slides · global inventory
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Matching slides 60,568
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3,511-3,540 of 60,568
18
The slide uses a combination of historical inventory tables and a balance sheet snippet to highlight the absence of a 'finished goods' line item.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
71
The slide highlights Lasertec's strong margin performance relative to industry leaders like ASML and KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
76
The slide uses a combination of annual and quarterly data tables to demonstrate the trend.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
78
The slide uses CapitalIQ data to frame Lasertec as an outlier compared to peers, specifically calling out inventory inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
42
Uses red underlining to emphasize the contradictory statements in the source text.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After2 hits
43
Uses a red box and arrow to visually emphasize the missing data point in the Viterra table compared to the Bunge table.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After2 hits
53
The slide uses a 'before-after' style comparison of narrative disclosures alongside a data table to highlight a change in business risk profile.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
29
Includes two tables (Figure 22 and 23) and qualitative analysis of EBITDA margins comparing CSTE and Silestone.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data2 hits
30
Includes currency note: CSTE figures are in USD, Cosentino figures are in EUR.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 2 hits
46
The slide uses red boxes to highlight specific rows in tables to draw attention to the investment amount and the total revenue/deferred revenue figures.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
52
The slide uses a red box and circle to highlight the discrepancy in the data.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
66
The slide uses a 'smoking gun' narrative to challenge the quality of revenue reported by the company.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
116
Includes excerpts from Allonnia, LLC Consolidated Statements of Changes in Members' Equity and Assets table.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
163
The slide uses a combination of narrative text and two data tables to support the claim of related-party revenue dependency.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
134
The slide documents the source data used by a consultant to derive a linear regression model for QTc vs. plasma levels.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
135
The slide uses a 'before-after' logic to expose a flaw in regulatory reliance on single-dose data. The red box highlights the critical 'Upper limit TQT' values in the corrected table.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
227
The slide highlights a discrepancy between the reported trial results and the underlying patient-level data regarding dosage and efficacy.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
232
The slide highlights a discrepancy between raw ESS scores and adjusted LS means, accusing the sponsor of data manipulation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
233
The slide uses a combination of a pie chart and two tables to substantiate claims of trial design flaws.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
311
The slide uses expert testimony and raw data tables to challenge the validity of the reported pharmacokinetics.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
18
The slide highlights a specific accounting anomaly where 'Finished Goods' are absent from inventory, suggesting potential manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment2 hits
71
Data presented in two tables: Gross Margin (粗利益率) and Net Margin (純利益率).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
15
The slide uses financial note disclosures to argue that TFS is inflating asset valuations to offset bad debts.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
16
The slide uses financial disclosure excerpts to argue that the company's business model is potentially unsustainable, bordering on a Ponzi scheme.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
30
Uses two data sources (ImportGenius and Zauba) to triangulate shipment value and product type.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
33
Includes citations for data sources in the footer.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
34
The slide highlights a pattern of aggressive valuation followed by significant write-offs, suggesting potential accounting manipulation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
42
The slide uses financial statement excerpts to argue that management engaged in self-dealing transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
06
The slide uses excerpts from financial reports to challenge the company's asset valuation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter2 hits