Callouts & quotes from 10,384+ activist slides

"CEO Foroughi denied that APP creates or uses persistent identifiers in his March 31, 2025 blog post. — Adam Foroughi"

"Eroxon, a topical gel, “helps men get an erection within 10 minutes,” according to Futura Medical, the manufacturer."

"peptide-based therapeutics and in-licensed projects for pharma companies have higher chance of survival. — Analyst A"

"It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price. — Warren Buffet"

"We also question whether the Board is appropriately holding senior management accountable for its numerous missteps."

"has potential to provide additional information...in the diagnosis, management, and treatment of AMR. — Bloom et al."

""Ninety percent of the surgery I did came from other people who had failed. It was high-risk." — Dr. John P. Kostuik"

"I think the best way to describe Argentina this year was a very bumpy -- very bumpy road. — Bunge Management (Q3'16)"

"“This will be our first serious effort to interact with East China’s high-end investors,” — A Huishan Dairy official"

""Meredian will produce over 30,000 tons of PHA per year." -- Michael Smith, VP Manufacturing & Engineering, Meredian"

"「レーザーテックの検査装置について完全に満足している会社は一社もありません。どんな装置であろうと、それぞれに問題があります。完全に満足している会社などありません。」 — Unnamed source (Isteq engineer)"

"Mr. Shaw states that “reducing OR is not our singular focus” during Norfolk Southern’s 2022 Investor Day. — Mr. Shaw"

"“Of course...that’s probably what it will come to...I think that’s what it’s going to come to.” — Endocrinologist #3"

""recently I’ve stopped prescribing because it doesn’t really do anything." — Neurologist in greater Los Angeles area"

"PharmaCann spokesman Jeremy Unruh indicates that the property would be up and running in the second quarter of 2020."

"PharmaCann spokesman Jeremy Unruh indicated that the property would be up and running in the second quarter of 2020."

"“No, unfortunately, no.” — Longtime ex-TSMC procurement executive who introduced Lasertec inspection tools into TSMC"

"6,000 people lost millions with the Fiberline deals and BIC operated as a high-pressure sales operation. — LA Times"

"The sales of the company's products are largely conducted by another subsidiary located in Beijing. — Liu Zhen Yong"

"“Corporate vultures”: how Americans fearing higher water bills are fighting takeovers — The Guardian (Nina Lakhani)"

"We Believe ABML Failed To Disclose Riedel Research If It Was Paid Via The Company — Spruce Point Capital Management"

"Do not do this. This is a major mistake and not in the best interest of shareholders. — Peter Feld, Starboard Value"

"“There are no lockups have expired. Everybody is still locked up the way they were supposed to be.” – QS CEO, Jan 4"

""you may make additional premium payments at any time when this policy is in force." — The Mosten-Manulife Contract"

"“The IAA Merger would severely erode RBA's business quality and lacks compelling industrial logic.” — Luxor Capital"

"“If the board is so convinced [a Red Lobster spinoff] is such a great idea, then put it to a vote.” — New York Post"

"“We’re doing research around the clock in this company” — Michael Johnson, CEO, CNBC’s Mad Money, February 22, 2012"

"“The Perfect Stock: How a 7,000% move was set-up, started and finished in an astonishing 52 weeks” — Brad Koteshwar"

""It was surprising to see [Strobel] retire so early – I don't think that was expected." — Former Employee, Hill-Rom"

"「はい、なぜかというと、TSMCはその装置を何台も、おそらく10台だったと思います、発注したので否定的な論文を発表するわけにはいきません」 — 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"

"「おおよそ一段落ですね。この2年ほど、5ナノメートル関連が成長のほとんどでした。今後は買うならば3ナノメートルと2ナノメートルの関連でしょう。しかし、それらの発注を延期しています」 — KLAで極端紫外線マスク検査を担当した元幹部"

"「10億ドルに近い投資です。私が知っているかぎり、順調に進んでいます。もちろん、実現します。でたらめじゃないですよ。本格的に投資しています。ウォール街の期待に応えようとしています」 — KLAで極端紫外線マスク検査を担当した元幹部"

"88% de todos los distribuidores no recibieron comisiones de Herbalife en el 2012 - Datos de Herbalife. — TITLE CARD"

"The defining moment of the China Hustle era was Sino-Forest, which fell 82% the day it was exposed by Muddy Waters."

"So, I've never been a huge believer in scaling things that aren't profitable. — Kevin Wilson, Q3 2020 Earnings Call"

"SLS has been dubbed "the rocket to nowhere" — Unattributed. "We're not committed to any one contractor" — VP Pence."

"競合他社が成功しているのは、商品が花王より優れているからではありません。顧客のニーズと欲求をより良く理解したうえで、自社商品を通じてそれらのニーズや欲求に応えるものを利用者に提案し販売しているからにほかなりません。 — OASIS"

""Yes, it will go to zero." — Chief of transplant surgery at a major transplant center; high-volume TransMedics user"

"SEC Charges CSC and Former Executives With Accounting Fraud Company to Pay $190 Million Penalty — SEC press release"

"“You don't...that's the thing...unless you're able to crush it and you're not supposed to” — PWS endocrinologist #8"

"“profound influence on the binding and structural recognition of a piperidine-containing drug.” — Scientific Update"

"no significant difference in the daily cataplexy rate was found among patients in the three treatment groups. — FDA"

"Histamine Is Not a Reliable Biomarker for Narcolepsy and Other Central Hypersomnias — Thomas Scammell (2019 paper)."

"“The dissident [Elliott] has presented a compelling case for change.” — Institutional Shareholder Services, 5/12/25"

"“Our March 8, 2013 letter did not correctly reflect the last and final position proposed by Starboard.” — DSP Group"

"…I’d be surprised, as I said in the call, in a year, if Perrigo is not bigger, better and more valuable. — Joe Papa"

"Carvana pitches itself as a “fundamentally better solution to car buying” (Q3 FY 2018 earnings call) — Carvana Co."

"what I want, when I want it, and on the device I want to use — Anonymous consumer (referenced by Oasis Management)"

""a more pragmatic, proportionate and realistic approach to meeting net zero" — Rishi Sunak, 20th of September 2023"

"“When you invest in a suit like this, you’re not betting on sovereign debt.” — BUR FY2019 Earnings Call Transcript"

"“look[ing] forward to supporting the Company’s strategic direction.” — New Director (as noted in the announcement)"

""At a conservative estimate, there's five billion gallons of shale gas under your lower molars." — Cartoon Caption"

"豊田自動織機の株価評価で議論が複雑になる一つの要因は[...]そこから生まれるガバナンス問題[...]最大顧客が最大株主であるため、豊田自動織機には利益を最大化するインセンティブが欠如している。 — UBS、2022年4月26日"

"private competitor Lytx has been profitable for 20 consecutive quarters as of early 2020 — San Diego Union-Tribune"

"building a demonstration model and flying the demonstration. Would you fly in the plane? — Former NRC Commissioner"

"Our core strategy is to grow our business globally within the parameters of our operating margin target. — Netflix"

"The Nobel Foundation has no affiliation with Herbalife and does not review, approve or endorse Herbalife products."

"「数字は申し上げられないですが」...「第2期工事も昨年10月からスタートしまして、完成した暁にはそれも生産に寄与する予定です。そういう意味では生産キャパシティの増強に取り組んでおります。」 — 岡林CEO (Lasertec)"

"Jailed in a Chinese hellhole, a B.C. short-seller strikes back with lawsuit against mining company — National Post"

"“the error percentage in a Berkeley Lights is at least 50% higher than a standard instrument.” — Amgen employee #1"