anlak storytelling
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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

128,281-128,340 of 319,975

filter-aware
06
The slide uses a narrative-heavy TOC style, common in activist short-seller reports, to frame the upcoming sections as investigative findings.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
07
The slide functions as a detailed summary of upcoming sections rather than a standard TOC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
08
The slide uses aggressive, activist-style language to frame the investment thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide uses aggressive, accusatory language typical of an activist short report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
10
The slide uses comparative data to highlight the anomaly of Lasertec's trading volume relative to its market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
11
Uses the 'CEO departure' as a signal for potential fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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 Moment1 hit
13
The slide uses a mocking tone to frame the company's marketing as deceptive.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
14
Uses the Japanese concept 'isshun no eikou' (momentary glory) to frame the company's trajectory.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
15
The slide uses a 'red flag' narrative to frame the company as a potential fraud case.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
16
The slide uses a combination of narrative red flags and comparative data visualization to argue for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
17
Uses transcript excerpts to frame management's lack of visibility as a red flag for investors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
18
The slide uses a combination of historical inventory tables and a balance sheet snippet to highlight the absence of a 'finished goods' line item.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
19
The slide uses a narrative structure to build a case of fraud, specifically targeting the misclassification of finished goods as work-in-process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
20
The slide details the depth of primary research conducted to validate accounting concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
21
This slide serves as a disclosure of research methodology and source credibility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a Q&A transcript to validate the claim of inventory worthlessness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a 'fraud-exposure' framework to argue that inventory levels are artificially inflated compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses comparative benchmarks (Olympus, Toshiba) to frame the scale of the potential loss.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses Q&A format to provide primary source evidence for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses Q&A transcript format to build credibility for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses highlighted text to emphasize key negative sentiments from industry experts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a Q&A format to highlight perceived desperation and lack of product validation by Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a Q&A format to present anecdotal evidence from industry sources to undermine the company's public narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses direct quotes from industry executives to undermine the company's market position and technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide uses a combination of summary text and a direct, highlighted quote block to substantiate the claim of corporate secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Educational slide defining technical terms for an activist investor audience.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a combination of a scientific spectrum diagram and a historical resolution timeline to illustrate the progression of semiconductor manufacturing technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a technical diagram to illustrate the 'moat' created by the extreme engineering difficulty of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a comparison frame to explain technical complexity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Provides technical background on EUV masks and the manufacturing process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide highlights the inflection point in Lasertec's stock performance driven by the launch of EUV-specific inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
40
The slide uses a 'villain' framing by contrasting the 'monopoly' narrative with the reality of market perception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
42
The slide uses aggressive, accusatory language to frame the target company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a combination of narrative analysis and a direct quote from an industry expert to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
45
Uses a combination of a financial table and a LinkedIn screenshot to discredit the subject company's technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
47
The slide uses two bar charts (USD and JPY) to highlight the lack of consistent capital investment over two decades.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a direct quote from KLA's CFO to undermine the competitor's (Lasertec) market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a 'villain' framing to characterize Lasertec as secretive and fraudulent compared to the industry standard (ASML).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide uses a 'quote-response' format to build a case for management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a 'quote-and-response' format to highlight management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses two side-by-side charts from different investment banks to illustrate the contradiction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a combination of narrative critique and comparative data visualization to cast doubt on the company's reported metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
54
The slide uses a 'before-after' style comparison of product generations to undermine the company's valuation narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to undermine the company's growth story.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses red circles and dashed boxes to highlight the misrepresentation of product categories.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
57
The slide uses expert testimony to contradict the company's narrative of a monopoly in actinic inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 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
59
Uses a direct quote from a competitor's CFO to undermine the target company's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a numbered point (2) from a larger list of allegations.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Uses the fundamental accounting equation to demonstrate the impossibility of isolated income statement manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses accounting equation diagrams to illustrate the impact of financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
64
The slide uses a dual-chart comparison to highlight the discrepancy between market cap and FCF.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
The slide uses a combination of a line chart and a data table to highlight the inverse correlation between revenue and deferred revenue (advances).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit