slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 41,127
Current window 18,841-18,870
Pages 1,371
Rows per page 30
Component
18,841-18,870 of 41,127
03
Page number 3 in the bottom right corner.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 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
62
This is a thesis-style slide used by Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
73
Bunge Global SA (BG)Bunge Global SA (BG) · Ben Axler
Activist deck Short seller 1 hit
02
Berkeley Lights (BLI)Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller 1 hit
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 Lights1 hit
132
The slide uses a 'quote-evidence' structure to highlight technical modifications made by the client to the vendor's equipment.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
03
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
14
Includes a table showing specifications of 'Pure White' product from an Australian website dated 2016, contradicting the 'new' narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
20
The slide uses a combination of narrative analysis and a supporting table to cast doubt on the validity of the company's financial disclosures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
02
Ginkgo Bioworks (DNA)Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller 1 hit
66
The slide uses a 'smoking gun' narrative to challenge the quality of revenue reported by the company.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
88
Uses visual evidence (screenshots) and a red annotation arrow to highlight the Ginkgo Bioworks logo on the Kalo website footer.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
02
Harmony Biosciences (HRMY)Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
126
The slide uses a table to expose data inconsistencies and safety risks, framing the variability as a 'red flag' regarding the drug's safety profile.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
02
IonQ Inc. (IONQ)IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
08
Uses a 'villain' framing to attack the company's credibility and valuation.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
148
The slide uses a table to derive Q4 figures from annual and Q3 year-to-date data, highlighting a spike in related-party revenue dependency.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated1 hit
03
Standard activist short-seller disclaimer covering conflicts of interest, lack of investment advice, and limitation of liability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec1 hit
46
The slide uses a specific metric (Market Cap / 5-Year R&D) to argue that Lasertec's valuation is disconnected from its actual R&D investment, comparing it to other tech companies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 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
76
棚卸資産の急増がACTISの発売時期と重なることを指摘している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
128
The slide uses direct quotes to frame Lasertec as unreliable and unsuitable for production, positioning KLA as the desired alternative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
156
The slide presents a narrative of corporate inconsistency and potential deception regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
182
The slide uses historical research papers to undermine the novelty claims of a competitor's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
190
The slide uses a Q&A format to highlight specific pain points (performance, uptime, cost) experienced by major semiconductor manufacturers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
195
The slide uses a Q&A format to build a narrative of systemic failure in Lasertec's equipment, specifically citing contamination and optical system replacement issues at Intel and TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
02
Quintis Limited (QIN)Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
01
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
15
TMC the metals company Inc. (TMC)TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Victory1 hit