slides · global inventory
27 Cost Of Inaction
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The slide highlights a specific anomaly in Lasertec's financial reporting following the launch of the ACTIS EUV line.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses the 'fraud-exposure' framework by linking financial metrics to potential malfeasance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide highlights a discrepancy between reported net income and actual cash generation, questioning the viability of future dividend payouts.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses a combination of annual and quarterly data tables to demonstrate the trend.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
The slide uses red boxes to draw attention to the post-2019 period, framing the inventory growth as suspicious or contradictory to the company's reported success.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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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
29
The slide uses a strong, aggressive tone typical of short-seller research reports.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
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Berkeley Lights (BLI)Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
31
The slide uses strong, emotive language ('flop', 'scathing', 'mind-numbingly difficult') to frame the problem.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
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The slide presents a series of critical testimonials from industry experts/employees, framing the company as a failing investment.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
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The slide uses strong, emotive language ('debacle', 'farce', 'tricked', 'loathes') to frame the product as a failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
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The slide uses strong, negative language to frame the subject as a failed product/vendor.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
35
The slide presents qualitative expert testimony to build a case against the target company's product viability.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
05
This is a page from a Citizen Petition document.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
06
This is a text-heavy regulatory filing page. It uses anecdotal evidence from prescriber interviews and social media to argue that current warnings are insufficient.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
50
The slide uses anecdotal evidence from former executives to build a bearish case against Nevro's turnaround and acquisition potential.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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This slide uses aggressive, activist-style language to frame Nevro as a failing company and Saluda as a disruptive competitor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses strong, accusatory language typical of activist short reports to frame the company's business model as fundamentally broken.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses strong, accusatory language to frame the company's business model as legally compromised.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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This is a classic activist short-seller slide designed to frame the company's business model as inherently fraudulent and legally precarious.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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This slide focuses on the legal/ethical risk of reps performing clinical duties.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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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
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The slide uses a combination of academic citation and visual data to frame the study as potentially fraudulent.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses excerpts from a press release and a clinical paper to highlight study design flaws.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a visual aid of a standard pain scale to highlight the subjectivity of the clinical trial's primary endpoint.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses direct quotes to undermine the credibility of the company's primary clinical evidence.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
150
The slide uses expert testimony to undermine the company's technical feasibility claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Cost Of Inaction1 hit