Callouts & quotes from 10,384+ activist slides

"“YY 59 Talk Show /992 Nights Channel Urgently Needs Room Managers. Compensation: a YY bear, a YY bag, YY swag, and lots of Y Coin await you.” — Recruitment Advertisement"

"Fletcher Asset Management, was described as having characteristics of a Ponzi scheme, and filed for bankruptcy protection in June 2012. — Spruce Point Capital Management"

"Fletcher Asset Management, was described as having characteristics of a Ponzi scheme, and filed for bankruptcy protection in June 2012. — Spruce Point Capital Management"

"We will, however, continue to deduct unrealised litigation gains from NAV for purposes of the Adviser’s performance fee computation. — Burford Capital 2011 Annual Report"

"The Cayman Islands corporate registry indicated that Ever Alpha Fund L.P. was a de novo entity that had only been formed about only two months prior to Twist’s Series D."

"Yeah. Only good surprises. Really it's a terrific business. We expected 15-plus percent sales growth and we should easily exceed that target in 2019. — Rick Dierker, CFO"

"“…payment processing is a race to the bottom in terms of margins in that business. And Intuit was not the most competitive.” — Former Executive at Intuit, Tegus, 2/18/22"

"レーザーテック製の光源は稼働率が60%以下という低い水準に留まっているのに対比して、ASML製の光源は稼働率が96%と高い水準にあることがわかった。また、重要な部品であるコレクターについては、ASML製は寿命が1年以上なのに対比して、レーザーテック製は寿命がわずか数週間に留まっていることもわかった。 — Scorpion Capital"

"high recovery of silver from various metallurgical processes for sulphide, transition and oxide styles of mineralization — New Pacific Metals (August 2019 press release)"

"Three workers were very willing to speak with our investigators. They expressed their opinion that the management was "very unprofessional." — Muddy Waters Investigators"

"WINFertility Adds Cleo's Family Support Programs to WIN Family Services, a Comprehensive and Personalized Inclusive Family-Planning Support Program for Employers — PRWeb"

""The Compensation Committee does not believe that equity-based incentives are a valuable incentive for employees of the Company" — Weis Proxy Statement, p. 8, April 2018"

"Notice of Public Announcement of the List of Qualified Standardized Livestock Farm Projects by the Huishan Dairy Group in Shenyang City in 2015 — Government Announcement"

"Nevro was "the first kid on the block" with paresthesia-free but doctors who "were enthralled with Nevro are not as enthralled" now. — Former high-volume Nevro implanter"

"I'm fairly well read, but there's definitely some things that you brought up that is new information for me — Endocrinologist in TX, private practice with 5 PWS patients"

"3 heavily instrumented for flight testing and the remainder as Launch Edition aircraft for early commercial deployment — Archer Aviation Q4 2024 Earnings Call Transcript"

"That balance sheet is the balance sheet from hell...doing nothing about it, except for spending more than they have. — Jim Cramer, Nov 17, 2022 – Cramer’s Investing Club"

"“challenging to provide an accurate forecast for Solvay’s earnings and EBITDA in 2028 due to the inherent uncertainties and unpredictability of future events.” — ChatGPT"

"Kalshi appears to have a "build your combo" parlay feature for tonight's Bengals-Broncos game in its new app update released an hour ago — Dan Bernstein (@dan_bernstein)"

""Order completion rate" is defined as the sum of daily unique customers who complete a transaction over the sum of daily unique customers who sign-in." — IPO Prospectus"

"Mr. Weimann had another question: If there were any results, the next question would be how these would affect the balance sheet and the income statement? — Mr. Weimann"

"We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024. — Mark Lashier, Q4 2024 Earnings Call"

"“rubbish” and “hype” - “contrived” self-serving exercises based on “mock problems” or “a toy problem” that “has no real application.” — Ex-employees and leading experts"

"We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024. — Mark Lashier, Q4 2024 Earnings Call"

"The authors admit that a "hospital admission with a diagnosis of AF" is actually "not specific for the presence of AF" and "could be used for admission to rule out AF.""

"This issue from our perspective is an attempt to sow confusion where none exists. We have been perfectly clear about how our IFRS value accounting works. — Chris Bogart"

"“Our markets today are growing somewhere between 3% and 3.5%. We want to do a bit better than that consistently” — David Taylor, P&G 2016 Analyst Day, November 18, 2016"

"“What was instilled in me, and I remember very vividly the values of hard work and independence, and to this day I value those tremendously in my life.” — Brian Coffman"

"A former manager at e.l.f. Shanghai knowledgeable about ELF's sourcing told us that ELF used airfreight during Covid, but largely stopped when supply chains normalized."

""Amdocs is sinking and sinking fast!!!" — Anonymous Employee. "Dead End!" — Systems Architect. "Really bad!!!" — Former Employee. "Not recommended" — Software Engineer."

"XL had sourced in charging components from two different manufacturers… XL Grid, when I was there, there was no actual product development on it. — Former XL Employee D"

"I would note that post-closing; we will be redistributing MSCI's corporate allocations across our segments, which may impact our segment margins. — Deal Call (Aug 2021)"

"「レーザーテック製の装置の場合、信頼性が悪くて、使い勝手が非常に悪い。本来なら期待される高い90%台に近くもない。全般的に聞いている話で、共有できるのはそれくらいです。これはとても重要視される課題です。生産活動の助けになる、と期待される装置にたくさんのお金を注ぎます」 — KLAで極端紫外線マスク検査を担当した、元エンジニアリング幹部"

"Bernstein believes that China's WFE self-sufficiency ratio (ie, the percentage of WFE purchases in China from domestic suppliers) could more than double to 36% in 2026."

"while there will always be cost savings when you bring two companies like these together, the opportunity in this transaction is not based on reducing head count. — CEO"

"an additional major concern with the SCS efficacy studies: they tend to be industry funded with numerous financial conflicts of interest. — Yale and Johns Hopkins paper"

"I think buyer commissions are going to become unbundled from seller commissions and buyers are going to have to pay their own agents directly. — Former Senior Executive"

"We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024. — Mark Lashier, Q4 2024 Earnings Call"

"The Mayor's Office of Special Enforcement Sues 'Concierge Service' to Illegal Short-Term Rentals for Raking in Millions from Airbnb — NYC Office of Special Enforcement."

"I think it's really important, powerful that Keith Creel, Pat Ottensmeyer, and Claude Mongeau said [Mr. Orr] is the guy. — Mr. Shaw, Apr. 10, 2024 virtual fireside chat"

""Jim's gotta go," was a common refrain and "that would be worth a few EBITDA multiple turns in valuation" often followed. — Market participants at G2E gaming conference"

"Webster’s Dictionary Defines a Robot as “a machine that can do the work of a person and that works automatically or is controlled by a computer.” — Webster's Dictionary"

"Thrilled to announce that the @USAirForce has awarded @ArcherAviation with an unprecedented contract valued up to $142M, the largest eVTOL commitment yet. — Nikhil Goel"

""In some embodiments, the pulse time duration of each biphasic pulse is in the range from about 0.5 nanosecond to about 20 microseconds." — Farapulse Patent Description"

"For many years, we've had to kind of defend the fact that our procedure is safe in the early years of commercialization. — Procept CCO Shiblaq on Q1 2024 Earnings Call"

"the name of the company (Only $1.00) was changed to Dollar Tree Stores to address what could be a multi-price-point strategy in the future. — Dollar Tree's own website"

"Regarding the dearth of information in the data room, Allen Chan said that he would have to check with "our people" about putting more information online. — Allen Chan"

"Operating cash flow also excludes payments made to a customer to obtain a new contract or extend or modify an existing contract. — Dycom 2019 and 2023 Proxy Statements"

""We've got basically one month left in 2022. It's a pretty big stretch for us to think that we're going to be able to get to 3% volume growth overall." — November 2022"

"Why the channel needed both “The Daily Show With Jon Stewart” and “The Colbert Report,” according to a person briefed on the meeting. — A person briefed on the meeting"

"“to be careful” — Former Xylem executive; “crazy expensive” — Former Xylem executive; “surprising” — Former Xylem executive; “mixed feelings” — Former Xylem executive."

"And the brewer consumption per brewer is not particularly important, it is the overall portion packs sales and our share of household that we're focused on. — GMCR CEO"

"I always look forward to Sohn. I am amazed by what it’s turned into over 20 years. Lance, Doug, Mitch and Dan: Congrats! You have a lot to be proud of! — David Einhorn"

"We believe past success of our new product introductions as well as our consumer brand loyalty will drive the successful launch of new products. — Oatly IPO Prospectus"

"A former industry executive opined that FND is weaker in certain regions such as the Pacific Northwest where building foundation differences result in less tile usage."

"A lesson I learned while building Targa Resources was that the single best place to go for new customers was to Phillips 66 Midstream’s existing customers. — Mike Heim"

""laying the foundation for building a proper governance system that is in keeping with our status as a leading company" — Samsung Electronics' 2016 AGM proxy materials"

"A lesson I learned while building Targa Resources was that the single best place to go for new customers was to Phillips 66 Midstream’s existing customers. — Mike Heim"

"Since Q3 2015 mining consistently reported variances in ore tonnage and grade relAdve to DPP plan - more tons - lower grades — Technical Presentation dated 2016-05-11."

"The Company has no employees. The staff involved in the Company's operations are all employees of DLocal Technologies. — UK LLP 2020 financial statements, Note 5 Staff"