anlak storytelling
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Matching slides 110,471
Current window 71,311-71,340
Pages 3,683
Rows per page 30
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71,311-71,340 of 110,471

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04
The slide uses a narrative-driven TOC structure, where each section header is followed by a summary paragraph detailing the core thesis of that section.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
05
The slide uses aggressive, accusatory language to frame the company's product announcements as fraudulent.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
08
The slide uses aggressive, activist-style language to frame the investment thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide uses aggressive, accusatory language typical of an activist short report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
14
Uses the Japanese concept 'isshun no eikou' (momentary glory) to frame the company's trajectory.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
29
The slide uses a Q&A format to present anecdotal evidence from industry sources to undermine the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a 'quote-and-response' format to highlight management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 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
98
The slide uses a Q&A format to present expert testimony regarding inventory build-up and valuation concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses a KLA presentation to highlight a technical contradiction between the need for cleanliness and the inherent dirtiness of plasma sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
130
The slide uses a Q&A format to validate the claims made in the opening paragraph.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
131
The slide uses a Q&A format to validate the claim of a two-week replacement cycle.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
133
The slide uses a Q&A format to validate the thesis that the product has a significant hidden cost of ownership.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
150
The slide uses a Q&A transcript format to build a case for corporate fraud/misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
151
The slide uses a Q&A transcript format to highlight evasiveness and confirm the timeline of the technology shift.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
158
The slide uses a Q&A transcript format to validate the negative assessment of Isteq's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
194
The slide uses Q&A transcripts and expert summaries to establish a narrative of Intel's 'founding customer' status and influence on Lasertec's pricing/margins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
200
Includes a Q&A transcript excerpt highlighting the frustration of Intel's head of EUV mask inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
201
The slide uses a Q&A transcript format to build credibility and expose internal corporate dysfunction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
202
Uses a Q&A transcript format to provide primary source evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
206
The slide uses a Q&A transcript format to validate the thesis that TSMC is experiencing issues with Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
216
The slide uses a Q&A format to validate the claim that the TAM for these machines is limited.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
25
The slide uses data tables and bulleted fact-checking to undermine specific claims made by the subject company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses a quote from a competition to expose a contradiction in TFS's marketing claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
36
Uses a quote from The Simpsons to frame the skepticism regarding the 'expert' data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
40
Includes a screenshot of a HotCopper forum post as evidence of potential insider trading.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
42
The slide uses financial statement excerpts to argue that management engaged in self-dealing transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
46
The slide uses a callout box to present rhetorical questions that challenge the integrity of management transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
48
Includes a quote by Richard M. Nixon and a detailed breakdown of the mechanics of 90s tax schemes.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Loop · Cost Of Inaction1 hit
49
The slide highlights the irony of Mr. Atkinson defending schemes that later failed, specifically mentioning Timbercorp, Palandri's Wine, and Barkworth Olives.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Loop · Cost Of Inaction1 hit