Callouts & quotes from 10,384+ activist slides

"the company actually contracted the distilling portion to a separate company in Indiana (aka MGPI). — Templeton Rye video statement"

"Key Assumptions: “Revenue at around USD13.5 billion for FY20, increasing by low single-digits over FY21-FY23” — Fitch Credit Review"

""the operational measurement of success will be [Pfizer's] ability to have a constant flow of breakthrough innovation" — Management"

"Elliott played a significant role in encouraging the change in Brocade's management and in laying out the opportunity for the board"

"The first time I spoke here was in 2002. It is amazing how this great event has grown, and I am honored to be here. — David Einhorn"

"Akcionář čestně prohlašuje, že je jediným akcionářem akciové společnosti WXZ1 a.s. — Czech Commercial Register filing for WXZ1 a.s."

"This electric shock is painful and excruciating, it is literally torture, you cannot sleep at all while Inspire is doing “its job”."

"holds shared investment and voting power over the [shares], pursuant to an informal, unwritten agreement — DJ Fund Investments LLC."

"Seldane Should Be Taken Off Market, Fda Says Antihistamine Blamed For Deaths When Combined With Other Drugs — New York Times (1997)"

"Concomitant administration of WAKIX with strong CYP2D6 inhibitors increases pitolisant exposure by 2.2-fold. — WAKIX Package Insert"

"Can you send the link to pay? Also you did not reply about the condoms — can you leave a pack in each room? Girls are naughty haha."

"We finished the construction of a cleanroom at the new site and started operation in July 2023 — Lasertec presentation, Aug 7 2023."

"I think that probably has worked its way through and hopefully should level off here into next year. — GNRC CFO on Working Capital"

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

"MOM SAYS WE CAN'T EAT IT BECAUSE IT'S THE ONLY HOUSE LEFT IN THE NEIGHBORHOOD WITH EQUITY. — Rogers (2007 Pittsburgh Post-Gazette)"

"W.D. Von Gonten study concluded Hess has higher per acre value and is comparable to CLR in absolute value — W. D. Von Gonten & Co."

""We do not retain any credit risk after the transfer." — SoFi Technologies, Inc., Q2 2025 Earnings Call Transcript (July 29, 2025)"

"Achieving $344/MT on the base shipments as of 2013 is very different than achieving it on the business as of 2016. Profits matter!"

"“It’s possible they deregister one and re-established another one, because of tax arrangement. Anchi, it is a subsidiary.” — Mr. A"

"“Zuckerberg’s Pal” and “Zuckerberg’s Friend” — Media reports regarding Dropbox CEO Drew Houston's appointment to Facebook's board."

"“we’re helping customers like Microsoft and University of Washington with their data storage research.” — Twist Bioscience website"

"AOL is positioned and likely to become the leading provider of broadband internet access as well. — Federal Trade Commission (FTC)"

"Our company's advantages in AI aren't just somewhat better than our competitors, it's structurally superior. — CEO Smith, Feb 2017"

"Revenue allocation is approximately 45% at initial delivery, and 55% over the remaining five years — Axon's May 2019 presentation."

"… while we would have preferred the opportunity to review a detailed account of the information… — St. Jude Medical (STJ) rebuttal"

"「率直に言えば、儲かるのはマスク工場での稼働です。ウェハーのファブに設置するために大金を使って極端紫外線アクティニック検査装置を買ってくることは私には想像しにくいです。優先順位が違うからです」 — KLAで極端紫外線マスク検査を担当した、元エンジニアリング幹部"

"「割引を含めても総合的な金額見積りは当社にとって“おいしい”内容ではありませんでした。......A300とA150との有意義な比較ができる、そんな概念実証、あるいは実用のケーススタディーのデータは提示されませんでした」 — マーベル・テクノロジーの上席従業員"

"「レーザーテックは、当社がA300を購入する場合、私たちが持っているA150と交換する形でA300を割引価格で売却すると申し出ました。......いずれにしても、その時点で手許のA150の残存価値はさほどないでしょう。」 — マーベル・テクノロジーの上席従業員"

"Atlanta-Based Pest Control Company, Former CFO Charged with Improper Earnings Management — U.S. Securities and Exchange Commission"

