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15,301-15,330 of 18,554
07
The slide argues that Lasertec's inventory classification (0% finished goods) is a deliberate accounting trick to avoid impairment charges and maintain stock price, supported by anecdotal evidence from IR and photographic evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
09
The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
11
The slide presents a highly critical investigative report on Lasertec's core product, alleging technical failure and financial misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
12
This slide functions as a continuation of a critical investigative report on Lasertec's product reliability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
13
Contains testimonials from former field service engineers regarding Lasertec's ACTIS A150 equipment and Ushio light sources.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
14
The slide presents a series of investigative findings regarding technical failures in Lasertec's EUV inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
15
This slide presents qualitative evidence from industry insiders (former KLA engineers, semiconductor executives) regarding Lasertec's product reliability issues.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
16
The slide details specific technical failures (light source degradation, stage contamination) and their economic impact on customers (forced backup purchases, high maintenance costs).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
51
This slide uses aggressive, activist-style language to frame Nevro as a failing company and Saluda as a disruptive competitor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
The slide uses strong, accusatory language typical of activist short reports to frame the company's business model as fundamentally broken.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses strong, accusatory language to frame the company's business model as legally compromised.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
This is a classic activist short-seller slide designed to frame the company's business model as inherently fraudulent and legally precarious.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
This slide focuses on the legal/ethical risk of reps performing clinical duties.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
56
The slide uses yellow highlighting to emphasize the specific claims being challenged.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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 Inaction1 hit
72
The slide highlights a specific clinical study (PROCO) to undermine the competitive advantage of the subject company's core technology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
78
Uses direct quotes from company filings and website to frame the 'paresthesia-free' claim as a vulnerability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a testimonial to frame the company's core product feature as a business liability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses expert testimony to undermine the company's core value proposition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
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 Victory1 hit
101
The slide uses highlighted text to emphasize critical claims about medical device safety and physiological impact.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
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 Victory1 hit
148
Uses a combination of internal research claims and external clinical literature to expose a contradiction in the company's product claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
156
The slide uses historical data to undermine the company's 'innovation' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
186
The slide uses a 'villain' framing by characterizing Nevro's technology as 'gimmicky' and 'one-size fits all' while highlighting a competitor's superior clinical outcomes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
207
The slide uses a direct quote and a news headline to substantiate the claim of unethical business practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
208
Includes source links to a German-language publication (SonntagsBlick) and Google Translate versions.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
209
The slide uses external legal commentary to frame the company's business model as a 'textbook case' for potential FCPA violations.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
237
The slide uses a screenshot of a social media post as primary evidence to support the claim of unauthorized practice of medicine.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit