Callouts & quotes from 10,384+ activist slides

"Of course, the sell side is confused. UBS mistakenly thinks U.S. shale is 30-35% of revenues. — Greenlight Capital"

"Our No. 1 priority for capital deployment is [mergers and acquisitions] — Eileen Drake, CEO of Aerojet Rocketdyne."

"“Would you like to try some of our over-the-counter drugs while you wait for your prescription?” — Cartoon caption"

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

"I think that they are utilizing their aircraft to bill for the aircraft. — Former OCS Specialist who left recently"

"Parents report kids so tired they look like they’ve been “hit by a bus” and sleeping in 6 hours longer than usual."

"The Applicant clarified in a response to an information request that the clustering was in fact pre-planned. — FDA"

"We'd like to take junor suits. Can you add champaign in each room and a pack of condomns just in case ? — Customer"

"I don't think there is a cancellation penalty. In some cases they may just give back the device. — Unnamed Speaker"

"SEC Charges Medical Diagnostics Company Chairman and Two Others Behind Scheme to Manipulate Company Stock — SEC PR"

"See https://www.occrp.org/en/daily/3988-telia-sonera-warned-not-to-pay-further-dividends-to-azeri-partners — OCCRP"

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

"“Vivendi is totally against the spin-off of Telecom Italia network” — Arnoud De Puyfontaine, CEO and TIM director"

"Capricorn will use its balance sheet strength to pursue value accretive acquisition opportunities — Annual Report"

"Manulife argues that the 'securitization' of insurance policies is illegal 'trafficking.' — Manulife Brief of Law"

"The edtech company Instructure is planning an IPO again, but warns it has "a history of losses." — Emily Bamforth"

"We are excited to have Corey Walker, President of Lab Solutions, fully onboarded. — Avantor 1Q 2025 earnings call"

"The Replacement Loan “refinanced two mezzanine loans previously borrowed from Hannon Armstrong.” — SPWR 2019 10-K"

"As reported by the Guardian, Saputo still has not yet fully addressed all the U.K. Environmental Agency concerns."

"RCA's 2,000 clients will be a tremendous addition to MSCI real estate's 900 clients. — MSCI Deal Call Aug 2, 2021"

"cannot verify the accuracy or completeness of the information of subject tenancies provided to Savills. — Savills"

"they just employ tons of writers to write garbage content for their websites and clients. — Envoy Global Research"

"The TAM numbers that BLI promotes are "ridiculous" and implied the company is misleading investors — Ex-employee."

""Due to achieved objectives, we received the media budget on top of the financing" — Nik Myftari, CEO of Spotted."

"Miss, I'm sorry, this account, um, this company is not one of our partnering merchants. — Alipay Customer Service"

"We continue to believe that a reformed Fannie and Freddie is the only viable solution for mortgage finance reform"

"We continue to believe that a reformed Fannie and Freddie is the only viable solution for mortgage finance reform"

"Four Charged in Alleged $150 Million Payment Processing Scheme — Department of Justice, Office of Public Affairs"

"Profitability is not just a breakeven business anymore. It's a very profitable business. — Management (Apr 2015)"

""We do believe that we operate restaurants really, really well" — Sally Smith, Chief Executive Officer, 10/26/16"

"XHL's data shows 61,574 performers earned RMB2.69B gift income from October 2019 to January 2020. — Footnote 106"

"“Friendship Dairies workers vote unanimously to strike over 2 key issues with Saputo Dairy” — EveningTribune.com"

"Fair M&A Guidelines — Enhancing Corporate Value and Securing Shareholders' Interests (METI, 29 June 2019) — METI"

"“the best measure to judge a company’s performance,” — Texas Instruments (referring to free cash flow per share)"

"RINO International Corp. December 31, 2009 Form 10-K (filed March 31, 2010), p. F-30. — RINO International Corp."

"Nick Wingfield, "AOL Veers Into eBay's Turf With Online Shopping Service," Wall Street Journal, October 2, 2002."

"“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.” — 15 U.S.C. § 45"

""Where Friends of Good Nutrition Meet Every Day" — Herbalife Independent Distributor Nutrition Club Presentation"

"An operational guru and master of strategy, Doron Gerstel leads Zend with vigor and spirit. — Zend.com biography"

"「残念ながら、聞いた話のうち、共有できない内容があります。レーザーテックにとても近い人を何人か知っており、彼らから聞いた話です。しかし、それ以上言えません」 — 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"

"Minister of Mining reveals that Cesar Navarro was a strategic partner of the Alcira Mining Company — Los Tiempos"

"reflected the best currently available estimates and judgments — FSCT: Definitive Proxy Statement (Mar 23, 2020)"

"In 2016, CEO Lang said that International would be 20% - 25% of its business over the next few years. — CEO Lang"

"An internal investigation of Olympus called management "rotten to the core" — Internal Investigation of Olympus."

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

"展開国を増やし、多くの流通チャネルで販売すれば売上1,000億円を目指すことは不可能ではないが、そのようなやり方はせず、グローバル・シャープトップを目指したい。 — 花王グループ化粧品・スキンプロテクション事業成長戦略説明会"

"Table 4. Studies carried out on bioplastics' degradation in soil environment (adapted from Emadian et al. [43])."

"We also know from an early interview of iKentoo's CEO in 2017 that its ARPU was ~$100, or 50% lower than LSPD's."

"“hospitalized for ‘psychiatric issues,’ aggression and hallucinations while receiving WAKIX.” — Physician report"

""Right now, between Facebook and YouTube, they make up about 15% of our total revenue." — CEO, Q3 2021 Conf Call"

"“it interacts with everything” — Neurologist in the UK who also practiced in the US; used Wakix in both settings"

"Pfizer's Ibrance kisses early breast cancer hopes goodbye with 2nd study failure — Carly Helfand, Fierce Pharma"

"“be honest when the facts change, even if it’s awkward” — UK Prime Minister Rishi Sunak, 20th of September 2023"

"“Existing separators only work under severely compromised conditions” — QuantumScape Battery Showcase slide #15"

"Electroanatomical mapping of atrial fibrillation: Review of the current techniques and advances — Rolf, S et al"

"Capitalized software development costs are being amortized on a straight-line basis over five years — FY23 10-K"

"“secretly laid the groundwork for a theft of Agilent technology” — Agilent Technologies (allegation in lawsuit)"

""It’s very clear that it does not make economic sense to unify Rio Tinto." — Jakob Stausholm, CEO, 30 July 2024"

""Historically, agencies have a limited role in Momo's live streaming ecosystem" — Wang Li Q3 2017 Earnings Call"

"PeptiDream cannot possibly fail as long as the projects that that you see here stay on track. — Chairman Kubota"