Callouts & quotes from 10,384+ activist slides

"There's an opportunity to get invested in our stock when the June (2013) lock-up expiration comes — CEO Peters on Mad Money"

""Popular scrubs company FIGS generates backlash from women in medicine and DOs after insensitive video" — CNN, Oct 15, 2020"

"“Before I launch into our boring financial report, I want to review my truly awesome gym workout stats!” — CartoonStock.com"

"“I am incredibly excited to unveil IonQ’s new quantum computer, the most powerful on the market.” — Peter Chapman, IonQ CEO"

"“We've got the best QPU today, is now built a chip, which has got multiple zones of computation.” — Peter Chapman, IonQ CEO"

"get overly concerned about that new business win rate because less of the business is geared to AUC — BNY Mellon Management"

"David Taylor told Nelson that “We cannot bring in outside people at too senior a level or they will fail”(1) — David Taylor"

"Now it has clearly taken longer and cost a lot more than either we or UBS expected. — Broadridge Management (March 7, 2022)"

"Not to worry though, Olam CEO Sunny Verghese says that management runs a “clean honest business”. — Olam CEO Sunny Verghese"

"“always segregated clients’ funds from proprietary, never had deficit even before IPO.” — dLocal management (via JP Morgan)"

"Atrasentan in patients with diabetes and chronic kidney disease — Vincenzo Sepe, Carmelo Libetta (Lancet January 25, 2020)."

"The amount of mercury disposed was caused by the large quantity of product returned from a customer — Heska 2019 TRI Report"

"A KOL stated that Nevro "has always played a lot of games" with another adding the study was "rigged" and not reproducible."

"Nevro “did a very good job of managing and buffering the patient from the physician.” — Longtime executive in the SCS space"

"We want to be a company that is not compared to P&G or Unilever. — President Hasebe, Weekly Economist Interview, April 2021"

"「インテルはレーザーテックに約5年前で3億〜5億ドルを前払いという形で投資したと憶測している、と語った。しかし、大分割り引いた金額だったでしょう。レーザーテックにとって、対象の装置の開発は大した利益率にはなっていないでしょう。」 — 元KLA幹部"

"「プロセスとしてうまく制御されていない」。「何とか光を引き出すことはできますが、条件的には厳しいです。不良技術を採用すれば、思うように稼働しません。放電生成プラズマ方式には本来的な問題があります」。 — Intel Senior Engineer"

"“frequently discarded as they are associated with an increased risk of mortality and graft loss.” — Transplantation journal"

"“I am skeptical that Inspire will take a large market share; people just do not want surgery.” — Senior clinician at the VA"

"“I hope we can get over $40 million this year in Patch.” — CEO Tim Armstrong, 1Q12 conference call, 5/9/12 (emphasis added)"

"was never able to put any energy into the project — Heather Hasson (admitted in testimony regarding Hasson International)."

""invest in our operating subsidiaries, repay short-term debt, and for general corporate purposes." — WTRG (quoted in text)"

"It is clear to me that the IonQ SPAC has gone too far in what is...morally acceptable. — Unattributed (referenced in text)"

"W.D. Von Gonten detailed study concluded value of Hess Bakken position very comparable to Continental's. — W.D. Von Gonten"

"We've added $30 million to our estimate for fiscal '11 CapEx due to the acquisition of Van Houtte. — GMCR Q1 earnings call"

"“Best Online Collaboration Tools for 2020” — TechRadar, Nov 2019; “14 collaboration tools for productive teams” — Workable"

"Celsius ended Q3 with a 20.4% share on Amazon according to Stackline's last 14-week read ending October 5, 2024. — Celsius"

""Refinery operations weakened in 2021-22 given elevated planned and unplanned maintenance." — TD Cowen, September 11, 2024"

"Huntsman won’t sell shares of Venator until its stock price is “significantly higher” — Huntsman Management (May 16, 2019)"

"Interpretation of pacing data by MedSec medical advisor and board member, Dr. Hemal Nayak. See The Appendix. — Footnote 19"

""Refinery operations weakened in 2021-22 given elevated planned and unplanned maintenance." — TD Cowen, September 11, 2024"

"「ACTIS A300の発表は、インテルとASMLが行った高開口数の極端紫外線装置の発表に合わせてニュースリリースを出したにすぎない」 — グローバルファウンドリーズの幹部として長年の経験を持ち、レーザーテックとマスク検査全般に関わっている人物"

"「今は600人〜700人、ひょっとしたら1000人ほどが従事しています。大規模な取り組みです」 — サイマー（のち、ASML）ともう1社で極端紫外線光源の開発における中心的な役割を果たした人物、当該分野における名だたる科学者・専門家 qw142"

"調査会社の権威であるS&P Capital IQは、半導体製造装置・材料の分野における売上高が10億ドル以上の全社について、EBITマージン（税引前当期純利益＋支払利息－受取利息）／売上高）のデータをまとめた。 — S&P Capital IQ"

"「レーザーテック製の装置については、問題改善や工学的変更を要請したために、直近の出荷予定を延期した顧客がある、と聞いたことがあります」 — グローバルファウンドリーズの幹部として長年の経験を持ち、レーザーテックとマスク検査全般に関わっている人物"

""the approval of an application from health insurance carriers, which we define as our customers." — EHTH 2019 10-K, p. 80"

""we have been able to improve our sales and marketing efficiency each year" — CFO Mark Livingston on Q4 2021 Earnings Call"

"“Personally, I'm aware of about three people, but I'm sure that there were more.” — Former Ginkgo in a managerial position"

"Pfizer management expects these transactions to contribute >$20.5 billion in revenue by 2030. — Pfizer Public Presentation"

"Pfizer to Acquire Global Blood Therapeutics for $5.4 Billion to Enhance Presence in Rare Hematology — Pfizer Press Release"

"Well, I think calling it "e-commerce" is probably taking things a little too far – we are just trying to understand how we"

"話の流れのなかで取材者は、棚卸資産について「完成品がないですね」と何気なく触れたところ、IR担当は動じることなく「はい、仕掛品だけです」と笑って答えた。 — Scorpion Capital interview with Lasertec IR"

"Mr. Bolloré is an outstanding capital allocator, and has frequently been called “the Carl Icahn of France”. — Muddy Waters"

"“the stories that the reps provided with us...aren't things that I'm seeing right now with my patients” — Endourologist #4"

"“I haven’t gotten approved…we have filled out the form…oh yeah, it’s taking time.” — Nephrologist who manages PWS patients"

""with a positive dechallenge, a causal association with WAKIX for the events cannot be ruled out." — FDA FAERS Case Report"

"Pfizer to Acquire Global Blood Therapeutics for $5.4 Billion to Enhance Presence in Rare Hematology — Pfizer Press Release"

"Why would I recommend a product that cost a lot of money when I can't afford it and haven't tried it? — Glassdoor Reviewer"

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

"LDP EUV source is the most critical enabler of actinic patterned mask inspection technology — March 2021 Ushio/Intel paper"

"“Overseas our company presents the company Isteq – subsidiary company EUV-Labs.” — RnD-ISAN website (via Internet Archive)"

"Party A authorizes Party B to engage in POP Kids Education in accordance with the POP Kids Educational Management System."

"Moreover, without wishing to scare you, let me tell you that this general meeting has a fatal flaw. — Shareholder (Klein)"

"No major changes to the Company's financial leverage and capital allocation approach — Q3 2017 Earnings Call Presentation"

"“a debacle, with billions of investor dollars and tax dollars flushed down the toilet.” — Robert Rapier (Greentech Media)"

""Purported synergies involving RBA's and IAA's yards appear minimal, despite assertions to the contrary." — Luxor Capital"

"SIMMONS: WE'RE CONFIDENT THAT WE'RE COMING INTO THE NEXT ERA OF INNOVATION FOR OUR COMPANY — Jeff Simmons, CNBC Mad Money"

""THE GOOD NEWS IS WE'VE DISCOVERED A VAST NEW OIL RESOURCE. THE BAD NEWS IS WE NEED A SPACE SHIP TO GET THERE." — Coleman"

"Investors have wondered about AOL Time Warner’s ability to obtain decent prices for businesses during an — New York Times"

"In the near future, the operating margin will reach around 80%. — Toshiyuki Iwata, PeptiDream Investor Relations Director"