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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 7,771-7,800
Pages 355
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7,771-7,800 of 10,649

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59
The slide highlights a fundamental design constraint in medicinal chemistry.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
60
The slide uses visual evidence to link a specific chemical moiety (piperidine) to a known safety liability (hERG blockade).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
61
The slide uses a combination of narrative text and a supporting data table to argue that certain structural features are predictive of drug safety risks.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
62
The slide highlights the specific chemical challenge of nitrogen basicity in piperidine rings and the potential for fluorine to modulate pKa for improved safety.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
63
The slide uses a screenshot of a blog post with red underlines to emphasize key quotes about hERG activity and piperidine.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
64
Harmony Biosciences (HRMY)Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
65
The slide uses a 'before-after' or 'evidence-based' contradiction structure to undermine the value of the licensed asset.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
66
The slide uses a 'quote-and-commentary' structure to expose potential corporate malfeasance or negligence.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
67
The slide uses historical publication data to cast doubt on the quality of the drug pitolisant by highlighting that the inventor prioritized other compounds.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
68
The slide uses a 'fraud-exposure' narrative, highlighting a specific omission in a scientific paper to imply corporate malfeasance.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
69
The slide uses a question as a hook to frame the subsequent investigation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
70
The slide uses a 'villain' framing by highlighting the industry-wide failure of a specific drug class.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
01
Slide 1
The slide serves as a cover page for an activist short report, utilizing strong, accusatory language to frame the company as a fraudulent entity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec1 hit
02
The slide uses a dual-language quote structure to emphasize the theme of deception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec1 hit
03
Standard activist short-seller disclaimer covering conflicts of interest, lack of investment advice, and limitation of liability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec1 hit
04
The slide serves as an executive summary of the investigative findings presented in the deck.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec1 hit
10
The slide highlights a discrepancy between market cap rank (64th in Japan) and trading volume (top 10 globally), comparing it to tech giants and semiconductor peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
11
The slide uses a narrative of 'CEO resignation at peak' as a red flag for potential fraud, citing Enron and Scorpion Capital's analysis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
12
The slide uses external media citations to establish the company's credibility and historical performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
13
The slide uses screenshots from a corporate video to contrast the 'dream' being sold with the reality of the business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
14
The slide uses a narrative of 'the lie that grows' to characterize Lasertec, drawing parallels to Toshiba and Olympus.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
15
The slide uses a narrative of 'accounting fraud' to frame the financial data. The charts show a divergence between high EBIT margins and low/negative free cash flow relative to market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
16
The slide uses a combination of narrative accusation and comparative data visualization to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
17
The slide highlights a contradiction/evasion by the CFO regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
18
The slide highlights a specific accounting anomaly where 'Finished Goods' are absent from inventory, suggesting potential manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
19
The text describes an investigative interview where an IR representative admitted the inventory classification is a 'secret' while the photos show finished products being loaded onto trucks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
20
The slide outlines the investigative rigor behind the activist thesis, focusing on primary source interviews with industry experts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
21
This slide serves as a disclosure of sources/interviewees for the activist report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
22
The slide uses a Q&A format to expose potential accounting fraud and product failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
23
The slide outlines five methods to normalize inventory levels and compares them against current reported figures to highlight potential accounting discrepancies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit