slides · global inventory
Antagonist Introduction
Framework collection for the active corpus filters, with each row opening the slide detail view.
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Framework
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The slide uses a 'villain' narrative technique by juxtaposing critical expert opinion with aggressive sales tactics and controversial industry associations.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
18
The slide uses a narrative of past professional failure and alleged fraud to undermine the credibility of the current CFO.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
27
The slide uses a comparative analysis of pricing and regulatory status to undermine the competitor's market position.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
35
The slide uses a narrative of past misconduct to establish a pattern of behavior for the subject.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
51
The slide uses a quote from a 2004 NEJM paper to establish a precedent of drug withdrawal, then links the molecular structure (piperidine ring) and receptor activity of pitolisant to these withdrawn drugs.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
88
Uses expert quotes to establish a 'villain' (the drug class/mechanism) and preemptively rebut its efficacy.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
89
The slide uses expert testimony to undermine the credibility of the company (Bioprojet) and the drug (pitolisant).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
138
The slide uses direct excerpts from the drug's prescribing information to build a case against its safety profile.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
271
The slide uses highlighted text to emphasize negative feedback from a key opinion leader.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
315
The slide uses a blockquote style to present a critical allegation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
131
The slide uses highlighted text to emphasize key technical criticisms regarding scaling and fidelity.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
134
The slide uses direct quotes and highlights to undermine the company's claims of production-grade technology.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
169
This slide is part of a short-seller activist report.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
01
The slide serves as a cover page for an activist short report, utilizing strong, accusatory language to frame the company as a fraudulent entity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Lasertec1 hit
42
The slide uses a 'villain critique' approach to undermine the target company's reputation by highlighting failed R&D and reliance on third-party components.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
106
The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
110
The slide presents a critical testimonial from an industry expert to undermine the technical competence of the subject company.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
134
The slide uses a Q&A format to expose the gap between Lasertec's market position and the actual operational performance of their equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
138
The slide uses a quote from a former KLA executive to frame the technical and strategic failure of Lasertec's stage procurement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
168
This slide serves as a narrative chapter break in an activist report, specifically attacking the 'Japanese ASML' investment thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
180
The slide presents negative expert testimony to undermine the credibility of Lasertec's product strategy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
203
The slide uses a Q&A format and expert testimony to frame KLA as a 'villain' due to their pricing and attitude, justifying Intel's shift to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
228
The slide presents negative feedback from industry experts/former employees regarding Lasertec's A150 equipment, specifically citing uptime issues (60-65% vs expected 80-90%) and UI inferiority.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
257
The slide uses a Q&A format to build a case that the market's perception of Lasertec's production-line adoption is overstated.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
266
The slide uses expert testimony (KLA, Intel, Samsung, TSMC, GlobalFoundries sources) to build a case for market disruption.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
267
The slide uses KLA's own presentation to validate the threat of a new product (Teron 7XX) that competes directly with Lasertec's core business.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
292
The slide uses a Q&A format to undermine the competitive moat of the target company (Lasertec) by highlighting a substitute product from a competitor (KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
01
Includes a YouTube link referencing the film 'Spinal Tap' as a metaphor for the company's technology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
11
The slide uses a combination of narrative text, a testimonial quote, and a bar chart to link high-volume implanters to high payments.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
13
Includes a stock chart of Nuvectra and quotes from former executives/KOLs to support the thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit