slides · global inventory
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Matching slides 119,566
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66,961-66,990 of 119,566
316
The slide uses a 'villain' narrative by comparing Harmony's practices to the Insys case and official government fraud alerts.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
11
The slide uses a narrative of 'CEO resignation at peak' as a red flag for potential fraud, citing Enron and Scorpion Capital's analysis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
13
The slide uses screenshots from a corporate video to contrast the 'dream' being sold with the reality of the business model.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
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
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
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
56
レーザーテックの製品ラインナップ図を引用し、その中身が実際にはEUV対応ではないことを指摘する批判的スライド。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
58
The slide uses a technical argument to debunk a common investment thesis regarding EUV pellicles.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
59
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
85
The slide uses photographic evidence to contradict the company's official financial reporting regarding inventory composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
86
The slide uses a combination of a bar chart showing inventory/sales ratio and a screenshot of the official press release regarding the auditor change to build a case for potential accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
104
The slide contrasts LDP (Laser-assisted Discharge Plasma) used by Lasertec with LPP (Laser Produced Plasma) used by ASML, citing a specific academic paper to validate the critique of LDP's contamination issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
105
The slide uses a technical diagram to argue that the specific mechanism described in a patent/paper inevitably leads to equipment contamination.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
106
The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
108
The slide uses visual evidence to support a technical critique of the equipment's reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses KLA's own presentation to point out the technical challenge of contamination from tin-based plasma sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
121
The slide uses red boxes to highlight specific phrases in the LinkedIn job descriptions that point to systemic maintenance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide uses a KLA presentation to critique the reliability of plasma-based EUV light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
136
The slide uses visual callouts (red circles) to point out specific components in technical diagrams.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
137
The slide uses a technical diagram of an ASML machine with annotations pointing to specific components (mask/reticle stage and wafer stage).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
138
The slide uses a quote from a former KLA executive to frame the technical and strategic failure of Lasertec's stage procurement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
146
The slide uses a screenshot of a LinkedIn post to expose the contradiction between the company's public marketing and the historical reality of their licensing agreement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
159
The slide highlights the transition from 0.33 NA to 0.55 NA optics, detailing the resulting improvements in transistor density and resolution.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
165
レーザーテックの技術的透明性の欠如を批判するアクティビスト資料。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
166
The slide highlights the frequent use of 'simulation' or 'simulator' in the paper as evidence of a lack of real-world performance data.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
167
レーザーテックの技術的欠陥を指摘するアクティビスト・デッキの典型的な構成。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
171
The slide uses expert testimony to contrast Lasertec's claims with the reality of ASML's resource investment in San Diego.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
172
The slide contrasts the massive R&D investment of ASML with the smaller scale of Lasertec and the very small scale of Isteq B.V.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
176
Isteqの正体を暴くための証拠提示スライド。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit