market is like the Pacific Ocean. There could be waves at any time. NQ will continue working for the best benefits for our users, employees and shareholders. — NQ Yu Lin"

"“The outer enclosure for IonQ’s next-generation system, which creates a highly stable environment (acoustics, temperature, humidity) for the system.” — Industry article, Oct 2, 2020"

"Hess claims it is "realizing synergies from the transfer of technical skills and operating capabilities globally." — Hess's "Delivering Shareholder Value" presentation March 4, 2013"

"“Capital allocation is a CEO’s most important job” — The Outsiders; “Decentralized organizations release entrepreneurial energy and keep both costs and ‘rancor down” — The Outsiders"

""m]ost EBAs are already on annual billing terms...we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23" — Then-CFO Ms. Clifford"

""Oatly's sales were about $110 million in 2018, up from $68 million a year earlier, Petersson says. He expects double that, about $230 million, for 2019." — Bloomberg, July 31, 2019"

"LAS VEGAS -- Dropbox on Wednesday announced tighter integration of its cloud storage and file-sharing service with Samsung products, from smartphones to televisions. — Computerworld"

""In the BHP 2022 Reunification, the valuation gap closed not through the Australian listing de-rating to the lowest UK level, but rather vice versa." — Morgan Stanley, November 2024"

""unexpected roadblocks -- such as internal pressures slowing AOL's efforts to make Internet telephone service commercially available -- unfortunately did [materialize]" — Steve Case"

""Our Mission is to change people's lives by providing the best business opportunity in direct selling and the best nutrition and weight-management products in the world" — Herbalife"

"Louis H. Tursi, Jr., the Company’s Executive Vice President, North America Sales, has advised the Company that he intends to retire in the first quarter of 2019. — 8-K, Feb 26, 2018"

"Robert Spoerry, non-Executive Chairman, who owns, directly or indirectly, 362,720 shares, has stated that in the context of estate planning, he intends to sell up to 125,000 shares."

"Breaking up large energy companies is not only possible, but it also unlocks significant value. — Stacy Nieuwoudt, Elliott nominee for Phillips 66's Board and former energy investor"

"I think that’s a good speculation. Deals are significantly more expense. The Stryker name carries a premium to it. I believe we overpaid for deals. — Former Stryker M&A Professional"

"“We do it all the time. They’re never going to know”; “I just got the sense it happened all the time”; “I saw them actually make it. I saw the spreadsheet.” — Former Ginkgo employee"

"significant profit opportunities can be lost in the false pursuit of reducing input costs — Marginal Thinking: Making Money on a Dairy Farm, WCDS Advances in Dairy Technology (2006)"

"The success of the KapStone Acquisition will depend on, among other things, our ability to realize anticipated growth opportunities, cost savings and other synergies. — WestRock 10K"

"“we haven't seen anecdotally a correlation between how well it looks on the rig and how it does in the recipient” — Transplant cardiologist at one of the top centers in the US/world"

"Above: excerpt from Vivion's July 2023 Vivion Investments - Exchange Offer Memorandum, p.125 Crowne Plaza London Heathrow Valuation 94.6 million (£83.7 million) — Vivion Investments"

"…on the monetization of Patch… I would just say when we started the product in general, we started it without monetization in mind… — CEO Tim Armstrong, 2Q10 conference call, 8/4/10"

""culture of concealment" — House report on 737 Max crashes; "the desire to meet goals and expectations jeopardized the safety of the flying public" — House report on 737 Max crashes"

"“I didn't see $500,000 worth of benefit from the drug. I didn't even see $5,000 of benefit from the drug.” — Division Chief for pediatric endocrinology at a major NE academic center"

""We took it to clinical, Phase 1 later on, six years, and it failed again." — Senior pharmaceutical executive/scientist, previously at Abbott and now at another major pharma company"

"“its pretty damn clear to me that their pre-clinical stuff was no way near as robust.” — Longtime senior scientist at Johnson & Johnson, with global leadership roles in neuroscience"

"The timing and scale of any such rebate may be difficult to predict and may cause fluctuations in our quarterly and annual revenues, gross profit and operating profit. — Kornit 20-F"

"We may need to defend ourselves against intellectual property infringement claims, which may be time-consuming and could cause us to incur substantial costs. — GreenPower F-1 Filing"

"Честно говоря, наш отель ни разу не заселял детей-сирот, т.к. наша основная аудитория – бизнес поездки. — Руководитель службы приема, размещения и бронирования, ibis Чебоксары Центр"

""From Zero to $10 Billion: How a Kent State Grad Created The Most Successful Medical Office Building Real Estate Investment Trust in the U.S." — Kent State University Press Release"

"JPMorgan Kept Jeffrey Epstein as a Client Despite Internal Warnings — The New York Times; Goldman Sachs Is Said to Try to Avoid Pleading Guilty in 1MDB Scandal — The New York Times"

"With the exception of the current and former CEOs, the Board lacks significant, recent experience with water and wastewater utilities — Aqua NJ Audit by SAGE Management Consultants"

"In the first half of the year, we transitioned from a higher cost 38-stage hybrid completion design to a lower cost sliding sleeve design. — Greg Hill, President Hess, January 2013"

"The V-shaped recovery in home-buying demand is powered by record-low mortgage rates and the loosening of stay-at-home orders in some states — Adam Wiener, Chief Economist at Redfin"

"In the first half of the year, we transitioned from a higher cost 38-stage hybrid completion design to a lower cost sliding sleeve design. — Greg Hill, President Hess, January 2013"

""RFID and RTLS Offerings: We compete with numerous companies operating in this market including Impinj, Chainway, Alien, Rodinbell, JADAK, Ubisense, and Invengo." — Zebra 2023 10-K"

"“Largest ever tax fraud” — DOJ; “Fraudulent Scheme to Steal Confidential Info” — DOJ; “How Wells Fargo’s Cutthroat Corporate Culture Allegedly Drove Bankers To Fraud” — Vanity Fair"

"prior to forming Paladin Capital, Mr. Steed served as Senior Vice President of Investments of a major financial services company based in Washington, D.C. — Paladin Capital website"

""[Unification] would take the Ltd price down in a double-digit percent because you're putting 77% of the shareholders into the Ltd structure." — Peter Cunningham, CFO, 31 July 2024"