Callouts & quotes from 10,384+ activist slides

"The app is not reliable!! It seems as though it has a new problem every week. I keep getting the error "Problem Syncing." — Lily Coleman"

"Thoughtful Multi-Year Board Refreshment In Process And Largely Completed Before Starboard Appeared — Excerpt from Huntsman Investor Deck"

"Arconic projected global automotive production growth of 1-4%. While production figures are not yet final, global auto sales were up 5%."

"The documents provided by our company are factual and without discrepancy with the originals. Stamped: "Guangzhou Anda" — Guangzhou Anda"

"If “adversity introduces a man to himself”, in the public company context, it also introduces management to investors. — Albert Einstein"

"During fiscal year 2023, our audit committee held four regular meetings and one special meeting. — Audit Committee Report During FY 2023"

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

""Nutrition Clubs in commercial locations are a great way to build a stable customer base and downline." — Lorrie Manda, Millionaire Team"

""the benefits from which will be increasingly seen in the second half of 2012 and into 2013," — PepsiCo Management (Q2'12 earnings call)"

"SEC Obtains Judgments Against Two Attorneys in Fraudulent Scheme to Issue False Legal Opinions — U.S. Securities and Exchange Commission"

"Although we have agreements with Google and Yahoo, we do not generate a significant amount of revenue from them. — Perion 20-F March '17"

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

"「レーザーテックの本社で在庫が膨らんでいると言っていました。私はそれを聞いてすぐさま思ったのは、貸借対照表に対して減損処理をしていないだろう、ということです。また、その結果として在庫を実際の価値よりも高い評価で計上しているでしょう」 — マーベル・テクノロジーの上席従業員"

"「レーザーテックの本社で在庫が膨らんでいると言っていました。私はそれを聞いてすぐさま思ったのは、貸借対照表に対して減損処理をしていないだろう、ということです。また、その結果として在庫を実際の価値よりも高い評価で計上しているでしょう」 — マーベル・テクノロジーの上席従業員"

"target operational excellence...in order to drive enhanced revenue and operating income growth — eBay Inc. Operating Review announcement"

"See Olam's Aggressive Accounting Masks Its Poor Performance and Incentivizes it to Spend Increasingly Precious Cash. — Muddy Waters, LLC"

"In March 2018, Dave Francis said that he expected the Medicare business to become cash flow positive “certainly by 2019”. — Dave Francis"

"It is our strongly held view that two core tenets of best-in-class corporate governance are transparency and independence. — Phillips 66"

"“the first pivotal RCT in the history of SCS and the only randomized study with a head-to-head comparison of SCS systems.” — Nevro Corp."

"Look, I think that we have pricing power. We've exercised some of it. We've taken a little bit of price and the family plan. — CFO Q2'23"

"In summary, the dissident has assembled a strong slate, which has the experience and independence that PSX requires. — ISS, May 10, 2025"

"「ウシオ製の極端紫外線光源は......複数の問題があります」。「すぐに錫のゴミが周辺の光学系に付着する」。「信じられないほど汚い」。「現状ではうまくいくはずがないです。ただの研究所の試作品であって、実用性に乏しく、概念から一歩踏み出した程度です」 — サイマーの元科学者"

"“we did see the data, and we did see the number of people who had diabetes” — KOL in the PWS field; closely involved with Soleno’s trial"

""It's a two-hit. It's two hits. That increases your risk. Absolutely." — Pediatric endocrinologist, division chief at an academic center"

"“That said, we remain very committed to driving leverage below 4x as quickly as possible.” — Matthew Proud, CEO (Q4 2024 Earnings Call)"

"A ton of work is needed to right-size this company, but it is fixable; they just have to want to do it... — Melius Research, April 2024"

"In the words of Defendant Heap, its technology "collect[s] everything, automatically." — Q.J. et al. v. PowerSchool Holdings LLC et al."

"A ton of work is needed to right-size this company, but it is fixable; they just have to want to do it... — Melius Research, April 2024"

"Keurig brewers now are in approximately 6% of the estimated 90 million U.S. households with a coffee maker — GMCR Q3 2011 Earnings Call"

""If a company loses its way, it loses its culture. You really have to be mindful of both those things simultaneously." — Gregg Saretsky"

"A ton of work is needed to right-size this company, but it is fixable; they just have to want to do it... — Melius Research, April 2024"

"The tax code is too complicated—everyone needs an advocate in their corner to get the best outcome during tax season — Intuit Blog team"

"the machine HBOP claims to be purchasing is “a theory” in terms of capabilities, and no such machine has been produced before in China."

"We are concerned the Company is perpetuating a misleading narrative that “all is well” at Autodesk in order to maintain the status quo."

""Beacon is a vanity machine that's 'very, very' expensive with double the cost per assay of traditional methods." — Expert Consultation"

"I wouldn't be able to use this for early-stage drug discovery; even if it was affordable, I wouldn't use it. — Takeda ex-lead scientist"

""when it came to serious discussions, I [Schoen] recommended to the board that we look at all our alternatives." — Chairman Bill Schoen"

"WHAT? THEY'RE ALREADY DIGGING THE MINE?? NOPE — BURYING THE EPA COMMENTS THAT OPPOSE IT. — Steve Sack, The Minneapolis Star-Tribune, MN"

"A ton of work is needed to right-size this company, but it is fixable; they just have to want to do it... — Melius Research, April 2024"

""And then Element i+. This is a product that we've been working on now for several years." — Wilson at JPMorgan Conference January 2021"

"We have an investment of more than $2.5 billion in Phillips 66 (the "Company" or "Phillips"), making us one of your top five investors."

""No, it never went anywhere." — Senior pharmaceutical executive/scientist, previously at Abbott and now at another major pharma company"

"A ton of work is needed to right-size this company, but it is fixable; they just have to want to do it... — Melius Research, April 2024"

"The quantum component's added benefit is "highly questionable" and a source of internal skepticism and debate. — Former D-Wave engineer"

"there's no confidence in my opinion that it will be a reliable product. — Ex-KLA director of engineering focused on EUV mask inspection"

"“These improvements have enabled achieving a performance and reliability level that exceeds the HVM targets” — Intel/Lasertec presenter"

"“Baking soda and peroxide and keep ‘em coming!” — Tooth character; “Someone must have called him ‘Yellow’ again.” — Bartender character"

"“restructuring will reduce spending in DOC...but not in the Company’s Intellectual Property business.” — March 21, 2013 Press Release."

"Transparency is everything. Tell us as well what's going on with respect to the analysis that Mr. Müller has undertaken. — Mr. Tüngler"

"“complete bullshit”; “completely outrageous,”; “bottom line ridiculous”; and stated they may be relevant “in 50 years.” — Ex-employees"

"a deeper level of personalized insights to help middle and high school students prepare best for their future — PowerSchool management"

"But while "historic highs" are defined on 3-year rolling, management does not mention 3-year rolling in evaluating current performance"

"tenure of more than nine years (can) ... potentially compromise a director's independence — Institutional Shareholder Services ("ISS")"

"IP is for the public good. The developed IP will be open-sourced. It will be used royalty free but not exclusively. — C3.ai Prospectus"

"Trian's analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont's public filings... — DuPont presentation, February 2015"

"“I want everyone to understand that the most important thing in this business is to get to Supervisor.” — Shawn Dahl (Chairman’s Club)"

"Pro forma statements or disclaimers may not cure otherwise deceptive messages or practices. — FTC Policy Statement on Deception (1983)"

"Kudos to your practice for putting together such a detailed summary of this unexpected and devastating complication. — Dr. Suber Huang"

"MUJER 2: Cuando renuncié, pienso que probablemente estaba cerca de tener una crisis nerviosa, en serio. — Former Herbalife Distributor"

"One, elimination of compensation for Welltower management and making them owners through performance-oriented Welltower stock. — Mitra"