slides · global inventory
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Matching slides 118,471
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34,441-34,470 of 118,471
161
The slide uses quotes from Zeiss executives and technical specs to establish a 'moat' argument.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
162
The slide uses a Q&A transcript format to build credibility for the claim.Lasertec Corporation (6920) · Scorpion Capital
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163
Uses a quote from a Global Foundries executive to undermine the credibility of Lasertec's ACTIS A300 announcement.Lasertec Corporation (6920) · Scorpion Capital
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164
The slide uses a 'before-after' or 'contradiction' framing to undermine the credibility of the company's product announcement.Lasertec Corporation (6920) · Scorpion Capital
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189
The slide uses a Q&A format to validate the thesis that Lasertec lacks a viable competitive moat compared to KLA.Lasertec Corporation (6920) · Scorpion Capital
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196
The slide uses a narrative approach to establish credibility and expose technical failures in the subject company's product.Lasertec Corporation (6920) · Scorpion Capital
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200
Includes a Q&A transcript excerpt highlighting the frustration of Intel's head of EUV mask inspection.Lasertec Corporation (6920) · Scorpion Capital
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202
Uses a Q&A transcript format to provide primary source evidence.Lasertec Corporation (6920) · Scorpion Capital
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206
The slide uses a Q&A transcript format to validate the thesis that TSMC is experiencing issues with Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
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214
The slide uses a Q&A transcript format to validate the narrative that Lasertec is failing to meet production standards at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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217
The slide uses a Q&A format to highlight specific criticisms of Lasertec's ACTIS A150 and A300 tools.Lasertec Corporation (6920) · Scorpion Capital
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219
The slide uses Q&A format to present expert testimony.Lasertec Corporation (6920) · Scorpion Capital
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233
The slide uses direct quotes to undermine the credibility of the product being discussed.Lasertec Corporation (6920) · Scorpion Capital
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236
The slide uses a Q&A transcript format to substantiate claims of deceptive sales practices.Lasertec Corporation (6920) · Scorpion Capital
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238
The slide uses a Q&A transcript format to build credibility for the claim of inventory overvaluation.Lasertec Corporation (6920) · Scorpion Capital
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239
The slide uses direct quotes from a consultation call to support an allegation of accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
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244
The slide uses a Q&A transcript format to validate claims of inventory issues and price slashing.Lasertec Corporation (6920) · Scorpion Capital
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245
The slide uses a Q&A transcript format to highlight 'desperation' and 'damage control' as evidence of underlying business weakness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
247
The slide uses a Q&A format to build a case for accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
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251
The slide uses a Q&A format to present expert testimony as evidence of operational issues.Lasertec Corporation (6920) · Scorpion Capital
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262
The slide uses Q&A format to highlight the competitive disadvantage of Lasertec compared to KLA.Lasertec Corporation (6920) · Scorpion Capital
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263
The slide uses a Q&A format to build a case against the company's growth prospects.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
274
The slide presents two distinct expert testimonials supporting the thesis that KLA is better positioned than Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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278
The slide uses a Q&A format to validate the thesis that Lasertec is a 'one-trick pony' vulnerable to competition.Lasertec Corporation (6920) · Scorpion Capital
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281
The slide uses a Q&A format to validate the thesis that Lasertec is facing a market share collapse and inventory write-down risk.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
287
Includes a Q&A transcript excerpt as evidence.Lasertec Corporation (6920) · Scorpion Capital
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289
The slide uses a Q&A format to provide primary source evidence for an activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
12
The slide uses a confrontational tone to expose a perceived lack of product differentiation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
22
The slide uses a combination of a stacked bar chart and a data table to highlight financial discrepancies.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
25
Uses a combination of screenshot evidence and CEO quotes to build a case of corporate misrepresentation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits