slides · global inventory
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11,461-11,490 of 96,741
18
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 Moment2 hits
23
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 Contradiction2 hits
40
The slide uses a 'villain' framing by contrasting the 'monopoly' narrative with the reality of market perception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
56
Uses red circles and dashed boxes to highlight the misrepresentation of product categories.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
61
Uses the fundamental accounting equation to demonstrate the impossibility of isolated income statement manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
65
The slide uses a combination of a line chart and a data table to highlight the inverse correlation between revenue and deferred revenue (advances).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
70
The slide uses a Capital IQ screen to validate the thesis that Lasertec is the most profitable company in its peer group.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
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 2 hits
90
Uses a metaphor of 'tremors' and 'earthquake' to describe financial anomalies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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 2 hits
99
The slide uses peer benchmarking (ASML, Applied Materials, Lam, Tokyo Electron, KLA) to establish a baseline for 'normal' inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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 2 hits
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 2 hits
105
Uses a technical diagram to expose a potential failure point in the technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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 2 hits
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 2 hits
158
The slide uses a Q&A transcript format to validate the negative assessment of Isteq's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
19
The slide uses a series of rhetorical questions to challenge the financial integrity of the investment structure.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
20
The slide uses a literary quote to frame the investigation into missing or contradictory market data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
21
Includes a callout highlighting 80% market share by 2030.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
26
The slide uses a quote from a competition to expose a contradiction in TFS's marketing claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
28
The slide uses investigative journalism and parliamentary submissions to challenge management's credibility.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
30
Uses two data sources (ImportGenius and Zauba) to triangulate shipment value and product type.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
31
The slide uses a table to present data and a block quote to present a counter-argument regarding resource management and industry sustainability.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
32
The slide uses a direct quote from an FDA warning letter to undermine the credibility of the partner company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
35
The slide uses a rhetorical questioning technique to challenge the company's financial reporting integrity.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
39
This slide functions as a legal/regulatory critique, alleging criminal offenses based on conflict of interest and failure to disclose.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
40
Includes a screenshot of a HotCopper forum post as evidence of potential insider trading.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
43
The slide highlights a discrepancy between the accounting label 'Investment in own plantation' and the actual nature of the transaction (offsetting debt from defaulting growers).Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
46
The slide uses a callout box to present rhetorical questions that challenge the integrity of management transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits