slides · global inventory
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Matching slides 118,471
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34,621-34,650 of 118,471
338
Includes direct Q&A transcript excerpts highlighting the alleged lack of transparency and short-term focus.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
341
The slide uses highlighted text to emphasize key phrases from expert interviews.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
342
The slide uses a Q&A format to build a case for regulatory or ethical misconduct.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
346
The slide uses a Q&A transcript format to substantiate claims of unethical sales practices.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
348
The slide uses a Q&A format to expose a potential business practice of incentivizing off-label drug prescriptions.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
349
The slide uses a Q&A transcript format to build a case of fraudulent business practices.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
354
The slide uses highlighted text to emphasize key allegations of off-label promotion and retaliation against employees.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
02
The slide uses a dual-language quote structure to emphasize the theme of deception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec2 hits
08
The slide outlines a bearish thesis on Lasertec, citing market saturation and the impending entry of a superior competitor (KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
15
The slide uses a narrative of 'accounting fraud' to frame the financial data. The charts show a divergence between high EBIT margins and low/negative free cash flow relative to market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment2 hits
20
The slide outlines the investigative rigor behind the activist thesis, focusing on primary source interviews with industry experts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment2 hits
27
The slide presents a series of quotes and Q&A segments from an industry expert (GlobalFoundries executive) casting doubt on Lasertec's product claims and financial health.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities2 hits
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 products2 hits
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 products2 hits
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 products2 hits
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 products2 hits
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 Reveal2 hits
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 Reveal2 hits
72
The slide highlights a discrepancy between reported high profit margins and low cash conversion, framing it as evidence of potential accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
73
The slide argues that a ratio consistently below 1 indicates low-quality earnings, contrasting historical performance with recent declines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
91
The slide uses a transcript excerpt to expose the company's evasiveness regarding the profitability of specific product lines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
93
The slide uses a Q&A format with an industry expert to challenge the company's reported gross margins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
94
Includes a Q&A excerpt from a GlobalFoundries executive regarding maintenance costs and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
95
The slide uses a Q&A format to expose the company's inventory issues and potential reliability problems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
104
The slide contrasts LDP (Laser-assisted Discharge Plasma) used by Lasertec with LPP (Laser Produced Plasma) used by ASML, citing a specific academic paper to validate the critique of LDP's contamination issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
110
The slide presents a critical testimonial from an industry expert to undermine the technical competence of the subject company.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
114
The slide presents a Q&A format highlighting a technical failure in Lasertec's product that creates operational inefficiency for customers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
116
The slide presents qualitative evidence of product reliability issues through field engineer interviews.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
119
The slide presents qualitative evidence of product failure and operational difficulty, framed as a 'battle' for maintenance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
120
The slide uses a Q&A format to highlight technical limitations and performance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits