slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
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Framework
5,191-5,220 of 6,793
01
The slide uses strong, accusatory language to frame the company as a fraudulent entity, drawing parallels to historical Japanese corporate scandals.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & Context1 hit
04
The slide outlines a forensic accounting argument regarding the manipulation of inventory and balance sheet items to artificially boost profit margins.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & ContextLoop · Aha Moment1 hit
05
The slide details the mechanism of inventory manipulation to inflate profits, comparing the scale of the alleged fraud to historical cases like Olympus and Toshiba.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
06
オリンパス事件を前例として引き合いに出し、レーザーテックの棚卸資産比率が業界平均から大きく乖離していることを強調している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
07
The slide argues that Lasertec's inventory classification (0% finished goods) is a deliberate accounting trick to avoid impairment charges and maintain stock price, supported by anecdotal evidence from IR and photographic evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
09
The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
18
The slide contains repetitive text blocks (the first and third bullet points are identical).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
19
The slide presents anecdotal evidence and expert testimony to challenge the viability of Lasertec's current light source strategy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
20
The slide presents a series of expert testimonies and technical arguments debunking the claims made by Lasertec regarding their ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
21
Fraud exposure / Short thesis research note.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
23
第5部として、ASMLのCymer買収と開発の苦労を対比させ、Lasertecの技術的妥当性を批判的に検証している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
29
This slide details investigative findings regarding Intel's internal struggles with Lasertec equipment, including allegations of falsified data in academic papers and poor equipment performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
37
マーベル・テクノロジーの幹部による、レーザーテックの在庫評価や利益操作の疑いに関する告発的証言。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
54
The slide presents a series of investigative findings questioning the legitimacy of a corporate facility project, highlighting access denial, suspicious timing of capital expenditure announcements relative to stock price, and illogical contract terms.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
55
This slide is part of a series of investigative research notes exposing potential fraud by Lasertec. It uses a combination of corporate structure analysis and physical surveillance evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
56
Investigative report style, exposing potential fraud regarding facility capabilities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
234
The slide uses a 'villain critique' approach by framing the company's core operational model as a criminal liability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
235
The slide uses direct quotes from KOLs and high-volume implanters to build a case for regulatory/legal risk regarding the unauthorized practice of medicine.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
237
The slide uses a screenshot of a social media post as primary evidence to support the claim of unauthorized practice of medicine.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
03
The slide uses anonymous expert/employee testimony to undermine the credibility of the company's CEO and technical progress.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
08
The slide uses a 'villain' framing by suggesting the CEO is 'pumping' the stock.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
12
Uses anecdotal evidence from 'expert' interviews to undermine the company's technological claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
13
Uses a quote from a 'solid-state expert' to validate the comparison between Sakti3 and Quantumscape.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
18
Uses a 'villain' framing by comparing the CEO to Elizabeth Holmes.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
21
Uses a quote from a 'leading solid-state battery researcher' to validate the calculation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
23
Uses a specific industry checklist from CellPress/Joule as a benchmark for credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
24
The slide uses red annotations to connect the specific chart trick to the checklist criteria.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
25
Uses a quote from a 'leading solid-state expert' to cast doubt on the validity of the company's technical claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit