slides · global inventory
Overcoming Monster
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7,831-7,860 of 10,649
54
The slide uses a 'before-after' comparison of product generations to undermine the company's technological narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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スコーピオン・キャピタルのショートレポートの一部。ACTIS装置の販売台数と価格を推定し、レーザーテックの業績への貢献度が低いと主張している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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レーザーテックの製品ラインナップ図を引用し、その中身が実際にはEUV対応ではないことを指摘する批判的スライド。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
57
The slide uses expert quotes to undermine the company's core product claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
58
The slide uses a technical argument to debunk a common investment thesis regarding EUV pellicles.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
59
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
60
This slide serves as a section divider or thesis statement for a deep dive into Lasertec's accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
142
The slide uses red boxes and arrows to highlight key technical improvements (Urashima light source and High-NA support) within the original English press release text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
143
Uses visual evidence (product photos) to prove a rebranding deception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
144
The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
145
The slide uses historical evidence (2013 presentation, 2016 paper) to debunk a claim of innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
146
The slide uses a screenshot of a LinkedIn post to expose the contradiction between the company's public marketing and the historical reality of their licensing agreement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
147
The slide uses a side-by-side comparison of a patent document and a marketing brochure to expose a contradiction in product originality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
148
Q&A形式の対話による告発。特定の企業（Lasertec, Urashima, Isteq）に対する批判的分析。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
149
The slide presents a Q&A transcript as evidence of a corporate deception regarding product origins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
150
The slide presents a Q&A format to highlight a discrepancy between public corporate announcements and internal/field-level knowledge regarding the origin of the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
09
The slide uses highly critical, emotive language ('medieval', 'crude', 'Hail Mary') to frame the company's core product negatively.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a 'villain' framing by highlighting the '180 degree unwind' of the company's core messaging and patient complaints about charging.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
11
The slide uses a combination of narrative text, a testimonial quote, and a bar chart to link high-volume implanters to high payments.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
The slide uses a strong, accusatory tone, labeling the company a 'textbook Ponzi'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
13
Includes a stock chart of Nuvectra and quotes from former executives/KOLs to support the thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide highlights Nevro's underperformance compared to its peers in the top 50 medtech companies by market cap.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
15
The slide uses a dual-axis chart to show revenue growth vs. YOY growth rate, illustrating the 'hitting a wall' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
16
The slide uses a red circle to highlight a specific claim from a company presentation, which the activist is likely about to debunk.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a 'villain critique' style to frame management's excuses as implausible, setting up the investigative methodology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
18
The slide uses a testimonial-heavy format to undermine the company's official narrative regarding sales force attrition and product performance.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
19
The slide uses highlighted text to emphasize negative performance metrics reported by former consultants and KOLs.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
20
The slide uses direct quotes from KOLs to build a narrative of corporate dishonesty and product failure.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
21
The slide uses anecdotal evidence from a 'longtime executive' to frame Nevro as deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
22
Uses heavy use of yellow highlighting for emphasis on critical quotes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit