Callouts & quotes from 10,384+ activist slides

"The long-term incentive plan [is] not sufficiently performance based — PGGM Investments, Vote AGAINST Compensation at 2024 AGM"

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

"“I’ve never seen a device manufacturer so boldly engage in off-label use themselves...it’s their technician.” — Unnamed source"

"Artificial Intelligence Software from Seven Years of R&D Wins Major Contracts — Article title referenced by Wolfpack Research."

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

"Each room will be occupied by 1 adult and 1 girl aged between 14 and 17. — Mövenpick Resort Waverly Phu Quoc reservation email"

"“A Florida company’s $115 million sewer bid stuns a suburban Philly town,” Aug 21, 2022, Philadelphia Inquirer — Footnote (1)"

"The investment was funded with cash on hand for approximately €100 million (approximately $110 million). — Xylem Q1 2023 10-Q"

"Engine Capital Comments on Dye & Durham's Decision to Unduly Delay Special Meeting to December — Engine Capital Press Release"

"Solar loans started outperforming third-party-owned solar in early 2018. — Loanpal Now No. 1 In The Booming Solar Loan Market"

"We have not been able to determine the specific year we began serving as auditor of the Company. — PricewaterhouseCoopers LLP"

"“Out Of Control”: Dozens of Telehealth Startups Sent Sensitive Health Information to Big Tech Companies — The Markup and STAT"

""Our strategy is working, as evidenced by our strong financial results..." — Disney Letter to Shareholders, February 12, 2024"

"InfoSpace's success was an illusion, built on accounting tricks and the hype of charismatic founder Jain. — The Seattle Times"

"ASMLの資料を見れば当該改造がどれだけ複雑で難しいのかがわかる。とりわけ、開口数0.33の極端紫外線のリソグラフィとマスク検査と比べて、アナモルフィックレンズ系の導入と照明系および投影光学系の拡大が必要になる。 — Scorpion Capital"

"「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"

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

"NOT TRUE: In 2018, procedures increased from 7,150 to 8,200 or 15% between Q4'17 and Q1'18 — Spruce Point Capital Management."

"We will not sit idly by and watch Xerox continue to drift towards extinction. We will not be held hostage by the "old guard.""

"Everything [they're] doing is incremental. [They] need to make radical changes. — Wolfe Research Weekly Webcast, October 2023"

"WE NEED MORE DISSENTING OPINIONS. — Cartoon character; WE AGREE 100% — Cartoon character; ABSOLUTELY, SIR — Cartoon character"

""Our strategy is working, as evidenced by our strong financial results..." — Disney Letter to Shareholders, February 12, 2024"

"WAKIX is the first and only FDA-approved treatment for people with narcolepsy that is not a controlled substance. — Wakix.com"

"The report suggests that the patient believed that the emboli were associated with pitolisant but that "nobody" believed him."

"The Company believes it is probable that this event will occur in the second quarter of 2019. — New Age Beverage Corp. (NBEV)"

"“English Vocabulary Bible”, which was recommended by many people including Minhong Yu, the founder of New Oriental Education."

"“there was definitely a lot of frustration around” — Former Lasertec field service engineer who worked in the Intel mask shop"

"“in the EUV space, 90%-plus of reticles are running through KLA systems” – KLA CFO Bren Higgins at Morgan Stanley, March 2023"

"北京市海淀区私立新东方学校内部制度较完善，能够依照执行，会计核算较规范，财务管理较完善，会计报表的编制符合国家颁布的相关法规和《民间非营利组织会计制度》的规定，恰当的反映贵单位2011年12月31日的财务状况和2011年度的业务活动成果和现金流量。"

"Gunman in shooting that paralyzed Toronto bystander sent back to prison for continuing to meet with mobsters — National Post"

"Box will stay in Silicon Valley, CEO Aaron Levie says, despite 'absolutely insane' costs — Headline from public news article"

"“Sorry, there are 296 vehicles in Shanghai. I made a mistake about the number. I'll quote another price.” — CCME Salesperson"

"1/11/10: "[W]e're extremely proud of the efforts in maintaining our cash and liquidity position." — Alcoa/Arconic Leadership"

"“An attempt at an international launch has stalled and has been largely abandoned.” — Director, iRhythm, 12/29/24, Glassdoor"

"Dye & Durham CEO Matt Proud stepping down, ending controversial reign at Toronto legal software company — The Globe and Mail"

"Most likely, a permanent system can be installed almost as quickly as a temporary one — Ted Danforth, TSD Environomics, Inc."

"We model modest slack capacity in all periods but utilization rising over time to nearly 80% by the end of 2023E — JP Morgan"

"We have no plan for Fila to engage in wholesale... We will continue to operate Fila's self-operated model. — CFO Lai Shixian"

"“We believe BMY is the most likely acquisition candidate in our coverage universe…” — Citi Research Report, January 29, 2007"

"a team of very inexperienced people, who haven't seen a real product, and don't understand the real world. — Former employee"

"“Internet superspice” — Mr. Parsons (as cited in Brett Pulley, “Dick and Carl’s Goblet of Fire”, Forbes, December 26, 2005)."

""The investment banking profession will sell shit as long as shit can be sold" — Charlie Munger on SPACs, February 24, 2021."

"CEO Harold McGraw III comment during Q2 2011 earnings call discussion of McGraw-Hill's portfolio review. — Harold McGraw III"

"The quotation is 196 million. In the end the agreed-upon deal price is 190 million. — Huadong Paper Machinery Representative"

"“The purpose behind that [secondary sales] is to condition the market.” — Chris Bogart, February 3, 2019 Trading Update Call"

""Navarro was one of the most corrupt ministers there has been." [He was] "always open for business". — Former Mines Minister"

"According to a former DLO senior executive responsible for sales, FX gains are “where the magic happens” for DLO’s business."

"China is investing billions in Latin America, potentially sidelining US farmers for decades to come — InvestigateMidwest.org"

""It could be indicative of price pressure for premium placement or paying large amounts of admin fees." — Former PBH Manager"

""It could be indicative of price pressure for premium placement or paying large amounts of admin fees." — Former PBH Manager"

"“..additional upside exists if the company is able to successfully launch its own, branded whiskey.” — Apis Capital Dec 2015"

"“a person close to SoFi” claiming our conclusion about the impropriety of the loan transaction is “simply wrong.” — Barron's"

""Biotech Laboratories U.S.A. LLC ("Biotech"), an leading developer of rapid assay diagnostics testing" — Heska Press Release"

"“I’ve never seen a device manufacturer so boldly engage in off-label use themselves…it’s their technician.” — Unnamed source"

"“40-50% at least...they will use the device off-label.” — Transplant procurement surgeon previously working with TransMedics"

"I have done hundreds of biodistribution studies and literature reviews and I have never seen this. — Pharmacology consultant"

"In order to do so, we must develop or promote our rational actions and services in order to feed a larger emotional message."

"The CEO once proclaimed that Rotor X was a “once in a lifetime opportunity that came up”. — CEO YouTube interview on Rotor X"

"We maintain two leased properties in the City of Porterville that are used for assembly and manufacturing. — GreenPower 20-F"

"They've got a reputation to repair. — Michael Heim, Elliott nominee for Phillips 66's Board and Co-Founder, Targa Resources"