Matching slides 10,645
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7,981-8,010 of 10,645

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The slide uses a combination of narrative text and a testimonial quote to build a case of corporate negligence/mismanagement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a combination of narrative analysis and a direct quote from an industry expert to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a direct quote from KLA's CFO to undermine the competitor's (Lasertec) market position.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
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
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
96
The slide uses a Q&A format to highlight specific quotes from a consultation call.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
103
The slide uses a combination of summary text and a direct Q&A transcript to build a case against the competitor's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
113
The slide uses a Q&A transcript format to build a case against Lasertec's competitive position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
114
The slide uses a Q&A format to validate the thesis that Lasertec's tool is flawed and causes customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
115
The slide uses a combination of narrative summary and direct Q&A transcripts to build a case against the reliability of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
120
The slide uses a Q&A transcript format to highlight technical flaws in the subject's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
129
Includes a direct expert testimonial highlighting the lack of production-worthiness.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
138
The slide uses a quote from a former KLA executive to validate the technical critique of Lasertec's hardware choices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
139
Includes a direct quote from a former KLA executive and technical diagrams of the Sumitomo product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
149
The slide uses a Q&A transcript to highlight a discrepancy between public claims and field reality regarding the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
155
The slide uses a Q&A format to highlight technical failures in Urashima's EUV light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
156
The slide uses a direct quote to undermine the credibility of the company's technical claims by referencing past failures.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
171
Includes a direct quote from a leading expert and a screenshot of LinkedIn data as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
181
Activist-style quote slide with bolded/highlighted excerpts emphasizing customer dissatisfaction. Source line: 'Scorpion Capital consultation calls with experts'. Page number 181 visible bottom right.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
186
The slide uses a Q&A format to validate the thesis that Lasertec's tools are failing to meet customer needs regarding pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
188
Includes a transcript of a consultation call with a former KLA executive.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
189
The slide uses a Q&A format to validate the thesis that Lasertec lacks a viable competitive moat compared to KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
196
The slide uses a narrative approach to establish credibility and expose technical failures in the subject company's product.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
208
Activist quote slide with highlighted phrases emphasizing customer reliance on competitor tools. Source: Scorpion Capital consultation calls with experts. Page number 208 visible bottom right.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
209
The slide uses a Q&A transcript format to undermine the company's revenue quality and operational success.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
210
The slide presents a Q&A transcript excerpt as evidence of product unreliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit