slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 71,071-71,100
Pages 2,643
Rows per page 30
Component
71,071-71,100 of 79,264
06
オリンパス事件を前例として引き合いに出し、レーザーテックの棚卸資産比率が業界平均から大きく乖離していることを強調している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
08
The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
09
The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
14
The slide presents a series of investigative findings regarding technical failures in Lasertec's EUV inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
86
The slide uses a red circle to highlight a specific table from a medical paper, emphasizing the discrepancy between real-world outcomes and company claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses testimonials to build a narrative of industry-wide dissatisfaction and lack of transparency regarding explant data.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
93
Uses expert testimony to challenge official company data.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
96
The slide uses highlighted text to emphasize key negative performance metrics and qualitative feedback.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
98
The slide uses highlighted text to emphasize critical data points regarding patient satisfaction and explant rates.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
186
The slide uses a 'villain' framing by characterizing Nevro's technology as 'gimmicky' and 'one-size fits all' while highlighting a competitor's superior clinical outcomes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
187
Uses OpenPayments data to link Nevro's top paid KOLs to the Saluda clinical trial authorship.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
188
The slide uses expert quotes to build a narrative of competitive vulnerability for Nevro.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
194
The slide uses expert testimony to contradict potential growth narratives, specifically highlighting a $5,000 price erosion per device.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
211
The slide uses a combination of a trend line chart, a summary table of payment types, and a detailed table of specific recipient payments to build a case of financial impropriety.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
01
The slide uses inflammatory language to frame the company as a fraudulent entity.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
07
The slide uses a sarcastic 'Market Cap per Powerpoint Slide' metric to undermine the company's credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
15
The slide uses a personal anecdote about an IR call to establish credibility and expose the CEO's past promotional behavior.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
16
Uses a precedent (INFN) to predict a negative outcome for the target (QS).QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
21
Uses a quote from a 'leading solid-state battery researcher' to validate the calculation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
67
Includes a quote from an unnamed expert and a screenshot of a QuantumScape presentation slide with added annotations.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
99
The slide uses a screenshot of a Quantumscape presentation to point out the discrepancy between lab-scale testing and commercial requirements.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
101
Uses a calculation based on surface area and capacity density derived from a competitor's slide to expose a technical limitation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
106
Uses side-by-side chart comparison to expose misleading data presentation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
113
The slide uses a 'red flag' framing to attack the credibility of the company's battery performance claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
126
Uses highlighted quotes from a Yahoo Finance interview to contrast CEO claims with the activist's narrative of deception.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
133
The slide uses red annotations and arrows to highlight the lack of comprehensive data in QuantumScape's Q4 2020 shareholder letter.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
134
The slide uses a red-circled chart to illustrate the 'sleight of hand' in data presentation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
135
Includes expert commentary on technical limitations of multi-layer pouch cells.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
136
The slide uses a red arrow and annotation to point out the small sample size in the provided chart.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit