slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 71,551-71,580
Pages 3,683
Rows per page 30
Component
71,551-71,580 of 110,471
253
The slide uses a Q&A format with a KLA executive to undermine the growth narrative of Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
255
The slide uses a series of Q&A and expert quotes to build a case for why the company's growth is stalling due to industry-wide investment pullbacks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
259
The slide uses a Q&A format to validate specific equipment counts and installation timelines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
264
The slide presents qualitative evidence (expert quotes) to establish a '1 unit per 5 ASML machines' ratio for market sizing.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
265
The slide uses a Q&A format to extract specific procurement data (unit counts and pricing) to challenge the market thesis for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
278
The slide uses a Q&A format to highlight the fragility of Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
280
The slide presents qualitative evidence in a Q&A format to support a thesis about KLA's competitive positioning against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
281
The slide presents a Q&A format highlighting the risk of Lasertec's inventory devaluation due to KLA's potential new product launch.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
282
The slide uses a Q&A format to highlight the loss of market share for Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
283
The slide presents conflicting views from TSMC executives regarding Lasertec's performance and the competitive pressure from KLA's high-NA EUV inspection technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
284
The slide argues that the CHIPS Act forces companies receiving subsidies to source equipment from US-based suppliers, creating a competitive disadvantage for non-US firms like Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
288
The slide uses a Q&A format to expose a technical limitation in Lasertec's market position by highlighting the continued use of KLA's Teron equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
289
The slide presents a Q&A format to highlight a potential failure in Lasertec's product adoption at a key customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
293
The slide highlights a discrepancy between public perception and private R&D activities of major industry players.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
296
The slide presents a Q&A format to highlight the limited 'grace period' (2 years) Lasertec has before competitors dominate the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
310
The slide uses past legal precedents to cast doubt on the integrity of current transactions involving Nomura.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
05
The TOC includes aggressive, thesis-driven descriptions for each section, typical of activist short reports.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
16
The slide uses a red circle to highlight a specific claim from a company presentation, which the activist is likely about to debunk.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a 'villain critique' style to frame management's excuses as implausible, setting up the investigative methodology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
37
Uses graphic imagery and patient testimonials to frame the company's product as dangerous and the medical practice as profit-driven.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
50
The slide uses anecdotal evidence from former executives to build a bearish case against Nevro's turnaround and acquisition potential.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
52
The slide uses strong, accusatory language typical of activist short reports to frame the company's business model as fundamentally broken.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses strong, accusatory language to frame the company's business model as legally compromised.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
56
The slide uses yellow highlighting to emphasize the specific claims being challenged.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
63
The slide uses yellow highlighting to emphasize key accusations of trial manipulation.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
130
Uses a diagram to contrast the company's marketing claims against the activist's critical interpretation of the product's 'versatility'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
131
Uses direct quotes from the company's own SEC filings to highlight hypocrisy.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
146
Uses yellow highlighting to emphasize key claims of deception.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
147
Uses testimonial quotes to build a narrative of corporate malfeasance and clinical deception.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
165
Highlights specific exclusion criteria (BMI, pain location, SSDI, worker's comp) using red boxes to support the 'cherry-picking' argument.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit