anlak storytelling
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Matching slides 18,554
Current window 14,671-14,700
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

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14,671-14,700 of 18,554

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277
The slide uses direct quotes from industry experts to build a narrative of market opportunity for KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
278
The slide uses a Q&A format to validate the thesis that Lasertec is a 'one-trick pony' vulnerable to competition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
280
The slide uses a Q&A format to validate the thesis that KLA is a credible threat to the incumbent.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
281
The slide uses a Q&A format to validate the thesis that Lasertec is facing a market share collapse and inventory write-down risk.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
282
The slide uses a Q&A format to validate the thesis that KLA is gaining market share over Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
287
Includes a Q&A transcript excerpt as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
289
The slide uses a Q&A format to provide primary source evidence for an activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
292
The slide uses a Q&A format to highlight expert testimony and provides a screenshot of KLA's website as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
293
The slide uses a Q&A format to build credibility for the claim that customers are working around Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
308
The slide uses a primary source document (press release) to expose a contradiction in corporate strategy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
309
The slide uses red circles and arrows to annotate a table excerpt, pointing out the ownership structure and the 'Nothing of note' disclosure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
310
The slide uses authority-citation to establish a pattern of corporate malfeasance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
312
The slide uses a screenshot of a company presentation to highlight a discrepancy between stated operational status and observed reality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
313
The slide uses direct quotes from an earnings call to demonstrate a contradiction or lack of transparency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
333
The slide uses a 'fraud' framing to challenge corporate disclosures.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
04
Berkeley Lights (BLI)Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller 1 hit
05
The slide lists specific negative feedback from major industry players (Lonza, Samsung, CZ Biohub, UCSF/NIH, Gingko) regarding BLI technology.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller 1 hit
06
The slide acts as a summary of a research section rather than a standard TOC.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller 1 hit
10
Uses a short-seller narrative style, citing a Barron's headline and a stock chart to illustrate the 'inevitable' failure of companies in this sector.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
12
The slide uses a confrontational tone to expose a perceived lack of product differentiation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
22
The slide uses a combination of a stacked bar chart and a data table to highlight financial discrepancies.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
31
The slide uses strong, emotive language ('flop', 'scathing', 'mind-numbingly difficult') to frame the problem.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
32
The slide presents a series of critical testimonials from industry experts/employees, framing the company as a failing investment.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
33
The slide uses strong, emotive language ('debacle', 'farce', 'tricked', 'loathes') to frame the product as a failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
34
The slide uses strong, negative language to frame the subject as a failed product/vendor.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
35
The slide presents qualitative expert testimony to build a case against the target company's product viability.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
36
The slide uses a 'villain critique' style to undermine the value proposition of the BLI machine through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
37
The slide highlights significant customer dissatisfaction, specifically citing high upfront costs, high maintenance, low usage rates, and failure to deliver promised time savings.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
38
The slide presents qualitative evidence from expert consultations to build a bearish case against BLI.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
39
The slide uses a 'villain' narrative style to discredit the technology through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit