"Jeff Skilling famously called a presumed short seller an “asshole” on a conference call after the investor questioned why Enron was always unable to produce a balance sheet with its earnings announcement."
Callouts & quotes from 349+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
""This settlement will require Herbalife to fundamentally restructure its business so that participants are rewarded for what they sell, not how many people they recruit," — FTC Chairwoman Ramirez."
"“to this day, the electric table, the superior alignment technology...are ASML’s bedrock...its super-fast, super-precise stage and alignment have been unique selling points for decades.” — ASML"
"“This last contract with Rapiscan was a big kind of fallacy... They were selling something that this equipment can’t do... This is the red point on this contract.” — Former senior SAT official"
"“The Chinese authorities suspended the registration and approval of direct selling amid a nationwide crackdown on wrongdoing in the health products market” — Article cited by Grizzly Research"
"Absolutely. It's super confusing. It creates ill will. — Former Senior Executive. I feel like it's a bit of an oversell without iBuying. It's a bit of an oversell. — Former Senior Executive."
"“unlike actively managed funds, which can and do sell the stock of a company they perceive as having poor corporate governance, index funds are the ultimate long- term investors” — Mr. Fink"
""And we may periodically put a rental out with a customer, but right now, our model is pretty much we're going to sell and not offer a demo program." — CFO Waters, Q2 2022 Earnings Call"
"Once again, we expect to maintain our full-price selling philosophy and do not anticipate a material change in promotions or markdowns going forward. — CEO Conroy, Q2'23: Oct 26, 2022"
""Our Mission is to change people's lives by providing the best business opportunity in direct selling and the best nutrition and weight-management products in the world" — Herbalife"
"Robert Spoerry, non-Executive Chairman, who owns, directly or indirectly, 362,720 shares, has stated that in the context of estate planning, he intends to sell up to 125,000 shares."
"“Many of the Sell-side analysts that follow Goodyear have heard PM's lament that this company ‘hasn't missed an opportunity to miss an opportunity’...” — Wolfe Research, 2/11/2021"
"“So with this satellite thing and then the electric engine thing and the launch business, when do you worry about spreading yourself too thin, right?” — Sell-side analyst to Kemp"
"We sell access to a quantum computer with 11 qubits...; We are still in the early stages of generating revenue with our 11-qubit quantum computer. — IonQ Prospectus Oct 22, 2021"
"SoFi IR confirmed: "seller financing" arrangement | CFO Lapointe: "investment-grade equivalent" | 10-K: zero credit loss allowance — Documentary Evidence (December 20, 2023)"
"“the Chinese authorities suspended the registration and approval of direct selling amid a nationwide crackdown on wrongdoing in the health products market” — Unattributed"
"Activist short sellers" borrow shares, sell them for 50 euros and then think about how they can manipulate the price, i.e. how can they make the price fall. — Udo Müller"
"I think buyer commissions are going to become unbundled from seller commissions and buyers are going to have to pay their own agents directly. — Former Senior Executive"
""So the (specialty) cartons business is a little less than 10% of sales now. It's a global business. It's predominantly selling tobacco cartons." — Amcor CEO Response"
"A former senior Zillow employee we spoke with called the Super App a glorified CRM and a former Zillow Senior Executive called it a bit of an eye roll or oversell."
"“We’re basically selling our identity soul to a private company, who’s then going to be the gatekeeper ... everywhere one goes.” — Kaliya Young, identity expert"
""[U]ncertainties relating to interpretation and enforcement of legislation in China governing direct selling and anti-pyramiding" — Herbalife Q1'2017 Form 10-Q"
"a recent search of sell-side research covering Nidec yielded the words “synergy” and “synergies” in 153 Nidec reports over the past five years. — Alpha-Sense"
""Expedia to Spin Off TripAdvisor" — Scott Morrison, Wall Street Journal. "Barry Diller sells shares in TripAdvisor, steps down as chairman" — Business News."
"Expedia to Spin Off TripAdvisor — Scott Morrison (Wall Street Journal). Barry Diller sells shares in TripAdvisor, steps down as chairman — Business News."
"and moved the entire team over to Looker at the same time — Justin Laing, Q&A Justin Laing On Selling Crank Logic, SantaCruzTechBeat.com, March 13, 2018."
"4Q18 Review: Focus Shifts to the Potential Need for Capital & Potential for Insider Selling — Downgrading To Price Target To $21/share — Morgan Stanley"
"I have tens of thousands of people selling with us around the market today at -- with the Microsoft Azure team. — CEO Siebel, Needham Conf Jan 11, 2022"
"At this time, we are not interested in selling a piece of the Orange St. property. — Bryce Kell, Business Administrator, Millville Board of Education"
"Even worse, an industry expert recently outed "legacy fraud verification vendors" for selling a "useless" product and double-billing customers."
"Source: Kerrisdale analysis based on “Illustrative Cash Flow Impact of New Contract” disclosure provided to sell-side analysts on June 9, 2025."
"In BK's 11/14/11 Investor Day, CEO Gerald Hassell provided a roadmap for 7 – 11% EPS growth between 2011 and 2014 — Marcato Capital Management"
"the stock has underperformed and we have concluded we would not be able to sell it for much — Burford Capital 2019 Interim Report"
""We have a lot of diversity in our products. We have probably a 130,000 sellable products." — CFO, Bofa/ML Conference, May 2019"
""The investment banking profession will sell shit as long as shit can be sold" — Charlie Munger on SPACs, February 24, 2021."
"Huntsman won’t sell shares of Venator until its stock price is “significantly higher” — Huntsman Management (May 16, 2019)"
"“the retirement plan for former Ernst & Young partners” — Muddy Waters Issues Strong Sell on Sino-Forest Corporation"
"Jailed in a Chinese hellhole, a B.C. short-seller strikes back with lawsuit against mining company — National Post"
"Of course, the sell side is confused. UBS mistakenly thinks U.S. shale is 30-35% of revenues. — Greenlight Capital"
"College Prep Software Naviance Is Selling Advertising Access to Millions of Student — The Markup"
"Home Sellers Win $1.8 Billion After Jury Finds Conspiracy Among Realtors — Headline, WSJ article"
""the new presence of a well-known shareholder-value advocate investor" — Sell-side research"
"“Existing relationships between the seller and Lasertec Corporation” — “Nothing of note”"
"Named one of the top Activist Short sellers in world in 2020 — Activist Insight Review"
""on average, in a given day, we can sell 6 or 7 cards." — Salesperson at booth B2178"
"“How were we to know oil would run out? We only sell the stuff!” — Cartoon caption"
""How were we to know oil would run out? We only sell the stuff!" — Cartoon caption"
"“If you build it, they will come.” — Ray Kinsella theory of investing"
"STRONG SELL OPINION — Spruce Point Capital Management"