anlak storytelling
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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 73,681-73,710
Pages 3,225
Rows per page 30
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73,681-73,710 of 96,741

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58
The slide uses a 'preempt_rebuttal' structure to dismantle a specific bull case argument regarding EUV pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a direct quote from a competitor's CFO to undermine the target company's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a numbered point (2) from a larger list of allegations.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses accounting equation diagrams to illustrate the impact of financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
The slide draws a direct parallel between the Olympus accounting fraud and the target company (Lasertec).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide uses a dual-chart comparison to highlight the discrepancy between market cap and FCF.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a forensic accounting argument to link inventory management to margin inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide uses the 'fraud-exposure' framework to link inventory growth to potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses a comparison frame to highlight the anomaly of Lasertec's margins compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
The slide highlights Lasertec's strong margin performance relative to industry leaders like ASML and KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights a specific anomaly in Lasertec's financial reporting following the launch of the ACTIS EUV line.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses the 'fraud-exposure' framework by linking financial metrics to potential malfeasance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide highlights a discrepancy between reported net income and actual cash generation, questioning the viability of future dividend payouts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The slide uses a combination of annual and quarterly data tables to demonstrate the trend.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
The slide uses red boxes to draw attention to the post-2019 period, framing the inventory growth as suspicious or contradictory to the company's reported success.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
78
The slide uses CapitalIQ data to frame Lasertec as an outlier compared to peers, specifically calling out inventory inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
The slide highlights a potential accounting or operational discrepancy by comparing Lasertec against industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The chart highlights Lasertec (red bars) as an outlier compared to industry peers (ASML, Applied Materials, Lam, Tokyo Electron, KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
81
Uses a CEO quote to establish the expected relationship (lockstep growth) and then shows a chart where the relationship breaks down.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
82
Uses red underlining to emphasize key phrases in the transcript.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
84
The slide uses a comparison of financial reporting metrics to cast doubt on the target company's accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
85
The slide uses a narrative of investigator field visits to allege fraud in inventory reporting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
86
Uses a combination of a bar chart and a screenshot of a press release to establish a causal link between financial metrics and corporate governance actions.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
88
The slide contrasts the current situation at KLA/Lam with a historical SEC enforcement action against MagnaChip to illustrate potential accounting risks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
89
The slide uses direct excerpts from an SEC litigation document to substantiate claims of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 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
92
The slide uses direct quotes from Q&A transcripts to point out inconsistencies in management's narrative about product profitability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
93
The slide uses a Q&A format to present expert testimony as evidence of fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
95
The slide uses a Q&A transcript format to provide evidence of inventory devaluation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit