Callouts & quotes from 10,384+ activist slides

"「放電生成プラズマ方式は将来性のない方式です。ウシオは戦略的な誤りをしました。放電生成プラズマの欺瞞の単純さに酔った結果、誤ってその方式を採用した、ということです。」 — Isteq Engineer"

"「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の元幹部"

"「レーザーテックはKLAと直接競合となると、苦労するでしょう。極端紫外線はレーザーテックには無理でしょう。レーザーテックは製品の問題を解決しなければ、5年以内に消えてしまうでしょう」 — KLA関係者"

"My son is 9 and we're on week 12 of VYKAT. We're seeing a huge increase in hyperphasia. Anyone else?"

"“Lightspeed Announces New CFO as the Company Sees Explosive Growth” — Retail Insider, April 29, 2018"

""Abuse of the Epworth Sleepiness Scale." — Editor-In-Chief of the Journal of Clinical Sleep Medicine"

"My son is 9 and we're on week 12 of VYKAT. We're seeing a huge increase in hyperphasia. Anyone else?"

"the absolute bioavailability of pitolisant has not been determined. — EMA review of pitolisant, 2015"

"The Company believes it is probable that this event will occur in the second quarter of 2019. — NBEV"

"“Thanks to the team for staying helpful.” — Fake review by user Alisa on Crypto-Benefits247 profile."

"one of the great unprosecuted frauds of Canadian business history — Spruce Point Capital Management"

"PETITION TO CONFIRM ARBITRATION AWARD — United States District Court for the District of New Jersey"

""We're doing a very small amount of appraisal work in the Three Forks..." — Greg Hill, January 2013"

"“Abusive Franchisor That Is A House of Cards” — Fuzzy Panda Research (regarding Xponential Fitness)"

"These guys don't know how to build plants yet. — One source familiar with DNMR's plant construction"

""We're doing a very small amount of appraisal work in the Three Forks..." — Greg Hill, January 2013"

"We have learned that employees find Arconic’s headquarters location both insulting and demoralizing"

"“we unfortunately cannot accept the notice in its current form.” — Jon Feldman, Goodmans LLP lawyer"

"WE THINK OF THE WAGON AS OUR PERSONAL HEDGE AGAINST SUPPLY CHAIN DISRUPTIONS... — Cartoon character"

"We prefer to kick up a fuss just to make sure we've exceeded all possibilities. — Ströer Management"

"I never search my health symptoms anymore. It always seems to lead to barbecue. — Cartoon character"

"No, it’s all air because you want to get the organs back quickly. — Transplant surgeon, Utah center"

"One subject in Study 3 experienced a serious adverse reaction of diabetic ketoacidosis. — FDA Label"

""We estimate that we have more than 80% of the program completed as measured in users." — 2018 10-K"

""I grew up in Miami. You gotta be a hustler a little bit when you grow up in Miami." — Trina Spear"

""How Amazon Strong-Arms Partners Using Its Power Across Multiple Businesses" — WSJ, April 14, 2021"

"“CCI, like the rest of the tower companies, is highly cash generative.” — Credit Suisse, June 2014"

"“Home Depot has considered buying a $9 billion logistics company so Amazon doesn’t” — Dec 22, 2017"

"“Alcoa Corporation would not exist if it hadn't been for me basically creating it” — Dr. Kleinfeld"

"Hong Qingyan transfers his 30% interest in the company to Lin Xiaokuang. — Shareholders Resolution"

"OUTR has already committed “to return 75% to 100% of free cash flow to investors” — Outerwall Inc."

"“I don’t think any of my customers have ever been in the store” — Retail sales associate interview"

"Nidec's auditor is to audit failures what Michael Jordan was to basketball. — Muddy Waters Capital"

""optimize resource allocation" and "reduce complexity" — Zimmer Biomet press release, Feb 5, 2021."

"The Council do pay Mr Galloway’s costs of the proceedings summarily assessed in the sum of £9,000."

"Track Record of Generating Strong Free Cash Flow Through the Cycle — Bunge Investor Day March 2026"

"The Company is unable to determine the outcome of the audit at this time — AJRD 10-K annual report"

"Human clinical trials start in six months. Sooner if we run out of mice. — Mike Baldwin / Cornered"

"It turns out crows find a bunch of dead crows more frightening than a man made out of hay. — Kanin"

"one subject in Study 3 experienced a serious adverse reaction of diabetic ketoacidosis — FDA Label"

"one subject in Study 3 experienced a serious adverse reaction of diabetic ketoacidosis — FDA label"

"le'ts do mercure. can you organise us sexy and romantic vibe in the rooms? — Client email to Accor"

"“That was a bit over a year ago” — Longtime semiconductor consultant recently working for Lasertec"

"“The CEO is a headwind to a turnaround. Firing him is the tailwind.” — Top Ten Active Shareholder"

""The CEO is a headwind to a turnaround. Firing him is the tailwind." — Top Ten Active Shareholder"

"There is substantial doubt as to our ability to continue as a going concern. — 10-K Filed 4/13/16"

"Mr. Weimann conjectures that we are playing three-card monte with intangible assets. — Udo Müller"

"This Yundong company is really controlling their 零售, 在中国的零售(retail, the retail in China). — Mr. A"

"トヨタのみが顧客で低収益の車両・エンジン・部品事業は、ガバナンス(利益を高めるインセンティブがあるか)懸念も加わり現在はディスカウント要因。事業再編の有無が注目。 — UBS、2025年5月2日"

"P&G claims that a reduction in tax rate drove EPS growth at Heinz from '06 - '11 — Trian Partners"

"RINO International Corp. December 31, 2009 Form 10-K (filed March 31, 2010), p. 11. — Footnote 24"

"Bear Stearns believe his [Icahn's] positions have strong logic — Raymond Lee Katz (Bear Stearns)."

"“fee is not cheap! LOL” and “Someone should give me a raise.” — Fmr. Police Chief Jeffrey Halsted"

"「低採算 ACTIS に関しては部品を取り替えたり、リソースも投入したりという状況で時間がかかったのですが、そういう状況は既に脱したと考えていただければ結構かと思います。」 — 岡林 (CEO)"

"「レーザー支援放電生成プラズマ方式の極端紫外線光源は、アクティニックのパターンマスク検査技術を成立させるうえで最も重要な要因だ」 — Ushio/Intel Joint Paper (2021)"

"「レーザーテック製の装置の品質上の問題に関する懸念があり、本社を訪問したわけです。工場から出荷される装置の品質向上の取り組みを、現場で確認するためでした」 — グローバルファウンドリーズの元幹部"

"The stock's fully valued on a sum of the parts basis. There's no upside. — Phillips 66 Management"

"BP - from British Petroleum to Beyond Petroleum to Back to Pragmatism — Bluebell Capital Partners"

"“该地段守着辽河，承包的时候有风险，后来转包给辉山乳业，所承包的地段十年九涝，辽河涨水就绝收。” — Court judgment regarding a dispute in Chang Tu"

"“...delivery decisions [were] influenced by revenue recognition factors” — Audit Committee Report"