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The slide uses anecdotal evidence from industry interviews to support a thesis of operational failure and reputational decline at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
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The slide uses bulleted expert testimony to build a case against the reliability and adoption success of Lasertec's ACTIS tools at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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The slide uses direct quotes from a TSMC executive to highlight operational and strategic issues with Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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The slide uses direct quotes from TSMC executives and industry experts to substantiate the claim that Lasertec's tools are unsuitable for production environments.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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The slide uses anecdotal evidence from an ex-Lasertec field service engineer to support the thesis that Lasertec's technology platform is fundamentally flawed.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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Contains specific anecdotal evidence from industry executives at Global Foundries and Marvell.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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The slide uses direct quotes from customer interviews to build a narrative of corporate malfeasance and operational struggle.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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The slide presents a series of anecdotal evidence and expert testimony regarding potential accounting and operational issues at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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The slide relies heavily on anecdotal evidence from industry executives and field engineers to support the thesis of market exhaustion.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses expert testimony and specific procurement feedback to dismantle the bull case for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses a specific customer anecdote to challenge the growth thesis of the company.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses expert testimony and source interviews to validate the timeline and technical feasibility of KLA's product launch.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses anecdotal evidence from industry sources to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses expert testimony and customer sentiment to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses expert quotes to build a narrative of competitive displacement and regulatory pressure.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses anecdotal evidence from industry experts and former employees to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses expert testimony and industry intelligence to build a bearish case against Lasertec's product viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses investigative reporting techniques to build a case for corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses investigative findings to systematically dismantle management's narrative about a new facility.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses investigative reporting to expose potential corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory2 hits
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The slide uses a 'villain' narrative to frame the CEO's actions as potentially criminal, leveraging a recent legal precedent to build credibility.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
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Includes direct quotes from a transplant administrator/executive at MGH.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses direct quotes from MGH staff to argue that TransMedics' business model is built on control rather than efficiency.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a Q&A transcript format to present anecdotal evidence of potential unethical business practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
125
The slide uses a legal statute to frame the company's business model as criminal activity.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
182
The slide uses excerpts from clinical literature to define the risks of transplanting steatotic livers.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a 'villain' or 'exposing' framing to cast doubt on the company's hiring practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses visual evidence from the Internet Archive to contradict the company's attempt to distance itself from Macchiarini.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a combination of LinkedIn profile screenshots and a news headline to build a case of guilt by association.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a Q&A transcript format to substantiate a serious allegation of unethical business practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits