Callouts & quotes from 10,384+ activist slides

"Aroundtown reported Q1 2019 gains on sales of properties for €171 million “at a 34% profit margin over total cost...” — Aroundtown Q1 2019 Report"

"Noch besorgniserregender ist, dass sich der Abbruch-Button auf der Website manchmal auf eine leere Funktion bezieht, behauptet ein Reddit-Nutzer."

"According to the Turkish Gazette, Fintur declared 2014 dividends to the put option holder of SEK US$43.7 million (SEK 354 million). — Footnote 21"

"In January 2011, we purchased a portion of the working interest in leases covering acreage in northeast Oklahoma from WCT Resources — 2012 proxy"

"“I’m not worried about rates, but I’m worried other people will be worried about rates” — Corvex Management LP (paraphrasing investor sentiment)"

"For the avoidance of doubt, the IonQ roadmap is not incorporated into, and does not form part of, this registration statement. — IonQ Prospectus"

"At the 2018 Investor Day, Huntsman committed to 10% organic Adjusted EBITDA growth with “no additional M&A” through 2020. — Huntsman Corporation"

"In March 2016, Baiguoyuan Network launched an audio live streaming mobile app, HELLO, which focused on its business in China. — YY June 2019 6-K"

"A former CHD executive told us bluntly the deal was, "Horrible, Horrible, oh Horrible" and should be "Dumped" immediately — Former CHD Executive"

"In the expert's opinion, MSCI provides a standard equity risk model, which probably has been commoditized a bit — AlphaSense Market Intelligence"

"Mehta R, Sood P, Hariharan S. Subclinical Rejection in Renal Transplantation: Reappraised. Transplantation. 2016;100(8):1610-1618. — Footnote 10"

"To get a sense of where Aurora has been testing its trucks, take a look at the map on the next page from the Texas Department of Transportation."

"In 2020, BlackRock pledged “exiting investments that present a high sustainability-related risk, such as thermal coal producers” — CEO Mr. Fink."

"Of 300,000 prisoners released from 15 states in 1994, 67.5% were re-arrested for a new offense within three years — Bureau of Justice Statistics"

"「レーザーテックに改善を働きかけるために、毎週会議を開いているそうです」「ただ不安定だけです。安定して機能するのではなく、ときによって機能しなくなることがあります。消えてしまうのです」「TSMCではACTISのA150もA300も、生産用の対象外としています。」 — 4名のTSMC関係者"

"On the Q1 2012 earnings call, Tim Armstrong stated that he “hopes” AOL can achieve over $40 million of revenue at Patch in 2012. — Tim Armstrong"

"Blood chemistry tests or hematological or cardiovascular parameters did not change in the three study groups (data not shown). — Harmony 1 paper"

"the Company maintains that “still does not know the UBO”, the ultimate beneficial owner of its local partners in both Uzbekistan and Azerbaijan."

"App rating is based on all countries or regions and the rating may vary based on user location and device type — Remitly Investor Presentations"

""If I were to take a conservative estimate, well over 50% of GFL's 100+ acquisitions I'd characterize as a failure." — Canada Industry Observer"

"In the coming year, there will be almost 300 million in output volume for orders from Huawei, ZTE, Lenovo and Coolpad. — Lin (CEO of NQ Mobile)"

"“The stock is trading at such a discount to peers because of management – no one trusts Matt.” — Top 20 shareholder of Dye & Durham – June 2024"

"Although the business has already existed for almost a decade, Greg Poling calls Verifi a "new market place" and an area of focused investment."

"Even worse, an industry expert recently outed "legacy fraud verification vendors" for selling a "useless" product and double-billing customers."

"Throughout the last seven (7) years, Porch has established many partnerships across a number of home-related industries. — Porch SEC Prospectus"

"Signatures Party A (left): Bangxin Zhang, Yachao Liu, and Yunfeng Bai Party B (above): Beijing Shunshunbida Legal Rep: Yang Zhang July 13, 2015"

""SK Foods Former and CEO Scott Salyer Pleads Guilty to Racketeering and Price Fixing in California," — US Department of Justice, March 23, 2012"

"Tomato Growers Association, Tomato Bulletin, January 19, 2012. http://ctga.org/static/uploads/Bulletin_1.19.12.pdf — Tomato Growers Association"

""The Compensation Committee does not believe that equity-based incentives are a valuable incentive for employees of the Company" — Weis Markets"

"And our model and our track record has been to acquire. We've done 25-plus deals in the last 6 or 7 years. — CEO Delia, Citigroup Conf Dec 2019"

"We estimate fair value using an equally weighted combination of discounted cash flows and multiples of revenue and EBITDA. — 2014 Annual Report"

"Ex-Ontrak chairman was accused of abusing trading strategy that usually shields executives against suspicions of insider trading — WSJ Headline"

"“I’ve never seen a device manufacturer so boldly engage in off-label use themselves” - Executive at a West Coast OPO, longtime industry veteran"

"Source: Kerrisdale analysis based on “Illustrative Cash Flow Impact of New Contract” disclosure provided to sell-side analysts on June 9, 2025."

"“No clear association between pitolisant and pulmonary edema is apparent in this narrative.” — FDA CDER Clinical Review (Solages, Sep 28, 2020)"

"“And that was my response to having patients who had experienced long QT syndrome.” — Neurologist at a large hospital system in a Midwest state"

"Готовы предложить номера Стандарт твин с 2 мя раздельными кроватями (1-для ребенка,2-для сопровождающего) — Novotel Arkhangelsk representative."

"Sorry! 28 March — 5 April. Supervisors have power of attorney to guard the girls from the Donetsk People's Republic. Would that work? — Evgenii"

"Vote AGAINST Chair and President if ROE has been below 5% and in the bottom 1/3 of the industry for the past 3 years — Nomura Asset Management"

"“monster that’s lurking” and that “with enough cycles it will just burst out” like “that monster in Alien in the ’80’s....” — QuantumScape CEO"

"“cornerstone in the journey,” a “vital stepping stone,” and “culmination of two decades” — IonQ (referring to the 2020 32-qubit announcement)."

"“...We do believe, as you mentioned, that we can achieve OTA-like margins over the longer term [at Viator].” — Tripadvisor CFO, September 2025"

"In BK's 11/14/11 Investor Day, CEO Gerald Hassell provided a roadmap for 7 – 11% EPS growth between 2011 and 2014 — Marcato Capital Management"

"Earlier in his tenure, Fred Green privately told numerous investors that CP’s “structural disadvantage” vs. CN was benchmarked at ~200-300 bps"

""Reiterate Buy on 'self-help' headlines; we see 30% upside" — Sloan Bohlen and Conor Fennerty; The Goldman Sachs Group, Inc.; August 18, 2011."

"“So some analysts have forecast at this stage of an improvement from a level [of FCF] which is close today to a 0,...” — Mr. Giscard D'Estaing"

"「A300の存在を知っているし、購入を視野に入れて評価することになるでしょう。しかし、それは2025年の初めになるでしょう。半導体装置がたくさん搭載されるハードの製品に対する需要が低迷しているので、評価に踏み切るべきタイミングではないでしょう」 — マーベル・テクノロジーの上席従業員"

"“...We do believe, as you mentioned, that we can achieve OTA-like margins over the longer term [at Viator].” — Tripadvisor CFO, September 2025"

"Es como jugar en una máquina tragamonedas. Ah, una vez que comienzas, siempre piensas que la siguiente ronda será la gran ganadora. — HOMBRE 6"

"‘The BoD regularly reviews its leadership structure’: failure to correct confirms lack of independent oversight — BlackRock Board of Directors"

"We're losing a big chunk of the hits of the B cell. We can't really afford that. We don't like losing that many candidates. — AbbVie scientist"

"Question: "The 2012 numbers for guidance exclude the meaningful use payments?" HMA CFO: "That’s correct." — Q4 Investor Call, January 13, 2013"

"So, but on average, the average transaction averages out to two modules per transaction. — FTAI Aviation Q1 2024 Earnings Call April 26, 2024."

"“北越は著しく過小評価をされており、バイオマス発電という次世代の機会を有しています。北越のステークホルダーと従業員はすでに13年間に及ぶ業績不振を経験しており、大胆な行動と変革に取り組むリーダーシップを必要としています。” — セス・フィッシャー (Oasis Management)"

"There is huge risk the SEC will shut it down. — Thomas Gorman, Partner at Dorsey & Whitney, former Senior Counsel, SEC Division of Enforcement"

"Dr. Sandeep Guleria – who trained in the UK...was named by recipients and agents as the surgeon who conducted the transplants. — The Telegraph"

"a preponderance of self-selected peers that are larger than the subject company may drive up compensation without regard to performance. — ISS"

"Garcia stated the company could cover interest expense assuming “long-term EBITDA targets even at today’s units.” — Carvana 3Q22 earnings call"

"PRAC recommends suspension of diacerein-containing medicines — Committee cites concerns over gastro-intestinal side effects and liver toxicity"

"“there is no safety margin using the actual data and anticipated steady state level....” — Pharmacology consultant engaged by Scorpion Capital"