Callouts & quotes from 10,384+ activist slides

"With Delta, it was a period of time ago... in the United cohort to increase adoption, which I would tell you probably was achieved in 2023. — Former CLEAR Employee"

"A former senior Zillow employee we spoke with called the Super App a glorified CRM and a former Zillow Senior Executive called it a bit of an eye roll or oversell."

"Presently, investors are not convinced that the company can return to its former glory based on how the stock has been trading of late. — Deutsche Bank, April 2024"

"Great. So just one quick financial question that we've been getting. Can you talk about why bookings aren't relevant really going forward? — Joseph Moore (Analyst)"

""Schwer highlights this contract as the first operational deployment of such a high-powered laser globally, moving beyond prototypes to real-world use." — EOS' CEO"

"Box “is in the strongest financial position in the company’s history” and “better positioned than ever to drive [its] next phase of growth.” — Company transcripts"

"(Mr. Klein: Mr. Vilanek, am I being impertinent if I ask you the date of this letter? It was submitted on November 2; what is the date in the latter?) — Mr. Klein"

"Müller: Yes, I can attest to that in every respect. I think that in any case we answered most of the questions, it feels like five to ten times over. — Udo Müller"

""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"

"“It's not real” — Expert/Former Employee; “a common trick” — Expert/Former Employee; “shell game” — Expert/Former Employee; “sandbagging” — Expert/Former Employee"

"two former EHTH employees informed us that the company instructs agents to make outreach calls to prevent members from switching. — EHTH Former Executives A and C"

""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"

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

"“Ginkgo loves them because it allows them to be sloppy with their work, too.” — Ex-senior executive of a key Twist competitor and longtime expert in Twist’s space"

""We hope to leverage our industrial resources and work with China's top teams to change the current situation of foreign AI chip makers' monopolization." — Source"

"DuPont’s Written Statement: “Trian’s analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont’s public filings…” — DuPont presentation, February 2015"

"Management and the Board's conclusion that the "current structure maximizes value" is at odds with many years of subpar operating results. — Trian Fund Management"

"We have more tools at our disposal that make us more relevant to a broader set of constituents than the days when I was at Samsung or Motorola. — Omar Sharif Khan"

"“You're talking probably the top-50 biotech and pharma companies. It's going to be somewhere between 1 and 5 machines per each.” — Bristol Meyers Squibb expert #2"

"perpetrated a scheme...to defraud its customers...with the knowledge, encouragement, and participation of supervisors — US Department of Justice regarding Nomura."

"Chinook, however, says that AbbVie's research showed an "acceptable safety profile" for atrasentan, with "no severe adverse events related to study drug to date"."

"The Company currently anticipates the independent fiduciary will dispose of the contributed shares over the next 6 months. — Aerojet Rocketdyne Holdings, Inc. 8-K"

"[We] believe that our integrated business model generates the highest long-term value... So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"

"“They approached my CEO. My CEO and their CEO have known each other a long time. And this was something that they’re going to try out.” — Transplant surgeon, Utah"

"that he had conversations with Orr about CN's decision to transfer [the executive] to Memphis because he was Black. — Testimony of an executive regarding John Orr"

"A 2018 Forbes article suggests a total CPAP population of 8 million, growing at 8-9% a year. This would imply between 600k and 700k new CPAP prescriptions a year."

"I stopped getting the boxes now, but I have a big folder with over 100 recipes my family loves and real confidence that I can cook good dishes. — @herbststern2378"

"I stopped getting the boxes now, but I have a big folder with over 100 recipes my family loves and real confidence that I can cook good dishes. — @herbststern2378"

"Our inability to secure or sustain certain tax benefits in a foreign jurisdiction could materially adversely affect our business. — Avery 2018 10-K filed 2/27/19"

"In the absence of a plan or established local practice in overseas jurisdictions, liabilities for restructuring charges are recognized when incurred. — 2018 10-K"

"I would say that they just picked some data that would represent something, and they put it in the deck. That's not something I'm going to buy. — Former employee"

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

"“As a fiduciary, we vote in the long-term economic interests of our clients.” — BlackRock Investment Stewardship - Global Principles Effective as of January 2024"

"“Yes, yes. That’s true. Twist tries to automate the process, but I can give you one example of how gene synthesis works.” — Former Twist employee, director-level"

"“The turnaround time was probably 30% of the time because something needed to be reworked.” — Ex-employee in senior product management and sales leadership roles"

""Our long-train strategy continues to support our cost management efforts and our success is being reflected in key metrics." — Fred Green, Q3 2009 Earnings Call"

"Seit Kauf durch Hill-Rom in 2014 herrschen katastrophale, amerikanische Zustände. Es geht nur noch um Umsatz und Gewinn, die Mitarbeiter sind unwichtig geworden."

"“As a fiduciary, we vote in the long-term economic interests of our clients.” — BlackRock Investment Stewardship - Global Principles Effective as of January 2024"

""The price of copper could double overnight...and we couldn't add new production of significance for a number of years." — Richard Adkerson, Freeport-McMoRan CEO"

"In terms of key metrics and performance, we've had very good compound annual growth rates over the last several years. — Wilson at Jefferies Conference June 2021"

"[We] believe that our integrated business model generates the highest long-term value...So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"

"He's known as TransMedics' whore, basically? ... That's correct. — Transplant surgeon and division chief of the liver program at a world-renowned academic center"

"The VA sleep doctor we spoke with told us that, even at no cost to the patient, less than 1% of VA CPAP users go on to try Inspire’s implant. — Wolfpack Research"

"“the stories that the reps provided with us...aren't things that I'm seeing right now with my patients” — Pediatric endocrinologist at a Delaware academic center"

"QT prolongation is one of the most infamous adverse drug reactions taught in pharmacy curricula because it can lead to sudden cardiac death. — Literature excerpt"

"“In my opinion, that was kind of a strategy that the company might have had from the very, very beginning.” — Ex-field reimbursement manager working with Harmony"

"CFO David Horsley stated that TRE can not confirm whether the AIs actually make TRE's tax payments. He said they "just don't know" whether the payments are made."

"We promise to be a good company which means that our drive to help people upgrade their lives always comes before the reckless pursuit of profit. — Oatly website"

"While we do not control the pace or the timing of the Mayo UCLA study, we anticipate that the results will read out in the first half of this year — Larry Mehren"

"Adhi Rajaprabhakaran, known as 50¢ Dollars on Substack, a former Kalshi employee, and prediction market expert estimates revenue to be ~1.3% of volume or handle."

"Companies listed on the Prime Market should therefore appoint at least one-third of their directors as independent directors — Japan's Corporate Governance Code"

"Dexcom filed a weak patent infringement case against AgaMatrix that became objectively baseless following the Court's Markman order. — Court Motion, May 9, 2018"

"I direct that no official shorthand note shall be taken of this Judgment and that copies of this version as handed down may be treated as authentic. — FORDHAM J"

"Azure CDN will be retiring Azure CDN Standard from Akamai on 31 October 2023 – transition to another CDN profile to avoid service interruption — Microsoft Azure"

""I think then we are creating substantial shareholder value. That's the main driver that we will continue to follow here." — Dr. Klaus Kleinfeld, April 10, 2012"

"With a strong factory supervision background, [Mark Donegan] spends a majority of his time visiting [PCC] facilities around the world. — Citi, December 13, 2010"

""NFDL Rate is a standard established by the Mine Safety and Health Administration and is widely used by coal companies to judge their safety performance." — AMR"

"We continue to expect additions to capital lease lines to be high single digits as a percentage of revenue going forward. — Dropbox Guidance For 2019 (Feb 2019)"

"In terms of your last question, there is nothing in terms of our results that was impacted in any way by any anonymous report that was released. — Yusuf Alireza"

"Based on challenging macroeconomic conditions, our class of 2022 and class of 2023 new stores are estimated to be below these targets. — Floor & Decor 2023 10-K"