Callouts & quotes from 10,384+ activist slides

"MOMO this is the single greatest stock I've ever bought and have absolutely no idea what they do, none..best guess is penile enhancement — ejakul8ted2earlE"

"“Since 2003, we've increased our research and development expenditures dramatically to advance the product-development process.” — Herbalife Website (2012)"

"「光源がちゃんと機能しないから、TSMCが怒っている……稼働時間が少なく、サービスの費用は高く、光源自体が明滅するような状態でした。……A300を評価しましたが、これも不合格となりました。レーザーテックはそれらの装置を損失として計上しなければいけないでしょう」 — KLAで極端紫外線マスク検査を担当した元幹部"

"The Company's fixed assets were revalued on open market basis on December 31, 2007 by Messrs Oludemi Jagun Dosumum & Co. (Chartered Surveyors and Valuers)."

"Mr Galloway has said, from the start, that capacity means 'maximum instantaneous output' and that you measure it by the Combined-Panels Method (§16 below)."

"Our PCAs have deep fertility expertise and provide extensive clinical education, guidance and emotional support to our members. — PGNY 2021 10-K Disclosure"

"Additionally, strong earnings growth combined with modest rerating towards its branded alcohol peer group offers substantial upside — Apis Capital Dec 2015"

"Until the identified material weakness is eliminated, there is a risk of a material adverse effect on our financial results. — Aerojet Rocketdyne 2017 10-K"

"The Company has stated that these uncertainties raise substantial doubt about the Company's ability to continue as a going concern. — Deloitte & Touche LLP"

"19 Deaths, Serious Liver Injury Linked to Intercept Pharma's Ocaliva; Intercept Pharma Sued After FDA Sounded Alarm About Drug Deaths — Headline screenshot"

"No clear signal for serious dysrhythmias or QT prolongation emerged in the clinical development program. — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

"“I really, really liked what I saw”; “I had no hesitation to use the medicine”; “it works really, really well.” — Physician in greater New York and CT area"

"yeah, unfortunately, it doesn't make people be like, oh my god, it's a game changer. Most people don't say that. — Physician and Harmony speaker in Alabama"

""I have dealt with other rare diseases...I mean, I just wasn't accustomed to those kinds of numbers." — Ex-field reimbursement manager working with Harmony"

"VERINT'S BOARD-LED STRATEGY IS DELIVERING STRONG OPERATIONAL PERFORMANCE, FINANCIAL RESULTS AND STOCK PRICE APPRECIATION — Verint Systems Inc. Proxy Filing"

"in a context of that I want to point out that since I became CEO in 2015, my team and I have always met the guidance we provided to the street. — WTRG CEO"

"in a context of that I want to point out that since I became CEO in 2015, my team and I have always met the guidance we provided to the street. — WTRG CEO"

"Our scalable commercial lithium-ion battery recycling facility will be fully operational in the second half of 2020. — Press Release Dated January 7, 2020"

"Ultimate Software expects to achieve ~35% – 40% operating margins when it reaches scale and as growth decelerates from ~20%+ per annum — Ultimate Software"

""[Senior executive] pushed for changes, [he/she] wanted us to become a tech company, then the corporate immune system kicked in." — Former SVP, Technology"

""They [Goodyear] had no strategy for SKUs or anything like that other than just their top movers." — Former TireHub employee, Public Interview, March 2023"

"I cannot accept this first line of challenge. There are two independent reasons why. First, I cannot accept premise (3) (see §60 above). — UK Court Ruling"

"「彼らはインテルから製品化するようにプレッシャーをかけられて、ひどい間違いを犯しました。光源の詳細と粒子などのデブリを十分に理解しないで、光源を決めてしまった。しかし、レーザーテックにとって、そのときは選択肢がそれしかなかったのでデブリによる被害の問題です」 — KLAで極端紫外線マスク検査を担当した元幹部"

""They don't exist. We could replicate them with contracts. That's nonsense." — John (referencing Marathon's former CEO Mike Hennigan regarding synergies)."

"Chambers USA noted in 2012 that Mr. Epstein "is venerated for his ongoing contribution to the development of concepts such as managed care" — Chambers USA"

"Accordingly, our YE24 equity price target is lifted to $105, predicated on a blend of 1.1x BV and 10x forward P/E. — JPM's coverage of Aercap, May 8, 2024"

"Overall, adherence to each specific SART guideline for reporting IVF clinic success rate ranged from 10.5% to 68.4%. — Sauerbrun-Cutler, et al, 10/14/2020"

"“Huue will leverage Ginkgo’s platform to optimize microbe strains to accelerate production of its sustainable indigo dye.” — Ginkgo Bioworks Press Release"

"The NGO, Transport & Environment - T&E (www.transportenvironment.org) estimates that only 10% of aviation fuel demand can be met from this source by 2050."

""We are pleased to have Verint, a recognized global leader in the security industry, join NowForce as a strategic investor." — Assaf Shafran, NowForce CEO"

"The University of Georgia possesses professors with very unique skills and abilities that are extremely beneficial to our company — Paul Pereira, MHG CEO."

"「先方はさらにA150装置を買わないか、と売り込んでいました。当社の競合他社が一旦購入しかけたけれど、あとになって『やっぱり要らない』と言ったため、余っているようです。当社がA150を追加で買えば、大きく値下げして売ってもらえる、とのことでした。」 — Marvell Technology employee"

"“... any healthy content business, media business would have margins attached to it that are attractive.” — CEO Tim Armstrong 1Q11 conference call, 5/4/11"

"Chambers USA noted in 2012 that Mr. Epstein "is venerated for his ongoing contribution to the development of concepts such as managed care" — Chambers USA"

"For the year ended December 31, 2020, the Company used $ 13.6 million of the pre-paid research and development expenses. — Synlogic 10K filed Mar 25, 2021"

"I was proud to help secure the necessary funding — Rep. Dutch Ruppersberger. I will keep working to bring investments to Maryland — Sen. Chris Van Hollen."

"I have already answered that. We have learned that, on short notice, only limited defense is possible against false claims and allegations. — Mr. Tüngler"

"(Dr. Weimann: Do you think that we do not appreciate this - you do not have to complain! We all acknowledge this! - Acclamation: Carry on!) — Dr. Weimann"

"We fundamentally believe, you've heard us say it before, that we really do have the best franchise in the railroad industry. — November 2014 investor day"

"CEO Cord Christensen stated that he expects the legacy veterinary business, excluding new stores, to support sales growth in the services segment of 25%."

"4/7/08: “We need to execute our plans and move them safely and quickly from idea to cash as only cash creates real shareholder value.” — Alcoa Management"

"Shareholders will have the opportunity at the 2014 annual meeting to vote on how we have performed and hold us accountable. — Darden Revocation Statement"

""The Board appointed Alan Shaw as CEO because the depth and breadth of his experience would best position us to leverage PSR..." — Norfolk Southern Board"

"過去に豊田自動織機の経営陣は、デンソーに対して豊田自動織機から各OEMへの直接販売を認めるよう求めてきたが、今日に至るまで進展はない。トヨタグループ全体の視点から見ると、現在のデンソーと豊田自動織機の間には、多くの機会損失や非合理性が存在しているのは事実である — 元営業企画責任者、自動車部品サプライヤー"

"“... Our cleanse process culminated in record quarterly reported income ... of $42.5 million.” — Tom Schmitt, Chairman, President & CEO, October 27, 2021"

"Expedia to Spin Off TripAdvisor — Scott Morrison (Wall Street Journal). Barry Diller sells shares in TripAdvisor, steps down as chairman — Business News."

"creating and updating HD maps can cost as much as $1,000/km, necessitating frequent updates to keep up with changing road conditions. — Applied Intuition"

"We believe that ACN, from its inception, is similar to the Multiple Listing Service, or MLS, in the United States. — BEKE F-1A, dated Nov. 16, 2020, p. 2"

"a faster decline in existing Web games due in part to a more challenging environment on the Facebook Web platform. — Zynga (July 2012 earnings statement)"

"A Former Employee Told Us They Believed the CEO of Datasection, Norihiko Ishihara, Has Used NowNaw Japan to Mask Its Backing by a China Military Company."

"… I would estimate that 90-95% of national ads on Patch are being filled by ad networks at a CPM of $1 to $2…. — Former Patch sales executive, March 2012"

"and moved the entire team over to Looker at the same time — Justin Laing, Q&A Justin Laing On Selling Crank Logic, SantaCruzTechBeat.com, March 13, 2018."

"Based on the way the Company manages its business, the Company has determined that it currently operates with one reportable segment. — CVNA FY 2017 10-K"

"There were no material impairment expenses taken during the years ended December 31, 2024, 2023, and 2022. — Resideo Technologies, Inc. (2024 SEC Filing)"

"Manhattan U.S. Attorney Preet Bharara alleged that Novartis was a "repeat offender" as the Company was already under a 2010 CIA over kickback allegations"

"This e-mail, any attachments and the information contained therein ("this message") are confidential and intended solely for the use of the addressee(s)."

"This e-mail, any attachments and the information contained therein ("this message") are confidential and intended solely for the use of the addressee(s)."

"This e-mail, any attachments and the information contained therein ("this message") are confidential and intended solely for the use of the addressee(s)."

"The Treasury's response was an unapologetic expression that amounted to saying that at that point “doing whatever it takes” — Office of Inspector General"

"Founder Geordie Rose once derided gate-based systems as a "rotten idea," insisting quantum annealing was the only viable path to commercial applications."