slides · global inventory
CEO Quote Contradiction
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1,831-1,860 of 2,772
216
The slide uses a Q&A format to highlight a specific expert testimony regarding equipment usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
223
The slide uses a Q&A format to highlight specific product failures (unstable light source, software bugs, poor image processing) that contradict potential market expectations of high-end inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
229
The slide presents a Q&A format to clarify the limited scope of GlobalFoundries' adoption of Lasertec's actinic inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
235
The slide uses a Q&A format to highlight the aggressive and potentially unsustainable nature of Lasertec's sales practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
268
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
270
The slide uses a transcript-style format to contrast past management skepticism with the current reality of the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
271
The slide highlights the competitive threat KLA poses to Lasertec by focusing on high-NA EUV readiness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
302
The slide uses a screenshot of a LinkedIn post to question the actual utilization of the facility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
312
The slide uses a red box to highlight the company's claim, contrasting it with the activist's observation that no activity is visible.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
313
The slide uses yellow highlighting to emphasize specific claims and evasive answers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
314
The slide uses highlighted text to draw attention to specific claims made by management in 2023 and 2024.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
18
The slide uses a testimonial-heavy format to undermine the company's official narrative regarding sales force attrition and product performance.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
22
Uses heavy use of yellow highlighting for emphasis on critical quotes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses yellow highlighting to emphasize critical claims about the CEO's lack of engagement and the company's underlying performance issues.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a 'villain' narrative to undermine the credibility of the current CEO by linking him to a past corporate scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
56
The slide uses yellow highlighting to emphasize the specific claims being challenged.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
84
The slide uses a screenshot of a Nevro investor presentation to expose a contradiction in their reported explant rates.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
94
Uses testimonial-style quotes from competitor employees to undermine company disclosures.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
110
The slide uses a direct quote to frame the company's behavior as deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
114
Uses a 'gotcha' interview format to frame the company's business model as deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
115
Uses testimonial evidence from KOLs to support the claim of corporate deception.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
116
The slide uses a direct quote from a KOL to frame the company's sales tactics as unethical and deceptive.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
131
Uses direct quotes from the company's own SEC filings to highlight hypocrisy.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
132
Uses a direct quote from the CEO to highlight a discrepancy between expected adoption of new features and actual usage.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
133
Uses CEO quote to undermine management credibility.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
152
Uses KOL testimonials to highlight a technical contradiction in the company's product claims.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
153
Uses a funnel diagram to visualize the market sizing, then juxtaposes it with CEO quotes to highlight the 'hype' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
172
Uses a direct quote from a KOL to undermine the company's growth thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
176
Uses expert testimony to undermine management credibility and highlight operational failures.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
194
The slide uses expert testimony to contradict potential growth narratives, specifically highlighting a $5,000 price erosion per device.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit