Callouts & quotes from 10,384+ activist slides

""I think that this drug is a little 'meh'" — Physician in private and academic practice in PA with 30-40 narcolepsy patients. "I haven't had a single patient who said, oh my god, this is so much better" — Physician in private and academic practice in PA with 30-40 narcolepsy patients. "It was part of a cocktail, yeah. Usually, with cataplexy, they were on Xywav, and they were on Sunosi, and they were on Wakix, all three, actually. It was step up...I have to say it's never been a first-line, and even the sales rep told me actually they didn't promote it that way." — Physician in private and academic practice in PA with 30-40 narcolepsy patients."

"Yes. It absolutely does. We're -- we're building several platforms right now. The platform that we've been investing in most substantially is what we refer to internally as our Goldengate platform. It's a very high-performing AI, full stack platform that can be used to address real world problems. And when we kind of bring that capability to customers, what they're seeing is that they can get higher quality, faster deployment with less risk from using our platform than they can from the competitive platforms that they've looked at. So that's really strong. And that platform is powering most of what we're doing... — Jack Abuhoff, CEO of Innodata"

"With no uniform standards for the machines, upgrades can come at a premium, sometimes leaving consumers to choose between price and safety. For example, Generac, a leading generator maker, offers multiple versions of its 8,500-watt series. Consumers can buy one with no safety upgrades for $1,069, or pay $110 more for one that comes with a CO shut-off switch and a 25-foot extension cord to make it easier for users to operate the machine a safe distance from their homes. And the most affordable generator models for sale at some major retailers do not come with safety upgrades, placing shoppers on a tight budget at higher risk. — TexasTribune.org"

"We also provide a broad product line of portable and inverter generators that range in size from 800W to 17.5kW. These products serve as an emergency home backup source of electricity and are also used for construction and recreational purposes. Our portable generators are targeted at homeowners, with price points ranging between the consumer value end of the market through the premium homeowner market; at professional contractors, starting at the value end through the premium contractor segment; and at the recreational market with our inverter generator products, which are quieter than traditional portable generators. — Generac Holdings, Inc."

"I don't know why they would pay ($10m for a used plumbing facility in NJ), but my jaw dropped when I heard it — Fmr. Oatly North American Manager. In the system, there were issues with tracking items. We had so many warehouses, there was no control or coordination — Fmr. Oatly Accounting Professional. I think Utah was the wrong place, wrong location. They were looking more at the tax credits (a short-term one shot deal) — Fmr. Oatly North American Manager. This strategic partnership is a testament to Yeo's unwavering commitment to manufacturing standards and high standing in the food and beverage industry in Asia — Samuel Koh, Yeo's Group CEO."

""Momo's approval of advertisers and brands is not as strict as Tencent's and Momo has advertising from every industry such as medical care, automobiles, and tourism. Tencent does not allow advertising for loans but Momo does." — Marketing Manager in Shenyan; "The impact on Momo is terrible." — News Feed Advertising Operations in Shenzen; "Everyone knows that the reputation of Momo and it has a lot of negative news. Men use the site to find people to have sex with them." — News Feed Advertising Operations in Shenzen; "The coverage of Momo is too narrow. Their advertising impact is very low for the hotel industry." — Marketing Manager in Beijing"

"“Thank you, Peter, and good afternoon, everyone. I would like to start off by quickly going through some of our financial results in more detail. Earlier in Q3, we raised our full year 2021 forecasted bookings expectations from $5 million to $15 million. Today, I am happy to announce that as of the end of Q3, our total bookings for the year have already exceeded our increased expectations for the full year ending up at $15.1 million. We believe this is a recognition of the promise our customers see in our platform, and resulted from customers buying more and also earlier than we had expected.” — CFO, IonQ Q3 2021 earnings call on Nov 15, 2021"

"It’s hard to say because they’re 24 hours operational. My team had five technicians in one lab. And we would receive a plate from another lab that had 16 technicians. It would be a gene lab. From the gene lab, they gave us a plate in that 16 people worked for 12 hours on this specific order. That gene lab then gives us, the maxiprep group these stocks, so then that way we can expand and then make more material. And then we send that off to a quality control that is made of probably like 6-10 people who can work from home. They’re the ones who release that product and say, yes, this has passed quality control. — Ex-Twist manufacturing employee"

""So they have many different models out, both camera models and vehicle telematics models. So then rapidly upgrading which maybe is a little bit different compared to what this industry is used to, but they are essentially sort of like rapidly upgrading...So they are constantly upgrading and improving their hardware because like they're innovating very rapidly...So I think that's (a) headwind because, like I said earlier, they're essentially treating the hardware kind of like software. They're upgrading that pretty frequently and making sure the customers have the latest." — Tegus Interview with Former Samsara Senior Finance Manager, 11/16/22"

""This pattern suggests that Phillips 66's Board is using these repeated proposals as a distraction tactic while failing to deliver tangible governance reform that shareholders seem to support. If the desire to declassify is genuine, one would think the Board would accept the remedy that Elliott has proposed." — Professor Mark DesJardine; "The problem with [Phillips 66's] argument is that it ignores the simple fact that directors are free to resign their board positions at any time, and nothing in the Phillips 66 charter or bylaws possibly can be construed as preventing directors from voluntarily offering to resign." — Professor Jonathan Macey"

"Our manufacturing turnaround time is generally short, which permits us to manufacture orders to fill for most of our products. Backlog is generally a function of requested customer delivery dates and is typically no longer than one to two months. Our business has historically experienced a slight amount of seasonal variation, particularly the high-end laboratory instruments business. Traditionally, sales in the first quarter are slightly lower than, and sales in the fourth quarter are slightly higher than, sales in the second and third quarters. Fourth quarter sales have historically generated approximately 28% to 30% of our net sales. — 10-K"

"So that inventory, let's say it's got high book value. [I'm assuming] they'll just call the leasing team and put this engine back on lease, and then we'll just get some depreciation of the year, run it down, and then we'll transfer it back to Aerospace Products... Because, you know, you like, oh shit, if I'm not gonna make, you know, 35% margin on that module, it's really going to affect my numbers or my valuation. So I'll pop it back to leasing for three months, find a customer, put it on wing for six months a year, two years, whatever the life is. And then, you know, comes off wing, which is to the same circus again. — Former FTAI executive"

""This pattern suggests that Phillips 66’s Board is using these repeated proposals as a distraction tactic while failing to deliver tangible governance reform that shareholders seem to support. If the desire to declassify is genuine, one would think the Board would accept the remedy that Elliott has proposed." — Professor Mark DesJardine; "The problem with [Phillips 66’s] argument is that it ignores the simple fact that directors are free to resign their board positions at any time, and nothing in the Phillips 66 charter or bylaws possibly can be construed as preventing directors from voluntarily offering to resign." — Professor Jonathan Macey"

"“Our customer counts well over 1,200” — Q1’23 Earnings Call; “Our Diverse Platform of a growing geographic footprint, our Primary & Secondary Market Sectors and over 1,200 customers allows us to move where capital is being deployed.” — 2022 Tear Sheet; “So today, we do have the 1,200-plus customers.” — Q3’22 Earnings Call; “So we have over 1,200 owner direct customers and we're looking at those customers just from an account planning perspective to say, where else can we go with them.” — Q2’22 Earnings Call; “So, we have over 1,200 owner-direct relationships, and what we're looking to do is what else can we do for them?” — Q1’22 Earnings Call"

"“As they’ve expanded, they’ve brought on more surgeons that are a little bit more questionable skillset...they’re building out their program with not always the best-skilled people...mistakes get made when things take too long. I know that organs have been lost due to inadequate skills of the surgeon...things that are significant and not just transplant surgeon nit-pickiness, I would say maybe 10% of cases have something significant that should have been done that wasn’t done, or an organ that could have been used probably wasn’t used because the surgeon wasn’t skilled enough - 10% maybe.” — Transplant surgeon at a high-volume academic center"

""I was just on -- in your appendix, you obviously showed that the raw material prices and talk about levels for palm oil and rapeseed oil that are unusually high... I'd be interested in your view as to how much is just kind of cyclical factors... versus maybe more structural factors" — Alexander Morrow, Barclays Bank PLC, Research Division. "So there's, call it, a bit of disturbance into the supply chain and supply... And then when you look at this going forward, there is an expectation that prices will come down, but that has been rolling a bit. So at the moment, we're moving -- we're sliding sideways." — Johan Westman, AAK President & CEO."

""If those soybeans end up all getting processed in the U.S., if they do get processed and crushed for oil or actually do get valorized, then of course, you've got more soybean oil supply in the U.S. and you've got more soybean meal supply in the U.S. There was, even prior to this happening and prior to the China trade getting shut off, already the risk of a massive oversupply of soybean meal for animal feed in the U.S. because of the additional crush that was going into biofuels. The meal problem, where will all this meal go, has been a problem for the last several years, even before the China trade issue." — Former Bunge Executive Interview"

"“there has been pressure to use grafts when we don’t like the way they’re performing on the pump, but they lose out if we don’t use the liver...there is pressure to use some of these livers.”; “he has to guide transplant surgeons because we’re new at using this platform...what does it mean that the lactate went from .8 to 1? Is that concerning?...we’ll call Magdy and say ‘What do you think about this?’...he’ll say maybe you should watch the liver for another couple of hours....I think it’s going to be ok to use it...that’s his job to be on call at all hours...he’s that point person.” — Chief of transplant surgery at a major transplant center"

"“If you’re a sub shop owner and you have to make a ham sandwich three different ways to make it right once, you’re going to lose money. That’s that analogy. It’s something that I don’t think they get. For my aunt or someone along that line, I would just say, think of any business, if you have to do it multiple times to make one product, you have to make sure that every time you do it, that cost is extraordinarily low and that you know how to price it to get the appropriate positive gross margins to eventually achieve at least operational net zero. But if you can’t make a profit, you’re not long for this world.” — Ex-senior executive of Gen9"

"…Compelling evidence exists that the most common underlying mechanism of ED is vascular and that CVD and ED share etiologies as well as pathophysiology. The degree of ED strongly correlates with severity of CVD, and recent studies suggest that ED may be considered a sentinel marker in men with occult CVD. Symptoms of ED may precede a cardiovascular event by up to five years. Further, when ED is present in younger men, it predicts a marked increase (up to 50 fold) in the risk of future cardiac events, suggesting that young men in ED in particular would benefit from CVD risk factor screening and intervention… — American Urological Association"

"The [national research] labs have a terrible track record of successfully executing on building things, and I know INL is trying to demonstrate value by picking a couple vendors, getting something built, and proving that they are good at working with industry and getting something useful accomplished. They have a history of announcing that they will have a reactor built by such-and-such date, and then never actually building anything at all (NGNP / VHTR, Marvel). None of this changes the fact that Oklo's cost estimate for the initial core of fuel for their reactor design is too low by a factor of 5x or more. — Executive at an SMR competitor"

"Throughout 2016 the specifications provided to Valtronic by Ortho and which Ortho had itself tested or had the ability to test, resulted in a failure rate of greater than 10%. Specifically, and by way of example, during the period of January 1, 2016 to June 1, 2016, 6,098 units were tested by Valtronic with 4,976 of the units meeting the specification. This is a failure rate of 18%. Between June 1, 2016 and August 31, 2016 the failure rate was 40% (2,383 of 3,977 passing). And between September 1, 2016 and November 14, 2016 the failure rate was 36% (4,171 of 6,488 passing). — Valtronic Technologies (USA) vs. OrthoSensor, Inc. lawsuit filing"

"“Although many of the factors interpreting ‘fair and equitable’ are specified in paragraph (2), others, which were explicated in the description of section 1129(b) in the House report, were omitted from the House amendment to avoid statutory complexity and because they would undoubtedly be found by a court to be fundamental to “fair and equitable” treatment of a dissenting class. For example, a dissenting class should be assured that no senior class receives more than 100 percent of the amount of its claims.” — Congressional Record – House Regarding the Bankruptcy Reform Act of 1978, H.R. 7330, 95th Cong., 1st Sess. 201, September 28, 1978"

""That's a purchase of software or an infrastructure and hardware that powers their sportsbook, but that sportsbook doesn't power their entire sportsbook. Betway Africa is powered by their own proprietary software and uses a third party to power this engine.. You would think that if you had an investment like that it would power your entire global sportsbook, but your biggest market or your biggest revenue generator for your sportsbook is powered by its own software and is using a third party, Sportradar, to power it, to provide the pricing. It doesn't quite seem like they've acquired something." — Former Sportsbook Director at Betway Group"

""Verint has done a great job getting their house in order, achieving solid growth in a tough IT spending environment. And now they do what I would view as a Picasso-like acquisition." — Daniel Ives (FBR Capital Markets) on KANA acquisition; "The acquisition is expected to create a comprehensive omni-channel cloud VoC portfolio by adding ForeSee's causal modeling, predictive analytics, and benchmarking to Verint's domain expertise in automation and analytics. We view the acquisition's rationale and valuation favorably and believe it adds to VRNT's recent solid fundamental performance." — Shaul Eyal (Oppenheimer & Co.) on ForeSee acquisition"

"“...autonomy is huge...I get the sense that’s being stripped away...that entire process is controlled by TransMedics...little autonomy that the surgeon has until the organ actually reaches the recipient...that’s the pattern that we’ve seen.” — Senior medical employee at OrganOx; “It’s like phone calls and cell phone videos and that’s it, yeah. Because none of our team members are there, so that’s the only way if there are any concerns whatsoever. It makes it very challenging if there’s some injury that happened during the donor chest opening and dissecting out that heart.” — Transplant cardiologist at one of the top centers in the US/world"

"“The SEC is conducting a formal investigation into, among other things, the facts involved in the fair value measurements used in accounting for the Business Combination and the impairment charge recognized during 2018. We are cooperating with this investigation. At this point we are unable to predict the timing or outcome of this investigation. If the SEC determines that violations of the federal securities laws have occurred, the agency has a broad range of civil penalties and other remedies available, some of which, if imposed on us, could be material to our business, financial condition or results of operations.” — Alta Mesa 2019 10-K"

"Still, the company believes there may be some opportunity to experiment with other price points if done right... Further, while it's Oops $2 and $3 price point experiment did not work, Dollar Tree believes this was more of a function of poor implementation as opposed to it being a flawed concept. — UBS, December 14, 2018; We are tired of hearing the same trite fixes (remodels, operational procedures, inventory balancing) and think investors should be as well...We are simply going to advocate for activist involvement and will work on a list of specific actions with our best estimates around what can be done. — Bernstein – September 4, 2018"

""But I think the big plan at Oatly is that they know that the cycle of life of this product is not forever. That happened with soy and almonds. So they are ready now. They have a product after oat, and that is Quinoa." — Former Oatly Employee Interview. "In 2008 we bought out the R&D unit and took it out of the company and created a new innovation vehicle called Aventure AB... The core of everything, the mothership is Aventure where we create and innovate." — Oatly Founder Bjorn Oste Interview. "Our background is with oats and Oatly, and we strongly believe we can do it again with this unique collaboration, Quiny," — Swebol CEO Olof Böök."

""Our strong start to the year means we're also shifting more of our EBA customers from multiyear paid upfront to annual billings, which is good for them and good for Autodesk... While we had already assumed this change in fiscal '23, it has a modest impact on fiscal '22 billings and free cash flow... Most EBAs are already on annual billing terms. And also, we had already assumed that EBAs would all be on annual billing terms starting next year in our fiscal '23. We're making the change now because with the strong start to fiscal '22, we decided to get moving earlier to execute on the shift." — CFO Deborah Clifford, Q2 FY2022 Earnings Call"

"“Look at Mobius, for example, the challenge, again, this goes back to how, what I was explaining about the structure, and this is why the reports don't always turn out great internally. In order to sell a deal to the Capital Committee and get Board approval or whatever amount you want, Mobius was like over $200 million, you have to be pretty optimistic with what you think your revenues are going to be. And so that sells the the deal and the price you want to pay for it, and gets you approval for the funds. And that's why I was telling you, it's a bit of a slight game internally in order to get the funds.” — Former Stryker M&A Professional"

""Our annual impairment testing indicated that all reporting unit goodwill fair values significantly exceeded their respective recorded values." — 2020 10-K. "So in the U.S., you have a much higher weighting on ENT, CMF and neurosurgical. All 3 of which, obviously, were heavily impacted by the pandemic.... And ENT was the most heavily impacted business of all of the business of Stryker given the aerosolizing procedures." — CEO Lobo, Q2 2020 Earnings Call. "During the year ended 31 December 2020 a goodwill impairment loss of £3,065,000 (2019: £nil) was recognised in relation to the Ear, Nose and Throat (ENT) CGU." — Stryker UK Ltd, FY 2020."

"“we have been on Vykat 5 weeks...we tried titrating up but behavior was worse...I am so tempted to just quit”; “has anyone stopped taking this medication? We are seriously considering it...it’s week 3 for us and she’s still chewing pills...it’s just not working...I’m noticing swelling in her ankles and some hair growth...the cons are outweighing the pros for us at this point”; “we had to discontinue but have our eyes on the Hero study and pray it is approved”; “we just opted out of Vykat for several reasons...”; “we are officially out of the trial now...the effect on hyperphagia was minimal...” — Facebook users in Vykat discussion groups."

"As we look forward, we will continue to grow organically in 3 primary ways: attracting new merchants, entering new markets and expanding ARPU. First, continuing to attract new merchants within our existing core markets. Our market is vast and underserved by cloud technology solutions, and we will leverage our growing global brand to attract an increasing number of new merchants to the Lightspeed ecosystem. In fiscal 2019, approximately 8,000 net new merchant locations joined the Lightspeed ecosystem, and we are well positioned to continue this trend while simultaneously generating solid underlying unit economics. — Q4 2019 conference call"

""We are actively identifying portfolio synergies and collaborating amongst the sales team on combined [quotes] to our customers as they look to standardize to this full, advanced imaging portfolio. Beyond the sales force, NOVADAQ has an extensive clinical research team and impressive R&D team. We are excited about the long-term opportunity to advance the visualization market." — VP of IR Owen, Q3 2017 Conf Call. "So we're really pleased with NOVADAQ, but there was always going to be an initial hiccup because we ended up taking out a lot of sales reps as we brought the technology into our organization." — VP of IR Owen, Q2 2018 Conf Call."

"“10 kHz SCS therapy showed promise as a treatment for refractory low back and lower extremity pain in the SENZA-RCT study […] These data differ greatly from the results we have found in real world practice. In the current study, we looked at explant rate of the 10 kHz SCS device as the primary outcome and found that over 20% of implanted stimulators were either explanted outright or exchanged for traditional SCS over two years and that at least 32.5% were explanted or exchanged over the course of the four years of data collection despite repeated reprogramming sessions in the effort to achieve therapeutic optimization.” — NANS 2020 paper"

"“I do think if the prostate is less than 40cc, Aquablation is annoying. It's a little too much, and I can just TURP that or UroLift that or Rezum that a little easier.” — Spruce Point Interview with Major Hospital Urologist, Nov 2024; “there's only so much Aquablation can do...I think its ceiling is going to be at about 50% of resective procedures...these clinical scenarios arise about half of the time in patients with severely large prostate, a bladder tumor, a bladder stone, a diverticula...For that reason, I think Aquablation at its peak will be essentially capped...” — Spruce Point Interview with Private Practice Urologist, Dec 2024"

""This morning, Dexcom management presented and hosted a Q&A break-out session at the J.P. Morgan Healthcare Conference. In the break-out session, CFO Quentin Blackford provided incremental color on the company's outlook for 2019, specifically that guidance contemplates $20-25M in revenue headwinds per quarter from the transition from the DME to the pharmacy channel, similar to the ~$20M headwind that the company saw impact sales in 4Q18. This accounts for a ~10% top-line headwind and implies that underlying volume guidance is +25-30%, versus the +15-20% overall revenue guidance issued ($1.175-1.225B)." — JP Morgan Research Note (1/4/19)"

"“I can't believe they're a public traded company. I'm literally dumbfounded that this actually happened... I was paid to lie. I was paid to falsify and exaggerate my pipeline.” — Former XL Employee A; “Even if [potential customers] have no interest, my boss tells me to go into Salesforce and create an opportunity for 100 chassis with hybrid systems in it... You're talking another $1 million or $2 million that goes into the pipeline that's really not there.” — Former XL Employee B; “I was told to [exaggerate my pipeline], but I didn't do it. That was, yes, it wasn't that good for me.” — Former XL Employee C, who was subsequently laid off"

""The OEMs, if General Motors says, ‘Yes, we're going to do an electric van and pickup truck tomorrow,’ basically equivalent products that XL is doing, that makes it real tough. It's real hard to compete with that." — Former XL Employee F; "If Ford and GM have Transits and cargo vans that are fully electric, there's no reason to buy from XL." — Former XL Employee E; "If any company is really serious about going EV, like Amazon with Rivian, I think they would probably pass up the XL product." — Former XL Employee D; "Several [fleet managers] I talked to were flat out waiting for the all-electric trucks to come out." — Former XL Employee B"

"“I’m going to look for an alternative to see if I can get bring that (Alcira/New Pacific) contract up for consideration and get it passed because I have been able to bring up several contracts like that and get them passed.” — Anonymous Bolivian Lawmaker. “And now a little question. Would you be interested in this going ahead, so that I can take an interest in it? Or on the contrary would you prefer it to stop? I just wanted to talk to you a little about that because if you’re interested then I can do something ...to push forward this mining contract otherwise I can just ask about the situation, yes or no.” — Anonymous Bolivian Lawmaker"

""The business is going to be big in the future. We're going to make whatever change we have to make. The investors either stick with us or don't through that period. But we're invested in it." — CEO Tim Armstrong, Goldman Sachs conference, 9/20/11; "... you can't say we don't have a clear strategy, you may not like the strategy, but we have a clear strategy and we're going to continue to execute against it." — CEO Tim Armstrong, UBS conference, 12/5/11; "AOL has a clear strategy and operational plan...and we will continue to aggressively execute on our strategy...." — AOL press release in response to Starboard's initial letter, 12/21/11"

""In the U.S., we saw an accelerating trend of new users as we ramped up our awareness efforts during the second half of the year and pharmacy insurance coverage continued to increase including an emerging trend of seeing Libre granted preferred co-pay status versus competitive systems due to its compelling overall value proposition." — Abbott Q4 FY18 Earnings Call, "There's nothing of significance that we could point to in either direction where we've been advantaged or any other competitor has been advantaged to our knowledge. So we hear rumblings of it here or there. Usually it's on a very small scale." — Dexcom Q4 FY18 Earnings Call"

""I think under Jim's era obviously we acquired companies that we brought value to it, especially through our supply chain expertise or resources... A lot of these products are being acquired strictly as a financial tool and we are leaving both entities separate and independent." — Former Long Time Supply Chain Employee. "So I guess I've kind of alluded in my point, if it looks good on paper [financially motivated acquisitions], mathematically yes. But again, you know, coming from a commercial perspective, you know, it's hard to convince the retail trade that the math makes good business sense." — Former Long Time Senior Country Leader."

""Urgh." — former AMT executive when asked about AMT's India investments. "We think there are a lot of risks associated with the emerging markets that are not maybe necessarily completely appreciated. The US has a fantastic environment of very high barriers to entry that we haven't seen in other countries. And then, as we think about some of the things like currency risk and taxes and the ultimate ability to take cash flow and distribute it out to the shareholders longer term, those become hurdles for us to get over in order to make an investment outside of the US." — Jay Brown, Chief Financial Officer, Crown Castle International Corp."

"“In a normal cell, they have a lithium metal-plated anode, and then they have a cathode—but this doesn't have that. With this lithium-lithium symmetric cell testing, they're putting lithium on both sides and passing electricity back and forth. That actually really doesn't tell you too much about the battery.” — Former employee; “A prototype that has two anode layers, that's not enough. That's academic. That still stays at a university, it's not industry.” — Second ex-employee; “A lithium-lithium symmetric cell is not a real battery cell...I don't believe that they have solved dendrite formation in a real battery.” — Second ex-employee"

""Sales momentum increased during the last two weeks of April. This increase in traffic and orders has carried over into May so we expect this month’s orders could be in-line with last May." — Steven J. Hilton, CEO of Meritage Homes (NYSE: MTH). "Shelter-in-place has not impacted our ability to lease homes. In fact, residents have been moving into our portfolio at a similar rate to last year and at a greater rate than they have been moving out." — Dallas Tanner, CEO of INVH. "we expect something close to an exodus from these really large cities where housing is so expensive...search traffic has already shifted on our website." — Redfin"

"My projection is if PLA is a billion pounds per year right now and that look let's see up in here to like fifteen or twenty years to get to a billion pounds per year, PHA I think can go a lot faster, but there'll be like two billion pounds, you're not going to be a hundred billion pounds. — PepsiCo source; And you know the unfortunate part of everything, is I think a lot of people do not realize that the market opportunity for biodegradable polymers is very limited. Because the reality is that so much energy is stored within most polymers, you actually want to reuse them. You want to find ways to pull it back. — Novomer former manager"

""International is an area we made important progress during this quarter." — CEO Dudum on Q2 2021 Earnings Call; "In Q3, we expect Honest Health and Apostrophe to generate between $4 million to $5 million in revenue." — CFO Lee on Q2 2021 Earnings Call; "Its early days for Honest Health and Apostrophe and their businesses are in a fairly similar place, where we were a couple of years ago." — CFO Lee on Q2 2021 Earnings Call; "As we indicated on our previous earnings call, the quarter-over-quarter decrease in gross margin was primarily driven by lower margin revenue from Apostrophe and Honest Health." — CFO Lee on Q3 2021 Earnings Call"

"MAXIME: "So when heading into or within this Q4, the spread, as it sits today, are negative..." — Saputo Earnings Conference Calls; LINO: "We suspect it's going to get better than that." — Saputo Earnings Conference Calls; CARL: "...it will certainly improve from the negative territories that we've been operating in for the last 12 to 18 months." — Saputo Earnings Conference Calls; LINO: "We're not hopeful that the spread will go positive. In fact we're not banking on it all of our projections that were making our that we will trade in a negative spread environment. We think that is a new reality..." — Saputo Earnings Conference Calls"

""This was an intersection of theories about femininity, victimhood, money and ethics, much of it influenced by Ayn Rand, one of Raniere's favorite authors. The ultimate Nxivm member was 'potent,' in Nxian lingo — not only rich but emotionally disciplined, self-controlled, attractive, physically fit and slender — or, in the word most members themselves preferred, 'badass.'" — The New York Times. "He described it as 'a badass bitch boot camp,' writes Berman." — New York Post. "Keith Raniere's message of power through submission ensnared a cadre of wealthy, beautiful, intelligent, insecure women who wanted to be 'badass.'" — Vanity Fair."

""I’m desperately in need of a strategy." — Richard Parsons, CEO of Time Warner Inc., April 2002; "First, we took out management layers. Layers hide weaknesses. Layers mask mediocrity..." — Jack Welch, Former Chairman and CEO of The General Electric Company, October 1989; "If you don’t know how to execute, the whole of your effort as a leader will always be less than the sum of its parts." — Larry Bossidy, Former Chairman and CEO of Honeywell International Inc., June 2002; "The restructuring process was intended to 'delayer' the company’s management structure and reduce costs." — Ann Moore, Chairman and CEO of Time Inc., December 2005."

""Nevro initially tried to blow everybody out of the water with, 'Look, we have 10khz frequency' And I know the key engineer over there. When the PROCO study came out, it showed excellent sub-perception outcomes at 1khz. All of a sudden everybody said, 'Who needs 10k?' And then they sued and said 'Nobody can have 10khz but us,' and Boston Scientific and the other companies said, 'It's all yours.' So, Nevro failed with 10k. Now what they have to do is reinvent themselves, so they re-marketed Omnia. Here's a company that said, 'Paresthesia is awful.' Now they have to give in and offer paresthesia." — KOL and former high volume Nevro user"

"So we have decided to stop the VYKAT. Even on a lower dose and lasix she still seemed to have some fluid retention. Her last dose was Monday and today her weight was back down to 171. McKenzie has been pretty vocal about wanting to stop the Vykat because the swelling hurt her.legs. she wants to do the HERO study. So after getting some info on the study we spoke with the study site and she has made the decision to go through with the intake appointment. Altho I am very saddened that the VYKAT resulted in these side effects, I hope it continues to help some and I understand it's not for everyone. Time to be apart of some more solutions!"

""Southwest has lost the passion for low-cost, low-fare air travel." — Ryanair CEO Michael O'Leary, March 2024; "Costs are the real glaring issue at Southwest as they over-hired (23% more headcount vs. '19) during the recovery phase and have seen productivity decline (capacity is up 13.8% vs. '19)..." — Melius, January 2024; "Southwest is tied (with United) for the most growth, but its unit cost inflation is still worse than all others." — J.P. Morgan, July 2023; "When [CEO Bob Jordan] came to the SWAPA Board of Directors meeting, he said specifically that operations wasn't his strong suit." — SWAPA President Casey Murray, August 2022"

""[We] evaluated many sensor candidates for our system over a 2+ year evaluation period - all the sensors and sensor companies that you've heard of and some that you most likely have not... FreeStyle Libre won out for introducing the least amount of risk or use error into the system. Add that it's the most affordable, easiest to apply, fully disposable, simple to learn, longest wear, lowest profile sensor, FreeStyle Libre hit a lot of important user-centric marks for [us], as we care about bringing down system costs, simplifying use, and providing a delightful user experience." — Current Employee, Diabetes-Related Medical Tech Company"

""Southwest has lost the passion for low-cost, low-fare air travel." — Ryanair CEO Michael O'Leary, March 2024; "Costs are the real glaring issue at Southwest as they over-hired (23% more headcount vs. '19) during the recovery phase and have seen productivity decline (capacity is up 13.8% vs. '19)..." — Melius, January 2024; "Southwest is tied (with United) for the most growth, but its unit cost inflation is still worse than all others." — J.P. Morgan, July 2023; "When [CEO Bob Jordan] came to the SWAPA Board of Directors meeting, he said specifically that operations wasn't his strong suit." — SWAPA President Casey Murray, August 2022"

"Listen, we were thrilled with the Mobius acquisition, we bought a terrific technology. Our biggest challenge honestly, has been scaling up the manufacturing. So we've had very, very high demand for Mobius. It was a small company based in Shirley, Massachusetts where just large challenges really scale up and it's the same challenge we've had, frankly, the TSO3, which is the sterilizing company that we bought, and a lot of times when we buy smaller companies, the demand tends to overwhelm us. And we have to go back to the design robustness and be able to scale the manufacturing, build new production lines. — CEO Lobo, Q3 2020 Conf Call"

""Southwest has lost the passion for low-cost, low-fare air travel." — Ryanair CEO Michael O'Leary, March 2024; "Costs are the real glaring issue at Southwest as they over-hired (23% more headcount vs. '19) during the recovery phase and have seen productivity decline (capacity is up 13.8% vs. '19)..." — Melius, January 2024; "Southwest is tied (with United) for the most growth, but its unit cost inflation is still worse than all others." — J.P. Morgan, July 2023; "When [CEO Bob Jordan] came to the SWAPA Board of Directors meeting, he said specifically that operations wasn't his strong suit." — SWAPA President Casey Murray, August 2022"

"“A150? It’s around 10.” ... “Between those two years [2020 and 2022], I think maybe four machines went into Hillsboro. Average about 2 per year.” ... “Yes, they put a lot in last year...I think it was more towards the latter half of the year...there might have been one in the first half.” — Ushio field engineer who maintains light sources on Lasertec ACTIS A150 machines at Intel Oregon fab. “The trend in Intel for receiving ASML EUV tools is about five tools per year. So, maybe one tool for a year from Lasertec.” — Longtime Samsung executive in leadership role in EUV; worked closely with Lasertec; decision-maker for inspection tools."