slides · global inventory
Consultants Gambit Problem Complication
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,737
Current window 3,721-3,750
Pages 192
Rows per page 30
Beat
3,721-3,750 of 5,737
09
The slide uses red arrows to highlight the shifting language across three distinct time periods (2020, 2022, 2024).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
The slide uses a comparative table structure to establish credibility by citing past successful short campaigns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
06
The slide uses a yellow background to highlight the core thesis text block.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
07
The slide uses a critical tone to highlight discrepancies between management's growth guidance and actual organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
08
The slide uses a critical tone to challenge management's narrative regarding organic growth and the recurring nature of their revenue.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
09
The slide uses a critical tone to argue against the company's recurring-revenue narrative and questions the quality of recent acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
10
The slide uses a red border to emphasize the critical nature of the content, which is typical for activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
11
The slide uses a red border to highlight the content, typical of activist short-seller research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
12
This is a research note from Spruce Point Capital Management, likely part of a short-thesis presentation.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
13
The slide uses a red border to highlight critical findings, typical of activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
14
The slide uses a 'guilt by association' narrative to undermine the credibility of the company's audit committee members.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
15
The slide uses a yellow background to highlight critical negative findings about specific individuals.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
16
The slide uses a yellow background for the main content area, typical of Spruce Point research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
17
The slide uses a short-seller research note style, citing external reports and expert commentary to build a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
18
This slide serves as a continuation of an executive summary, focusing on valuation and downside risk.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
19
The slide uses a visual metaphor of 'red flags' to list concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
02
This is a page from a regulatory petition or report alleging corporate misconduct and safety risks.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication1 hit
07
The slide argues that Lasertec's inventory classification (0% finished goods) is a deliberate accounting trick to avoid impairment charges and maintain stock price, supported by anecdotal evidence from IR and photographic evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
09
The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
11
The slide presents a highly critical investigative report on Lasertec's core product, alleging technical failure and financial misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
12
This slide functions as a continuation of a critical investigative report on Lasertec's product reliability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
13
Contains testimonials from former field service engineers regarding Lasertec's ACTIS A150 equipment and Ushio light sources.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
14
The slide presents a series of investigative findings regarding technical failures in Lasertec's EUV inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
15
This slide presents qualitative evidence from industry insiders (former KLA engineers, semiconductor executives) regarding Lasertec's product reliability issues.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
16
The slide details specific technical failures (light source degradation, stage contamination) and their economic impact on customers (forced backup purchases, high maintenance costs).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
17
The slide details a corporate scandal involving the rebranding of 'Isteq' technology as 'Urashima' to hide defects in Lasertec's semiconductor inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
18
The slide contains repetitive text blocks (the first and third bullet points are identical).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
19
The slide presents anecdotal evidence and expert testimony to challenge the viability of Lasertec's current light source strategy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit