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Slide 1
This is a classic activist short-seller 'thesis' cover slide, utilizing strong, inflammatory language to frame the company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
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The quote is presented in English and Japanese, serving as a thematic transition or opening hook for a section exposing corporate dishonesty.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
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The slide uses comparative data to highlight the anomaly of Lasertec's trading volume relative to its market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
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Uses the 'CEO departure' as a signal for potential fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide uses media headlines as social proof/precedent for the company's dramatic valuation shift.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide uses a mocking tone to frame the company's marketing as deceptive.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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Uses the Japanese concept 'isshun no eikou' (momentary glory) to frame the company's trajectory.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide uses a 'red flag' narrative to frame the company as a potential fraud case.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide uses a combination of narrative red flags and comparative data visualization to argue for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide uses a combination of historical inventory tables and a balance sheet snippet to highlight the absence of a 'finished goods' line item.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide details the depth of primary research conducted to validate accounting concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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This slide serves as a disclosure of research methodology and source credibility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a Q&A transcript to validate the claim of inventory worthlessness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'fraud-exposure' framework to argue that inventory levels are artificially inflated compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses comparative benchmarks (Olympus, Toshiba) to frame the scale of the potential loss.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses Q&A format to provide primary source evidence for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a Q&A format to present anecdotal evidence from industry sources to undermine the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a combination of summary text and a direct, highlighted quote block to substantiate the claim of corporate secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Educational slide defining technical terms for an activist investor audience.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a combination of a scientific spectrum diagram and a historical resolution timeline to illustrate the progression of semiconductor manufacturing technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a technical diagram to illustrate the 'moat' created by the extreme engineering difficulty of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
This is a formal legal/regulatory document (Citizen Petition) used as a short-seller report.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Loop · Voice Of Customer1 hit
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TransMedics (TMDX)TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Evidence & Proof1 hit
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The slide uses a numbered list to define operational and financial prerequisites for the business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
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Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses financial note disclosures to argue that TFS is inflating asset valuations to offset bad debts.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
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Includes two figures: a dual-axis line chart for import trends and a data table for export transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
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Includes citations for data sources in the footer.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
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The slide highlights a pattern of aggressive valuation followed by significant write-offs, suggesting potential accounting manipulation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses financial statement excerpts to argue that management engaged in self-dealing transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit