Callouts & quotes from 10,384+ activist slides

"Phillips 66 states that we “unrealistically assert that cash buyers would pay for 100% of synergies.” — Phillips 66 Letter to Shareholders, 4/8/25."

"Phillips 66 states that we "unrealistically assert that cash buyers would pay for 100% of synergies." — Phillips 66 Letter to Shareholders, 4/8/25."

"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』と言ったから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。なんか、1500万〜3000万ドルと言っていたらしい — Marvell Technology Employee"

"Novartis ex-manager describes a farce: we got "tricked" and machine doesn't work; "failed purchase" that he wanted to return — Novartis ex-manager."

"Over the past few years, certain of our competitors have added oilseed processing and refining capacity in response to growing demand. — Bunge 10-K"

"KOL commentary such as “smoke and mirrors,” “a big scam,” “criminal” data manipulation, and “falsification of data” — Scorpion Capital citing KOLs."

"今こそ花王は成長に注力すべき時。花王は高いROEを維持するのに苦労してきました。実際、2017年以降のROEは減少傾向にあり、最近では更に悪化し5%を割れています。花王自身の「リストラ」計画は、根本的な成長課題の解決にはならず、短期的な修正策にすぎません。 — Oasis Management"

"“the OPO’s are being cut out of the process by TransMedics...dictating where the organ is going or how the list is run.” — Transplant surgeon, Utah"

"“AOL's actual total cash compensation is high as a percentage of EBITDA in relation to peers.” — A leading independent compensation consulting firm"

"I've been involved with 12 clinical trials for Prader-Willi Syndrome. — Trial investigator and physician; one of the leading KOL's in the PWS field"

"Note to rows (7)(9)(11): Includes 1,614,152 shares of Common Stock underlying certain forward purchase contracts exercisable within 60 days hereof."

"I'd like to pay. Can you add a private massesue, six bottles of fine champaign in the bill? Also please put a pack of condomn in each room. — Guest"

"I would like to inquire about possibility of hosting four young beautiful girls from Donetsk People's Republic, Russia (14-17 years old). — Evgenii"

"I would like to inquire about possibility of hosting four young beautiful girls from Donetsk People’s Republic, Russia (14-17 years old). — Evgenii"

"SEC Charges China Sky One Medical and Top Executive with Inflating Financial Results through Phony Sales — U.S. Securities and Exchange Commission"

"In September 2010, we purchased a portion of the working interest in leases covering acreage in northeast Oklahoma from WCT Resources — 2011 proxy"

"Oops! We know it's not $1, but this deal was too good to pass up so we're passing the savings along to you. — Dollar Tree (2007-2008 test message)"

"Excellent questions to which we don't have competent answers, and we won't change anything. — Udo Müller (attributed in context of the transcript)"

""[O]ne person with direct knowledge of the boardroom spats maintained that Mr. Genish was "Vivendi’s man"..." — Financial Times, November 13, 2018"

"The clinic has a separate entrance from the store. "That was important to Wal-Mart; pets aren't allowed in the Wal-Mart stores," Spiker explained."

"Since July 24, 2012, the last day of trading before we announced our updated strategy, Hess shares have increased... — John Hess, January 28, 2013"

"“All of Hess’ six new directors have experience executing or advising on major corporate restructurings.” — Hess Letter to Shareholders March 2013"

"“...And actually, the -- both the growth and the EBITDA profile for SchoolMessenger is actually very similar to PowerSchool.” — 2Q23 Earnings Call"

"I use freeplus and really like it - it is not sticky. Suitable for the hot weather in Thailand. Apply it alone for people with oily-skin. — Lazada"

"According to PricewaterhouseCoopers, domestic home video sales(a) grew from approximately $8 billion in 2000 to $19 billion in 2005 or a 18% CAGR."

""So I think we've had a historical preference to grow EPS 10%, and I don't think we're walking away from that." — Michael McGarry, CEO, 10/19/2017"

"In instances where we do not have reporting from our partners, we estimate revenue based on information available to us at the time. — Intuit 10-K"

"I am committed to helping Phillips 66 reach its full potential... — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"

"「ウシオ製の光源ではありません。違う光源であることを知っています。レーザーテックが『Urashima』という光源を発表したことも知っています。そういう名前の光源だと聞きました。また、その知的財産はIsteqのものだと聞いています」 — Ushio Field Service Engineer"

"Our recurring revenue backlog represents an estimate of first year revenue from Closed sales that has not yet been recognized. — Q4 2018 Conf Call"

"Monthly dividends give our shareholders the freedom to Reinvent Themselves. Engage Others. Pursue their Dreams. — Realty Income Marketing Material"

"I think that Snap is so far behind that they're never going to be able to truly catch up, especially once Matter takes off. — Former Snap Employee"

"“the reason for this is that the pharmacophores of the hERG channel and histamine receptor show remarkable similarities.” — Davenport et al., 2010"

"I mean I never understand the concept where somebody who wants to find something out about you doesn't want to talk to you about it. — Udo Müller"

"“Where is MTV in the online music revolution?” one executive asks. “Where’s Nickelodeon in kids’ gaming? They should have been there.” — Deadline"

"The interim report published by Sino-Forest claims to exonerate the company, but that’s going too far, too soon. — Financial Times’ FT Alphaville"

"“On the one hand we’ve worked on profitable growth, organic growth, growth that I personally love a lot.” — Dr. Klaus Kleinfeld, November 4, 2015"

"“Did BP just implicitly downgrade its 2025 targets? We think BP may be preparing to formally drop its 2025 EBITDA target.” — HSBC Global Research"

"“When I went out there and saw what they were doing, I was shocked.” — Ex-senior executive of key competitor and longtime expert in Twist’s space"

"“When I went out there and saw what they were doing, I was shocked.” — Ex-senior executive of key competitor and longtime expert in Twist’s space"

"Agrium should be greeting [JANA's nominees] with open arms, rather than paying Morgan Stanley to fend them off — Credit Agricole / CLSA, 11/30/12"

""The Walt Disney Company has a proven track record of delivering long-term value to our shareholders..." — The Walt Disney Company, November 2023"

"Veronis Suhler Stevenson estimates consumer magazine advertising spending will grow at a compound annual growth rate of 6.4% from 2005 - 2009(a)."

"I was declined for a pre-approved credit card offer .... How is that possible?!?!?! — Customer service training materials cited in FTC complaint."

"高開口数のリソグラフィに使われる鏡は、大きさについても精度についてもユニークです。したがって、まったく新しいシステム設計を開発しました。 — Dr. Peter Kürz, Head of Field of Business High-NA-EUV lithography at ZEISS"

"「極端紫外線技術に着手するまでは、レーザーテックは高品質の装置を提供する優良の仕入れ先として定評がありました。......だからこそ、顧客は不満を抱き、失望しています。......極端紫外線仕様の検査装置によって、間違いなくブランド力を貶めています」 — グローバルファウンドリーズの元幹部"

"The distribution of dd-cfDNA was similar between patients with isolated CMR [TCMR] and no rejection. — Cedars-Sinai Medical Center study findings"

""The Company attributes the increased net sales primarily to the acquisition of 44 locations in the second half of 2016." — Weis' 2017 10-K, p.13"

"Real industry revenue is expected to decline at an average annual rate of 1.8% over the next 5 years — Entertainment Properties Trust commentary."

"Since fecal tests are most often used for general wellness exams, there is no need for a rapid result. One day turnaround is fine. — Veterinarian"

"Spinal Tap, the fictitious 1980’s rock band and Nevro parable, explains the science behind the company’s “high frequency“ spinal cord stimulator."

"“These deficiencies have resulted in serious injury to tens of thousands of patients” — Consumer group warning regarding spinal cord stimulators."

"You kind of want to manage it like you're in the dairy business. If it gets past its freshness date, you have a problem. — Tim Cook, on inventory"

""The Walt Disney Company has a proven track record of delivering long-term value to our shareholders..." — The Walt Disney Company, November 2023"

"I'm not saying that this is going to be a $1.2 billion award, but I am saying, it's going to be significant. — September 19th, 2023 Earnings Call"

"“A separate disclosure of realised and unrealised gains or losses from financial instruments classified as at FVPL is not required by IFRS.” — EY"

"the FDA had only “received about 40 reports of serious heart rhythm irregularities, evidently caused by Seldane, that led to eight deaths.” — FDA"

"Our one-year price target of $68 is based on a blended rate of 29.9x EV/EBITDA multiple of our FY20 EBITDA estimate of $123mn. — Imperial Capital"

"As of December 31, 2018, warrants to purchase 1,111,773 ordinary shares have been vested and are exercisable. — Kornit Digital Purchase Agreement"

"Thank you very much for your email. Please kindly inform us of your arrival and departure dates so that we may offer you the best available rate."