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 28,501-28,530
Pages 10,126
Rows per page 30
Component
28,501-28,530 of 303,780
82
The slide title mentions 'Gross Profit Margin' (売上総利益率) but the content is entirely about inventory (棚卸資産).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
145
The slide uses historical evidence (2013 presentation, 2016 paper) to debunk a claim of innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action2 hits
147
The slide uses a side-by-side comparison of a patent document and a marketing brochure to expose a contradiction in product originality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action2 hits
170
The slide uses a testimonial/interview approach to undermine the official acquisition narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
260
Contains expert quotes and news headlines as evidence for the bearish thesis on Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
314
The slide uses highlighted text to draw attention to specific claims made by management in 2023 and 2024.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
05
The TOC includes aggressive, thesis-driven descriptions for each section, typical of activist short reports.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
07
This is a continuation of a larger table of contents, starting at item 13.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 2 hits
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 2 hits
09
The slide uses highly critical, emotive language ('medieval', 'crude', 'Hail Mary') to frame the company's core product negatively.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Monster2 hits
10
The slide uses a 'villain' framing by highlighting the '180 degree unwind' of the company's core messaging and patient complaints about charging.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
11
The slide uses a combination of narrative text, a testimonial quote, and a bar chart to link high-volume implanters to high payments.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
13
Includes a stock chart of Nuvectra and quotes from former executives/KOLs to support the thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
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 Reveal2 hits
15
The slide uses a dual-axis chart to show revenue growth vs. YOY growth rate, illustrating the 'hitting a wall' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
16
The slide uses a red circle to highlight a specific claim from a company presentation, which the activist is likely about to debunk.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
17
The slide uses a 'villain critique' style to frame management's excuses as implausible, setting up the investigative methodology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
18
The slide uses a testimonial-heavy format to undermine the company's official narrative regarding sales force attrition and product performance.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
19
The slide uses highlighted text to emphasize negative performance metrics reported by former consultants and KOLs.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
20
The slide uses direct quotes from KOLs to build a narrative of corporate dishonesty and product failure.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
21
The slide uses anecdotal evidence from a 'longtime executive' to frame Nevro as deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
22
Uses heavy use of yellow highlighting for emphasis on critical quotes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
23
The slide uses yellow highlighting to emphasize critical claims about the CEO's lack of engagement and the company's underlying performance issues.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
24
The slide uses historical revenue data from two previous companies to discredit the CEO's reputation as a turnaround specialist.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
25
Uses a 'villain' narrative to undermine the credibility of the current CEO by linking him to a past corporate scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
28
The slide uses a 'villain critique' approach by citing external authorities to undermine the company's product efficacy and business ethics.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
30
The slide uses expert quotes to undermine the company's clinical claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
31
The slide uses a 'three-point' narrative structure to build a case against the company's safety record.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
33
The slide uses highlighted text to emphasize specific claims about tolerance and pathological changes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits
34
Uses social proof/anecdotal evidence to undermine company claims of safety.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle2 hits