slides · global inventory
05 The Reveal
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The slide uses a 'fraud-exposure' framework to highlight discrepancies in financial reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses primary survey data to challenge the company's financial reporting practices.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide provides empirical evidence for partnership-based membership acquisition, supporting a broader argument about potential revenue inflation.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a dual-axis chart to show the divergence between ARPU and gross margin following the start of dual memberships in 2Q18.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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Includes footnotes and a table excerpt from a 20-F filing with a red box highlighting the disputed deferred revenue line item.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses financial statement analysis to challenge the validity of IQ's reported investment figures.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses investigative journalism style to expose potential risks and contradictions in corporate announcements.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a visual callout (red box) to highlight a specific individual in a group photo to raise questions about his undisclosed influence.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a photo of redacted shipping labels as evidence of suspicious activity.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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Data presented in two tables: Gross Margin (粗利益率) and Net Margin (純利益率).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The slide highlights a discrepancy between reported high profit margins and low cash conversion, framing it as evidence of potential accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The slide argues that a ratio consistently below 1 indicates low-quality earnings, contrasting historical performance with recent declines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses two tables (one in JPY, one in USD) to demonstrate that dividend payouts are consuming a significant portion of free cash flow, forcing the company to borrow despite high reported profits.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses financial ratios to challenge Lasertec's 'fab-lite' strategy claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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棚卸資産の急増がACTISの発売時期と重なることを指摘している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The red boxes highlight the period starting in 2019, which the author links to the launch of the ACTIS extreme ultraviolet equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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レーザーテックが両指標で突出していることを強調する比較表。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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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
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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
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The slide uses a 'villain' framing by highlighting the '180 degree unwind' of the company's core messaging and patient complaints about charging.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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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
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The slide uses a strong, accusatory tone, labeling the company a 'textbook Ponzi'.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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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
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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
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The slide uses a dual-axis chart to show revenue growth vs. YOY growth rate, illustrating the 'hitting a wall' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a red circle to highlight a specific claim from a company presentation, which the activist is likely about to debunk.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a 'villain critique' style to frame management's excuses as implausible, setting up the investigative methodology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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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
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The slide uses highlighted text to emphasize negative performance metrics reported by former consultants and KOLs.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses direct quotes from KOLs to build a narrative of corporate dishonesty and product failure.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit