slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 26,461-26,490
Pages 2,019
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Component
26,461-26,490 of 60,557
23
The slide uses a 'fraud-exposure' framework to argue that inventory levels are artificially inflated compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The slide uses a combination of qualitative narrative and quantitative customer concentration data to undermine the company's growth thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses a combination of a financial table and a LinkedIn screenshot to discredit the subject company's technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a 'fraudulent or vaporous bubble stock' framing to attack the company's valuation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to undermine the company's growth story.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide draws a direct parallel between the Olympus accounting fraud and the target company (Lasertec).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
The slide uses a combination of a line chart and a data table to highlight the inverse correlation between revenue and deferred revenue (advances).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses a comparison frame to highlight the anomaly of Lasertec's margins compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses a Capital IQ screen to validate the thesis that Lasertec is the most profitable company in its peer group.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights a specific anomaly in Lasertec's financial reporting following the launch of the ACTIS EUV line.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses the 'fraud-exposure' framework by linking financial metrics to potential malfeasance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide highlights a discrepancy between reported net income and actual cash generation, questioning the viability of future dividend payouts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
The slide highlights a potential accounting or operational discrepancy by comparing Lasertec against industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
83
The slide uses a combination of historical data tables and a screenshot of a balance sheet to highlight the lack of a finished goods category.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
84
The slide uses a comparison of financial reporting metrics to cast doubt on the target company's accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
89
The slide uses direct excerpts from an SEC litigation document to substantiate claims of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
99
The slide uses peer benchmarking (ASML, Applied Materials, Lam, Tokyo Electron, KLA) to establish a baseline for 'normal' inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
159
The slide uses an ASML technical diagram to undermine a competitor's (Lasertec) marketing claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
223
The slide uses a Q&A format to highlight specific technical failures of Lasertec equipment, contrasting the company's claims with field experience.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 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
08
The slide uses aggressive, emotive language ('raging dumpster fire', 'prima facie absurdity') to frame the company as a failing investment.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
12
The slide uses a confrontational tone to expose a perceived lack of product differentiation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
14
Uses historical precedents (Affymetrix, Fluidigm) to frame BLI as a potential failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
18
The slide uses a table to show the reduction in shareholdings for major investors like Celesta Capital, Sequoia, and Nikon.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
21
The slide uses a table to highlight the discrepancy between the growing installed base and declining/stagnant recurring revenue per machine.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
22
The slide uses a combination of a stacked bar chart and a data table to highlight financial discrepancies.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
03
The slide uses aggressive, accusatory language typical of short-seller activist decks.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller 1 hit
07
The slide uses aggressive, accusatory language to frame the company as a 'colossal fraud'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
38
The slide functions as an investigative report highlighting potential corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
43
The slide highlights a discrepancy between the accounting label 'Investment in own plantation' and the actual nature of the transaction (offsetting debt from defaulting growers).Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit