slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 46,501-46,530
Pages 3,679
Rows per page 30
Component
46,501-46,530 of 110,355
14
The slide uses a narrative of 'the lie that grows' to characterize Lasertec, drawing parallels to Toshiba and Olympus.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
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 Moment1 hit
16
The slide uses a combination of narrative accusation and comparative data visualization to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
17
The slide highlights a contradiction/evasion by the CFO regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
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 Moment1 hit
19
The text describes an investigative interview where an IR representative admitted the inventory classification is a 'secret' while the photos show finished products being loaded onto trucks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
22
The slide uses a Q&A format to expose potential accounting fraud and product failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
23
The slide outlines five methods to normalize inventory levels and compares them against current reported figures to highlight potential accounting discrepancies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
24
オリンパスや東芝の過去の不正会計事例と比較し、被害の深刻さを強調している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
25
The slide presents Q&A style evidence to undermine the market perception of Lasertec's equipment utility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
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 irregularities1 hit
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 irregularities1 hit
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 irregularities1 hit
29
The slide uses a Q&A format to present anecdotal evidence from industry insiders to challenge the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
30
The slide presents a series of Q&A and narrative excerpts highlighting technical limitations of Lasertec's actinic inspection tools and the competitive threat from KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
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 products1 hit
32
The slide explains the technical foundation of the company's core business by detailing the photolithography process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
33
The slide uses a timeline-based chart to show the reduction in resolution (nm) over time, correlating with specific light source technologies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
34
The slide uses a technical diagram of the EUV machine with callouts to specific subsystems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
35
The slide uses a technical diagram and a 3D render to explain the reflective nature of EUV masks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
36
The slide provides technical background on EUV masks (blanks vs. reticles) to contextualize the company's niche market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
37
The slide uses a process flow diagram to map specific product models to manufacturing stages.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
38
The slide explains the 'Actinic' technology advantage and provides unit pricing for four different inspection systems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
39
The slide details the 'founding customer' relationship between Intel and Lasertec, and the subsequent reliance on Ushio for light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
40
The slide uses a quote from an industry consultant to challenge the 'monopoly' narrative surrounding Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
42
The slide uses a 'villain critique' approach to undermine the target company's reputation by highlighting failed R&D and reliance on third-party components.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
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 products1 hit
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 products1 hit
45
The slide uses a table to contrast R&D spend and a LinkedIn screenshot to highlight Isteq's small employee count.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit