slides · global inventory
Overcoming Monster
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661-690 of 10,649
11
Uses the 'CEO departure' as a signal for potential fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
12
The slide uses media headlines as social proof/precedent for the company's dramatic valuation shift.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
13
The slide uses a mocking tone to frame the company's marketing as deceptive.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
14
Uses the Japanese concept 'isshun no eikou' (momentary glory) to frame the company's trajectory.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
15
The slide uses a 'red flag' narrative to frame the company as a potential fraud case.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
16
The slide uses a combination of narrative red flags and comparative data visualization to argue for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
17
Uses transcript excerpts to frame management's lack of visibility as a red flag for investors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
18
The slide uses a combination of historical inventory tables and a balance sheet snippet to highlight the absence of a 'finished goods' line item.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
19
The slide uses a narrative structure to build a case of fraud, specifically targeting the misclassification of finished goods as work-in-process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
20
The slide details the depth of primary research conducted to validate accounting concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
34
The slide uses a technical diagram to illustrate the 'moat' created by the extreme engineering difficulty of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
35
The slide uses a comparison frame to explain technical complexity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
36
Provides technical background on EUV masks and the manufacturing process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
09
Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
10
The slide uses a series of callout boxes containing quotes or summaries of corporate disclosures to build a case for a financial discrepancy.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
11
The slide contains three distinct sections, each referencing a specific figure (6, 7, 8) and associated financial data points.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
12
The slide uses three distinct callout boxes (Figures 9, 10, 11) to document a pattern of delayed payments and management's shifting explanations.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
13
The slide uses financial report excerpts to challenge the company's accounting treatment of land sales and receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
14
The slide uses a series of figures (14-17) to build a case of financial misrepresentation regarding 'Beyond Carbon' investment fund receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
15
The slide uses financial note disclosures to argue that TFS is inflating asset valuations to offset bad debts.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
16
The slide uses financial disclosure excerpts to argue that the company's business model is potentially unsustainable, bordering on a Ponzi scheme.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
17
The slide uses investigative research to challenge the credibility of a counterparty.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
20
The slide uses a literary quote to frame the investigation into missing or contradictory market data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
21
Includes a callout highlighting 80% market share by 2030.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
26
The slide uses a quote from a competition to expose a contradiction in TFS's marketing claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
27
Uses a Seinfeld quote as a thematic hook for the section on 'agreements'.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
28
The slide uses investigative journalism and parliamentary submissions to challenge management's credibility.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
29
The slide uses a combination of quoted text from a company announcement and a data table to cast doubt on management's transparency.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
30
Uses two data sources (ImportGenius and Zauba) to triangulate shipment value and product type.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
31
The slide uses a table to present data and a block quote to present a counter-argument regarding resource management and industry sustainability.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits