slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,861-70,890
Pages 2,643
Rows per page 30
Component
70,861-70,890 of 79,264
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
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
91
Uses transcript excerpts and a snippet of an earnings slide to build a case for management obfuscation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
99
The slide uses peer benchmarking (ASML, Applied Materials, Lam, Tokyo Electron, KLA) to establish a baseline for 'normal' inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
100
The slide uses comparative analysis against historical scandals (Olympus, Toshiba) to frame the severity of the alleged fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
101
The slide uses a series of three tables to demonstrate different valuation adjustment methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses expert testimony to validate the claim of low reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide uses red annotations to highlight specific performance metrics (96% uptime, >1 year lifetime) to contrast with Lasertec's performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide is a critique of Lasertec's technology performance using an external industry authority (KLA) as a benchmark.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
132
The slide uses a Q&A transcript format to highlight operational failures and high maintenance costs.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
185
The slide uses strong, emotive language ('struggling', 'exasperated', 'furious', 'painful', 'stupid') to frame the company's product performance as a critical failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
218
The slide presents a Q&A transcript format to build credibility for the argument that Lasertec is not economically viable for production.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
224
The slide uses a Q&A transcript format to validate the claims made in the summary paragraph.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
234
The slide uses a Q&A transcript format to highlight a contradiction or negative business development regarding Lasertec's pricing and inventory.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
251
The slide uses a Q&A format to present expert testimony as evidence of operational issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
264
The slide uses expert quotes to undermine the market sizing thesis for Lasertec's ACTIS tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
265
The slide uses a Q&A transcript format to build a case against Lasertec's growth narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
305
The slide uses red arrows to draw attention to the 2023 peak in capital expenditure.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
01
The slide functions as a short-seller report cover page, establishing the negative sentiment and key financial metrics.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller 1 hit
08
The slide uses aggressive, emotive language ('raging dumpster fire', 'prima facie absurdity') to frame the company as a failing investment.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
11
Uses competitive product imagery to undermine the company's proprietary technology claims.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
14
Uses historical precedents (Affymetrix, Fluidigm) to frame BLI as a potential failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
15
The slide uses a 'canary in the coal mine' metaphor to frame the comparison as a warning signal for investors.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
17
Uses a 'bull case vs reality' framing to expose a contradiction in the company's narrative.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
18
The slide uses a table to show the reduction in shareholdings for major investors like Celesta Capital, Sequoia, and Nikon.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
19
Uses red annotations and circles to highlight stagnation in bar charts.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
20
The slide uses a bearish tone to frame the company's revenue composition as a sign of business failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit