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413
The slide uses a Q&A format to present primary research findings from a consultation call.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
414
The slide uses Q&A transcript format to build credibility for the thesis that generic substitution is common practice among specialists.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
415
Includes a Q&A transcript snippet highlighting anecdotal evidence.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
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Slide 1
The slide uses aggressive, accusatory language typical of short-seller research reports.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a bilingual quote (English and Japanese) to set a thematic tone for the presentation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a forensic accounting framework to explain how inventory manipulation leads to overstated earnings.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a comparative analysis against industry peers and historical data to highlight the anomaly of the inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses strong, accusatory language to frame the company's financial reporting as fraudulent.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a 'fraud-exposure' narrative, highlighting anomalies in financial metrics (EBIT margins, cash conversion) and physical site observations.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses comparative analysis against industry peers (ASML, Applied Materials, Lam, KLA) and historical precedents (Toshiba, MagnaChip) to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses strong, accusatory language to frame a technical failure as a financial fraud.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses strong, accusatory language ('fatally flawed', 'furious', 'terrible') to frame the technical issues as a business crisis.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
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The slide uses direct quotes from field service and application engineers to substantiate claims of product defects.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
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The slide uses heavy anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
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The slide uses anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
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The slide uses expert testimony and industry comparisons to frame Lasertec's product as inferior to ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
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This slide functions as a 'villain critique' or 'expose' of a company's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
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The slide uses investigative journalism techniques to build a case of corporate deception.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
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The slide uses direct quotes from an Ushio engineer and other industry experts to undermine Lasertec's marketing claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
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The slide uses expert quotes and technical reasoning to discredit a competitor's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
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The slide uses a series of bullet points to build a case of fraud/misrepresentation against Lasertec's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses expert testimony to debunk the market perception of Lasertec as 'Japan's ASML'.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses expert testimony to frame Lasertec's technical roadmap as a failure, specifically highlighting the inadequacy of their R&D investment compared to ASML/Cymer.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide relies on primary source interviews with an Isteq engineer to discredit Lasertec's technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a narrative approach to discredit Lasertec's technical strategy by highlighting past rejections of current partners.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses strong, emotive language ('furious', 'painful', 'stupid') to frame the competitive threat.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Includes direct quotes from industry experts regarding customer sentiment and the competitive landscape for EUV mask inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses investigative research to expose a gap between public PR and private sentiment regarding Lasertec's technology performance at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses investigative journalism techniques to expose potential corporate obfuscation regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses anecdotal evidence from industry interviews to support a thesis of operational failure and reputational decline at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit