slides · global inventory
01 Logic Chain
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Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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Uses a table to highlight tenure and red boxes to emphasize specific governance concerns.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The slide highlights a divergence between insider behavior and institutional ownership trends.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
102
Uses a table to contrast board meeting frequency against compensation and board size over time, highlighting a drop in 2023.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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Uses a 'before and after' comparison of slides to show the removal of content.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The slide uses a table of analyst ratings and a pie chart to visualize the distribution of sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The slide uses a 'forensic research' framing to highlight a disconnect between market valuation and operational performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The table includes a 'Zebra Technologies' row at the bottom for direct comparison against the peer group.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The slide uses a sum-of-the-parts valuation approach to justify a significant downside risk.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
109
The slide uses a numbered list format with red flag icons to emphasize risk factors.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
05
The slide details the mechanism of inventory manipulation to inflate profits, comparing the scale of the alleged fraud to historical cases like Olympus and Toshiba.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
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オリンパス事件を前例として引き合いに出し、レーザーテックの棚卸資産比率が業界平均から大きく乖離していることを強調している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
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The slide argues that Lasertec's inventory classification (0% finished goods) is a deliberate accounting trick to avoid impairment charges and maintain stock price, supported by anecdotal evidence from IR and photographic evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide presents a highly critical investigative report on Lasertec's core product, alleging technical failure and financial misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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This slide functions as a continuation of a critical investigative report on Lasertec's product reliability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Contains testimonials from former field service engineers regarding Lasertec's ACTIS A150 equipment and Ushio light sources.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide presents a series of investigative findings regarding technical failures in Lasertec's EUV inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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This slide presents qualitative evidence from industry insiders (former KLA engineers, semiconductor executives) regarding Lasertec's product reliability issues.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide details specific technical failures (light source degradation, stage contamination) and their economic impact on customers (forced backup purchases, high maintenance costs).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide details a corporate scandal involving the rebranding of 'Isteq' technology as 'Urashima' to hide defects in Lasertec's semiconductor inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide contains repetitive text blocks (the first and third bullet points are identical).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide presents anecdotal evidence and expert testimony to challenge the viability of Lasertec's current light source strategy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide presents a series of expert testimonies and technical arguments debunking the claims made by Lasertec regarding their ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Fraud exposure / Short thesis research note.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide details interviews with former Cymer and Isteq experts, contrasting Lasertec's resource allocation with ASML's massive investment in EUV technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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第5部として、ASMLのCymer買収と開発の苦労を対比させ、Lasertecの技術的妥当性を批判的に検証している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit