slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 14,551-14,580
Pages 619
Rows per page 30
Component
14,551-14,580 of 18,554
01
This is a classic activist short-seller 'thesis' cover slide, utilizing strong, inflammatory language to frame the company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
05
The slide uses aggressive, accusatory language to frame the company's product announcements as fraudulent.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
06
The slide uses a narrative-heavy TOC style, common in activist short-seller reports, to frame the upcoming sections as investigative findings.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
07
The slide functions as a detailed summary of upcoming sections rather than a standard TOC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
08
The slide uses aggressive, activist-style language to frame the investment thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
13
The slide uses a mocking tone to frame the company's marketing as deceptive.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
17
Uses transcript excerpts to frame management's lack of visibility as a red flag for investors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
19
The slide uses a narrative structure to build a case of fraud, specifically targeting the misclassification of finished goods as work-in-process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
25
Uses Q&A format to provide primary source evidence for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses Q&A transcript format to build credibility for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses highlighted text to emphasize key negative sentiments from industry experts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a Q&A format to present anecdotal evidence from industry sources to undermine the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses direct quotes from industry executives to undermine the company's market position and technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
44
The slide uses a Wikipedia excerpt to support the argument that ASML's market position is a result of historical policy decisions rather than just organic innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide uses a 'quote-response' format to build a case for management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a 'quote-and-response' format to highlight management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
82
Uses red underlining to emphasize key phrases in the transcript.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
21
Includes a price list table, a line chart comparing 2015 vs 2016 prices, and a text block explaining revenue growth.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
38
The slide uses a chronological list format to contrast historical guidance with subsequent performance outcomes.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
12
The slide uses three distinct callout boxes (Figures 9, 10, 11) to document a pattern of delayed payments and management's shifting explanations.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
The slide uses financial note disclosures to argue that TFS is inflating asset valuations to offset bad debts.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
29
The slide uses a combination of quoted text from a company announcement and a data table to cast doubt on management's transparency.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
42
The slide uses financial statement excerpts to argue that management engaged in self-dealing transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit