slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,138
Current window 51,331-51,360
Pages 2,605
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Component
51,331-51,360 of 78,138
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The slide uses comparative data to highlight the anomaly of Lasertec's trading volume relative to its market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
65
The slide uses a combination of a line chart and a data table to highlight the inverse correlation between revenue and deferred revenue (advances).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a forensic accounting argument to link inventory management to margin inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The chart highlights Lasertec (red bars) as an outlier compared to industry peers (ASML, Applied Materials, Lam, Tokyo Electron, KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
84
The slide uses a comparison of financial reporting metrics to cast doubt on the target company's accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
86
Uses a combination of a bar chart and a screenshot of a press release to establish a causal link between financial metrics and corporate governance actions.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
90
Uses a metaphor of 'tremors' and 'earthquake' to describe financial anomalies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
306
The slide uses a stock chart with a red circle annotation to highlight the specific date of the alleged deceptive press release.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
66
The slide uses a red arrow annotation to highlight the divergence between the rising valuation multiple and the underlying business performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
10
Uses a short-seller narrative style, citing a Barron's headline and a stock chart to illustrate the 'inevitable' failure of companies in this sector.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
22
The slide uses a combination of a stacked bar chart and a data table to highlight financial discrepancies.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
28
Uses a 'finger in the dike' metaphor to describe the guidance; compares BLI to FLDM (Fluidigm) as a valuation benchmark.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
29
The slide uses a strong, aggressive tone typical of short-seller research reports.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
05
The slide uses a 'Hollywood' justification metaphor to describe analyst behavior. It includes a specific chart of rating history and references SEC filings and earnings calls.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
18
The slide includes a table of technical test results for Vadara Quartz and a list of key takeaways regarding CSTE's market position and competition.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
21
Includes a price list table, a line chart comparing 2015 vs 2016 prices, and a text block explaining revenue growth.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
07
The slide uses aggressive, accusatory language to frame the company as a 'colossal fraud'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
08
Includes a link to the China Hustle documentary trailer and a historical stock chart of Sino-Forest (TRE.TO) showing its collapse.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
15
Uses specific examples of financial fraud and regulatory trouble to counter the 'halo effect' of Tiger Cub investment.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
31
Uses a combination of a chart from the company's own deck and a direct quote from a former employee to undermine the company's narrative.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
121
Uses a red circle to highlight the specific data column in the table for Motif.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
157
The slide uses a screenshot of a company's own investor presentation to undermine their narrative.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
76
Uses direct quotes and a chart from an investor presentation to highlight a discrepancy in manufacturing capability claims.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
21
Includes a callout highlighting 80% market share by 2030.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses a bar chart to show historical price growth and a table to highlight the specific financial assumptions (e.g., 2% annual price escalation) that the author argues are economically illogical.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
24
Includes two figures: a dual-axis line chart for import trends and a data table for export transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
36
Uses a quote from The Simpsons to frame the skepticism regarding the 'expert' data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a chart to illustrate the demand study and text to detail the professional overlaps between the two entities.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit