Matching slides 110,387
Current window 2,761-2,790
Pages 3,680
Rows per page 30
Component: Source Noteclear collectionreset all

Component

2,761-2,790 of 110,387

filter-aware
106
The slide uses a 'before-after' style visual comparison (schematic vs. reality) to emphasize the complexity of the hardware.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
206
The slide uses a Q&A transcript format to validate the thesis that TSMC is experiencing issues with Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
214
The slide uses a Q&A transcript format to validate the narrative that Lasertec is failing to meet production standards at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
01
Slide 1
The slide functions as a short-seller report cover page, establishing the negative sentiment and key financial metrics.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller 2 hits
84
Uses screenshots of job boards as evidence of stagnation.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
18
The slide uses a narrative of past professional failure and alleged fraud to undermine the credibility of the current CFO.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster2 hits
30
The slide uses a 'villain' narrative style to attack the legitimacy of Harmony Biosciences' IP.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
58
Includes a visual comparison of pharmacophore models and a specific reference to ABT-239.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal2 hits
72
The slide highlights BF2.649 (pitolisant) with a red box to emphasize its drug-likeness profile compared to other failed candidates.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
129
The slide highlights the safety margin between the recommended dose (40mg) and the doses where QTc prolongation was observed (120-240mg), while noting specific patient populations at higher risk.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
133
The slide uses a red box to highlight the specific column in the table containing the erroneous data.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
169
The slide uses a direct quote from an FDA clinical review to demonstrate a lack of oversight regarding a specific medical signal.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
174
The slide argues that reporting lags or manipulation by Harmony Biosciences obscures the true number of adverse events.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
228
The slide highlights a recurring methodological inconsistency across multiple clinical trials, suggesting regulatory oversight failure.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
230
The slide uses a redacted document image to illustrate the lack of transparency in the FDA's review process compared to the EMA's.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
16
Uses a quote from Mikhail Dyakov to frame the entire industry as a 'Ponzi scheme'.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology2 hits
23
Uses direct quotes and interview screenshots to build a case of potential fraud or misleading statements.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical Challenges2 hits
144
The slide uses a direct transcript excerpt to frame the CEO's refusal to provide transparency as a red flag.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated2 hits
52
The slide uses two charts to contrast conflicting analyst reports, illustrating the uncertainty in Lasertec's revenue composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal2 hits
106
The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
135
The slide presents anecdotal evidence from an industry insider to support a thesis about customer dissatisfaction and technical failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
178
The slide uses a Q&A format to expose potential contradictions in Isteq's public statements versus internal technical reality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
208
The slide uses a Q&A format to build a case against the efficacy of Lasertec's products.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
213
The slide highlights a specific competitive disadvantage for Lasertec regarding light source efficiency and market share loss at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
214
The slide presents a narrative of product failure and competitive displacement, framed as an investigative report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
215
The slide presents a Q&A format to expose a gap in product-market fit for Lasertec's equipment in high-volume production environments.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
26
The slide uses a quote from a competition to expose a contradiction in TFS's marketing claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
27
Uses a Seinfeld quote as a thematic hook for the section on 'agreements'.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
35
The slide uses a rhetorical questioning technique to challenge the company's financial reporting integrity.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
38
The slide functions as an investigative report highlighting potential corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits