slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,791-2,820
Pages 3,680
Rows per page 30
Component
2,791-2,820 of 110,387
222
The slide presents a narrative of customer dissatisfaction and technical mismatch between Lasertec's high-end EUV inspection tools and TSMC's production requirements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
229
The slide presents a Q&A format to clarify the limited scope of GlobalFoundries' adoption of Lasertec's actinic inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
242
The slide is a Q&A format transcript highlighting risks to Lasertec's business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
281
The slide presents a Q&A format highlighting the risk of Lasertec's inventory devaluation due to KLA's potential new product launch.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
288
The slide uses a Q&A format to expose a technical limitation in Lasertec's market position by highlighting the continued use of KLA's Teron equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
289
The slide presents a Q&A format to highlight a potential failure in Lasertec's product adoption at a key customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
82
The slide uses expert testimony to undermine the company's core value proposition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
83
The slide uses testimonials from a former employee to frame management as incompetent and the product as obsolete.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
127
The slide uses direct quotes from a former employee to frame the company's therapy as ineffective compared to marketing claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory2 hits
61
The slide uses a screenshot of a Quantumscape presentation and overlays red arrows to highlight the 'broken' lines in the chart, indicating a pulse test.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
64
The slide uses academic citations to undermine the novelty of the company's technology.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
81
The slide uses a 'red box' annotation technique to highlight specific text in the source material.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
175
Uses a series of source citations and quotes to build a narrative of investor negligence or deception.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction2 hits
03
The slide uses anonymous expert testimony to undermine the company's clinical trial integrity and market prospects.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
114
The red box highlights the specific data point (Week 0 to Week 13) where the pooling occurs.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
115
The slide uses a red box and annotations to highlight the drop in sample size (n=125 to n=103) at week 13, suggesting data manipulation.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
116
The slide uses a red box and arrow to draw attention to the increase in HbA1c between week 0 and week 13.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
117
The slide uses a line chart with error bars to argue that the mean value hides adverse patient outcomes. It highlights the 1-standard deviation range and extrapolates to 2-standard deviations.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
264
The slide uses direct quotes and expert testimony to build a case against the credibility of a key opinion leader (Miller).Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 2 hits
43
The slide presents a narrative of corporate misconduct/extortion based on a letter from a politician.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
44
The slide contains two paragraphs of text that are largely redundant, summarizing the same allegation. The source is a Daily Caller article referencing a letter from Feb 21, 2024.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
45
The slide presents a narrative of corporate malfeasance by quoting a letter from a politician and contrasting it with alleged CEO statements.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
48
The slide uses direct quotes from a formal letter to refute claims.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
71
The slide uses a map to visualize the scale of the company's operations, which the author then characterizes as a 'fraudulent billing conspiracy'.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
101
The slide uses a skeptical tone to challenge the scientific validity of the claims presented in the video.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
126
The slide uses a narrative structure to explain a systemic loophole, supported by a direct excerpt from an official policy document.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
155
The slide uses a 'fraud-exposure' framework to contrast alleged real-world usage with official FDA labeling.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
156
The slide uses a combination of qualitative expert interview summaries and quantitative data from the company's own investor presentation to frame the company's clinical claims as a 'ruse'.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
174
The slide contrasts the author's claims of widespread off-label use with the official FDA 'Indications for Use' text.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
223
The slide uses visual evidence (red boxes and arrows) to link a specific surgeon's LinkedIn profile to news articles about organ trafficking.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits