slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
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26,551-26,580 of 60,557
221
The slide uses clinical trial data to undermine the efficacy claims of a drug by highlighting the placebo response.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
222
The slide uses FDA biometrics review data to challenge the efficacy timeline of the drug Wakix (pitolisant).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
223
The author argues that the discrepancy hides a trend reversal that would undermine the trial's efficacy claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
225
The slide uses a strong, accusatory tone to undermine the validity of the clinical trial results.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
289
The slide uses a Wikipedia table to explain DEA drug schedules to frame the competitive landscape.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
307
The slide uses a combination of narrative argument and direct excerpts from regulatory documents to highlight a discrepancy in drug efficacy claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
23
The slide outlines five methods to normalize inventory levels and compares them against current reported figures to highlight potential accounting discrepancies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
45
The slide uses a table to contrast R&D spend and a LinkedIn screenshot to highlight Isteq's small employee count.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 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
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スコーピオン・キャピタルのショートレポートの一部。ACTIS装置の販売台数と価格を推定し、レーザーテックの業績への貢献度が低いと主張している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
63
The slide uses historical financial data to illustrate how accounting manipulation (hiding losses via goodwill/investments) manifests in balance sheet ratios.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
65
The slide argues that revenue growth is being driven by the drawdown of deferred revenue rather than new business, supported by a line chart and a data table.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
69
The table compares 2019-2023 EBIT margins and LTM figures, showing Lasertec's margin growth from 28% to 41%.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
70
The table ranks companies by EBIT margin, with Lasertec at the top. Data sourced from S&P Capital IQ.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
72
The slide highlights a discrepancy between reported high profit margins and low cash conversion, framing it as evidence of potential accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
74
The slide uses two tables (one in JPY, one in USD) to demonstrate that dividend payouts are consuming a significant portion of free cash flow, forcing the company to borrow despite high reported profits.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
75
The slide uses financial ratios to challenge Lasertec's 'fab-lite' strategy claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · 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
79
The slide highlights an outlier in inventory turnover metrics compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
84
The slide highlights a discrepancy in financial reporting practices between Lasertec and its peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
89
The slide maps specific accounting fraud allegations to their corresponding SEC complaint text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
93
The slide uses a Q&A format with an industry expert to challenge the company's reported gross margins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
99
The slide uses two distinct valuation methods (inventory/sales ratio and inventory/total assets ratio) to calculate a potential impairment loss of approximately 63-66%.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
101
The slide acts as a technical appendix to a previous slide that introduced the first two methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
159
The slide highlights the transition from 0.33 NA to 0.55 NA optics, detailing the resulting improvements in transistor density and resolution.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
172
The slide contrasts the massive R&D investment of ASML with the smaller scale of Lasertec and the very small scale of Isteq B.V.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
298
The slide provides details on the acquisition and operational status of the InnoPa facility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
309
The slide highlights a discrepancy between the actual ownership structure (Nomura Real Estate Holdings owning the asset via a subsidiary) and the official disclosure stating no related party transactions.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit