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Matching slides 18,554
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7,051-7,080 of 18,554
268
The slide uses a 'CEO/Executive Quote' to preemptively rebut market skepticism regarding KLA's competitive positioning.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
271
The slide uses a quote to frame KLA's delayed entry as a deliberate strategic choice rather than a failure, contrasting it with Lasertec's lack of High NA capability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
288
The slide uses a Q&A format to highlight a technical limitation in TSMC's current process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
290
The slide argues that Lasertec's solution is economically unviable for high-volume fabs like TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
294
The slide uses an expert quote to highlight a discrepancy between claimed EUV inspection and actual DUV/HHG usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
295
Uses a Q&A transcript format to validate the thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
296
The slide uses a Q&A format to highlight a competitive threat to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
314
The slide uses highlighting to draw attention to specific phrases about production capacity and facility status.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
13
Uses a 'before-after' style comparison to demystify proprietary technology.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
46
The slide uses a direct expert quote to validate the thesis that cost is a primary barrier to sales.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
92
The slide uses a Q&A format to highlight the expert's negative experience with the product's usability and utility.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees2 hits
02
The slide uses a comparative historical analogy (Seldane) to frame the current safety concerns as a 'tragedy in the making'.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
17
The slide uses a 'villain' narrative by comparing Ginkgo's business practices to the failed WeWork IPO strategy.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
18
The slide uses a combination of primary source excerpts and critical commentary to frame the Ferment Fund as a 'slush fund' rather than a legitimate investment vehicle.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
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 Contradiction2 hits
71
The slide uses a Q&A transcript format to substantiate the claim of 'registering their own money as revenue'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
75
The slide uses a Q&A format to highlight the allegation of retaliatory firing for refusing to participate in fraudulent revenue generation.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
123
The slide uses direct quotes to support the claim of predatory pricing and lack of independence in related-party transactions.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
126
The slide uses a Q&A transcript format to expose potential governance and pricing issues.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
132
The slide uses a Q&A transcript format to highlight a conflict of interest and lack of pricing negotiation power.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
137
Uses a quote from a former employee to debunk the 'Foundry' hype.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
160
The slide uses a pull-quote format to emphasize the lack of successful customer outcomes.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
161
The slide uses highlighting to emphasize the negative sentiment of the quote.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
17
The slide uses a quote from a Quanta Magazine article to support the activist thesis that the target company's technology is fundamentally broken.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology2 hits
21
Uses an ex-employee quote to frame the current CEO as a promoter rather than a technical leader.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical Challenges2 hits
40
The slide uses a 'hero's journey' style progression of technology, but the footnotes reveal the images are not IonQ's own proprietary hardware.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical ChallengesLoop · Aha Moment2 hits
45
Uses direct quotes from SEC filings to undermine company claims.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 2 hits
68
Uses a 'before-after' style contradiction between company marketing and reality.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 2 hits
90
Uses Q&A format to frame the critique as an expert interview.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 2 hits
121
Uses a Q&A format to highlight operational reliability issues.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 2 hits