anlak storytelling
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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 11,611-11,640
Pages 3,225
Rows per page 30
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11,611-11,640 of 96,741

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218
The slide uses a Q&A format to expose the gap between Lasertec's equipment capacity (5 masks/day) and TSMC's fab requirements (500-550 masks/day).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
230
The slide presents two distinct quotes/excerpts from the same source (GlobalFoundries executive) highlighting the decline in Lasertec's product reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
241
The slide presents a Q&A format to highlight potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
243
The slide presents a Q&A format interview transcript highlighting potential accounting irregularities regarding inventory valuation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
248
The slide presents a Q&A format highlighting financial and operational strain caused by technical failures.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
267
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
Activist deck Short seller 2 hits
268
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
279
The slide presents evidence of customers (Intel, Samsung) actively seeking to break a monopoly by funding/encouraging a competitor (KLA) to enter the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
288
The slide uses a Q&A format to expose a technical limitation in Lasertec's market position by highlighting the continued use of KLA's Teron equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
294
The slide highlights a discrepancy between public claims of using Lasertec's EUV equipment and the actual reliance on older DUV or alternative inspection methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
331
The slide uses visual evidence to undermine the company's operational standards.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
10
The slide uses a 'villain' framing by highlighting the '180 degree unwind' of the company's core messaging and patient complaints about charging.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
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 Reveal2 hits
24
The slide uses historical revenue data from two previous companies to discredit the CEO's reputation as a turnaround specialist.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
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 Struggle2 hits
27
The slide uses a 'villain' framing by associating the company with the opioid crisis and the Insys fentanyl scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
31
The slide uses a 'three-point' narrative structure to build a case against the company's safety record.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
57
The slide uses a combination of academic citation and visual data to frame the study as potentially fraudulent.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
62
Uses red circles to highlight specific names and study titles to draw attention to the contradiction.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
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 Victory2 hits
86
The slide uses a red circle to highlight a specific table from a medical paper, emphasizing the discrepancy between real-world outcomes and company claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
114
Uses a 'gotcha' interview format to frame the company's business model as deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
131
Uses direct quotes from the company's own SEC filings to highlight hypocrisy.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
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 Victory2 hits
164
Includes two direct quotes from KOLs and a screenshot of a ClinicalTrials.gov study design page.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
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 technology2 hits
14
Uses a tweet and a news excerpt to undermine the credibility of the investor's portfolio selection process.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
24
The slide uses red annotations to connect the specific chart trick to the checklist criteria.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment2 hits
25
Uses a quote from a 'leading solid-state expert' to cast doubt on the validity of the company's technical claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment2 hits
27
The slide uses a Q&A format to highlight a specific technical discrepancy in a battery performance chart.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment2 hits