slides · global inventory
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Matching slides 10,645
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8,101-8,130 of 10,645
238
The slide presents a Q&A format interview excerpt highlighting concerns about inventory valuation and market demand for 5nm technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
245
The slide presents a Q&A format highlighting the 'desperation' of the subject company to offload inventory through heavy concessions.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
254
The slide presents a Q&A style dialogue with a former KLA engineering executive to challenge the thesis that Lasertec's equipment is suitable for fab-line inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
270
The slide uses a transcript-style format to contrast past management skepticism with the current reality of the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
290
The slide uses a quote from an industry expert to frame Lasertec's pricing as irrational compared to the Holon alternative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
292
The slide uses a Q&A format to undermine the competitive moat of the target company (Lasertec) by highlighting a substitute product from a competitor (KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
11
The slide uses a combination of narrative text, a testimonial quote, and a bar chart to link high-volume implanters to high payments.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
13
Includes a stock chart of Nuvectra and quotes from former executives/KOLs to support the thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
21
The slide uses anecdotal evidence from a 'longtime executive' to frame Nevro as deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a 'villain' narrative to undermine the credibility of the current CEO by linking him to a past corporate scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a combination of analyst commentary and a direct testimonial to frame the company as a 'one-trick pony' in decline.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
59
The slide uses a visual aid of a standard pain scale to highlight the subjectivity of the clinical trial's primary endpoint.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
74
Includes a quote from a 'West coast-based high volume implanter' and a visual annotation of study results.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
75
The slide uses a quote from a former Medtronic employee to reinforce the argument that the technology is not unique or effective.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a testimonial to frame the company's core product feature as a business liability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
102
The slide uses a pull-quote to highlight negative sentiment from a key opinion leader.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
126
The slide uses a testimonial from a former employee to undermine the credibility of the company's historical clinical trial success.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
128
The slide uses yellow highlighting to emphasize key negative feedback points from the former employee.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
130
Uses a diagram to contrast the company's marketing claims against the activist's critical interpretation of the product's 'versatility'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
132
Uses a direct quote from the CEO to highlight a discrepancy between expected adoption of new features and actual usage.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
133
Uses CEO quote to undermine management credibility.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
153
Uses a funnel diagram to visualize the market sizing, then juxtaposes it with CEO quotes to highlight the 'hype' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
172
Uses a direct quote from a KOL to undermine the company's growth thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
181
The slide uses a direct quote from a 'Longtime C-level executive' to undermine investor confidence in the CEO.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
187
Uses OpenPayments data to link Nevro's top paid KOLs to the Saluda clinical trial authorship.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
192
Includes a direct testimonial quote highlighted in yellow.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
206
Includes a direct testimonial from a high-volume implanter to support the thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
212
Includes a pull-quote from an ex-Nevro consultant and a snippet from a DOJ press release.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
239
The slide uses a direct quote from a KOL to support the thesis that Nevro reps are overstepping their professional boundaries.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
09
Uses a screenshot of a CNBC interview to highlight a perceived lie by the CEO regarding lock-up expirations.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit