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17,881-17,910 of 118,471
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The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain3 hits
23
第5部として、ASMLのCymer買収と開発の苦労を対比させ、Lasertecの技術的妥当性を批判的に検証している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain3 hits
31
The slide details specific complaints from TSMC sources regarding Lasertec's ACTIS series reliability and performance compared to KLA equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain3 hits
43
The slide details specific technical and commercial reasons for TSMC's shift away from Lasertec's EUV inspection tools, citing pellicle issues, high-NA adoption, and reliance on KLA alternatives.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain3 hits
45
The slide discusses the competitive landscape between KLA and Lasertec, specifically focusing on EUV actinic inspection technology and the impact of the CHIPS Act.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain3 hits
27
The slide uses a 'villain' framing by associating the company with the opioid crisis and the Insys fentanyl scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle3 hits
31
The slide uses a 'three-point' narrative structure to build a case against the company's safety record.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle3 hits
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 Victory3 hits
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 Victory3 hits
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 3 hits
208
Includes source links to a German-language publication (SonntagsBlick) and Google Translate versions.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 3 hits
11
The slide uses the 'authority-bias' and 'credibility-transfer' frameworks to explain how investors are misled by corporate endorsements.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology3 hits
13
Uses a quote from a 'solid-state expert' to validate the comparison between Sakti3 and Quantumscape.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology3 hits
17
The slide uses a testimonial to establish credibility for the critique and links the founder to questionable research (algae electricity) to undermine his reputation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology3 hits
92
The slide uses a Q&A format to frame the company's data as a 'common trick' by highlighting the difference between percentage-based charging and absolute energy capacity.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology3 hits
102
The slide uses expert quotes to discredit the company's technical claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology3 hits
138
Uses a direct quote-based contrast to undermine company credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology3 hits
151
Uses expert testimony and external media citations to undermine the company's technical viability.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction3 hits
175
Uses a series of source citations and quotes to build a narrative of investor negligence or deception.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction3 hits
179
Uses SEC filing excerpts and a Notice of Effectiveness screenshot as evidence of insider dumping.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction3 hits
17
The slide highlights a discrepancy between the FDA label's explicit warnings about DKA and the company's omission of this risk in their phase 3 and open-label manuscripts.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
20
The slide uses direct excerpts from a medical paper to build a case against the drug's safety profile.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
40
The slide uses a combination of narrative summary and direct Q&A transcript excerpts to build a case of potential clinical trial misconduct.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
44
The slide uses a Q&A format to present whistleblower testimony.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
86
The slide uses direct quotes to undermine the credibility of the drug's clinical narrative and the company's influence on investigators.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
151
The slide uses expert testimony to highlight a potential safety concern (edema) and suggests the company is downplaying or managing it in an unusual way.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
152
The slide uses direct quotes from a KOL to build a case against the safety of a drug (Vykat) in the PWS population.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
217
Uses expert quotes to debunk the necessity of the company's proprietary drug formulation.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
219
The slide uses Q&A transcripts to highlight internal knowledge of safety risks and potential for generic substitution.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 3 hits
07
This slide functions as a legal/regulatory petition document, outlining specific grievances regarding trial design, data integrity, and patient safety.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Solution & Approach3 hits