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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 119,566
Current window 66,781-66,810
Pages 3,986
Rows per page 30
Component: Imageclear collectionreset all
18 30 60

Component

66,781-66,810 of 119,566

filter-aware
13
The slide uses a mocking tone to frame the company's marketing as deceptive.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
19
The slide uses a narrative structure to build a case of fraud, specifically targeting the misclassification of finished goods as work-in-process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
34
The slide uses a technical diagram to illustrate the 'moat' created by the extreme engineering difficulty of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses a combination of a financial table and a LinkedIn screenshot to discredit the subject company's technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses red circles and dashed boxes to highlight the misrepresentation of product categories.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a 'preempt_rebuttal' structure to dismantle a specific bull case argument regarding EUV pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a direct quote from a competitor's CFO to undermine the target company's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
83
The slide uses a combination of historical data tables and a screenshot of a balance sheet to highlight the lack of a finished goods category.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
85
The slide uses a narrative of investigator field visits to allege fraud in inventory reporting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
16
The slide uses a tree logo, likely representing Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & Approach1 hit
21
Uses a screenshot of a Bunge investor presentation as evidence of the company's defensive posture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
22
Uses red 'X' marks on the 2020 slide to visually emphasize departed leadership.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
39
Includes Spruce Point Capital Management logo/branding element (pine tree).Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
40
Uses red boxes and callouts to annotate a screenshot of a Bunge investor presentation slide.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
62
This is a thesis-style slide used by Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
73
Bunge Global SA (BG)Bunge Global SA (BG) · Ben Axler
Activist deck Short seller 1 hit
02
The image is a reference to the movie Gladiator, signaling a negative sentiment or 'sell' thesis.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
08
Uses a metaphorical image of Thor and a cockroach to illustrate the 'disappearing' bull case.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
10
Includes a screenshot of Lowe's website search results and a summary of findings regarding Caesarstone's market position.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
15
Includes a footnote with a URL source and a page number.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
23
Includes a copy of a contractor price list as evidence of the price discrepancy.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
24
The slide uses a visual catalogue of product swatches to establish the product category before making a price comparison claim.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
01
Slide 1
Includes a satirical painting of monkeys (simians) engaged in human-like activities, likely mocking the company's business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
27
Uses a Seinfeld quote as a thematic hook for the section on 'agreements'.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
40
Includes a screenshot of a HotCopper forum post as evidence of potential insider trading.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
44
The slide uses a circular flow diagram to illustrate a potential round-robin financial arrangement.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
05
Includes a map of the Clarion-Clipperton Fracture Zone Exploration Areas for Polymetallic Nodules.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
10
The slide highlights the shift in director nationality from Tonga to Australia/Canada, likely to imply a lack of local substance or control.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit