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Matching slides 11,188
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Pages 373
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6,451-6,480 of 11,188
49
The slide uses a direct visual comparison of financial charts to highlight a lack of transparency in Lasertec's reporting compared to industry peer ASML.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
50
The slide highlights the lack of transparency from Lasertec's management regarding key performance metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
51
The slide uses direct quotes from earnings transcripts to demonstrate a pattern of management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
52
The slide uses two charts to contrast conflicting analyst reports, illustrating the uncertainty in Lasertec's revenue composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
53
The slide argues that Lasertec's order book and revenue metrics are inconsistent and lack credibility compared to industry peers like ASML.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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
55
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
56
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
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
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The slide uses yellow highlighting to emphasize critical claims about the CEO's lack of engagement and the company's underlying performance issues.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses historical revenue data from two previous companies to discredit the CEO's reputation as a turnaround specialist.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a 'villain' narrative to undermine the credibility of the current CEO by linking him to a past corporate scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
26
Uses emotional appeal and external media (Netflix documentary, NYT review) to frame the subject as a villain.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a 'villain' framing by associating the company with the opioid crisis and the Insys fentanyl scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses a 'villain critique' approach by citing external authorities to undermine the company's product efficacy and business ethics.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
29
Uses a pull-quote from a surgical nurse to emphasize the negative patient experience.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses expert quotes to undermine the company's clinical claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a 'three-point' narrative structure to build a case against the company's safety record.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses aggressive language ('smoke and mirrors', 'criminal', 'big scam') to frame the company as a bad actor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses highlighted text to emphasize specific claims about tolerance and pathological changes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
34
Uses social proof/anecdotal evidence to undermine company claims of safety.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses direct quotes from social media to build a case against the product's efficacy and patient experience.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a 'villain' framing technique by aggregating negative user experiences to undermine the company's product claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
37
Uses graphic imagery and patient testimonials to frame the company's product as dangerous and the medical practice as profit-driven.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
38
The slide uses anecdotal evidence (patient social media posts) to frame the company's product as a 'hustle' or 'quackery'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit