Callouts & quotes from 1,436+ activist slides

"L'Oréal's CEO Nicolas Heronimus earmarked LatAm as one of the key growth drivers in his 2023 presentation."

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

"“We see as much as 20% downside if [Dr.] Kleinfeld continues as CEO.” — Gordon Haskett, February 13, 2017"

"$6bn of transactions processed also mentioned in an interview with CEO Dasilva, Feb 21, 2014 — Footnote 1"

"they were back on the market aggressively in Q4 and into Q1. — CEO Blackford (as cited by Spruce Point)"

"「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)"

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

"「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"

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

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

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

"“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"

"「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)"

"Samsara has been investing in AI since its early days, says CEO Sanjit Biswas — CNBC Interviews"

"「現在のところ、いつ終わるのか、またどのくらいの規模になるかは公表しておりません。公表できる段階になりましたらお話し申し上げたいと思っております。」 — 岡林 (Lasertec CEO)"

"Norfolk Southern CEO more than doubled his pay last year after getting promoted — CNN Business"

"CEO Response: "It's about 3% of revenue, so fairly small." — Dycom Aug 21, 2024 Earnings Call"

"“I want us to be the next MTV, ESPN, and CNN rolled into one” (2013) — Shane Smith, Vice CEO"

"“The learn-it-all will always do better than the know-it-all” — Satya Nadella, Microsoft CEO"

"APP’s CEO reportedly claimed APP experienced “no churn” among its e-commerce beta customers."

"95% of our towers are outside of urban and near-urban environments — James Taiclet, AMT CEO"

""McGraw-Hill Financial is a completely different business than S&P" — CEO Harold McGraw III"

"“We are skin care” and “Skin care is everything to us”. — Vincent Warnery, CEO, Beiersdorf"

"SEC Charges Former Biotechnology Company CEO for Misleading Investors — SEC Press Release"

"In 1997 Mr. Cole became CEO of NetAmerica until merging in 1999. — ABML S-3 filed 1/7/21"

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

"We can’t make them fast enough — Aaron Jagdfeld, Generac CEO (CNBC, Feb 17, 2021)."

"“the Global CEO does not own any common shares of the Company.” — Company filings."

"ロレアルのCEOであるニコラ・イエロニムス氏は、2023年のプレゼンテーションにて今後の成長を牽引する地域の一つとして、中南米地域を挙げている — L'Oréal"

"“...Our processes and technology generally worked as designed.” — CEO Bob Jordan"

"「インテルでマスク事業を担当する副社長と数回会ったことがある」 — 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"

"「KLAより優れた装置を発表すれば、一気に状況が変わります。」 — 半導体製造装置企業の主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"

"Shares of Synthetic Biology Hopeful Zymergen Plunge as CEO Departs — BARRON'S"

"So China tends to be half of our business. — CEO James Conroy, May 10, 2022"

"CEO has no idea why one of his biggest investors might want out? Really!"

"Many of the expected tailwinds didn't materialize. — CEO James Harrison"

"I thought 'no way' could we go public in 2020 — Tom Siebel (C3.ai CEO)."

""We are excited about capital" — Agba Group CEO Wing Fai Ng on 5/24/24"

"“undeniable leaders in the quantum computing industry.” — IonQ CEO"

"Capital allocation is a CEO’s most important job — The Outsiders"

"Elanco Animal Health CEO Targeted by Activist Ancora — Bloomberg"

"“these targets are probably wrong and roughly right” — CEO Ridge"

"“high levels...put the person at significant risk.” — Soleno CEO"

"“We’re in a very aggressive hiring spree in Wilsonville,” — CEO"

"「我々はスキンケアの会社だ」「スキンケアが我々の全てだ」 — Vincent Warnery, Beiersdorf CEO"

""Stepping down as CEO is my deepest regret." — Jia Yueting"

""It was a one-time thing." — Microsoft CEO Satya Nadella"

""It was a great year for us" — William Sandbrook (CEO)"

"for cash proceeds of $115 million — Bob Espey (CEO)"

"“a healthy amount in any context” — Amcor's CEO"

"“have a buyer group interested” — CEO Albright"

"Fred Green appointed CEO — Chart Annotation"

"“with very few expectations” — CEO Conroy"

""Do you drive a Tesla?" — Pioneer CEO"

"「粗利等に関しましては、申し上げられません」 — CEO (岡林)"