slides · global inventory
Overcoming Monster
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37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
38
The slide highlights the inflection point in Lasertec's stock performance driven by the launch of EUV-specific inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
39
The slide uses a combination of narrative text and a testimonial quote to build a case of corporate negligence/mismanagement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
40
The slide uses a 'villain' framing by contrasting the 'monopoly' narrative with the reality of market perception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
43
Uses a combination of narrative analysis and a direct quote from an industry expert to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
44
The slide uses a Wikipedia excerpt to support the argument that ASML's market position is a result of historical policy decisions rather than just organic innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
45
Uses a combination of a financial table and a LinkedIn screenshot to discredit the subject company's technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
46
The slide uses a 'fraudulent or vaporous bubble stock' framing to attack the company's valuation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
47
The slide uses two bar charts (USD and JPY) to highlight the lack of consistent capital investment over two decades.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
48
Uses a direct quote from KLA's CFO to undermine the competitor's (Lasertec) market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
49
The slide uses a 'villain' framing to characterize Lasertec as secretive and fraudulent compared to the industry standard (ASML).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
50
The slide uses a 'quote-response' format to build a case for management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
51
The slide uses a 'quote-and-response' format to highlight management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
52
The slide uses two side-by-side charts from different investment banks to illustrate the contradiction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
53
The slide uses a combination of narrative critique and comparative data visualization to cast doubt on the company's reported metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
54
The slide uses a 'before-after' style comparison of product generations to undermine the company's valuation narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
55
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to undermine the company's growth story.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
56
Uses red circles and dashed boxes to highlight the misrepresentation of product categories.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
57
The slide uses expert testimony to contradict the company's narrative of a monopoly in actinic inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
58
The slide uses a 'preempt_rebuttal' structure to dismantle a specific bull case argument regarding EUV pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
59
Uses a direct quote from a competitor's CFO to undermine the target company's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
60
This is a numbered point (2) from a larger list of allegations.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
17
Uses a 'bull case vs reality' framing to expose a contradiction in the company's narrative.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
18
The slide uses a table to show the reduction in shareholdings for major investors like Celesta Capital, Sequoia, and Nikon.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
19
Uses red annotations and circles to highlight stagnation in bar charts.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
20
The slide uses a bearish tone to frame the company's revenue composition as a sign of business failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
21
The slide uses a table to highlight the discrepancy between the growing installed base and declining/stagnant recurring revenue per machine.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
22
The slide uses a combination of a stacked bar chart and a data table to highlight financial discrepancies.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
23
Uses PubMed search volume as a proxy for research validation and commercial traction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
24
Uses a side-by-side comparison structure to contrast official company announcements with alleged internal realities.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits