slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 28,351-28,380
Pages 10,126
Rows per page 30
Component
28,351-28,380 of 303,780
01
This is a classic activist short-seller 'thesis' cover slide, utilizing strong, inflammatory language to frame the company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook2 hits
12
The slide uses media headlines as social proof/precedent for the company's dramatic valuation shift.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
39
The slide uses a combination of narrative text and a testimonial quote to build a case of corporate negligence/mismanagement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
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 Contradiction2 hits
44
The slide uses a Wikipedia excerpt to support the argument that ASML's market position is a result of historical policy decisions rather than just organic innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
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 Contradiction2 hits
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 Inaction2 hits
71
The slide highlights Lasertec's strong margin performance relative to industry leaders like ASML and KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
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 Inaction2 hits
80
The chart highlights Lasertec (red bars) as an outlier compared to industry peers (ASML, Applied Materials, Lam, Tokyo Electron, KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
82
Uses red underlining to emphasize key phrases in the transcript.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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 2 hits
88
The slide contrasts the current situation at KLA/Lam with a historical SEC enforcement action against MagnaChip to illustrate potential accounting risks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
90
Uses a metaphor of 'tremors' and 'earthquake' to describe financial anomalies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
108
The slide serves as visual evidence of the technical failure mode (tin contamination) described in the activist report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
121
The slide uses red underlining to emphasize specific phrases related to equipment failure and maintenance complexity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
193
Uses a narrative structure to expose a potential corporate cover-up or failed investment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
10
Includes a screenshot of Lowe's website search results and a summary of findings regarding Caesarstone's market position.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways2 hits
11
This is a research note slide presenting evidence of operational failures and competitive disadvantage.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction2 hits
13
The slide highlights potential accounting risks related to inventory impairment and inaccurate reseller network reporting.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction2 hits
18
The slide includes a table of technical test results for Vadara Quartz and a list of key takeaways regarding CSTE's market position and competition.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data2 hits
19
Includes excerpts from SEC correspondence regarding IKEA agreements and revenue variance factors.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data2 hits
29
Includes two tables (Figure 22 and 23) and qualitative analysis of EBITDA margins comparing CSTE and Silestone.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data2 hits
03
This is a regulatory petition document page. It outlines specific allegations of off-label use ('back to base') and device failure, followed by a formal list of requested regulatory actions.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Cost Of Inaction2 hits
11
The slide contains three distinct sections, each referencing a specific figure (6, 7, 8) and associated financial data points.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
19
The slide uses a series of rhetorical questions to challenge the financial integrity of the investment structure.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 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
47
The slide uses a 'short thesis' style argument, citing historical precedents like Timbercorp and Great Southern to support the valuation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
48
Includes a quote by Richard M. Nixon and a detailed breakdown of the mechanics of 90s tax schemes.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Loop · Cost Of Inaction2 hits