slides · global inventory
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Matching slides 79,264
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71,041-71,070 of 79,264
79
The slide highlights an outlier in inventory turnover metrics compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
80
レーザーテック（赤）が他社（黒・グレー・青）と比較して突出していることを強調する比較チャート。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
81
The slide uses red dashed circles to highlight the divergence between inventory and deferred revenue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
83
The slide highlights a specific accounting anomaly where finished goods inventory is consistently reported as zero, suggesting potential manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
84
The slide highlights a discrepancy in financial reporting practices between Lasertec and its peers.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
90
The slide argues that the unexplained volatility in gross margin is a sign of corporate malfeasance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
91
The slide uses a transcript excerpt to expose the company's evasiveness regarding the profitability of specific product lines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
99
The slide uses two distinct valuation methods (inventory/sales ratio and inventory/total assets ratio) to calculate a potential impairment loss of approximately 63-66%.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
100
The slide argues that Lasertec's inventory inflation masks a massive potential impairment that would wipe out a significant portion of historical profits and retained earnings, comparing the scale to the Toshiba accounting scandal.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
101
The slide acts as a technical appendix to a previous slide that introduced the first two methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses a series of Q&A excerpts from former employees and industry experts to build a case against the reliability of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide uses ASML's own conference presentation to contrast their high performance (96% availability, >1 year lifetime) against Lasertec's reported low performance (60% availability, few weeks lifetime).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
127
The slide presents qualitative evidence from industry experts to undermine the credibility of the subject company's technology.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
201
The slide uses a Q&A format to highlight the gap between expected (85-90%) and actual (60-65%) equipment uptime, leading to personnel conflict.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
224
The slide uses a Q&A format to expose operational failures and design flaws in Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
305
The slide sets up a critique of the 'Innovation Park' project by pointing out the unusually high capital expenditure in 2023.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
306
The slide uses a stock chart to highlight a 'panic' sell-off and suggests potential accounting fraud or deceptive management practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
01
Includes a YouTube link referencing the film 'Spinal Tap' as a metaphor for the company's technology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
09
The slide uses highly critical, emotive language ('medieval', 'crude', 'Hail Mary') to frame the company's core product negatively.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a combination of narrative text, a testimonial quote, and a bar chart to link high-volume implanters to high payments.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
The slide uses a strong, accusatory tone, labeling the company a 'textbook Ponzi'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide highlights Nevro's underperformance compared to its peers in the top 50 medtech companies by market cap.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
15
The slide uses a dual-axis chart to show revenue growth vs. YOY growth rate, illustrating the 'hitting a wall' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
24
The slide uses historical revenue data from two previous companies to discredit the CEO's reputation as a turnaround specialist.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses aggressive language ('smoke and mirrors', 'criminal', 'big scam') to frame the company as a bad actor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
57
The slide uses a combination of academic citation and visual data to frame the study as potentially fraudulent.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
84
The slide uses a screenshot of a Nevro investor presentation to expose a contradiction in their reported explant rates.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a screenshot of a medical journal article to highlight author conflicts of interest and a table of explant data to challenge the company's claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit