slides · global inventory
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Matching slides 78,129
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16,201-16,230 of 78,129
53
The slide uses a combination of narrative critique and comparative data visualization to cast doubt on the company's reported metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
64
The slide uses a dual-chart comparison to highlight the discrepancy between market cap and FCF.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
67
The slide uses the 'fraud-exposure' framework to link inventory growth to potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
77
The slide uses red boxes to draw attention to the post-2019 period, framing the inventory growth as suspicious or contradictory to the company's reported success.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
81
Uses a CEO quote to establish the expected relationship (lockstep growth) and then shows a chart where the relationship breaks down.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
100
The slide uses comparative analysis against historical scandals (Olympus, Toshiba) to frame the severity of the alleged fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
198
The slide uses red circles and arrows to annotate missing data in charts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
305
The slide uses red arrows to draw attention to the 2023 peak in capital expenditure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
15
The slide uses a 'canary in the coal mine' metaphor to frame the comparison as a warning signal for investors.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
19
Uses red annotations and circles to highlight stagnation in bar charts.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
20
The slide uses a bearish tone to frame the company's revenue composition as a sign of business failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights2 hits
55
The slide uses a calculation of daily doses sold based on revenue and price to derive a rate, then compares this against historical data from a Lancet study.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal2 hits
238
The slide highlights a discrepancy between the trial paper's log-scale chart and the actual linear-scale data, suggesting data manipulation or misleading presentation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
243
The slide uses red boxes and text annotations to highlight specific data points (M6 for ESS, M12 for cataplexy) that contradict expected outcomes.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
299
The slide uses scientific data to challenge the validity of the drug's efficacy claims by highlighting the high dosage required in animal models.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
302
The slide uses box-whisker plots to demonstrate a lack of correlation between histamine/metabolite levels and various sleep disorder etiologies.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
314
The slide uses red boxes and text annotations to highlight specific data points in the charts that contradict expected clinical outcomes.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
15
The slide uses a narrative of 'accounting fraud' to frame the financial data. The charts show a divergence between high EBIT margins and low/negative free cash flow relative to market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment2 hits
16
The slide uses a combination of narrative accusation and comparative data visualization to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment2 hits
24
オリンパスや東芝の過去の不正会計事例と比較し、被害の深刻さを強調している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities2 hits
33
The slide uses a timeline-based chart to show the reduction in resolution (nm) over time, correlating with specific light source technologies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products2 hits
47
The slide uses a narrative of 'contradiction' to challenge the company's self-proclaimed business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products2 hits
49
The slide uses a direct visual comparison of financial charts to highlight a lack of transparency in Lasertec's reporting compared to industry peer ASML.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products2 hits
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 Reveal2 hits
53
The slide argues that Lasertec's order book and revenue metrics are inconsistent and lack credibility compared to industry peers like ASML.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal2 hits
64
キャッシュ変換率の低さを不正の兆候として指摘する論理構成。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
67
The slide argues that the rapid growth in inventory is a red flag for potential accounting fraud, specifically referencing the relationship between income statements and balance sheets.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
77
The red boxes highlight the period starting in 2019, which the author links to the launch of the ACTIS extreme ultraviolet equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
81
The slide uses red dashed circles to highlight the divergence between inventory and deferred revenue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
100
The slide argues that Lasertec's inventory inflation masks a massive potential impairment that would wipe out a significant portion of historical profits and retained earnings, comparing the scale to the Toshiba accounting scandal.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits