slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,551-2,580
Pages 210
Rows per page 30
Framework
2,551-2,580 of 6,294
35
The slide uses a comparison frame to explain technical complexity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a 'villain' framing to characterize Lasertec as secretive and fraudulent compared to the industry standard (ASML).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 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
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
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
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
71
The slide uses red bars to highlight Bunge's position relative to the peer average line.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
15
The slide uses a timeline diagram and a comparison table to challenge AXDX's claimed 75% time advantage.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
35
Includes a transcript excerpt from a Q2 2019 earnings call regarding NTAP program applications.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
36
The table compares T2 Biosystems (implied) vs Accelerate Diagnostics (AXDX).Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
15
The slide uses a peer valuation table to argue that RILY is overvalued and should trade significantly lower.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Solution1 hit
10
Uses visual evidence to undermine the credibility of the subject company's manufacturing capabilities.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
12
The slide uses a 'Wolfpack vs. Sell Side' comparison to highlight discrepancies in financial modeling.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
23
Uses PubMed search volume as a proxy for research validation and commercial traction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
08
Uses a metaphorical image of Thor and a cockroach to illustrate the 'disappearing' bull case.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
12
The slide uses visual comparison to highlight the price premium associated with Buy America compliance.GreenPower Motor Company (GP) · 61_White_Diamond_Research
Research note Short seller Beat · The Struggle1 hit
24
The slide uses a simple valuation calculation to establish a peer-based benchmark.GreenPower Motor Company (GP) · 61_White_Diamond_Research
Research note Short seller Beat · The Victory1 hit
55
The slide uses a calculation of daily doses sold based on revenue and price to derive a rate, then compares this against historical data from a Lancet study.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
80
The slide uses a visual comparison to emphasize a competitive advantage in hardware miniaturization.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
79
The slide highlights an outlier in inventory turnover metrics compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
80
レーザーテック（赤）が他社（黒・グレー・青）と比較して突出していることを強調する比較チャート。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
290
The slide uses a quote from an industry expert to frame Lasertec's pricing as irrational compared to the Holon alternative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
14
The slide highlights Nevro's underperformance compared to its peers in the top 50 medtech companies by market cap.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a bearish research tone to highlight financial risks.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
22
Uses a comparison frame to expose a potential valuation bubble.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
28
The chart uses a logarithmic scale for Alexa rank, where lower values (higher on the chart) indicate higher traffic.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller Beat · Peer Gap1 hit
42
Uses a comparison-frame to undermine the target's innovation claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit