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アクティビストによる経営批判。東芝の居座り条件とレーザーテックの財務状況(借入)を対比させている。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
315
Scorpion Capitalのショートレポートの一部。現地調査による事実確認と施設構成の分析。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
329
The slide uses a 'before-after' style comparison to cast doubt on corporate claims, specifically using a question mark overlay on the company's own imagery.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
02
The slide uses a quote to frame a discussion about the escalation of deception.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & ContextLoop · Aha Moment2 hits
22
The slide details interviews with former Cymer and Isteq experts, contrasting Lasertec's resource allocation with ASML's massive investment in EUV technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
50
The slide details a technical shift in semiconductor mask inspection, highlighting a move away from Lasertec's EUV tools toward a combination of DUV (KLA) and E-beam (Holon) technologies.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
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 Struggle2 hits
43
The slide uses a strong 'expose contradiction' narrative, contrasting company claims with KOL interviews and clinical studies.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
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This slide uses strong, accusatory language typical of activist short-seller reports to frame the company's culture and market position.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
57
The slide uses a combination of academic citation and visual data to frame the study as potentially fraudulent.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
62
Uses red circles to highlight specific names and study titles to draw attention to the contradiction.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
64
The slide uses highlighted text to emphasize key accusations of study manipulation and corruption.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
82
The slide uses expert testimony to undermine the company's core value proposition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
108
The slide uses direct quotes from former consultants to substantiate claims of corporate misconduct.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
113
The slide uses aggressive, accusatory language and highlights specific quotes from KOLs to frame Nevro's business practices as unethical and similar to the Insys scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
127
The slide uses direct quotes from a former employee to frame the company's therapy as ineffective compared to marketing claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
129
The slide uses a Q&A format to highlight the discrepancy between appropriate clinical use and the company's sales practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
132
Uses a direct quote from the CEO to highlight a discrepancy between expected adoption of new features and actual usage.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
204
The slide uses direct quotes from former employees to support the thesis of fraudulent market growth reporting.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
206
Includes a direct testimonial from a high-volume implanter to support the thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
209
The slide uses external legal commentary to frame the company's business model as a 'textbook case' for potential FCPA violations.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
212
Includes a pull-quote from an ex-Nevro consultant and a snippet from a DOJ press release.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
235
The slide uses direct quotes from KOLs and high-volume implanters to build a case for regulatory/legal risk regarding the unauthorized practice of medicine.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
01
Slide 1
The slide uses inflammatory language to frame the company as a fraudulent entity.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 2 hits
06
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 2 hits
07
The slide uses a sarcastic 'Market Cap per Powerpoint Slide' metric to undermine the company's credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
09
Uses a screenshot of a CNBC interview to highlight a perceived lie by the CEO regarding lock-up expirations.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
10
Uses historical analogy to frame the company as a speculative bubble.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
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Uses anecdotal evidence from 'expert' interviews to undermine the company's technological claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
14
Uses a tweet and a news excerpt to undermine the credibility of the investor's portfolio selection process.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits