Callouts & quotes from 10,384+ activist slides

"As I have always said, I believe strongly in professional management and appropriate corporate governance. Decisions about who will succeed me as chairman of CBS and Viacom will be made by the Boards of the respective companies, and not by any individual. Despite press reports to the contrary, such decisions have not yet been made. After my death, my ownership interest in the companies will be overseen by a group of seven trustees who will make fiduciary decisions based solely on the best interests of the beneficiaries of the trust. Until that time, I will continue to make all such decisions. — Sumner Redstone, May 7, 2015"

"During fiscal 2022, we spent approximately $56 million to comply with existing environmental laws and regulations and improve plant efficiencies to reduce noise and air emissions and wastewater discharge, to update or remove underground storage tanks, to address contamination issues, and to improve wastewater treatment systems at a number of our facilities, and we spent less than $450,000 in costs associated with obligations related to closed facilities. For fiscal 2023, we estimate that similar types of expenditures will be incurred, representing approximately $64 million and less than $250,000. — Saputo Latest Disclosure"

""When it comes to Latin America, the company, which already has nine partner centers in El Salvador, Nicaragua, Guatemala, and Colombia, has its sights firmly set on Mexico, opening its first office in Baja North in late November 2018." — Aaron Davis, TaskUs Director. "We are excited to be operating in Latin America, a great complement to our global operations. Currently, our sights are focused on building up our presence in Mexico. We are looking to build out our facilities to house over 1,000 teammates to support our current client base, with room to support new business as well," he said. — Aaron Davis, TaskUs Director."

"“Were you raised by both of your parents?”; “Is your mom is still living?” “Have a pretty good relationship with your mom?” “How would you love to give your mom the world?”; “This industry will allow you to retire your mom, right? So your mom doesn't have a care in the world. You can say, mom, how much monthly would you need to be OK.”; “Are you married?”; “You have any children?”; “I want to be able to meet you, my friend. You meet my husband. You and your significant other, my husband and myself, we will be able to say, man, we delivered what we promised you. And you will be able to say I appreciate it.” — WFG Recruiters"

"“That's the challenge for me. I can't tell if that is really playing out. What to me is more interesting about Amyris and I think Zymergen if you look at the DOD or DOE, this thing where they ask them can you use synthetic biology to produce 100 arbitrary novel compounds that there's no synthetic route to? And if they were able to do that at scale relatively rapidly, that to me is proof is in the pudding there. I'm just worried that I'm not seeing Ginkgo delivering on that. I'm not saying that they don't or that they haven't; I haven't seen the substance for their other partners or other projects.” — Current Joyn executive"

"[Doctor name redacted] has a factory. His center just does tons of studies. I only know of one negative study they've produced. I didn't even interpret it as negative, though the manufacturer did. Their whole thing is to design studies to win. I do study design on a regular basis. The guys involved like [name redacted] – he knows where the money is. I wouldn't trust any data from him. I wouldn't trust a lot of the places in the multicenter study. It's an industry what [name redacted] and [name redacted] do. [name redacted] and [name redacted] get so hot on things and then they peter out. It's just business. — Anonymous KOL"

""So from a PreCheck perspective, we've talked about, I think, over the last probably 8 quarters that we've been carrying expenses overhead for PreCheck and that's why we're so optimistic on our high incremental margins." — CEO, Q4 2023, Feb 28, 2024. "And just quickly on the PreCheck. Look, PreCheck is going really well. It's gaining great momentum. We're live today in 91 locations, driving market share. In terms of upsell rates, we have 90% plus marketing opt-in rate. And our upsell rate for those members or those people joining PreCheck that are not already CLEAR members is approaching 20%." — CFO, Q4 2024, Feb 26, 2025."

""China is probably the most regulated market in which we operate. It is a different model there from the rest of the world." — Pres. Des Walsh, 3Q13 Conf. Call; "For competitive reasons, I don't want to disclose our compensation program other than to say that we are abiding by all local regulations. We have a very competitive marketing plan for our distributors . . . Obviously, there's a limit in the payout. Again, we're compliant with all local regulations. And other than that, we'd rather stay somewhat quiet on our compensation plan as it is a competitive advantage for us." — CFO (today, COO) Rich Goudis, 1Q07 Conf. Call"

"“Yes, I would say that the mechanism of action for why they have less hyperphagia is that it's on the same channel that also participates in the insulin production. I would be most concerned about starting this medicine in someone that was pre-diabetic...the people that I'm the most concerned about re those borderline A1c patients that are obese and pre-diabetic. And I hesitate to start this medicine, and if I am, then I'm having a conversation about stopping it if they develop diabetes.” — Pediatric endocrinologist, leads one of the largest PWS clinics in US with 30-40 patients; 11 endocrinologists, major academic center"

"Now in terms of the competitive environment, I still think this is a quite fragmented environment. There's clearly elements of what a number of -- there's a number of names that typically pop up. eFront which is owned by BlackRock, Preqin, PitchBook, others, but they're all -- and then there's a number of smaller firms that do different workflow. They're all in really quite different parts of the business providing quite different solutions. So I think we're still at a stage in the industry where we're definitely not at the sort of mature competitors going head to head. — COO Response (Redburn Atlantic Conf, Nov 28, 2023)"

"A lot of the differentiation in the value now is in the user interface part, the digital workflow, how a customer walks up and uses [the printer]... that's actually produced by Xerox, the software written by Xerox, by and large or some of the software developed by Fuji-Xerox to our specifications to meet our needs. Fuji-Xerox has introduced version of those that have kind of that same, you know move the paper, put the marks on it, but the whole user interface and user experience is completely different. And we have been really focusing on the R&D and the ability to kind of [sic] deliver that. — Steve Hoover, CTO of Xerox"

"we don't really see useful applications start coming about and reliable computers until we have four nines, 99.99% fidelity. Then you can do maybe on the low end, a few hundred qubits and on the high end, for more intensive applications thousands, tens of thousands, hundreds of thousands. You might think 96%, 98%, 99% is not that far from 99.9%; you're 96% of the way there. But getting that last few percent or that last few tenths of a percent or hundreds of a percent is really where the outstanding challenge lies. It’s way harder to get from 99.3% to 99.99% than to get from 50% to 99.3% — Former IonQ employee, physicist"

""It’s disgusting": Legal professionals outraged as Dye & Durham sharply hikes prices for critical software — The Globe and Mail. "They’re all about the money and not about the customer," said Tiah Workman. "There’s not one lawyer I know of in the real estate business who’s not opposed to this." — Tony Spagnuolo. "Dye & Durham accused in class-action lawsuit of misleading customers on price freeze" — The Globe and Mail. "They gave our firm one month notice that they were raising the cost from $25/file to $125/file." — Reddit user. "I'm never purchasing a Dye and Durham product so long as I'm in business." — Facebook user."

""they dug themselves in a hole by pushing low cost as their primary value proposition," — Key competitor. "never understood it" and "Twist hadn’t invented a better mousetrap...anyone that had deep technical knowledge in the space was kind of like, how are you doing that? It didn’t compute." — Competitors. "very predatory" — Ex-Twist executive. "selling below the cost of their product" and "too much value out of the market for it to be profitable for anybody." — Ex-employee. "once you displace pricing and that badly, it’s impossible to lift it again"; "I don’t think they’ve ever going to recover from that." — Ex-employee."

"I've never seen a company with such a toxic culture straight from the top. It starts with Tom and the top-level management. They are involved in every aspect of your job, whatever level you are. So it is really a culture of saying yes all the time, if you don't say yes, you are just out. And certainly, when it comes to sales and business development, I had four various bosses in six months. So pretty ruthless if you say no, if you just push back, you can do it once, but the second time you are out simple as that. The attrition is a real problem and the fact that they can't keep and attract good talents. — Former Employee"

"“unlike other shareholder proposals on this topic, which typically seek the adoption of a policy for an independent board chair, this proposal seeks a binding amendment to BlackRock’s Bylaws. Accordingly, voting in favor of amending the Company’s Bylaws to require separation of the Board Chair and CEO roles prevents the Board from exercising its discretion to make the best-informed decision on a leadership structure that serves the Company and its shareholders based on the relevant facts and circumstances from time to time.” — BlackRock's Opposition Statement to Bluebell Capital Partners’ propose item, 4th of April 2024."

"Credit rating — A downgrade in our credit rating could increase our borrowing costs and negatively affect our financial condition and results of operations: In addition to using cash provided by operations, we regularly issue commercial paper to meet our short-term liquidity needs. Our credit ratings are important to our ability to issue commercial paper at favorable rates of interest. A downgrade in our credit rating could increase the cost of borrowing or the fees associated with our bank credit facility, or the credit spread incurred when issuing long-term debt in the capital markets. — Amcor Annual Report Risk Factor"

"“Because Nutrition Clubs are expressly not retail establishments and are often unprofitable, they are principally of value to a small minority of financially successful Herbalife Distributors as a location from which they can recruit new participants… ‘Successful’ Nutrition Club owners make money not from retailing product, but from recruiting other participants who are encouraged to open their own clubs, buy more product, and recruit more participants.” — FTC v. Herbalife International of America, Inc., et al. (July 15, 2016). Case No.2:16-cv-05217, Complaint for Permanent Injunction and Other Equitable Relief, at p.20."

""And in our conversations with customers that effectively -- the math would come back to effectively the same kind of level of businesses we do today, that's -- I know it's a somewhat high-level explanation, but to take you any deeper would require spreadsheets..." — Ajay Shah, Chairman/CEO. "This reduction of the Import Tax diminishes the protection of the national industry and, if it comes along with the reduction of the tax benefit that we have today in the Computer Law, it may be big enough that there is no longer interest of a company, multinational company to produce in Brazil" — Rogério Nunes, CEO of SMART Brazil."

"“fraudulent revenue recognition practices” such as “pull in” sales by offering “undisclosed concessions...to order products earlier than wanted or needed so Magnachip would hit revenue targets”; 2) “recognizing revenue on ‘sales’ of non-existent or unfinished products...falsified books and records”; 3) “manipulated gross margin...delayed scrapping obsolete inventory by several months or years...inflated its gross margin...records did not accurately reflect inventory values...made improper entries...to increase the inventory value when no manufacturing process had occurred.” — SEC complaint against Magnachip Semiconductor"

"“While mgmt would not directly respond to whether it had received prior “informal” interest, the company reiterated its position that any serious approach would have been required disclosure in S-4.” — Bank of America, March 8, 2019; “... So as any CEO in any industry, I have conversations with other CEOs. The few discussions and conversations that I've had in the past have all been at a very high level. There has been no discussion about economic terms. There has been no offer. And I'd like to add more. There has been no discussion whatsoever since 2017.” — Giovanni Caforio, Cowen Health Care Conference, March 12, 2019"

"Please note that going forward we will no longer be providing quarterly Mako results. Since acquiring the company in early 2014, we have provided detailed Mako data for 23 consecutive quarters in order to allow investors to accurately track the performance of this differentiated robotic technology. As we are now six years since the acquisition and nearly five years since the initial launch of the total knee indication, we believe we have validated a strategic rationale and competitive advantage of Mako as witnessed by the roughly 600 basis points of U.S. knee market share that we have gained since 2013. — 2019 Conf Call"

""I am not solely loyal to TransMedics. We do use TransMedics quite a bit, and I have thoughts regarding the future" — Veteran transplant administrator/executive at Massachusetts General Hospital; "I know University of Cincinnati was using TransMedics, and they're getting away from it because it's just so darn expensive... University of Virginia is another one." — Executive at a major OPO; "One of my contacts works here locally at UW... they were trying to block all TransMedics business because they're upset about the cost and everything... they were making an effort to use it at all." — Former TransMedics OCS specialist"

"“Now, my patients, one was on the placebo to start off with, and one was on — those patients, certainly, their hyperphagia did not get any worse, probably potentially got better. Now, I don’t know whether that’s — all these drugs also have a strong placebo effect. So, you could argue that it was placebo effect. I think that’s the reason they had to do that placebo withdrawal, which is unusual in terms of trials. So, it was an unusual study plan that they had to get more data, but they had the fact that they had to do a placebo withdrawal. That’s unusual.” — Trial investigator, endocrinologist, key opinion leader for PWS"

""Q4/2023 adjusted EBITDA increased 18% y/y to $525 million, in line with the FactSet consensus of $522 million and our $527 million estimate" and "Management continues to deliver impressive EBITDA margin improvement WSP's Q4/2023 adjusted EBITDA margin increased 150 bps y/y to 19.0%....." — Canaccord, 2/8/24; "Adj. EBITDA of $525 mm beat Stifel's $518 mm by 1.4% and FactSet consensus of $522 mm by 0.6%. Adj. EBITDA margin of 19.0% was very strong and came in higher than our forecast of 18.2% and the Street at 18.7%. EPS was $1.99, 4.2% higher than us at $1.91 and 3.8% higher than the Street at $1.91." — Stifel, 2/29/24"

"20.1 If the nationality or control of the Contractor changes or the Contractor's sponsoring State, as defined in the Regulations, terminates its sponsorship, the Contractor shall promptly notify the Authority forthwith. 20.2 In either such event, if the Contractor does not obtain another sponsor meeting the requirements prescribed in the Regulations which submits to the Authority a certificate of sponsorship for the Contractor in the prescribed form within the time specified in the Regulations, this contract shall terminate forthwith. — ISA Regulations on Prospecting and Exploration for Polymetallic Nodules in the Area"

"[AI technology] was, of course, a nice to have, right? It's a good gimmick, especially for sales folks. It's like, "Hey, look, like just imagine what you could do in this scenario, right?" It's all about storytelling. So for the salespeople, I think we kind of oversold it. But like in actuality, it's not a need to have. Like at the end of the day, it's like, "Hey, if I have to go to court, do I get the information to exonerate my driver?" It's pretty black and white. I would say in terms of customers, I probably had like less than 10% who really, really saw value out of it. — Former Samsara Mid-Market Account Executive"

"Both Resideo and Snap One share a strong culture of innovation and employee bases dedicated to supporting their integrators and driving value in the markets where they operate. We see significant benefits for integrators in the combined businesses with a wider selection of third-party and proprietary products, access and enhancements to support services and rapid product fulfillment through a comprehensive branch footprint and strong digital capabilities. All of this creates an attractive financial profile that we expect to be accretive to revenue growth, margins and non-GAAP EPS for Resideo. — CEO Deal Call April 2024"

"“The PR is definitely amazing; they're good at that for sure...I think if you break down the different parts of the business and what they offer, you certainly can find other places that can do aspects of that. To me, they're a CRO, that they're providing a service, and they may be thinking they have a unique business model behind that in some way, but we would look at a project with them just like we would look at a project with Zymergen or anyone else if we were scoping out what the question was and what the right person would do and we definitely get competitive bids for things when we have to.” — Synlogic executive"

"“Senza had a very high explant rate because of patient discomfort. The frequency of recharging was untenable. Some patients got sore skin from the charging coil. Having to do it every day could make the skin sore. It became intolerable to some patients. I have a friend who explanted 3 Nevro devices in one day. He’s not a big Nevro guy anymore.” —KOL; “I’ve explanted a lot of Nevro because of lot of my colleagues started implanting it for indications I didn’t agree with. You need some form of neuropathic pain like a previous surgery or trauma. It won’t work for regular back pain like if it’s your joints or a disc.” —KOL"

"“It's not like a typical prescription process where if you go to your doctor and you need an antibiotic, he writes it, you go and pick it up at the pharmacy. You have to fill out a special form, and it's all manual, as much as the salesforce fought to get everything digitalized... all of the prescriptions went to a fax machine at RareMed, and then RareMed communicated the information—I don't know how that happens on that end; that's above my pay grade—and then they would communicate that information to [name redacted], the director of patient services.” — Ex-Harmony territory manager for several states in the northeast"

""The second year after close, we expect to achieve at minimum $175 million in cost synergies." — Biovail; "By the end of the fourth quarter [of 2011] we expect to achieve approximately $350 million synergy run rate for the Company." — Biovail; "We expect to realize annual run rate constant synergies of greater than $225 million." — Medicis; "We now expect to achieve greater than $300 million in run rate synergies by the end of the year [2013]." — Medicis; "We expect to achieve at least $800 million in annual cost savings." — Bausch + Lomb; "We have now identified greater than $900 million in synergies" — Bausch + Lomb"

"For example, in late Winter 2020 (March), all of Samsara's customers who had previously purchased our Dashcams were automatically eligible to use a plethora of new A.I. features free of charge. — Samsara Product Update Document. "So AI was a big enabler for us as a company... We've been growing that over the years." — Goldman Conf (Sept 2023). "We have been building AI into our products and investing in AI technologies for 5 years now." — Analyst Day (June 2023). "AI has been core to how we built our product over the last 5 years, and our data moat is one of our key competitive advantages." — Q1 2024 Call (June 2012)."

"Yes, there were some error rates. But it really comes down to how many things you want this machine to analyze. One sample is getting converted to a few thousand data points because you're analyzing 3,000 cells in each sample. Each cell within a sample, each one of those 3,000, has its own data points. You need to analyze each of those data points as opposed to a data point coming from a population. So, if you try to complicate that with 10 different endpoints, you're just not going to know—it's not going to be able to figure out how to analyze that data and to optimize each of those assays. — Takeda ex-lead scientist"

""In terms of the business -- or driver of business today, can you just give a rough split of end markets and just kind of how you see those key drivers? I'm more thinking that retail used to be closer to 40% of revenue and transportation and logistics, (sic: 2025). But just how do you kind of size that e-commerce is a larger contributor to the business?" — MS Analyst, Morgan Stanley Conference March 5, 2024. "So if you look today, we consider e-commerce as part of our retail vertical market, which is about 30%, down from the 40% you mentioned, just with the decrease in the company over the last year." — CFO Response."

"It’s worth noting that most of the revenue associated with a hybrid capture workflow comes from library prep. It doesn’t actually come from hybrid capture. Those are the two components in that workflow. So, most of that market, the number that I specified, most of that is library preop. And another two players are added there: Illumina, who makes the machines, and NEG, and IDT just acquired a company that specializes in this. It’s well-known that they don’t manufacture their library prep kit. They have to purchase it elsewhere and resell it, so their margins are less on that. — Former employee now at a key competitor"

""The overwhelming sense in the company is they are fudging the numbers...no sales consultant has any transparency or visibility into how many patients are on drug in their territory. I have never seen that before in a pharma company...My sense, is absolutely...the bottom of this will fall out. They're going to get found out or payors are going to bolt... the discontinuation rates, investors are going to squeeze them for how many patients are you treating? How many patients are on drug? So, that's going to come out, and I think that could be alarming." — Ex-Harmony territory manager for a large region in the northeast"

""I would rather . . . tell you that we--Philippe, Tom Dooley and I--will seek out every sensible deal, whether it be in the digital space or otherwise, and we are determined not to let it get out of our hands".... [Dauman's & Dooley's recent private equity investment experience will give them] "important insights that will enable us to better navigate the digital transition and prudently capture the enormous opportunities that are clearly out there." — Sumner Redstone. Talking about the digital opportunity in front of them at Viacom [in September 2006], Philippe Dauman told analysts: "We have to be more plugged in.""

""You're really in 50/50 land on the federal investment tax credit being extended... I'm on the 50 that says, I don't think it gets renewed." — Senior Solar Industry Executive; "I think a lot of what the focus will be under a Biden administration will be offshore wind and energy efficiency." — Former Sunnova Executive; "We would need to do to maintain neutrality on that is to improve costs by about 4% every year and raise pricing by about 2% each year." — Sunnova CEO Q4 2019 Call Feb 27, 2020; "You only have so many levers to make up that delta. You're going to have to be pulling on every lever." — Industry Executive"

"“Some of the engineers at Boston Scientific went to Nevro. I know a couple of them very well. There was a pretty significant falloff in Nevro usage after the honeymoon period of something new and sexy hitting the market. There were significant problems, including in evaluating their studies. We saw this before with St. Jude. Based on Nevro’s study design and based on the number of explants that I and other doctors have had to do, I made the decision that Nevro can't really be used, based on the problems we're seeing. So, the percentage of my implants that are Nevro is zero. None.” — High volume implanter/speaker/KOL"

"The TransMedics® Organ Care System (OCS™) Liver is a portable extracorporeal liver perfusion and monitoring system indicated for preservation and monitoring of hemodynamics and metabolic function which allows for ex vivo assessment of liver allografts from donors after brain death (DBD) or liver allografts from donors after circulatory death (DCD) ≤55 years old and with ≤30 mins of warm ischemic time, macrosteatosis ≤15%, in a near-physiologic, normothermic and functioning state intended for a potential transplant recipient. — FDA PMA Approval Order Statement, Summary of Safety and Effectiveness Data – Sept 28, 2021"

"The TransMedics® Organ Care System (OCS™) Liver is a portable extracorporeal liver perfusion and monitoring system indicated for preservation and monitoring of hemodynamics and metabolic function which allows for ex vivo assessment of liver allografts from donors after brain death (DBD) or liver allografts from donors after circulatory death (DCD) ≤55 years old and with ≤30 mins of warm ischemic time, macrosteatosis ≤15%, in a near-physiologic, normothermic and functioning state intended for a potential transplant recipient. — FDA PMA Approval Order Statement, Summary of Safety and Effectiveness Data – Sept 28, 2021"

"“For some cynics in Chemicals who have more grey hairs than ourselves, they’ve sat through previous HUN investor days that also felt compelling but ultimately didn’t translate into results. There are a number of (fair) reasons for management to believe that “now is different” (upgraded portfolio, much cleaner balance sheet), but that is the historical challenge the stock is facing: Convincing the incremental buyer that this time is different. We think the setup into 2022-23 could be interesting if we get a few more good results on the board, but execution will be the ultimate determinant.” — Barclays, November 2021"

""Cryptocurrency and blockchain is here to stay. The market need for it is going to grow, and over time it will become quite large. It is very clear that new currencies will come to market, and it's very clear that the GPU is just fantastic at cryptography." — Jensen Huang. "It's an incredible job by Pete and his team to create this, the world's most advanced computer designed specifically for autonomous operation. And as a rough sort of [indiscernible] whereas the current NVIDIA's hardware can do 200 frames a second, this is able to do over 2,000 frames a second and with full redundancy and fail-over." — Elon Musk."

""You're not going to like my answer on competition because strategically we view the competition as fast food...It is the steal a meal a day from fast food. It is not to go after other supplement companies. It's to go after McDonald's, to go after KFC." — John DeSimone, CFO, Sept. 7, 2011; "Our competitors include both direct selling companies such as NuSkin Enterprises, Nature's Sunshine, Alticor/Amway, Melaleuca, Avon Products, Oriflame, Tupperware and Mary Kay, as well as retail establishments such as Weight Watchers, Jenny Craig, General Nutrition Centers, Wal-Mart and retail pharmacies." — Herbalife, 2011 10-K"

""And if anything, what they've done is they've increased the validation that robotics are here to stay." — CFO Boehnlein, Q1 2021. "We are confident on the prospect of maintaining our lead versus any of the competing systems on the market." — CEO Lobo, May 5, 2021. "And that, to me, is a tailwind. It's -- robotics, overall, it's still very underpenetrated. So that will grow the actual adoption." — CEO Lobo, Sept 2021. "And that, frankly, has just raised awareness in the category. And that's acted more as a tailwind than, frankly, a problem for us because we know we have the best solution." — CEO Lobo, Nov 18, 2021."

"“The following acts belong to the pyramid selling: (1)An organizer or operator seeks for unlawful interests by recruiting persons to participate in pyramid selling... (2)An organizer or operator seeks for unlawful interests by recruiting persons to participate in pyramid selling and asking the recruiters to pay fees... (3)An organizer or operator seeks for unlawful interests by recruiting persons to participate in pyramid selling, asking the recruiters to persuade others to participate in pyramid selling so as to form a multi-level relationship...” — Pyramid Sales Regulations, issued by the State Council of the PRC"

"I heard it's made by Ushio, and the problem is the lifetime is only three months. And out of the three months, tuning is one month, so they can only use it for two months until they have to replace it again. So, it's very low efficiency. In order to provide sufficient capacity, customers need to purchase more than one tool where they only would need one. ... That's the failure of the qualification at TSMC—that's a good possibility. And from another source, I heard that they are still using optical and electron beam solution. — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec’s CEO"

""The way to think about the 10% [growth in bookings], both in the past and in terms of our future intention, is that roughly half of our growth will come through headcount additions. The other half will come through productivity lift." — Ed Flynn, Former EVP, Worldwide Sales and Marketing; "And that productivity has really been phenomenal for multiple years now. I'm sure that products are helping, but clearly it's also really great execution and great leadership in that organization. They have proven once again this quarter that we have the best direct sales force in the world." — Carlos Rodriguez, President & CEO"

"“You’ve got this little toy computer that works; it’s got 11 qubits that can perform some contrived application. So, the idea is okay, now instead of 11 qubits, we just need hundreds or thousands or millions, but the reality is, yeah, these systems are hard to develop, and they’re complicated to build, but it’s not like you can just build a lot of them and then connect and then boom, you have a machine with 100,000 qubits. Every new qubit that you add to a machine, the difficulty of maintaining those fidelities, the difficulty of performing operations really scales exponentially.” — Former IonQ employee, physicist"

"They [Kratos] could never pay their bills during the time I was there. Terms were net 90 for every vendor expect ones like SDG&E, etc. It was stressful because of this, causing non stop credit holds, non stop emails from vendors wanting payment, statements to review that had months of bills entered but not paid. I couldn't wait to leave. The office supply area was completely bare and empty. It was hard to order supplies. Many temps would buy their own supplies and bring them in. Supplies such as inboxes, file folders, etc, that should have ben provided by the company — Accounts Payable Specialist, Glassdoor Review"

""And then you have ozanimod, GED-0301. Both of those - as I mentioned before, ozanimod is a $4 billion to $6 billion asset. GED-0301 for Crohn's disease could be transformational as well. In our opinion, it's probably a multi-billion dollar asset as well." — Patrick Flanigan, Corporate VP – Investor Relations, March 2017; "Focusing on execution, the NDA for ozanimod in RMS was submitted on the heels of two positive global Phase III studies. We are currently building out a strong neuro-inflammation team to execute a launch and unlock the value of this important product." — Scott Smith, President & COO, January 2018"

"I think it's a machine that requires highly skilled operators, and to develop new things on the machine requires a very specialized skillset. So, if you want to buy this thing and just have it do XYZ... As far as is it onerous to use, etc. ? We hire technology development specialists who are all about specialized technology. So, their perception might be different—oh, I need to write a bunch of code to actually pull out the data in a way that I can see? No problem. I have to hack the machine a little bit to do something new? Sure, let's do that. Those are the types of people we have. — Gingko Bioworks Executive #1"

"“Above average precipitation and temperatures in the fall led to a mild winter. This warmer weather will increase flying pests such as carpenter bees and other nuisance flies house and blow flies.” — Rollins PR. “I’ve been researching bee health for over 10 years... Some beekeepers who had been in business for decades shared that they lost 50% to 70% of their colonies over the winter of 2021-22.” — UC Davis Bee Researcher Oct 2022. “Over the entire year (1 April 2022 – 1 April 2023), beekeepers in the United States lost an estimated 48.2%... of their managed honey bee colonies.” — Survey of Bee Colonies June 2023."

""I've had a few patients that have responded well, and mechanistically, it does make sense because it does have a central — there's definitely appetite suppression that's been associated with it. I've been able to use it more frequently in my patients who are diabetics, so it's made it much easier to get it approved for those patients as well. I'm definitely more than mixed, if you understand what I'm saying. I certainly think that there's a very good usage for it. I've been impressed with the data so far, and I am looking forward to getting more experience with it." — Endocrinologist based in NYC, 15 PWS patients"

"The Company has been deficient in linking executive pay to corporate performance, as indicated by the ‘D’ grade received by the Company in Glass Lewis' pay-for-performance model. Shareholders should be concerned with this disconnect. A properly structured pay program should motivate executives to drive corporate performance, thus aligning executive and long-term shareholder interests. In this case, as indicated by the poor grade, the Company has not implemented such a program. In our view, shareholders should be concerned with the compensation committee's failure in this area. — Glass Lewis, 2016 Alcoa Proxy Paper"

"For some cynics in Chemicals who have more grey hairs than ourselves, they’ve sat through previous HUN investor days that also felt compelling but ultimately didn’t translate into results. There are a number of (fair) reasons for management to believe that “now is different” (upgraded portfolio, much cleaner balance sheet), but that is the historical challenge the stock is facing: Convincing the incremental buyer that this time is different. We think the setup into 2022-23 could be interesting if we get a few more good results on the board, but execution will be the ultimate determinant. — Barclays, November 2021"

"Triller did a last private round of capital raising just about 12-13 months ago, valuing it at over $3B — Ng. Our contribution is scaling the business. And we have a specific plan how to make money. It requires a few things. #1 people, and #2 capital. I'm fortunate to say at this moment, that we have a lot of capital chasing us. And #3 ideas. — Ng. Agba's financial expertise and Triller's AI-driven capabilities are incredibly complimentary. — Ng. As a part of this merger, the entire company will be redomiciled, relocated to Los Angeles. We have a team going around in Los Angeles looking for a campus for us. — Ng."

"Our Regulated Natural Gas segment is affected by the cost of natural gas, which is passed through to customers using a purchased gas adjustment clause and includes commodity price, transportation and storage costs. These costs are reflected in the consolidated statement of operations and comprehensive income as purchased gas expenses. Therefore, fluctuations in the cost of purchased gas impact operating revenues on dollar-for-dollar basis but does not impact gross margin. Purchased gas increased by $159,287 or 103.4% due to an increase in the price of natural gas in 2021 as compared to the prior year — 2021 10-K"

"“We’ve been working with IonQ since inception or since they made the first device available. At least two-and-a-half, three years now [...] We’ve done experiments—apologies if this is well understood—but using quantum computers in any type of production setting isn’t really real, so nobody’s using quantum computers beyond just experimenting with quantum devices. We use IonQ’s computer I would say twice a year maybe, maybe once a quarter at the highest volume. I don’t know the specific numbers, but it’s definitely in the minutes; it’s not in the hours or days.” — Senior employee of 1Qbit, an IonQ partner/customer"