Callouts & quotes from 10,384+ activist slides

"Arconic management defines “historic high” based on three-year rolling average EBITDA/MT"

"Focused on the "middle and upper echelons of the auction market" according to management"

"“there’s no reason that it should not be a 60-plus precent gross margin business.” — CFO"

"Page 26 of Twist’s Aug 2020 corporate presentation – second pic shows no laboratory pp&e"

"“Tech giants feel pain as cloud spending cuts suggest slowdown,” — Reuters, Oct 28, 2022"

""[RINO’s] technology has no advantage beside not producing wastewater." — Contact at Lai"

"Growing and Sustaining Royalties — Herbalife Independent Distributor Presentation (2006)"

"Management has recognized that Platts is “an underappreciated gem”(1) within the company"

"Mr. Filliol assumed the position of Head of Process in June 2001. — Proxy St. March 2003"

"The Sartorius site explains the fermenters are simply bioreactors used to culture yeast."

"REPORT: The FTC has decided that Herbalife is not a pyramid scheme — BUSINESSINSIDER.COM"

""These new regulations will fundamentally change the way we get around them." — P.C. Vey"

"Eli Lilly and Pfizer Put Osteoarthritis Pain Drug Tanezumab Out of its Misery — Biospace"

"This is a shitty place - I always have to swivel my chair back and forth here. — C. Sch."

""WWW Puts Margin Run-rate Target In-sight nearly 12 mos. Ahead of Plan" - Stifel 11/8/17"

"“It’s a “bad business practice and based on pure greed,” one owner said.” — Boston Globe"

"Oh, holy sheep shit, all the time. — Ex-field reimbursement manager working with Harmony"

"BaFin is incompetent, because it can't see inside people's heads. — Hans-Martin Buhlmann"

"Everything except the actual results were positive in the quarter. — Piper William Quirk"

"“Existing relationships between the seller and Lasertec Corporation” — “Nothing of note”"

"“Yeah. Over six hundred. About six hundred and fifty. We own everything.” — Louis Hsieh"

"Fortune Magazine called this practice "backdoor options filtered through a subsidiary"."

"It is time for TIM, in the words of its new CEO, to become a "normal company" — New CEO"

"we're not concerned about the level of risk in the portfolio — Canadian Tire Management"

""not in the purview of shareholders, or unduly constraining on the company" — BlackRock"

""surprised to the upside on the strength of the portion pack (K-cup) sales." — GMCR CFO"

"Investors always ask us “where’s the free cash”? Under Dr. Kleinfeld it’s still missing"

"Amcor to buy Berry Global in $8.4 billion deal to create packaging powerhouse — Reuters"

"“The Company’s advertising costs are de minimis” — HLF Letter to the SEC, November 2004"

"2Q19 Preview: All Doom, But No Gloom? Plenty of Canaries in Search of a Coal Mine — JPM"

"Activist Investor Ancora to Launch Proxy Fight at Forward Air — The Wall Street Journal"

"「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」 — KLAで極端紫外線マスク検査を担当した元幹部"

"“applications are endless, and has a huge potential” — Nidec management (Q1 2015 Call)."

"customers are furious because they need to maintain another KLA tool as a backup on P2."

"At nearly $75 a pop, this bourbon will have to prove it's worth the price tag. — Review"

"It is true that we have too many businesses — President Yoshihiro Hasebe, February 2023"

"「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。ウォール街の期待に応えようとしています」 — KLA関係者"

"“The Man Behind the Mess at Israel’s Mega Supermarkets,” Haaretz, 8 July 2015 — Haaretz"

"the aircraft will not be flown for credit toward FAA type certification — Aviation Week"

"“wasn't good enough for us” — Jonathan Wagner, Joby Lead on Powertrain and Electronics."

"The second engine arrived at Sorena Turbine for repairs — Ashkan Ahmadi (LinkedIn Post)"

"Canadian Lender Draws on Emergency Line as Deposits Flow Out — The Wall Street Journal"

"Insiders Attest That GeneDx Is Actively Committing Widespread Fraud — Grizzly Research"

"EXPEDIA TO SPIN OFF TRIPADVISOR — By Scott Morrison, Updated April 8, 2011 12:01 am ET"

"Known as Honeywell’s “Mr. Fix It” for improving underperforming assets — Bernd Kessler"

""You can only win the 'war' with ideas, not with spending cuts." — Dr. Klaus Kleinfeld"

"I have minimal concerns, let's go with the watch monitor. — Doctor (depicted in photo)"

"Named one of the top Activist Short sellers in world in 2020 — Activist Insight Review"

"Our e-commerce sales represented approximately 17% of our total net sales. — 2022 10-K"

"Amortizing intangibles primarily consist of customer relationships. — MNST SEC filings"

"I have not spoken to Mr. Peltz in a while. I have no plans to speak to him. — Bob Iger"

""Filing Corporate Information With the Intent To Conceal The Truth And Falsify" — SAIC"

"「TSMCはレーザーテックの高開口数の装置を買っていません」 — TSMCの元幹部で長年購買の責任者を務め、同社へレーザーテック製の検査装置の導入を担当した人物、現大学教員"

"“$2.2 billion of gross services volumes through its platform” — SPAC deal announcement"

"I have not spoken to Mr. Peltz in a while. I have no plans to speak to him. — Bob Iger"

"According to Mike Delprete, Flex now comprises more than 25% of Premier Agent revenue."

"“Japan eyes tax break for spinoffs.” — Nikkei Asian Review, Nikkei. 19, November 2016."

"Smartphone - Failure to exit business despite recurring losses. — Jefferies commentary"

"weve [sic] been working a month now to get the fluid off — Source: Facebook group post"

"“move forward in chunks as we work through various systems” — Tom Muniz, Archer's CTO."