slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 35,431-35,460
Pages 3,683
Rows per page 30
Component
35,431-35,460 of 110,471
258
The slide uses a Q&A format to highlight negative sentiment from a key opinion leader (KOL).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
261
The slide presents qualitative feedback from a medical professional, highlighting skepticism and administrative barriers.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
275
The slide uses direct quotes from a consultation call to challenge the drug's safety and efficacy profile.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
305
The slide uses underlined text to emphasize key findings that contradict the company's narrative.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
365
The slide uses direct Q&A transcripts to validate the thesis that the product has hit a growth ceiling.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
06
The slide functions as a detailed table of contents with summaries for each section.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
07
The slide functions as a table of contents but contains substantive investigative claims (expose_contradiction/fraud_exposure) rather than just page numbers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 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
09
The slide functions as a detailed TOC/summary of specific investigative findings.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 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
26
The slide uses a Q&A format to present negative expert testimony regarding Lasertec's A150 and A300 products.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities2 hits
28
The slide uses a Q&A format to highlight the lack of independent validation for the A300 and suggests the 'exchange' offer is a way to mask the obsolescence of the A150.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities2 hits
107
The slide uses a bilingual (Japanese/English) format to present technical evidence regarding tin debris damage mechanisms.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
144
The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action2 hits
152
The slide uses a Q&A format to document insider testimony regarding equipment performance and maintenance practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
195
The slide uses a Q&A format to build a narrative of systemic failure in Lasertec's equipment, specifically citing contamination and optical system replacement issues at Intel and TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
202
The slide uses a Q&A format to discredit the value of Intel's supplier awards, contrasting Intel's public PR with internal industry sentiment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
217
The slide uses a Q&A format to expose the gap between Lasertec's marketing and TSMC's operational reality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
218
The slide uses a Q&A format to expose the gap between Lasertec's equipment capacity (5 masks/day) and TSMC's fab requirements (500-550 masks/day).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
219
The slide uses a Q&A format to expose that Lasertec's equipment is not used for production at TSMC due to performance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
222
The slide presents a narrative of customer dissatisfaction and technical mismatch between Lasertec's high-end EUV inspection tools and TSMC's production requirements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
234
The slide highlights a potential contradiction between official company statements and the reality of inventory management, specifically citing 75% discounts and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
238
The slide presents a Q&A format interview excerpt highlighting concerns about inventory valuation and market demand for 5nm technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
251
The slide presents a Q&A format to build a case against the company's official narrative regarding its financial performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
256
Contains transcripts of interviews with field service engineers and former Samsung executives regarding Intel's equipment install base and future purchase projections.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
257
The slide uses a Q&A format to build a case that the market's perception of Lasertec's production-line adoption is overstated.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
258
The slide presents evidence of a breakdown in the business relationship between TSMC and Lasertec, highlighting technical limitations of Lasertec's equipment for high-volume manufacturing.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
260
Contains expert quotes and news headlines as evidence for the bearish thesis on Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
263
The slide presents two distinct Q&A sessions with a former TSMC procurement executive, focusing on the competitive landscape between Lasertec and KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits