slides · global inventory
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Matching slides 118,471
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34,411-34,440 of 118,471
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The slide uses a narrative-heavy TOC style, common in activist short-seller reports, to frame the upcoming sections as investigative findings.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
07
The slide functions as a detailed summary of upcoming sections rather than a standard TOC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
08
The slide uses aggressive, activist-style language to frame the investment thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
17
Uses transcript excerpts to frame management's lack of visibility as a red flag for investors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
44
The slide uses a Wikipedia excerpt to support the argument that ASML's market position is a result of historical policy decisions rather than just organic innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
51
The slide uses a 'quote-and-response' format to highlight management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
66
The slide uses a forensic accounting argument to link inventory management to margin inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
82
Uses red underlining to emphasize key phrases in the transcript.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
88
The slide contrasts the current situation at KLA/Lam with a historical SEC enforcement action against MagnaChip to illustrate potential accounting risks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
93
The slide uses a Q&A format to present expert testimony as evidence of fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
98
The slide uses a Q&A format to present expert testimony regarding inventory build-up and valuation concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
107
The slide uses direct excerpts from academic literature to establish the technical severity of the contamination issue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
112
The slide uses a Q&A format to build a case against the reliability of Lasertec's equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
115
The slide uses a combination of narrative summary and direct Q&A transcripts to build a case against the reliability of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
117
The slide uses highlighted text to emphasize key technical failures (flickering, erosion, repeatability).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
119
The slide uses direct quotes and highlights to emphasize the poor performance and high maintenance burden of the subject company's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
130
The slide uses a Q&A format to validate the claims made in the opening paragraph.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
131
The slide uses a Q&A format to validate the claim of a two-week replacement cycle.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
132
The slide uses a Q&A transcript format to highlight operational failures and high maintenance costs.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
138
The slide uses a quote from a former KLA executive to validate the technical critique of Lasertec's hardware choices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
140
The slide uses quotes from a former KLA executive to build a case against the stage's design.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
147
The slide uses a side-by-side comparison of a patent document and a sales presentation to expose a contradiction or lack of novelty.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
149
The slide uses a Q&A transcript to highlight a discrepancy between public claims and field reality regarding the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
150
The slide uses a Q&A transcript format to build a case for corporate fraud/misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
152
The slide uses a Q&A format to validate the thesis that the Urashima source is not superior to the Ushio source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
155
The slide uses a Q&A format to highlight technical failures in Urashima's EUV light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
159
The slide uses an ASML technical diagram to undermine a competitor's (Lasertec) marketing claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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 & Complication2 hits
03
This is a regulatory petition document page. It outlines specific allegations of off-label use ('back to base') and device failure, followed by a formal list of requested regulatory actions.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Cost Of Inaction2 hits
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TransMedics (TMDX)TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Evidence & Proof2 hits