slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
Current window 7,381-7,410
Pages 355
Rows per page 30
Arc
7,381-7,410 of 10,649
01
This is a classic activist short-seller 'thesis' cover slide, utilizing strong, inflammatory language to frame the company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
02
The quote is presented in English and Japanese, serving as a thematic transition or opening hook for a section exposing corporate dishonesty.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
03
Page number 3 in the bottom right corner.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a narrative-driven TOC structure, where each section header is followed by a summary paragraph detailing the core thesis of that section.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
10
The slide uses comparative data to highlight the anomaly of Lasertec's trading volume relative to its market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
21
This slide serves as a disclosure of research methodology and source credibility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a Q&A transcript to validate the claim of inventory worthlessness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a 'fraud-exposure' framework to argue that inventory levels are artificially inflated compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses comparative benchmarks (Olympus, Toshiba) to frame the scale of the potential loss.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses Q&A format to provide primary source evidence for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses Q&A transcript format to build credibility for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses highlighted text to emphasize key negative sentiments from industry experts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a Q&A format to highlight perceived desperation and lack of product validation by Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a Q&A format to present anecdotal evidence from industry sources to undermine the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses direct quotes from industry executives to undermine the company's market position and technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide uses a combination of summary text and a direct, highlighted quote block to substantiate the claim of corporate secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Educational slide defining technical terms for an activist investor audience.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a combination of a scientific spectrum diagram and a historical resolution timeline to illustrate the progression of semiconductor manufacturing technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The slide uses a combination of qualitative narrative and quantitative customer concentration data to undermine the company's growth thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses aggressive, accusatory language to frame the target company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Uses the fundamental accounting equation to demonstrate the impossibility of isolated income statement manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses accounting equation diagrams to illustrate the impact of financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
The slide draws a direct parallel between the Olympus accounting fraud and the target company (Lasertec).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide uses a dual-chart comparison to highlight the discrepancy between market cap and FCF.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
The slide uses a combination of a line chart and a data table to highlight the inverse correlation between revenue and deferred revenue (advances).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
The slide highlights a discrepancy between the accounting label 'Investment in own plantation' and the actual nature of the transaction (offsetting debt from defaulting growers).Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
44
The slide uses a circular flow diagram to illustrate a potential round-robin financial arrangement.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
45
The slide uses a diagram to illustrate cash vs non-cash movements in a transaction, followed by a critique of the accounting treatment and legal compliance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
46
The slide uses a callout box to present rhetorical questions that challenge the integrity of management transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
47
The slide uses a 'short thesis' style argument, citing historical precedents like Timbercorp and Great Southern to support the valuation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit