Callouts & quotes from 10,384+ activist slides

"Your tax return is secret by law. TurboTax wants you to give up your privacy. — Washington Post, 3/1/24"

"「受注している内訳はわれわれとしてはご説明してないんですが、上期の受注を見ると、MATRICS X8ULTRAもACTISも、両方とも受注として計上されております。」 — 岡林 (Lasertec CEO)"

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

"“Maybe we have hit the jackpot, Simpkins, maybe we have... Or maybe we’ll be burnt as witches.” — Jorey"

"“AOL cannot commit to a specific profit number for any given period....” — Fred Reynolds (AOL Director)"

"We anticipate that our next launch after BlueWalker 3 would be a BlueBird satellite... — AST Management"

"Jean-Charles Schwartz paper submitted for publication in 2001 - table shows same molecule as pitolisant"

"GREENPOWER ANNOUNCES THAT ITS CALIFORNIA MANUFACTURING FACILITY IS READY FOR PRODUCTION — GreenPower PR"

"Yes, EV/EBITDA can be lower than EV/EBIT. In fact, EV/EBITDA is always lower than EV/EBIT. — 10X EBITDA"

"THE EV STAR IS THE ONLY CLASS 4 ELECTRIC VEHICLE THAT MEETS THESE STANDARDS! — GreenPower Motor Company"

"ASML presentation on its High NA EUV optics illustrates the technical challenges, slide excerpts — ASML"

"“intimidation, lying, harassment, [and] nepotism” — Glassdoor anonymous review dated November 6, 2019."

"“IAA Requires Significant Capital to Have a Chance at Stabilizing Market Share Losses” — Luxor Capital"

""It is impossible to produce superior performance unless you do something different." — John Templeton"

"Eric was dismissed without pay in connection with Red Hat’s workplace standards. — Wall Street Journal"

"we sold $312 million of senior secured loans at a par execution. — CFO Lapointe, Q3 2024 earnings call"

"「依然として、当該価格は当社取締役会及び本特別委員会が想定する価格水準から乖離があり、少数株主保護の観点からも本公開買付価格の大きな引上げが必要であること」 — 豊田自動織機 (2026年1月9日付回答)"

"no major ups or downs — CFO, Q2 2022 Conf Call; very little risk in Argentina — CEO, Q1 2022 Conf Call"

"Herbalife is a fantastic Business Opportunity! — Herbalife Independent Distributor Presentation (2009)"

"One former sales executive told us that long-term contracts and discounts were used to retain clients."

"No. TSMC is not happy with Lasertec...it's very expensive but the throughput is slow. — TSMC Executive"

"“talked to a number of people in Congress” — GE; “it worked.” — G-20; “exit velocity.” — Larry Summers"

"「この1年ほど、業界は全体的に低迷しています。TSMCは投資を控えてきました。また、インテルも1年以上前から検査装置などの発注を控えてきました。」 — レーザーテックのCEOに親しい半導体企業の元上席幹部"

"Levi Mochkin, undertook never to advise or deal — ASIC 2001-02 Enforcement and Enforceable Undertaking"

"the seizure, occurring after starting the product, was ‘not true’ and ‘an error.’ — Physician's office"

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

"They’re [Management] is looking for some end game and money is the only thing I see. — Former employee"

""Yes, Nuvei had a small portfolio of adult film merchant clients." — Former Nuvei Risk Mgmt. Employee"

"Most of [the online courses] are used to complement the in-person classes. — EDU's investor relations"

"“Got everything in my momma name / But I’m hood rich la da daa da daa da” — “Still Fly” by Big Tymers"

""The Company has a lot of leakage, as in revenue coming in and cost going out." — Former GFL Employee"

"Elliott and Wall Street analysts see profound PSX stock price upside. — Elliott Investment Management"

"“for the first time, districts had more money than places to spend it” — former PowerSchool executive"

""PowerSchool's contracts typically have a three-year term with one-year rolling renewals" — FY22 10-K"

"Dye & Durham pauses sale process in face of cool reception from big shareholders — THE GLOBE AND MAIL"

"“...we ask the shareholders to kind of judge us on our performance and our merit...” — CEO Matt Proud"

"The bigger one is Changshu Jiangsu, I forgot its name. it does the business for NIKE as well. — Mr. A"

"トヨタ自動車との価格交渉において、豊田自動織機は値下げに対して守勢に立つ。コスト増分の転嫁は認められるものの、それ以上の価格引き上げを実施する権限は豊田自動織機にない。 — 元自動車部品サプライヤー幹部"

"「はい、私が〇〇〇で働いている間、15年ほどTSMCを担当しました。したがって、TSMCのマスク工場の管理者たちとやり取りしていたので、彼らの考え方をよく知っています」 — 半導体製造装置企業の上席幹部"

"「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たニュースリリースを出したにすぎないのではないか、と思っています。」 — グローバルファウンドリーズの幹部"

""Alan Shaw is a crisis-tested leader who is delivering change." — Norfolk Southern Board of Directors"

"Harmony 1 trial paper, published 2013 in The Lancet – table of efficacy results with primary endpoint"

"I had 90 I saw on a rotating basis — Ex-Harmony territory manager for several states in the Northeast"

"With our technology and their technology combined, who can say no to that (the merger)? — Wing Fai Ng"

"university science project with no target market or commercial application — Former employees/experts"

"The fiduciary duty to make money for shareholders holds sway — Sébastien Bazin (quoted in Telegraph)."

"CEO / Chairman Referenced Through Internal Email As “Disingenuous” — Spruce Point Capital Management"

""ALRIGHT COWARDS, NOW PUT YOUR PELOTON ON A STAIRMASTER AND GET INTO A LAP POOL!" — CartoonStock.com"

"“Employer Services’ overall margin increased from 30.4% to 30.6% for fiscal 2017...” — ADP Form 10-K"

"INDEPENDENT PROXY ADVISOR GLASS LEWIS BACKS ELLIOTT’S CASE FOR CHANGE AT PHILLIPS 66 — Streamline 66"

"We ended fiscal 2023 with 904 designers, including in-home designers in select markets. — Lang Q4'23"

"“Our integrated business model allows for differentiated results.” — Gary Heminger, December 4, 2018"

"method of marketing reminds [me] of the ‘pyramid’ marketing method. — Ralo v. Zehavi (Israeli judge)"

"“transparency, openness and solid business logic” — CPI PG 2023 Management Report, CEO Letter, Pg. 4"

"we just spend money; we don't make money. — Scientist involved in the purchase decision at CZ Biohub"

""The team has done a terrific job trading assets along the way." — Jac Nasser, Chairman, May 4, 2017"

""EEG policy - essential for survival and growth of value added exports" — Olam position paper (2010)"

"The interesting thing to program in the 21st century isn't computers—it's biology. — Ginkgo Bioworks"

""The Craft Distilling market is no longer in its infancy." — The Craft Distilling market white-paper"

"Vitamin B: Dirk Ströer, son of outdoor advertising Heinz W. Ströer, advertises preferably on posters"