slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
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81,871-81,900 of 118,471
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The slide presents a Q&A format to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format to expose operational and technical failures (unstable light sources, failed certifications) at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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The slide argues that Lasertec's growth drivers are exhausted, citing product defects and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a series of Q&A and expert quotes to build a case for why the company's growth is stalling due to industry-wide investment pullbacks.Lasertec Corporation (6920) · Scorpion Capital
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Contains transcripts of interviews with field service engineers and former Samsung executives regarding Intel's equipment install base and future purchase projections.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to build a case that the market's perception of Lasertec's production-line adoption is overstated.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format highlighting the competitive disadvantage of Lasertec compared to KLA in TSMC's production lines.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses expert testimony (KLA, Intel, Samsung, TSMC, GlobalFoundries sources) to build a case for market disruption.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses KLA's own presentation to validate the threat of a new product (Teron 7XX) that competes directly with Lasertec's core business.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights that KLA had a 'program ready for full-scale development' in 2016, which contradicts their later strategic decision to abandon or pause the project.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents Q&A transcripts as evidence of KLA's internal development status and investment of approximately $1 billion.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents qualitative evidence from industry experts and former KLA executives to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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This slide serves as a section divider or argument point in an activist short report.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between public perception and private R&D activities of major industry players.Lasertec Corporation (6920) · Scorpion Capital
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This is a text-heavy slide presenting a specific allegation of corporate fraud based on site visits.Lasertec Corporation (6920) · Scorpion Capital
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The slide provides details on the acquisition and operational status of the InnoPa facility.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a 'before/after' or 'claim vs reality' structure to expose a contradiction in corporate communications.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses anecdotal evidence from 20 site visits to highlight a lack of security presence, contrasting with the high value of the assets (50 million USD equipment) supposedly housed there.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses on-the-ground investigative reporting to contradict company claims about facility usage.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a screenshot of a LinkedIn post to question the actual utilization of the facility.Lasertec Corporation (6920) · Scorpion Capital
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The slide sets up a critique of the 'Innovation Park' project by pointing out the unusually high capital expenditure in 2023.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a red box to highlight specific text in the source document that the author claims is suspicious.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between the actual ownership structure (Nomura Real Estate Holdings owning the asset via a subsidiary) and the official disclosure stating no related party transactions.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses past legal precedents to cast doubt on the integrity of current transactions involving Nomura.Lasertec Corporation (6920) · Scorpion Capital
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The text highlights that investigators could not find permit applications for Lasertec, only for Toshiba's 1997 construction on the same site.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a red box to highlight the company's claim, contrasting it with the activist's observation that no activity is visible.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to undermine the credibility of the company's 'Innovation Park' branding.Lasertec Corporation (6920) · Scorpion Capital
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Field observation report regarding building usage.Lasertec Corporation (6920) · Scorpion Capital
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The text describes the site as a 'ghost town' and notes the building was formerly a gymnasium/training facility, casting doubt on Lasertec's claims.Lasertec Corporation (6920) · Scorpion Capital
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