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slides · global inventory

Expose Contradiction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,114
Current window 691-720
Pages 38
Rows per page 30
Framework: Expose Contradictionclear collectionreset all
18 30 60

Framework

691-720 of 1,114

filter-aware
292
The slide uses direct quotes to expose a contradiction between the company's marketing (non-controlled status) and the actual physician experience (high administrative burden).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
341
The slide uses highlighted text to emphasize key phrases from expert interviews.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
52
The slide uses two charts to contrast conflicting analyst reports, illustrating the uncertainty in Lasertec's revenue composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
95
The slide uses a Q&A format to expose the company's inventory issues and potential reliability problems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
131
The slide uses a Q&A format to validate claims about the unreliability and high maintenance costs of the light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
132
The slide uses a Q&A format to highlight the financial and operational strain caused by the product's maintenance requirements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
153
The slide presents a Q&A format to highlight internal dissatisfaction among field engineers regarding design compromises made by Lasertec management.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
181
The slide uses a Q&A format to highlight dissatisfaction with incumbent technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
254
The slide presents a Q&A style dialogue with a former KLA engineering executive to challenge the thesis that Lasertec's equipment is suitable for fab-line inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
262
The slide presents a Q&A format highlighting the competitive disadvantage of Lasertec compared to KLA in TSMC's production lines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
282
The slide uses a Q&A format to highlight the loss of market share for Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
283
The slide presents conflicting views from TSMC executives regarding Lasertec's performance and the competitive pressure from KLA's high-NA EUV inspection technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
16
The slide uses a red circle to highlight a specific claim from a company presentation, which the activist is likely about to debunk.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
75
The slide uses a quote from a former Medtronic employee to reinforce the argument that the technology is not unique or effective.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
147
Uses testimonial quotes to build a narrative of corporate malfeasance and clinical deception.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
156
The slide uses historical data to undermine the company's 'innovation' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
196
Uses expert testimony to frame the company's business model as structurally flawed due to customer leverage.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
45
Uses direct quotes from consultation calls to highlight a discrepancy between the company's narrative and the partner's actual knowledge.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
48
Uses highlighted text within quotes to emphasize key points of skepticism.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
174
The slide uses a 'pattern recognition' argument to discredit Quantumscape by associating it with the failed Seeo case study.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
12
Uses social media screenshots as primary evidence to build a case against the drug's safety profile.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
160
The slide uses screenshots of Facebook comments to build a case against the drug's efficacy and safety profile.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
164
The slide uses screenshots of Facebook comments to illustrate the divide between frustrated participants and those defending the study.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
202
The slide uses a 'zoom-in' callout technique to highlight a specific claim in a scientific poster and then critiques the lack of supporting evidence for that claim.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
271
The slide uses direct quotes to expose the insurer's strategy of forcing generic/compounded substitution to save costs.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
275
The slide uses direct quotes from a researcher to undermine the perceived positive sentiment of the drug.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
281
The slide uses a 'villain/expert critique' format to undermine the target company's drug efficacy and pricing.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
355
The slide uses a Q&A format to build a case for market substitution risk.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
377
The slide uses a Q&A format to expose a gap in the company's support infrastructure.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
38
This is a short-seller research note attempting to cast doubt on management integrity via association.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit