slides · global inventory
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Matching slides 110,471
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35,491-35,520 of 110,471
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The slide details the mechanism of inventory manipulation to inflate profits, comparing the scale of the alleged fraud to historical cases like Olympus and Toshiba.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain2 hits
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
27
The slide details specific customer complaints regarding Lasertec's equipment reliability, performance, and uptime, leading to a demand for KLA to enter the market.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
28
Focuses on the 'Intel's Dilemma' section of a research report.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
30
The slide contains qualitative interview findings regarding operational efficiency (60-65% vs 85-90% target) and corporate culture.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
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第11部（297〜334ページ）の要約。タイムラプス撮影、ドローン撮影、IR担当への取材を通じた実地調査報告。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
194
The slide uses expert testimony to contradict potential growth narratives, specifically highlighting a $5,000 price erosion per device.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
195
Uses expert testimony to frame the company's pricing strategy as a terminal failure.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
196
Uses expert testimony to frame the company's business model as structurally flawed due to customer leverage.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
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The slide uses highlighted quotes from an ex-executive to frame the company's pricing strategy as a 'stupid move' that destroyed value.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
202
Uses direct quotes from high-volume implanters to contradict the market growth narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
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Uses yellow highlighting to emphasize key incriminating phrases in the quotes.Nevro Corp. (NVRO) · Kir Kahlon
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Uses testimonial-style quotes to frame the company as corrupt and exploitative.Nevro Corp. (NVRO) · Kir Kahlon
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226
Uses direct quotes from KOLs (Key Opinion Leaders) to build a case of unethical business practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
227
Uses testimonials from former executives and KOLs to support the thesis of financial abuse.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
228
Uses KOL (Key Opinion Leader) quotes to frame the company's business model as exploitative.Nevro Corp. (NVRO) · Kir Kahlon
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229
Uses direct quotes from former employees to build a case of unethical business practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
230
Uses testimonial evidence to frame the company's business model as unethical.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
06
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 2 hits
24
The slide uses red annotations to connect the specific chart trick to the checklist criteria.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment2 hits
175
Uses a series of source citations and quotes to build a narrative of investor negligence or deception.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction2 hits
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The slide uses a Q&A format to present whistleblower testimony.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
57
The slide uses direct quotes from an expert to undermine the viability of the company's drug formulation.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
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The slide uses direct quotes to expose potential data omissions and competitive disadvantage.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
71
The slide uses specific quotes from an investigator to undermine the validity of clinical trial results and highlight potential adverse events.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
78
The slide uses direct quotes to highlight a lack of industry awareness and clinical skepticism regarding the drug's mechanism and efficacy.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
93
The slide presents qualitative feedback from a medical expert, highlighting concerns about diabetes risk and comparing the drug to the Aduhelm controversy.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
102
The slide uses direct quotes to support the thesis that generic substitution is likely and that GLP-1s are effective.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
05
The slide is a text-heavy regulatory filing page, likely part of a petition or formal complaint. It uses numbered points to build a case of scientific misconduct.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication2 hits
07
This slide functions as a legal/regulatory petition document, outlining specific grievances regarding trial design, data integrity, and patient safety.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Solution & Approach2 hits