slides · global inventory
CEO Quote Contradiction
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Framework
1,801-1,830 of 2,772
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The slide uses a direct quote from an earnings call to highlight a lack of transparency and potential business risk.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
201
The slide presents a patient-reported adverse event (FAERS) to challenge the safety profile of a pharmaceutical product.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
269
The slide uses highlighted text to emphasize the doctor's lack of due diligence and surprise at the drug's high cost.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
334
The slide uses direct quotes from former territory managers to establish the 'unusual' nature of the compensation plan.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
135
The slide uses direct quotes to undermine the company's value proposition.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
136
The slide uses direct quotes from interviews to contrast with a specific IonQ press release.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
144
The slide uses a direct transcript excerpt to frame the CEO's refusal to provide transparency as a red flag.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated1 hit
145
Uses highlighted text to draw attention to the specific evidence of customer concentration.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated1 hit
149
The slide uses a 'before-after' or 'contradiction' framing to highlight the discrepancy between actual revenue and projected bookings.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated1 hit
152
The slide uses a direct quote from an earnings call transcript to expose a lack of transparency regarding revenue sources.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
165
Uses a red arrow to connect the visual marketing material to the CEO's specific claims.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
166
Uses an analogy (AMD/Intel) to frame the contradiction.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
172
The slide uses a 'villain' framing by questioning the capacity of the subject to fulfill all stated obligations.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
173
The slide uses highlighted text to emphasize key claims about the co-founders' behavior and lack of presence.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
179
The slide uses screenshots of LinkedIn and interview transcripts to support the claim of a manufactured persona.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
13
The slide uses screenshots from a corporate video to contrast the 'dream' being sold with the reality of the business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
17
The slide highlights a contradiction/evasion by the CFO regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
48
The slide uses a quote from a Morgan Stanley symposium to frame KLA's dominance and aggressive capital allocation as a direct challenge to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
50
The slide highlights the lack of transparency from Lasertec's management regarding key performance metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
59
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
91
The slide uses a transcript excerpt to expose the company's evasiveness regarding the profitability of specific product lines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
92
The slide contrasts the CEO's optimistic outlook in October 2023 with the reality of low margins in Q1, followed by a defensive explanation in January 2024.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
93
The slide uses a Q&A format with an industry expert to challenge the company's reported gross margins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
96
The slide uses a Q&A format to highlight the aggressive nature of Lasertec's sales approach, suggesting financial strain or inventory pressure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses KLA's own presentation to point out the technical challenge of contamination from tin-based plasma sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
122
The slide presents testimony from an industry expert to undermine the credibility of Ushio's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide uses a KLA presentation to critique the reliability of plasma-based EUV light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
156
The slide presents a narrative of corporate inconsistency and potential deception regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
170
The slide uses a testimonial/interview approach to undermine the official acquisition narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
194
The slide highlights a potential discrepancy or strategic dependency between Intel and Lasertec, suggesting Intel secured equipment at a discount through early funding.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit