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 15,091-15,120
Pages 619
Rows per page 30
Component
15,091-15,120 of 18,554
07
The slide functions as a table of contents but contains substantive investigative claims (expose_contradiction/fraud_exposure) rather than just page numbers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
12
The slide uses external media citations to establish the company's credibility and historical performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
14
The slide uses a narrative of 'the lie that grows' to characterize Lasertec, drawing parallels to Toshiba and Olympus.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
17
The slide highlights a contradiction/evasion by the CFO regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
19
The text describes an investigative interview where an IR representative admitted the inventory classification is a 'secret' while the photos show finished products being loaded onto trucks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
25
The slide presents Q&A style evidence to undermine the market perception of Lasertec's equipment utility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
26
The slide uses a Q&A format to present negative expert testimony regarding Lasertec's A150 and A300 products.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
28
The slide uses a Q&A format to highlight the lack of independent validation for the A300 and suggests the 'exchange' offer is a way to mask the obsolescence of the A150.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
29
The slide uses a Q&A format to present anecdotal evidence from industry insiders to challenge the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
30
The slide presents a series of Q&A and narrative excerpts highlighting technical limitations of Lasertec's actinic inspection tools and the competitive threat from KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
31
The slide uses a Q&A format to highlight the lack of transparency regarding technical problems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
43
The slide uses a combination of historical acquisition data and expert testimony to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
44
The slide uses a Wikipedia excerpt to frame ASML as a monopolist created through public funding and subsequent acquisition of US-developed technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
48
The slide uses a quote from a Morgan Stanley symposium to frame KLA's dominance and aggressive capital allocation as a direct challenge to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
50
The slide highlights the lack of transparency from Lasertec's management regarding key performance metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
51
The slide uses direct quotes from earnings transcripts to demonstrate a pattern of management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
52
The slide uses two charts to contrast conflicting analyst reports, illustrating the uncertainty in Lasertec's revenue composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
59
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
68
The slide uses the Toshiba accounting scandal as a precedent to critique inventory valuation practices, specifically mentioning Lasertec as a potential practitioner of similar methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
70
The table ranks companies by EBIT margin, with Lasertec at the top. Data sourced from S&P Capital IQ.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
82
The slide title mentions 'Gross Profit Margin' (売上総利益率) but the content is entirely about inventory (棚卸資産).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
85
The slide uses photographic evidence to contradict the company's official financial reporting regarding inventory composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
87
The slide uses excerpts from 10K filings to show that auditors are flagging inventory valuation as a 'critical audit matter' due to management judgment, implying potential risk despite no explicit fraud findings.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
88
The slide contrasts KLA and Lam Research's audit reports with the explicit fraud case of MagnaChip.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
89
The slide maps specific accounting fraud allegations to their corresponding SEC complaint text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
91
The slide uses a transcript excerpt to expose the company's evasiveness regarding the profitability of specific product lines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
92
The slide contrasts the CEO's optimistic outlook in October 2023 with the reality of low margins in Q1, followed by a defensive explanation in January 2024.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
93
The slide uses a Q&A format with an industry expert to challenge the company's reported gross margins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
95
The slide uses a Q&A format to expose the company's inventory issues and potential reliability problems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
96
The slide uses a Q&A format to highlight the aggressive nature of Lasertec's sales approach, suggesting financial strain or inventory pressure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit