slides · global inventory
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Matching slides 18,554
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14,581-14,610 of 18,554
85
The slide uses a narrative of investigator field visits to allege fraud in inventory reporting.Lasertec Corporation (6920) · Scorpion Capital
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88
The slide contrasts the current situation at KLA/Lam with a historical SEC enforcement action against MagnaChip to illustrate potential accounting risks.Lasertec Corporation (6920) · Scorpion Capital
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89
The slide uses direct excerpts from an SEC litigation document to substantiate claims of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
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91
Uses transcript excerpts and a snippet of an earnings slide to build a case for management obfuscation.Lasertec Corporation (6920) · Scorpion Capital
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92
The slide uses direct quotes from Q&A transcripts to point out inconsistencies in management's narrative about product profitability.Lasertec Corporation (6920) · Scorpion Capital
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97
The slide uses a Q&A transcript format to substantiate the claim of deceptive sales practices.Lasertec Corporation (6920) · Scorpion Capital
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98
The slide uses a Q&A format to present expert testimony regarding inventory build-up and valuation concerns.Lasertec Corporation (6920) · Scorpion Capital
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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
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105
Uses a technical diagram to expose a potential failure point in the technology.Lasertec Corporation (6920) · Scorpion Capital
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106
The slide uses a 'before-after' style visual comparison (schematic vs. reality) to emphasize the complexity of the hardware.Lasertec Corporation (6920) · Scorpion Capital
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107
The slide uses direct excerpts from academic literature to establish the technical severity of the contamination issue.Lasertec Corporation (6920) · Scorpion Capital
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109
The slide uses a KLA presentation to highlight a technical contradiction between the need for cleanliness and the inherent dirtiness of plasma sources.Lasertec Corporation (6920) · Scorpion Capital
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119
The slide uses direct quotes and highlights to emphasize the poor performance and high maintenance burden of the subject company's product.Lasertec Corporation (6920) · Scorpion Capital
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121
The slide uses red underlining to emphasize specific phrases related to equipment failure and maintenance complexity.Lasertec Corporation (6920) · Scorpion Capital
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124
The slide uses expert testimony to validate the claim of low reliability.Lasertec Corporation (6920) · Scorpion Capital
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125
The slide uses red annotations to highlight specific performance metrics (96% uptime, >1 year lifetime) to contrast with Lasertec's performance.Lasertec Corporation (6920) · Scorpion Capital
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126
The slide is a critique of Lasertec's technology performance using an external industry authority (KLA) as a benchmark.Lasertec Corporation (6920) · Scorpion Capital
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130
The slide uses a Q&A format to validate the claims made in the opening paragraph.Lasertec Corporation (6920) · Scorpion Capital
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131
The slide uses a Q&A format to validate the claim of a two-week replacement cycle.Lasertec Corporation (6920) · Scorpion Capital
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132
The slide uses a Q&A transcript format to highlight operational failures and high maintenance costs.Lasertec Corporation (6920) · Scorpion Capital
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135
The slide uses a Q&A format to present expert testimony as evidence of product failure.Lasertec Corporation (6920) · Scorpion Capital
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137
Includes a technical diagram of the EUV lithography machine with annotations highlighting the mask and wafer stages.Lasertec Corporation (6920) · Scorpion Capital
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142
The slide uses red boxes and arrows to highlight specific claims from the original press release.Lasertec Corporation (6920) · Scorpion Capital
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150
The slide uses a Q&A transcript format to build a case for corporate fraud/misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
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151
The slide uses a Q&A transcript format to highlight evasiveness and confirm the timeline of the technology shift.Lasertec Corporation (6920) · Scorpion Capital
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152
The slide uses a Q&A format to validate the thesis that the Urashima source is not superior to the Ushio source.Lasertec Corporation (6920) · Scorpion Capital
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153
The slide uses a Q&A format to present expert testimony.Lasertec Corporation (6920) · Scorpion Capital
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154
The slide highlights the poor performance of the Urashima source by citing a field engineer's direct testimony.Lasertec Corporation (6920) · Scorpion Capital
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157
The slide uses Q&A transcripts to build a narrative of technical failure and corporate obfuscation.Lasertec Corporation (6920) · Scorpion Capital
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158
The slide uses a Q&A transcript format to validate the negative assessment of Isteq's technology.Lasertec Corporation (6920) · Scorpion Capital
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