slides · global inventory
Overcoming Monster
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143
Uses testimonial-style quotes from a competitor's regional sales manager to undermine the target company's product launch.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
144
Uses quotes from KOLs and former users to frame the company as a 'one-trick pony' facing inevitable decline.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
145
The slide uses expert quotes to frame the company's strategic pivot as a sign of desperation and loss of identity.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
146
Uses yellow highlighting to emphasize key claims of deception.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
147
Uses testimonial quotes to build a narrative of corporate malfeasance and clinical deception.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
148
Uses a combination of internal research claims and external clinical literature to expose a contradiction in the company's product claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
149
Uses expert testimony (KOLs) to expose a technical contradiction in the product's value proposition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
150
Uses expert testimony (KOL and Medtronic regional manager) to undermine the company's core product value proposition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
07
The slide uses a sarcastic 'Market Cap per Powerpoint Slide' metric to undermine the company's credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
150
The slide uses expert testimony to undermine the company's technical feasibility claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Cost Of Inaction1 hit
01
The slide uses aggressive, accusatory language typical of short-seller research reports.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
02
The slide uses a bilingual quote (English and Japanese) to set a thematic tone for the presentation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
03
Lasertec Corporation (6920)Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
04
The slide uses a forensic accounting framework to explain how inventory manipulation leads to overstated earnings.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
05
The slide uses a comparative analysis against industry peers and historical data to highlight the anomaly of the inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses strong, accusatory language to frame the company's financial reporting as fraudulent.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a 'fraud-exposure' narrative, highlighting anomalies in financial metrics (EBIT margins, cash conversion) and physical site observations.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses comparative analysis against industry peers (ASML, Applied Materials, Lam, KLA) and historical precedents (Toshiba, MagnaChip) to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The slide uses a 'fraud-exposure' framework to argue that inventory valuation is being manipulated to avoid impairment charges.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The slide uses strong, accusatory language to frame a technical failure as a financial fraud.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide uses strong, accusatory language ('fatally flawed', 'furious', 'terrible') to frame the technical issues as a business crisis.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
12
The slide uses direct quotes from field service and application engineers to substantiate claims of product defects.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
The slide uses heavy anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
The slide uses anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses expert testimony and industry comparisons to frame Lasertec's product as inferior to ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
This slide functions as a 'villain critique' or 'expose' of a company's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
17
The slide uses investigative journalism techniques to build a case of corporate deception.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
18
The slide uses direct quotes from an Ushio engineer and other industry experts to undermine Lasertec's marketing claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
19
The slide uses expert quotes and technical reasoning to discredit a competitor's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
20
The slide uses a series of bullet points to build a case of fraud/misrepresentation against Lasertec's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit