Callouts & quotes from 10,384+ activist slides

"“...our revenue from one-on-one in Guangzhou was around 10%, 9% in Q1 and 11% in Q2, of the overall one-on-one revenue” — CFO Rong Luo"

"“They were not determined not to be a pyramid. That would be inaccurate... I do not endorse [Icahn’s] statement.” – Chairwoman Ramirez"

"Ku'damm: the first of the 3 buildings (ca 22,000 out of ca 62,000 sqm) is in use per Q3 2020 and is 100% let. — Vivion Business Update"

"“I'm fairly well read, but there's definitely some things that you brought up that is new information for me” — PWS endocrinologist #9"

"No reasonably possible change in key assumptions would result in goodwill impairment — Lightspeed Commerce, Inc. FY 2021 Annual Report"

"obstacles in developing these agents are emphasized — 2019 paper by a longtime collaborator of Bioprojet's head, Jean-Charles Schwartz"

"Our strong business performance has driven total shareholder returns that have outperformed our peers. — Autodesk Board and Management"

"“They were not determined not to be a pyramid. That would be inaccurate... I do not endorse [Icahn’s] statement.” – Chairwoman Ramirez"

"We'd like to take four king rooms. Furthermore, is there a possibility for a discount because of the duration of the stay? — Requester"

"Give the answer back! Those ones at the back, they earn - no, they don't earn, they're demanding a pile of money! Be precise! — Klein"

"Darden management readily admits that after sitting just 7 minutes, the breadsticks deteriorate in quality. — Per Company management."

"“We cannot see from this data whether the cells shown are all excellent. Actually, I’m pretty sure they’re not.” — Solid state expert"

"“For withdrawals of amounts over $200,000, We reserve the right to delay the processing by up to 30 days.” — Mosten-Manulife Contract"

"The Planning Permission, correctly interpreted, required “strict accordance” with Approved Plans PDL-08 and PNL-6839. — Mr Harwood KC"

"The Group did not provide us with access to certain information necessary to perform our audit — EY (quoted in May 23 Press Release)."

"Western is one of those trends that never goes away, but its popularity ebbs and flows. — Footwear and accessories analyst at Circana"

"the average cost per pound of PHA-based products sold was significantly higher than PLA based products sold — DNMR 1Q21 earnings call"

"Darden management readily admits that after sitting just 7 minutes, the breadsticks deteriorate in quality. — Per Company management."

"Hardest part of the job is where do you set the bar. Most people set it low so they can jump over. I want world-class. — Larry Lawson"

"“we were told that it is ‘important that the final report match what the patient experienced during wear time.’” — Former iRhythm CCT"

"it takes them very long these days — Manufacturing expert. they cannot come up with these really long oligos — Large pharma customer."

"“CapEx for the quarter was $22 million, mostly associated with our Factory of the Future investments.” — James M. Thorburn, Twist CFO"

"WD-40 has estimated 50% market share in China. Counterfeit product in China has an additional 25% market share. — Mike Freeman (2003)"

"Per the Company’s S-4 filing, Bristol-Myers management is expecting strong growth over the next several years. — Bristol-Myers Squibb"

""...we continued to build back our inventory levels through fiscal '24 to support strong consumer demand." — e.l.f. Beauty Management"

"Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases. — VoteDisney.com, 02/28/24"

"「インテルはASML製の極端紫外線装置を年に約5台のペースで購入しているので、おそらくレーザーテックからは年に1台を買うのではないでしょうか」 — サムスンで極端紫外線事業の担当としてレーザーテックと密接な関係を持ち、検査装置の購買について決定権を握っていた、元幹部"

"Among locally produced products, sales of freeplus were in line with the plan and sales of Curél exceeded the plan. — Kao Corporation"

"Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases. — VoteDisney.com, 02/28/24"

"The paper states that bioplastics in a landfill can be worse than traditional plastic as it releases methane which is worse than CO2."

"We find that Dr. Locklin and the University of Georgia Labs received financial support from Danimer — Spruce Point Capital Management"

"“Yes, [I heard this] from my colleagues who are X9ULTRA team members.” — Former Lasertec field service engineer at TSMC fab in Taiwan"

"“Today, we have over a half-million customers, each of whom buys eight to 12 sets of scrubs a year.” — Inc. Magazine, September 2018"

"SEC Proposes Significant Changes to Rule 10b-5-1 Plans and Introduces New Disclosure Requirements — Sherman & Sterling, Dec 23, 2021"

""When I joined, I was told that the 32-qubit device was in the next room, and it was working. It never happened." — Former executive"

""IonQ is the only provider of quantum computing hardware available on all three major public clouds" — CEO Chapman, Q3 Earnings Call"

"we believe this issue is both material and urgent — Bluebell Capital Partners (quoting BlackRock's 2020 Exxon AGM voting rationale)."

"Dropbox just signed the biggest office space deal in San Francisco history — 736,000 square feet — Becky Peterson, Business Insider."

"I'd say, RFID challenging kind of second quarter on compares from cycling large opportunities a year ago. — Zebra Q2 2024 Conf. Call"

"“Instead of four people managing four people, it should have been one person managing four people.” — Former Bristol-Myers Executive"

"System And Method For Identification Of Non-Human Users Accessing Content — Ryan Gomez, Aaron Doades, Matt McLaughlin, Roy Rosenfeld"

"The postmarketing data should also be monitored for sudden deaths and cardiovascular and respiratory adverse reactions. — Petitioner"

"「問題が悪化したのは2年前です。『顧客に出荷できない』と言い出しました。出荷すればするほど自社の負担になり、利益を喰ってしまいます。......光源に問題があるからです。そのために、まず顧客が発注を延ばしています」 — KLAで極端紫外線マスク検査を担当した元幹部"

"2022 年 9 月 30 日を以て、弊社所有物件となりましたが、機械実習棟を除き、2023 年 9 月 30 日を期限として、当面は東芝グループの利用が継続されます。 — Lasertec Corporation (2022/9/30 News Release)"

""the first, preeminent, longest-tenured and pioneering owner, operator and developer" — Alexandria Real Estate Equities proxy filing"

"Management expected doses sold to increase every year after 2023 — Starboard Value (annotating Pfizer Q4 2022 Earnings Presentation)"

"... Tokyo Dome had been horribly slow to modernise... many of the changes [Oasis] had suggested are now set to be implemented. — AFR"

"MediaExpress’ media is much lower cost than traditional media, which is the main reason we chose CCME. — China MediaExpress Holdings"

"A June 2016 news story drawing from a rent24 press release reported that rent24 was founded by Amir Dayan and Robert Bukvic in 2015."

""We have taken our eye off the ball a little bit with respect to refining." — Mark Lashier (CEO), January 2023, GS Energy Conference"

"Yep, I agree 100%...that's what I would do probably...I would consider it for off-label use. — Nephrologist who manages PWS patients"

"As an investor, I would prefer the convertible bond because it gives me the option of additional upside. — Financial Modeling Course"

"Air Chateau International’s planned purchase of up to 100 Midnight aircraft worth up to $500 million — Archer Aviation Press Release"

"Huishan Dairy used fake biological asset mark-ups to boost its financials, the company was exposed by Muddy Waters in December 2016."

"the Board has no appetite for M&A — Colleen Moorehead (Chair). The Board’s priority is to reduce debt. — Colleen Moorehead (Chair)."

"The first mistake is routine and the second mistake, don't contest everything. Those are real beginner errors. — Shareholder at AGM"

""Enormous Opportunity" — Mason. "Wildly Profitable" — Lefkofsky. "Our proprietary ETM technology platform" — Echo Global Logistics."

"Our interviews with DGW's competitors indicate that the typical production cycle for DGW's products is 30 to 60 days. — Footnote 21"

"Extent to which the audit was considered capable of detecting irregularities, including fraud — Deloitte Independent Auditor Report"

"“I do. There were several of us here who said we were afraid that they had bugged our Slack channel.” — Senior employee at Joyn Bio"