slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 81,151-81,180
Pages 3,950
Rows per page 30
Component
81,151-81,180 of 118,471
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
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
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
83
The slide uses a combination of historical data tables and a screenshot of a balance sheet to highlight the lack of a finished goods category.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
87
The slide uses audit opinion excerpts to frame inventory valuation as a high-risk area prone to management subjectivity.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
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
100
The slide uses comparative analysis against historical scandals (Olympus, Toshiba) to frame the severity of the alleged fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
101
The slide uses a series of three tables to demonstrate different valuation adjustment methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
102
The slide uses a strong accusatory tone to frame the company's technology as a failure.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
104
The slide uses a direct citation from a technical paper to validate the claim of a 'long-standing obstacle'.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
105
Uses a technical diagram to expose a potential failure point in the technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
106
The slide uses a 'before-after' style visual comparison (schematic vs. reality) to emphasize the complexity of the hardware.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses a KLA presentation to highlight a technical contradiction between the need for cleanliness and the inherent dirtiness of plasma sources.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
116
Uses Q&A format to validate claims about machine reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
122
The slide uses expert testimony to frame Ushio's technology as fundamentally flawed, contrasting this with an implied narrative of secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
123
The slide uses highlighted text to emphasize the expert's critique of Intel's 'song and dance' narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses expert testimony to validate the claim of low reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide uses red annotations to highlight specific performance metrics (96% uptime, >1 year lifetime) to contrast with Lasertec's performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit