slides · global inventory
Preempt Rebuttal
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 645
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Framework
331-360 of 645
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Uses red boxes to highlight specific evidence of AI commoditization in the market.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
61
The slide uses direct quotes from survey respondents to build a case against the company's business model of expanding monitor usage to PCPs.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
71
Uses a collection of news clippings to build a case for Apple's medical market entry.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
46
Includes a process flow diagram illustrating yield losses at different stages of production.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a pie chart to show 100% consensus 'Buy' ratings, highlighting the disconnect between analyst optimism and the activist's bearish thesis.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
This slide serves as a 'pre-mortem' or 'preempt_rebuttal' to maintain credibility by acknowledging potential upside scenarios.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a 'preempt_rebuttal' structure to dismantle a specific bull case argument regarding EUV pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
160
The slide acts as a 'villain critique' by highlighting the technical gap between the incumbent (Lasertec) and the requirements of the new technology (High NA EUV).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
260
Uses expert testimony and press citations to build a bearish case against Lasertec's growth prospects related to TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
273
The slide uses expert quotes to frame KLA's absence from the actinic market as a conscious business decision rather than an inability to execute.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
61
The slide uses a 'preempt_rebuttal' strategy by acknowledging potential upside scenarios to maintain credibility.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a table to expose the 'consensus' view as a potential error or over-optimism.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
65
The slide uses a 'What Could Go Right' framework to systematically dismantle bull arguments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
16
The slide uses rhetorical questions to cast doubt on the company's product strategy and potential quality risks.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
06
This is a text-heavy regulatory filing page. It uses anecdotal evidence from prescriber interviews and social media to argue that current warnings are insufficient.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
73
The slide uses a 'preempt_rebuttal' strategy by highlighting that even industry giants failed where the current subject company is operating.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
75
The slide uses a 'before-after' narrative structure to show that shifting chemical scaffolds did not solve the underlying safety issues in H3 receptor drug development.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
124
The slide uses a specific FDA review document (NDA 211150) to challenge official plasma level claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
290
The slide uses direct quotes from KOLs and specialists to undermine a specific company value proposition.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
43
The slide uses a combination of historical acquisition data and expert testimony to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
58
The slide uses a technical argument to debunk a common investment thesis regarding EUV pellicles.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
129
The slide uses a Q&A format to highlight reliability issues (specifically the 95% uptime requirement) as a barrier to entry for in-line fab usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
255
The slide uses a series of Q&A and expert quotes to build a case for why the company's growth is stalling due to industry-wide investment pullbacks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
260
Contains expert quotes and news headlines as evidence for the bearish thesis on Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
296
The slide presents a Q&A format to highlight the limited 'grace period' (2 years) Lasertec has before competitors dominate the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
178
The slide uses a historical stock chart to illustrate a previous crash as a warning for future performance.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
180
The slide uses data from CapitalIQ to support a bearish thesis regarding insider selling.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
04
This slide functions as a legal/regulatory petition argument, using evidence-based reasoning to refute the adequacy of current safety warnings.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication1 hit