Callouts & quotes from 10,384+ activist slides

""better off going through someone like IDT...you'll get much higher purity and much better performance." — An ex-IDT sales manager. "emperor has no clothes" — A competitor. "scares the living heck out of anyone in the clinical space" — A competitor."

"Sales volumes decreased due to the added pressure on the retail market segment from inflation-driven pricing actions. Sales volumes also decreased in the industrial market segment, mainly in the dairy ingredients category. — Saputo reports (Q2 2023)"

"Look at the performance. They have issue after issue after issue. If that is not a question of the management is the problem...look, they have a management problem. I don't know any other investor who doesn't think that is true. — Anonymous Investor"

""We have always talked about how long it took for the nutrition clubs to ramp up. It’s exponential. So you’re probably talking 18 -24 months out into the future till you see maybe the explicit exponential growth." — Michael Johnson, CFO, May 2, 2007"

"Look at the performance. They have issue after issue after issue. If that is not a question of the management is the problem...look, they have a management problem. I don't know any other investor who doesn't think that is true. — Anonymous Investor"

"Simpson Oil remains committed to the core energy industry and will continue to invest and participate in companies in the industry that adopt strong corporate governance practices and prioritize the interests of shareholders. — Simpson Press Release"

""just unacceptable" — Global Foundries executive. "no question...it sounds sketchy" — Global Foundries executive. "around 60-70%...disappointing" — Global Foundries executive regarding uptime. "problematic light source" — Global Foundries executive."

"“we were afraid that they had bugged our Slack channel”; the article “picked up on all of the things that we were concerned about Ginkgo, about their grandiose claims” and “versus the reality of what we see day to day.” — Senior employee at Joyn Bio"

""The FTC settlement is an acknowledgment that our business model is sound and underscores our confidence in our ability to move forward successfully, otherwise we would not have agreed to these terms." — Michael O. Johnson, chairman & CEO, Herbalife"

"“Any Chinese national who has settled abroad and who has been naturalized as a foreign national or has acquired foreign nationality of his own free will shall automatically lose Chinese nationality.” — Nationality Law of the People Republic of China"

"“There are multiple 5-star fake reviews for freecash.com listed on trustpilot. I've tried contacting freecash support numerous times and was temporarily banned today from their subreddit for "defamation" after posting the screenshots.” — Reddit user"

"“what I know is that TSMC is upset because the source is not working...TSMC is upset...the source does not have uptime, cost of service is too high, they are flickering.” — Former KLA executive in a leadership role in their EUV mask inspection group"

"“Despite’s Crown’s massive investment in fiber and small cells, which we acknowledge are less attractive relative to towers, we view the company’s underlying domestic macro business as under-appreciated relative to peers.” — JPMorgan, November 2019"

"The THERAPY study was cut short after the MR CLEAN study concluded that treating acute ischemic stroke with tPA alone - the control treatment in both studies - was inferior to tPA plus mechanical thrombectomy and, therefore, unethical. — Footnote 1"

""So Party City is going to make Triangle Rewards more attractive to customer segments that are frankly very interesting to us like young families, millennials. And Party City is going to benefit hugely." — Allan MacDonald, EVP, Retail, Q2 2019 Call"

"NQ Yu Lin: Every company’s development is a process, just like a child growing up is a process. If our brand has the same reputation as Tencent, Baidu or 360, NQ should not have been only a $1 billion company, but a $10 billion company. — NQ Yu Lin"

"“...InternationalCo would be forced to assume all of Hess' existing debt and therefore restrict InternationalCo's financial flexibility, future growth rate, and ability to return cash to shareholders.” — Hess Presentation to Shareholders March 2013"

""If there is one way to sum up our past and future success...what it really comes down to [is] the Buffalo Wild Wings fan experience. All other value creation opportunities flow from brand strength" — James Schmidt, Chief Operating Officer, 8/16/16"

""And we already pointed out that in the last quarter we have a path to achieve our 2016 targets. We actually said that we're going to have an EBITDA target of $350 million 2016 on revenues of $1.6 billion...." — Dr. Klaus Kleinfeld, October 8, 2015"

"A key objective of our messaging is to make people aware of our stores, products and services. Based on our internal research, we estimate the conversion rate from a customer visiting one of our stores to purchasing our products is 76%. — FND 10-Ks"

"Looking at 2019 guidance, ... Of the $28 million in savings, the largest contribution is the $18 million that's coming from the market exit program, followed by our supply chain and G&A programs respectively. — Craig Merrill, Interim CFO, 11/6/2019"

""Yes. It's a very saturated marketplace. And that's why emerging markets were huge for both DV and IAS for a period of time. And that's also why they started looking at beyond just new products, but mid-market opportunities." — Former IAS Executive"

""We also have an exceptional referral rate at 61%, compared to the industry average in the 30% range. It shows that our employees not only want to work for TaskUs, but they want their friends and families to also." — Nearshore Americas, Feb 4, 2019"

"I am choosing to devote my time and energy to this effort because I believe Phillips 66 is not only a strong investment, but also a company where my support for Elliott’s campaign can make a difference for employees and investors alike. — Greg Goff"

"「彼らは低出力の極端紫外線光源の技術であるHHGを使って、実質的に“自前”の検査装置を開発しました。インテルは公表しませんが、実際に開発済みです。結果として3社とも同じような技術を使うようになりました。HHGの出力は微々たるものです。みんなが開発していました。水面下でする会社もあれば、堂々と開発する会社もありました。サムスンはまだその装置を使っています。TSMCも。インテルもまだ使っているんじゃないかと思いますが、インテルは非常にプライベートな姿勢です」 — 極端紫外線リソグラフィーの専門家"

"The Board determined once again this year that the service of Mr. Fink as both BlackRock's CEO and Chairman is the most appropriate and effective leadership structure for the Board and the Company at the present time. — BlackRock Board of Directors"

"“we developed it,” referring to Lasertec’s new LPP source and revealed that they actually licensed it to Lasertec many years ago, making it far from “new”: “actually it was quite a long time ago...more than two or three years ago.” — Isteq engineer"

"“...we have acquired Shunshun from last year Q3. So when we consider a Q1 and Q2 top line growth, actually they can give us something, additional numbers over there which is around 5% growth rate perspective.” — 2018 Q2 earning's call, CFO Rong Luo"

""We'll find the right way to deploy our shareholders' capital because in the end that's why we're all here, [is] to make sure that our shareholders get a fair risk and return from the money we deploy for them" — CEO Gus Kelly, Q2 2014 Earnings Call"

"S&P recently published estimates that also come in significantly below MPLN’s 2021 guidance, and yet management has not withdrawn this guidance. The rating agency’s release dated October 20, 2020 shows a much dimmer view of MPLN’s sales and EBITDA."

"The Corporation typically enters into leases with base terms of ten years and options to renew for one or more periods of five years each. The average time to expiration of the Corporation's leases is approximately five years. — Dollarama AIF p. 11"

"“Moxian IP Samoa owns all the intellectual property rights relating to the operation, use and marketing of the Moxian Platform, including all of the trademarks, patents and copyrights that are used in the Company’s business.” — MOXC 2020 10-K, p. 1"

"RARE EARTHS in COAL INTERBEDS - The past month has again seen declarations of a large new rare earth deposit(?) being discovered in the US; this time in coal interbeds in Wyoming. Let's dig under the headline for the 'real story'. — Michael THOMSEN"

"Хотел бы уточнить о возможности размещения четырех детей из ДНР в вашем отеле 22-27 марта 2026 г. для размещения их в семьи. Милые девочки возрастом 14-16 лет. Трое - сироты, у еще одного ребенка где-то родители на Украине. — Customer email inquiry"

"Also in the middle of all of that, they started launching the lending team. So doing some micro transaction lending, micro being on the order of hundreds of dollars, and that was actually launching pretty good. — Tegus Former Engineer, Oct 2, 2024"

"On March 1, 2011, the Company acquired 100% of the outstanding shares of a company that owned 627 towers in Brazil for $553.2 million, of which $419.2 million was paid using cash on hand in March 2011. — AMT Q1 2011 10-Q, filed May 3, 2011, p. 18."

"“The claim is simply false” — Burford Capital. “As it transpired, a litigation matter other than the Salix matter resolved first, and resulted in an entitlement for Burford. That is the figure shown in Burford’s 2013 reporting.” — Burford Capital."

"“Quantum Computing Creeps Closer to Reality.” — 1994 article in Scientific American. “Practical Quantum Computers Creep Closer to Reality” — 2011 article in IEEE Spectrum. “The Era of Quantum Computing Is Here.” — 2018 article in industry journal."

"“knife fights in phone booths... you’re not really taking share any longer; you’re just trading share amongst those three primary players.” — A former Pure employee. “Toyota, Honda, and Nissan... they’re really close.” — An enterprise IT reseller."

"We made some modest adjustments to our EBITDA margin outlook at the midyear point raising Imagery a bit higher and putting Space Systems segment a bit lower due to continue Geo concept market weakness and program performance. — CEO Howard L. Lance"

"“We recently began production at our facility in Ogden, Utah, and we expect to begin production at a new facility in Singapore in the first half of 2021 and at a facility in Maanshan, China in the second half of 2021.” — Oatly China Per Prospectus"

"“Essentially it’s the same”; “very, very similar to the technology Twist is using as their starting point…” — Executive recently at a key Twist competitor, as well at Gen9, another competitor; currently employed at another synthetic biology player"

""I think you're a smart guy. You figure it out. I just really don't want to go on that topic, because even within Twist, [redacted] was not allowed to talk about it to other employees." — Ex-Twist employee involved with Twist's activities in China"

""The Hong Kong dollar peg has been working well since its adoption in 1983. It's the foundation for the stability of the currency and financial system in Hong Kong so we have no intention to make any change" — Norman Chan, HKMA Chief – August 2011"

"In Oceania, which includes Australia, New Zealand, Tahiti, French Polynesia, New Caledonia, Papua New Guinea and Guam, net sales increased 7.5% in dollars and 4.8% in local currencies due to timing of sales into bottlers. — Q4 2021 Conference Call"

"Over time, this [Oklo's size and technology] should allow us to reduce cost and asset construction time through purchasing economies of scale, as well as efficiencies that should come from deploying essentially the same asset over time. — Oklo CFO"

"Dentsu Inc., Japan (hereinafter referred to as “Party A”), and Hua Kuang Advertising Company., Ltd, Hong Kong, China (hereinafter referred to as “Party B”) established a joint venture, “&c. Digital (Beijing) Advertising Co., Ltd”, on May 22, 2008."

"opined that the more focused approaches pursued by these competitors may be more likely to produce successful drugs than PeptiDream’s large library approach. — Conversation with peptide chemistry leader at a large pharmaceutical company, July 2018"

"Coke Zero Delivers Explosive Growth — Source: http://www.cokesolutions.com/OurProducts/Pages/Site%20Pages/DetailedPage.aspx?ArticleURL=/OurProducts/Pages/Articles/Product%20News/CokeZeroDeliversExplosiveGrowth.aspx&smallImage=yes&L2=Product%20News"

"Free cash flow conversions, 125% in 2015, average for the last five years, 119%; so just stellar result. We did dip our toe in the water in 2015 on AR factoring, so that isn't 125%. If we take that out, we're still at 119%. — CFO Q4'2015 Conf Call"

"We sincerely thank Martin for his many contributions and dedication to METTLER TOLEDO. We regret that he has to retire due to his new commitments and wish him well as he takes on this time-intensive role. — Robert F. Spoerry, Chairman of the Board"

"「KLAのキセノン光源はちゃんと機能します。ウシオの錫光源は失敗。ASMLは違います。彼らは錫を使いますが、赤外線レーザーで発火させます。さすがのASML。KLAの技術については、公表されています。超低温のキセノンガスと赤外線レーザーを使います。ウシオはASMLと同じように、溶けた錫を使いますが、赤外線レーザーでなくて、放電用の電極を使います。それはひどい仕組みです。ふたつの『プロペラー』を使うことによって、すべてがめちゃくちゃになります」 — KLAで極端紫外線マスク検査を担当した元幹部"

"「KLAのキセノン光源はちゃんと機能します。ウシオの錫光源は失敗。ASMLは違います。彼らは錫を使いますが、赤外線レーザーで発火させます。さすがのASML。KLAの技術については、公表されています。超低温のキセノンガスと赤外線レーザーを使います。ウシオはASMLと同じように、溶けた錫を使いますが、赤外線レーザーでなくて、放電用の電極を使います。それはひどい仕組みです。ふたつの『プロペラー』を使うことによって、すべてがめちゃくちゃになります」 — KLAで極端紫外線マスク検査を担当した元幹部"

"Preceding studies have shown that unbilled receivables may lead either to earnings management or accounting fraud and issued warnings for stakeholders to carefully observe unbilled receivables. — Academy of Accounting and Financial Studies Journal"

"‘current evidence does not support IVF as a first-line therapy for unexplained infertility’; usually ‘the best initial therapy is a course (typically 3 or 4 cycles) of ovarian stimulation [...] and intrauterine insemination (OS-IUI)’ — ASRM, 2020a"

"I used to be a 100% Nevro believer in the beginning. They can say or claim whatever they want but it's not true in clinical practice. It’s absolutely not true that it can handle back and leg pain. Nevro is a one trick pony. — High volume implanter"

""The problem is CLEAR does this often, and they do it with a lot of their employees, is they put other people after they've done a stint of service in one particular role, they moved them to a different part of the organization." — Former Employee"

"Basically, on the crush margin, so if you really talk about crush margin, I would really expect it to be a little bit of flat or let's say a little bit on the lower side. The reason is there is overcapacity of the crushing. — Former Bunge Director"

"I was wondering if anyone has had any issues with you battery causing you pain and looking like this? This one on the right has been replaced and relocated 3 times ,the one on the left no problems at all.that boil like thing has popped up as well."

"“You’re welcome. And the metric that the study was powered to prove was time to optimal therapy. We do not know what the other endpoints will end up being, but we do know that they’re not powered to statistically show a difference.” — Larry Mehren"