Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
""That business had been for sale for years, and years, and years" — Former 10 Year Executive Manager. "That acquisition was a bit surprising to me" — Former 10 Year Executive Manager. "Waterpik had a lot of cats and dogs, a lot of SKUs and a lot of potential liability issues" — Former 10 Year Executive Manager."
"“We use EBITDA Less Float to measure the profitability of our core business (excluding “float” revenue, over which we have less control), and believe EBITDA Less Float acts as a guardrail to ensure that Core Revenue performance is achieved in a sustainable way.” — BILL 2024 Definitive Proxy Statement (10/25/24)"
"“While unfortunate, this disappointing trajectory has created a historic opportunity: With the right mindset and an appropriately ambitious turnaround plan, PepsiCo today represents a rare chance to revitalize a leading global enterprise and unlock significant shareholder value,” — Elliott Investment Management"
""For both aircraft and engines, depreciation begins when the asset is initially placed into service, which generally coincides with the date when the asset is ready for its intended use. Depreciation continues whether leased or not, until the asset is permanently removed from service." — FTAI SEC Comment Letter"
""Our strategy is a transformational change into a midstream logistics company..." — Greg Garland, Phillips 66 CEO; "I think Midstream will certainly continue to be a growth vehicle for us... I think Refining is a good business. It's just -- long term, I just don't see it growing" — Greg Garland, Phillips 66 CEO"
"“they’ll throw a lot of money your way” or “it’s basically like a reward system.” — Former Nevro executives and KOLs; “everyone knows” — Former Nevro executive; “100%” — Former Nevro consultant; “their whore for California,” “a guy who takes money,” “borderline unethical,” “coin-operated.” — KOLs and executives"
"the planning permission is unlawful because [A1.3c] the Defendant failed to take into account an obviously material consideration, namely addressing whether it was approving more panels over a larger area than were required to produce the stated (and a lawful) electricity generating capacity. — High Court Judge"
"“There’s a very insular circle of Egyptians at the top: the CEO, Tamer, Magdy, Waleed’s sister, runs the lung business. It seems to be a similar Egyptian circle among their highest-volume users, this guy at Houston Methodist, Mark Ghobrial is Egyptian.” — Executive at a West Coast OPO, longtime industry veteran"
"“I think you’ll see it happen soon because all of these OPOs, OrganOX has been having trouble producing the machines in these volumes, and it seems like they’re dropping them at an OPO, at this point, every couple of weeks with us being the second one.” — Executive at a West Coast OPO, longtime industry veteran"
"Approximately 3 to 10% of Caucasians and 2 to 7% of African Americans generally lack the capacity to metabolize CYP2D6 substrates and are classified as poor metabolizers. The AUC of pitolisant was approximately 2.4 times higher in CYP2D6 poor metabolizers than in normal metabolizers — Pitolisant package insert."
"During the three months ended September 30, 2022, the Company earned $41,885 of incentive fees for the de-consolidation of BRPM 150 and $9,632 of underwriting and financial advisory fees from Faze and BRPM 150 in connection with the Business Combination and capital raising activities. — RILY 10-Q, 43, 11/4/2022"
"“Around 60-70%, disappointing from a trial inspection system. We would expect it to be 80-90%, problematic light source, uptime, and user interface not as friendly or capable as a comparable KLA system.” — Longtime executive at Global Foundries; directly involved with Lasertec and all aspects of mask inspection"
"“pretty scary...pretty weird” — Lasertec customers; “factory floor for finished goods is full.. a substantial amount of finished goods inventory that’s either not passing [evaluation]” — Lasertec customers; “literally no space left on their final inspection bays before the equipment ships.” — Lasertec customers"
""Operating expenses as a percentage of revenue, excluding intangible amortization, increased approximately 50 basis points as compared to the prior year period due to the impact of recent acquisitions that have a higher operating expense load relative to sales, given their start-up nature." — CFO Ragen Q1 2022"
"“…Odland's departure comes only days after the…office supplies retailer agreed to pay $1 million in penalties to settle a U.S. Securities and Exchange Commission probe that the company, Odland, and a former executive had improper contact with certain analysts and major investors.” — Palm Beach Post, 10/25/2010"
""There are a lot of ways to lose money in insurance, and the industry is resourceful in creating new ones" (emphasis added) and "The unpredictability of our legal system makes it impossible for even the most conscientious insurer to come close to judging the eventual cost of long-tail claims." — Warren Buffett"
"“…Odland's departure comes only days after the…office supplies retailer agreed to pay $1 million in penalties to settle a U.S. Securities and Exchange Commission probe that the company, Odland, and a former executive had improper contact with certain analysts and major investors.” — Palm Beach Post, 10/25/2010"
"‘the Subpoena sought communications and other documents concerning potential issues related to the Company’s Zio Systems, including that the Zio Systems were failing to timely transmit patient cardiac data to physicians for review after the occurrence of a cardiac event.’ — DOJ Petition for Order to Show Cause"
"Ms. Xu worked at NQ for less than six months, as marketing director, and then left NQ in 2007 in order to buy her stake in YDT; YDT is a separate and completely independent business from NQ; and NQ accounts for only 60% of YDT’s revenue. — NQ “Response to J Capital Report, ‘NQ Not At Any Price,’” August, 2013."
"“$69.6 million was due to the increase in non-cancellable non-refundable advance consideration or cash consideration received from customers which preceded the Company's satisfaction of the associated performance obligations relating to product sales expected to be fulfilled in the next 12 months.” — SMCI 10-Q"
"“Big picture, Disney's cost base is $4.8 billion larger than Netflix at similar revenue levels which given Disney's library, brand equity ability to window content and ownership of significant Media Networks to help promote their DTC platforms doesn't make sense at face value.” — MoffettNathanson, January 2024"
"The morale has gone down with the sale to Hill Rom. — Current Employee, Director of Quality. Once Hill-Rom acquired Welch Allyn the culture and vibe completely changed. The bottom line was all that mattered and a culture of fear and 'who's going to be let-go next' quickly evolved. — Former Employee, Anonymous."
"「TSMCはいつもとても賢明です。いつも、インテル、その他の大手が先に動くのを待っています。世界初のリスクを負うようなことはしません。極端紫外線についてもまさにそうです。お金の支出にも慎重だから、時間をかけて対応します。KLAのような従来の装置を使っていました。もちろん、他の選択肢が次第に現れてきます。KLAだって、ぼーっとしているわけじゃないですよ。KLAは極端紫外線マスク検査に使える、なかなかの装置を持っています。つまり、KLAにも十分魅力のある代替品を提供する能力があります」 — TSMCの研究開発の元責任者で、5ナノメートル仕様への移行とその関連の仕入れ先と装置の選定で中心的な役割を果たした人物、現大学教員"
"“Big picture, Disney's cost base is $4.8 billion larger than Netflix at similar revenue levels which given Disney's library, brand equity ability to window content and ownership of significant Media Networks to help promote their DTC platforms doesn't make sense at face value.” — MoffettNathanson, January 2024"
"“OIG recently announced that they’re going to investigate every single OPO, and they’re going to investigate every single transplant program, and it’s going to happen by the end of 2025... I’ve been overcharging the whole time.” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"
"I could put you in touch with a lot of people that are just going to say the same thing....'I hate TransMedics,' the OPO's, the hospitals...it's the same thing over and over again...we just don't see them being here in a year. — Organ procurement technician at a high-volume Northwest academic transplant center"
"The present report provides an account of the synthesis and pharmacological evaluation of the new histamine H3 receptor ligands. Compound FUB 637 (Fig. 4), a potent histamine H3 receptor antagonist tested in vitro (hKi: 3.1 nM) and in vivo (ED50: 3.7 ± 1.0), was taken as a lead structure. — 2008 Schwartz paper"
"Creating an all-round ecosystem to ensure safe, reliable, and efficient helicopter operations should meet the current demand on the part of the transport system, passengers, and helicopter owners to improve accessibility and passenger mobility in Dubai and the UAE. — Aviation International News (ainonline.com)"
"Outside these transitory issues, we believe our business continues to build momentum. We now have 10 large customers for our AIML lifecycle services, which we believe will increase their spend with us in 2023, some significantly, based on our current line of sight. — Jack Abuhoff (CEO, INOD 3Q22 earnings call)"
"And after thorough testing, we are using AI to efficiently serve even more customers by translating and responding to contacts in real time. These efforts have been key drivers of more than 95% of customer transactions proceeding without a customer support contact. — Remitly Q4'23 Earnings Call (Feb 21, 2024)"
"In a separate action, the board voted to reduce for 2003 the management fee rate to 24 percent from the current 25 percent... this action was taken after the board's consideration and review of the relative financial position of the Erie Insurance Exchange and the Erie Indemnity Company. — Company Transcripts"
""We always look at the numbers in the following way. That if we put great numbers up, we're in control, and if you don't have good numbers, then the outside world ends up being in control. If we want to stay on our agenda, we have to continue to hit our numbers." — Stephen Wetmore, Q2 2016 Call, August 4 2016"
"This case involves a public company's scheme to falsely inflate its stock price by means of accounting fraud and false public statements about its business, operations, and profit. The fraud is so egregious that Fleming has been referred to in the food industry as "Flem-ron." — Albuquerque Journal, 11/15/2002"
"“There’s a way to simplify your financial planning through one, convenient insurance solution designed to meet both your life insurance and investing needs. It’s called universal life insurance – a blend of two key financial planning elements in a single, straightforward policy.” — Manulife Marketing Material"
""We also acknowledge activism could create an opportunity to highlight value that is even higher at $40 (and in the range of the activist target) to account for significant margin expansion from current levels, premised on a market P/E of 17x and earnings of $2.37." — Morgan Stanley Research, February 1, 2017"
"In my experience, I would say almost 100% of the monitors that are chosen by primary care providers are chosen incorrectly. They're either choosing an incorrect duration or incorrect type of monitor for the wrong indications. Asymptomatic people generally shouldn't be monitored at all. — Surveyed Cardiologist"
""Adding Nelson Peltz of Trian on our Board has the potential to derail the transformation we're leading at P&G... P&G has a diverse and experienced Board that is actively overseeing our transformation and will continue to be agents of change to improve P&G's global performance." — David Taylor, August 1, 2017"
"By 2023 the company aims to generate 25% of sales with products that have been launched on the market in the last five years. — Sika; We generated sales of around €10 billion [17% of total] with products launched on the market in the past five years that stemmed from research and development activities — BASF"
""You think about termite, and the property damage that comes through termite is enormous. So the last thing you want to do is move away from that service. The risk reward equation in that is upside down. So why would you move away from termites, which is costing you? " — CFO Krause, Wells Fargo Conf June 2023"
"We are further concerned because DLO's CFO, Diego Cabrera Canay, worked at PwC Argentina through 2008; that gives rise to the possibility that the auditor is less skeptical of DLO than it should be. (We have previously noted similar dynamics in the cases of Sino-Forest and NMC Health.) — Muddy Waters Research"
"ADT attrition represents RMR attrition, whereas satellite and wireless attrition represents subscriber attrition. Cable companies have not publicly disclosed attrition and gross adds for a number of years, but are commonly thought to have ~1.7-2.0% levels of monthly subscriber attrition (or ~20-24% annually)."
"“Recurring revenue, on both a GAAP and non-GAAP basis, is the portion of our revenue that we believe is likely to be renewed in the future, and primarily consists of initial and renewal PCS, SaaS, term-based licenses, and managed services, which are recognized over time.” — VRNT Q4 FY19 Earnings Press Release"
"“You know it was a difficult moment because we were trying to get the marketing authorization. The upper management of Bioprojet was worried about that. To protect the welfare of the patients, it was decided to stop the study. But because the marketing authorization was in danger.” — Former Bioprojet employee"
"The critical question for the FTC is whether the revenues that primarily support the commissions paid to all participants are generated from purchases of goods and services that are not simply incidental to the purchase of the right to participate in a money-making venture. — FTC Staff Advisory Opinion (2004)"
""It's about the size of your arm from your elbow to your fingers. Half of it is just a metal stick with the scope part. The other part is molded plastic with a tiny chip on it, so it's probably double-digit dollars to make. So, the margin is infinite. It's a huge margin." — Major Hospital Urologist, Nov 2024"
"We heard one second hand account of a conversation between an investor and an analyst with a major bank. We were told that during the conversation, the analyst claimed to have previously noted that the theater count was implausible, yet the analyst never became concerned about FMCN as a result. — Footnote 21"
"Trapped ion quantum computer. Dynamically reconfigurable in software to use up to 11 qubits. — Microsoft Azure page for IonQ. To date, we’ve run single-qubit gates on a 79-ion chain, and complex algorithms consisting of multiple two-qubit gates on chains of up to 11 ions. — Amazon Web Services page for IonQ."
"But essentially from 2014, 2015 and 2016 there was very little CapEx that was spent at DigitalGlobe to build satellites. And they took advantage of that and all the cash flow that was generated during this period and bought back about$300 million of stock. — Interim Maxar CFO (former MDA CFO) Anil Wirasekara"
""I don't even want you to finish the phone call, I want you to hang up right now and just say I want to sell every share of Lucent because the combination of Lucent and Alcatel is going to be run by Patricia, Run Into the Ground, House of Pain, Train Wreck, Sell-Sell-Sell, Russo." — Jim Cramer, July 31, 2007"
"Investigator: How about Lin Sankuang? Mr. C. Yes I do [know him]. We worked in the same office [at the Xiamen Headquarters]. Investigator: What's the function of Mr. Lin Sankuang? Mr. C. He is the cousin (表弟) of Ding Shizhong. He is in charge of the Yunnan subsidiary. — Mr. C (Source: Muddy Waters interview)"
"In September 2008, we entered into an unsecured loan agreement for the aforementioned $10 million credit facility, which expires in October 2011. The proceeds of the new credit facility are available for general working capital purposes. The credit facility is currently undrawn. — WD-40 Company (2008 filing)"
"The CEO said very offensive and culturally derogatory statements to multiple of my female coworkers of color. — Glassdoor Review. No one speaks about the cult that the CEOs and Head of HR were apart of, which is interesting because several tactics from the cult are used to run the agency. — Glassdoor Review."
"Iger told board members he didn't think Chapek needed to audition for the role... Iger told [Chapek] that instead of the one-on-one board interviews, Disney's lead independent director, Susan Arnold, would be in touch... She and Iger had both recommended Chapek for the job, and the board had approved. — CNBC"
"“At Targa Resources, it was clear to us that the last 15 years presented a once-in-a-lifetime opportunity to scale with the rapid growth of U.S. shale production. It is well known by insiders within our industry that Phillips 66 did not capitalize on the significant head start they had with DCP.” — Mike Heim"
"“At Targa Resources, it was clear to us that the last 15 years presented a once-in-a-lifetime opportunity to scale with the rapid growth of U.S. shale production. It is well known by insiders within our industry that Phillips 66 did not capitalize on the significant head start they had with DCP.” — Mike Heim"
"“I am willing to take anything out of print that offends you” — Laura Martin. “You have 24 hours to make any change you want” — Laura Martin. “AOL will not hit the guidance...at least not without accounting gimmicky. I am willing to hold on with them in public but let's not lie to ourselves.” — Laura Martin."
"“I am willing to take anything out of print that offends you” — Laura Martin. “You have 24 hours to make any change you want” — Laura Martin. “AOL will not hit the guidance...at least not without accounting gimmicky. I am willing to hold on with them in public but let's not lie to ourselves.” — Laura Martin."
"“Brainworkers and students demanding fatigue releasing and relaxation after hard work” and “Laborers and players needing relieving oxygen-lacking symptoms after exercise” — WinterGreen research “Stationary Medical Oxygen Concentrators: Market shares, Market strategies, and Market Forecasts, 2017 to 2023” p68"
""And our CEO and company founder Udo Müller is someone who started to consolidate the outdoor advertising market – I think it was 25 years ago. He is an exceptionally gifted deal-maker and for him, every week that goes by without him buying a company or closing a deal, is a week wasted." — Christian Schmalzl"
"“I left one day when I had been requested to only work with the TransMedics device and not use anything else...a very big red flag...working only with their pump or preventing surgeons from putting livers on ice - to use it on every organ.” — Transplant procurement surgeon previously working with TransMedics"