""Three modules is a whole engine." — FTAI Aviation Investor's Day Presentation June 7, 2023., Q1 2024 Earnings Call April 26, 2024"

"Growth in residential AV was flat year-over-year amidst continued softness in the market. — Resideo Q3'25 Earnings Call (Nov 2025)"

"“Yes, it went from 100 to 2, which is down 98%, but then it went from 2 to 4, which is up 100%—so you're ahead.” — Cartoon caption"

"Unbilled amounts relate to sales that have been recorded and billings that have not been presented to customers. — 2017 10-K, p.55"

"At the moment I also think we're leaning a little towards anarchy because we have been moving along at such a fast pace. — C. Sch."

"「理想をいえば、マスクに回路を転写するために使う極端紫外線と同じ波長を、検査にも使いたいところです。しかし、それはあくまでも正しく設計されている装置であることが前提条件で、レーザーテック製の装置は正しく設計されているとはいえません」 — 元エンジニアリング幹部"

"I didn't see $500,000 worth of – or $5,000 worth of benefit; I've been around a long time. I won't use it. — Trial investigator #1"

"“significant blockade of the hERG channel,” “QTc prolongation,” and “drug-drug interactions,” and “phospholipidosis.” — 2009 paper"

"Setna iO purchased two A320s on lease with GlobalX from FTAI Aviation. — July 7th, 2024. Per Cirium (in its public communications)"

"We expect to advance our next program, targeting the p53 R273H hotspot mutation, into lead optimization in the first half of 2021."

"While Campbell's intentions may have been admirable in trying to move into fresh food, its execution was abysmal. — Piper Jaffray"

"In recent years, we have pushed the [soup] business too hard on pricing and margin. — Board member & interim CEO Keith McLoughlin"

"They claim that their fabrics are antimicrobial. And I feel like the fabrics aren't like antimicrobial. — Former Manager on Tegus"

"“The majority of the company’s taxes naturally is paid in Beijing. In August, the Beijing company will even hold an event.” — Liu"

"“is the most attractive transaction available” — Capricorn Board; “either return it or do something else with it” — Capricorn CEO"

"The people who were working on this case have left that company, and I'll tell my colleagues and manager to keep quiet. — Analyst"

"NQ’s "Business Partners" ZTE, Huawei and Lenovo, Denied There Was Pre-installation Cooperation — The Beijing News, Oct. 30, 2013."

""Engine requisitioned a special meeting of shareholders, and the Company promptly set a meeting for August 20, 2024." — DND Board"

"“We were told, ‘Figure out product market fit and we’ll figure out margins later.’” — Former Samsara Director, Product Management"

"For Fiscal 2023, we discontinued elections under the Director Deferred Compensation Program. — Floor & Decor 2023 Proxy Statement"

"Supply chain issues, sales disappointment and concerns over Pepsi distribution and inventory — Annotation on Celsius stock chart."

"Like in a banana republic, the Board is playing tricks with the corporate machinery to ensure its reelection and remain in power."

"Thank you again for having me at Sohn. It’s always a great privilege. This time I’m told... next year will be live. I can’t wait."

""Management Visit Reinforces our Positive View"; Peter P. Appert and George K. Tong; Piper Jaffray; May 19, 2011. — Piper Jaffray"

"Waterpik has been for years, and I'm a bit surprised they bought it given product liability concerns — Former long-time executive"

"Barry Honig and Three Other Defendants Settle with SEC in Market Manipulation Case — Litigation Release No. 24529 / July 12, 2019"

"the Company could create a REIT spin-off that holds most – but not all – of the real estate assets. — Independent Covenant Review"

"“In 2006, I bought my 75% interest from four individuals,” stated Ms. Xu Rong, General Manager of Tianjin Yidatong — Ms. Xu Rong."

"We are controlled by the Founder Post-IPO Members, whose interests in our business may be different than yours. — CLEAR 2024 10-K"

"the stock has underperformed and we have concluded we would not be able to sell it for much — Burford Capital 2019 Interim Report"

"He said the price of a Buy America compliant EV Star would be a whopping $280K! — Morongo Basin Transit Authority (MBTA) official"