anlak storytelling
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slides · global inventory

All filtered slides

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
Pending
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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

128,341-128,400 of 319,975

filter-aware
66
The slide uses a forensic accounting argument to link inventory management to margin inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide uses the 'fraud-exposure' framework to link inventory growth to potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
Image file not available at provided path; could not inspect.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses a comparison frame to highlight the anomaly of Lasertec's margins compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses a Capital IQ screen to validate the thesis that Lasertec is the most profitable company in its peer group.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
The slide highlights Lasertec's strong margin performance relative to industry leaders like ASML and KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights a specific anomaly in Lasertec's financial reporting following the launch of the ACTIS EUV line.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses the 'fraud-exposure' framework by linking financial metrics to potential malfeasance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide highlights a discrepancy between reported net income and actual cash generation, questioning the viability of future dividend payouts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The slide uses a combination of annual and quarterly data tables to demonstrate the trend.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
The slide uses red boxes to draw attention to the post-2019 period, framing the inventory growth as suspicious or contradictory to the company's reported success.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
78
The slide uses CapitalIQ data to frame Lasertec as an outlier compared to peers, specifically calling out inventory inflation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
The slide highlights a potential accounting or operational discrepancy by comparing Lasertec against industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The chart highlights Lasertec (red bars) as an outlier compared to industry peers (ASML, Applied Materials, Lam, Tokyo Electron, KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
81
Uses a CEO quote to establish the expected relationship (lockstep growth) and then shows a chart where the relationship breaks down.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
82
Uses red underlining to emphasize key phrases in the transcript.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
83
The slide uses a combination of historical data tables and a screenshot of a balance sheet to highlight the lack of a finished goods category.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
84
The slide uses a comparison of financial reporting metrics to cast doubt on the target company's accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
85
The slide uses a narrative of investigator field visits to allege fraud in inventory reporting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
86
Uses a combination of a bar chart and a screenshot of a press release to establish a causal link between financial metrics and corporate governance actions.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
87
The slide uses audit opinion excerpts to frame inventory valuation as a high-risk area prone to management subjectivity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
88
The slide contrasts the current situation at KLA/Lam with a historical SEC enforcement action against MagnaChip to illustrate potential accounting risks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
89
The slide uses direct excerpts from an SEC litigation document to substantiate claims of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
90
Uses a metaphor of 'tremors' and 'earthquake' to describe financial anomalies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
91
Uses transcript excerpts and a snippet of an earnings slide to build a case for management obfuscation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
92
The slide uses direct quotes from Q&A transcripts to point out inconsistencies in management's narrative about product profitability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
93
The slide uses a Q&A format to present expert testimony as evidence of fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
94
Image file not available at provided path; could not inspect.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
95
The slide uses a Q&A transcript format to provide evidence of inventory devaluation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
96
The slide uses a Q&A format to highlight specific quotes from a consultation call.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
97
The slide uses a Q&A transcript format to substantiate the claim of deceptive sales practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
98
The slide uses a Q&A format to present expert testimony regarding inventory build-up and valuation concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
99
The slide uses peer benchmarking (ASML, Applied Materials, Lam, Tokyo Electron, KLA) to establish a baseline for 'normal' inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
100
The slide uses comparative analysis against historical scandals (Olympus, Toshiba) to frame the severity of the alleged fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
101
The slide uses a series of three tables to demonstrate different valuation adjustment methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
102
The slide uses a strong accusatory tone to frame the company's technology as a failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
103
The slide uses a combination of summary text and a direct Q&A transcript to build a case against the competitor's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
104
The slide uses a direct citation from a technical paper to validate the claim of a 'long-standing obstacle'.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
105
Uses a technical diagram to expose a potential failure point in the technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
106
The slide uses a 'before-after' style visual comparison (schematic vs. reality) to emphasize the complexity of the hardware.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
107
The slide uses direct excerpts from academic literature to establish the technical severity of the contamination issue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
108
The slide serves as visual evidence of the technical failure mode (tin contamination) described in the activist report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses a KLA presentation to highlight a technical contradiction between the need for cleanliness and the inherent dirtiness of plasma sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
110
Image file not available at provided path; could not inspect.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
111
The slide uses Q&A format to frame expert testimony as a critique of competitors (Ushio/Isteq) versus ASML/KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
112
The slide uses a Q&A format to build a case against the reliability of Lasertec's equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
113
The slide uses a Q&A transcript format to build a case against Lasertec's competitive position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
114
The slide uses a Q&A format to validate the thesis that Lasertec's tool is flawed and causes customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
115
The slide uses a combination of narrative summary and direct Q&A transcripts to build a case against the reliability of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
116
Uses Q&A format to validate claims about machine reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
117
The slide uses highlighted text to emphasize key technical failures (flickering, erosion, repeatability).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
118
The slide uses direct quotes from industry experts to validate claims about product failure and high maintenance overhead.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
119
The slide uses direct quotes and highlights to emphasize the poor performance and high maintenance burden of the subject company's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
120
The slide uses a Q&A transcript format to highlight technical flaws in the subject's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
121
The slide uses red underlining to emphasize specific phrases related to equipment failure and maintenance complexity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
122
The slide uses expert testimony to frame Ushio's technology as fundamentally flawed, contrasting this with an implied narrative of secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
123
The slide uses highlighted text to emphasize the expert's critique of Intel's 'song and dance' narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses expert testimony to validate the claim of low reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide uses red annotations to highlight specific performance metrics (96% uptime, >1 year lifetime) to contrast with Lasertec's performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit