Callouts & quotes from 10,384+ activist slides

"Every % of tool availability is critical for mask shops that run 24/7…anything less than 85% is not acceptable — KLA Presentation"

"Any future changes in the estimated redemption amount will be recognized in the income statement... — TeliaSonera 2008 AR, p. 87."

"'inherently stable services based business model generates consistent underlying earnings' — TPC Group CEO (2Q12 Conference Call)"

"“That is very fraudulent for them to do that video... I suspect neither of these pictures are from that machine.” — Radiologist A"

"U.S. FDA Approves PREVNAR 20®, Pfizer's 20-valent Pneumococcal Conjugate Vaccine for Infants and Children — Pfizer Press Release"

"We did not do enough to keep our soup products and brands relevant with consumers. — Board member & interim CEO Keith McLoughlin"

"CEO Trevor Milton called the prototype cell "the single most important advancement in electric vehicle history." — Trevor Milton"

"Ambry Genetics Makes Scientific Breakthrough and Launches Paired RNA and DNA Testing for Hereditary Cancer — Ambry Press Release"

"Beyoncé’s ‘Cowboy Carter’ Is Driving Boot Sales Across the US: These Retailers are Benefitting — Shoshy Ciment, Footwearnews.com"

"“We really want the general managers to know how much we appreciate them and appreciate their role.” — Joe Lee, November 9, 2005"

"The Lead Independent Director, especially in a dual Chairman and CEO role, should be like 'Caesar's wife'(1) - beyond suspicion."

"As presented by Ralph Alvarez, President of McDonald's North America, at McDonald's Analyst Meeting at Oak Brook, IL on 9/21/05."

"“What we’re doing at Herbalife, is we’re building the best business opportunity on the face of the earth” — Michael Johnson, CEO"

"Phillips 66 has claimed that in a 50bn T EV midstream sale, “tax leakage costs could be as high as 10 billion.”(1) — Phillips 66"

"「（レーザーテックの顧客は）発注を控えています。光源か、何かの改善を待っているようです……だいたいそんな感じです。だからレーザーテックの在庫が増えているのでしょう」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

""Why were so many people willing to believe in something that so few actually understood?" — Bethany McLean, Why Enron Went Bust"

"U.S. FDA Approves PREVNAR 20®, Pfizer’s 20-valent Pneumococcal Conjugate Vaccine for Infants and Children — Pfizer Press Release"

"「花王のCMOは実質的には西口氏です...（彼は）どちらかと言うと営業畑の男で、ブランドを管理するといった経験や能力は備わっていません...花王は社外からCMOを招き入れるべきです。」 — 花王の元従業員、コーポレート戦略部門、2023年オアシスによる取材"

"We sense that Bumble, Chegg, and Match are good comps given similar consumer subscription models and margin profiles. — JPMorgan"

"Sales of water treatment products in North America totaled $57 million in 2017 and $18 million in 2016. — A.O. Smith 10-K Filing"

"“bioengineered trachea implant” – the initial surgical use of which “was led by Professor Paolo Macchiarini” — per the BSTG S-1."

"“... AOL’s patent portfolio, it’s beachfront property in East Hampton... it’s basically extremely valuable.” — CEO Tim Armstrong"

"“IRBT owns its core product market (robotic vacuum cleaners) and will penetrate a huge addressable market.” — Supporting Analyst"

"“We had to pause one person whose blood sugar levels got a bit out of control.” — Trial investigator, key opinion leader for PWS"

"“the problem starts with bioavailability but then the toxicity starts appearing after that.” — Longtime scientific leader at GSK"

"“Mediocre reputation.” — Senior pharmaceutical executive/scientist, previously at Abbott and now at another major pharma company"

"IS ELECTRICITY DANGEROUS? ... NOT IF YOU KNOW WHAT YOU'RE DOING. ... SHOULD I ASK MOM TO CALL SOMEONE WHO KNOWS WHAT HE'S DOING?"

"I served GM Liu and GM Yu a couple days before. I went to Zhengzhou to pick them when they came and drove them to airport later."

"этапе, их уже ожидают семьи. С каждым ребенком будет сопровождающий в номере. Подскажите, пожалуйста, доступные варианты и цены."

"“slippery, clever man who stops at nothing and does not recognize the authority of the court.” — Court-appointed special manager"

"One of the shareholders specifically told us it was awkward and difficult to have a candid conversation with Mr. Espey present."

"It would be opportunistic to build up their creative content... Distribution is important, but content is king. — Mario Gabelli"

"'It’s disgusting': Legal professionals outraged as Dye & Durham sharply hikes prices for critical software — THE GLOBE AND MAIL"

"“integrate(s) all ... data and processes into a unified system and use a centralized database to store information.” — DGW 20-F"

"There have not been many downloads of NQ software. Just a few. It’s not a big business. — Consultant with knowledge of Blue Via"

""So the longer-duration subscriptions generally will drive more revenue upfront per user." — CFO Okupe on Q3 2022 Earnings Call"

"I would say that overall, focusing on growing our private label offerings is not our first priority. — Saputo COO North America"

"Yes. They do have a sizable patent portfolio, not just in the U.S., but outside the U.S., largely design patents. — CEO Farrell"

"Casino Group Decides to Strengthen its Financial Flexibility with a Deleveraging Plan above €2BN in 2016 — Casino Press Release"

""We have a lot of diversity in our products. We have probably a 130,000 sellable products." — CFO, Bofa/ML Conference, May 2019"

"「極端紫外線リソグラフィを量産に適用するためには、克服しなければならない技術的な課題とインフラ不足が多数ある。インフラ不足は安定性・信頼性の高い、高出力の極端紫外線光源の開発に関わるものだ。」 — 2021年3月21日付けの共同論文 (ウシオとインテル)"

"「KLAは開発に取り組んでいるし、ニューフレアテクノロジーも取り組んでいます。ASMLはマルチビームの検査装置の開発に取り組んでいる部門があります。ところで、『マルチビーム』とはホロンの検査装置よりも生産性がかなり高い、と言われています」 — 元上席幹部"

"Esta es una gran oportunidad de negocios. Tienes la oportunidad de tener independencia financiera y libertad. — Michael Johnson"

""type of revenue-generating customer that MPLN wants" — Former MPLN Executive B. "years, years away" — Former MPLN Executive B."

"We have to beg for meetings — Foreign Buyside Analyst; It took me two months to get a call with IR... — Foreign Buyside Analyst"

"This will always be the formula to success for us, a creative acquisition — Army assistant product manager for the SRR project."

"“my son had allergic reaction and has been in hospital 4 days so we don’t be continuing it.” — Parent in Vykat discussion group"

"Democracy is the worst form of government except for all the others that have been tried from time to time. — Winston Churchill"

"the chance of reaching the President's Team "has never ever been greater than it is today." — Des Walsh, President of Herbalife"

""We believe this is the most important organizational change we've made in the last 20 years" — David Taylor, Former CEO of P&G"

"“The Company has granted rebates on a limited basis, and those rebates have been historically immaterial.” — Procept 2023 10-K"

"We really want the general managers to know how much we appreciate them and appreciate their role. — Joe Lee, November 9, 2005"

"The package pictured is a prototype developed at IonQ founder Jungsang Kim's Duke University lab. — IonQ investor presentation"

"The approved development, once operational, shall have an export capacity of not more than 49.9MW (AC). — Planning Condition 4"

""We have the portfolio of a major, we have the technical challenges of a major..." — John Hess, Chairman & CEO Hess, June 2010"

"SOFI's investor presentation characterizes this as a "value-enhancing capital optimization strategy" — SoFi Technologies, Inc."

"Cracking Open a Profit Machine; Upgrading to Buy with $23 Price Target — William B. Chappell, Jr. (SunTrust Robinson Humphrey)"

"Half the time when I search for items, they don’t show up even if I scan the barcode in the store it’ll show as not available!"

"Stryker “management concluded that our disclosure controls and procedures are effective.” — Stryker 10K/A filed April 24, 2012"

"According to a former Vocera technology employee interviewed by Tegus, there are few limiting factors except “time and money.”"