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slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,568
Current window 26,581-26,610
Pages 2,019
Rows per page 30
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26,581-26,610 of 60,568

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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
312
The slide uses a red box to highlight the company's claim, contrasting it with the activist's observation that no activity is visible.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
06
The slide uses aggressive, highly critical language to frame the upcoming sections of the report.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
07
This is a continuation of a larger table of contents, starting at item 13.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
08
This slide appears to be a continuation of a larger table of contents, starting at page 18.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
12
The slide uses a strong, accusatory tone, labeling the company a 'textbook Ponzi'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide highlights Nevro's underperformance compared to its peers in the top 50 medtech companies by market cap.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
85
The slide uses a screenshot of a medical journal article to highlight author conflicts of interest and a table of explant data to challenge the company's claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a red circle to highlight a specific table from a medical paper, emphasizing the discrepancy between real-world outcomes and company claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
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 Victory1 hit
05
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
06
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
16
Uses a precedent (INFN) to predict a negative outcome for the target (QS).QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
29
The slide uses a table to demonstrate 'cherry-picking' by showing that key variables like prototype size and temperature are not held constant across tests.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
94
Includes a screenshot of a competitor's slide and a reference table for C-rates.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
125
The slide uses a red box to draw attention to the specific text in the source document.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
173
The slide uses a 'before-after' style comparison to frame Quantumscape as a repeat of the Sakti3 fraud.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
181
Uses historical precedent (Infinera) to cast doubt on current QS insiders; includes red dashed circles highlighting zero-balance positions.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
183
The slide uses red boxes and arrows to draw attention to specific, aggressive growth figures in the financial table.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
21
The slide uses a direct quote from the Pediatric Endocrine Society guidelines to expose the company's failure to address known side effects in their trial design.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
38
The slide uses an excerpt from the FDA label to critique the clinical trial design.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
106
The red box in the image highlights the specific rows in the table that the author claims are being used to obfuscate the diabetes signal.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
107
The slide uses red boxes to draw attention to the specific data points being compared.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
120
The slide uses a red box to highlight the specific data columns that demonstrate the increase in pre-T2D and T2D patient populations.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit