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slides · global inventory

Development

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

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Matching slides 11,188
Current window 6,421-6,450
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
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Beat

6,421-6,450 of 11,188

filter-aware
71
The slide uses a table to highlight frequent executive turnover as a red flag for financial reporting inconsistencies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
72
The slide uses a red box to highlight the specific line item 'Restructuring, impairment and extinguishment costs, net' in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
73
The slide uses a table to compare cash taxes vs. provision for income taxes to highlight a discrepancy.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
74
The slide uses evidence from auditor reports to suggest potential governance or financial reporting risks.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
75
The slide uses a table to contrast pre-acquisition financials with post-acquisition reporting, specifically highlighting inventory changes and the extension of amortization periods for customer relationships.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
76
Uses a testimonial from a VP at a large public security company to validate the 7-8 year industry standard.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
77
The slide uses a 'Spruce Pt. Adj. Pre-Tax Earnings' row to highlight the discrepancy between reported and adjusted figures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
78
The slide uses a 'before-after' style logic to show that the company's provided explanations for revenue and EBIT declines do not sum up to the reported totals.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
79
The slide uses a 'before-after' style comparison across three distinct reporting periods to demonstrate obfuscation.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
80
The slide uses a table to compare property counts across segments (P&S vs ADI) over four years, with callouts explaining the discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
31
The slide uses a Q&A format to highlight the lack of transparency regarding technical problems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
32
The slide explains the technical foundation of the company's core business by detailing the photolithography process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
33
The slide uses a timeline-based chart to show the reduction in resolution (nm) over time, correlating with specific light source technologies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
34
The slide uses a technical diagram of the EUV machine with callouts to specific subsystems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
35
The slide uses a technical diagram and a 3D render to explain the reflective nature of EUV masks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
36
The slide provides technical background on EUV masks (blanks vs. reticles) to contextualize the company's niche market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
37
The slide uses a process flow diagram to map specific product models to manufacturing stages.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
38
The slide explains the 'Actinic' technology advantage and provides unit pricing for four different inspection systems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
39
The slide details the 'founding customer' relationship between Intel and Lasertec, and the subsequent reliance on Ushio for light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
40
The slide uses a quote from an industry consultant to challenge the 'monopoly' narrative surrounding Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
42
The slide uses a 'villain critique' approach to undermine the target company's reputation by highlighting failed R&D and reliance on third-party components.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
43
The slide uses a combination of historical acquisition data and expert testimony to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
44
The slide uses a Wikipedia excerpt to frame ASML as a monopolist created through public funding and subsequent acquisition of US-developed technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
45
The slide uses a table to contrast R&D spend and a LinkedIn screenshot to highlight Isteq's small employee count.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
46
The slide uses a specific metric (Market Cap / 5-Year R&D) to argue that Lasertec's valuation is disconnected from its actual R&D investment, comparing it to other tech companies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
47
The slide uses a narrative of 'contradiction' to challenge the company's self-proclaimed business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
48
The slide uses a quote from a Morgan Stanley symposium to frame KLA's dominance and aggressive capital allocation as a direct challenge to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
13
Includes a red-boxed callout highlighting allegations of systematic attacks on financials by major shareholders.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit
14
The slide uses a network diagram to visualize the connections between Matthias Bolliger and several USM-branded entities.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit