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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 71,581-71,610
Pages 3,683
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71,581-71,610 of 110,471
01
The slide uses strong, accusatory language to frame the company as a fraudulent entity, drawing parallels to historical Japanese corporate scandals.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & Context1 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
11
The slide presents a highly critical investigative report on Lasertec's core product, alleging technical failure and financial misrepresentation.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
19
The slide presents anecdotal evidence and expert testimony to challenge the viability of Lasertec's current light source strategy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
21
Fraud exposure / Short thesis research note.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
22
The slide details interviews with former Cymer and Isteq experts, contrasting Lasertec's resource allocation with ASML's massive investment in EUV technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
25
This slide presents a critical investigative summary regarding Lasertec's technical claims and customer relations.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
29
This slide details investigative findings regarding Intel's internal struggles with Lasertec equipment, including allegations of falsified data in academic papers and poor equipment performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
31
The slide details specific complaints from TSMC sources regarding Lasertec's ACTIS series reliability and performance compared to KLA equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
36
顧客インタビューに基づく定性的な調査結果。具体的な価格データ（1500万〜3000万ドル、6200万ドル）が含まれる。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
40
The slide presents qualitative evidence of potential accounting manipulation and technical product failures at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
45
The slide discusses the competitive landscape between KLA and Lasertec, specifically focusing on EUV actinic inspection technology and the impact of the CHIPS Act.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
50
The slide details a technical shift in semiconductor mask inspection, highlighting a move away from Lasertec's EUV tools toward a combination of DUV (KLA) and E-beam (Holon) technologies.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
54
The slide presents a series of investigative findings questioning the legitimacy of a corporate facility project, highlighting access denial, suspicious timing of capital expenditure announcements relative to stock price, and illogical contract terms.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 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
192
Includes a direct testimonial quote highlighted in yellow.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
11
The slide uses the 'authority-bias' and 'credibility-transfer' frameworks to explain how investors are misled by corporate endorsements.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
20
Uses the Theranos comparison as a framing device to establish credibility for the skepticism.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 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
28
Uses yellow highlighting to emphasize key critical phrases from ex-employees.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
32
Uses expert and ex-employee testimony to contradict company claims and highlight risk.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
45
Uses direct quotes from consultation calls to highlight a discrepancy between the company's narrative and the partner's actual knowledge.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
52
Uses a visual 'before-after' style progression to show failure over time.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
80
The slide uses a screenshot of a Quantumscape presentation to frame the claim as 'phony'.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
86
The slide uses a Q&A format to highlight the contradiction between the company's presented data and the expected physical behavior of the battery technology.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
89
The slide uses a 'before-after' or 'critique' structure by showing the original claim alongside a list of debunking points.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
100
Uses a screenshot of a competitor's slide to highlight a lack of transparency in data reporting.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
109
Uses the 'How To Lie With Statistics' book as a precedent for the critique.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit