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27 Cost Of Inaction
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181
Uses historical precedent (Infinera) to cast doubt on current QS insiders; includes red dashed circles highlighting zero-balance positions.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
183
The slide uses red boxes and arrows to draw attention to specific, aggressive growth figures in the financial table.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
184
The slide uses expert testimony to debunk the company's timeline and valuation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
185
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
186
The slide uses direct quotes to undermine the credibility of the CEO's projections.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
187
Uses a quote from a VW employee to validate the argument.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
188
Uses a quote from a VW employee to undermine the company's timeline.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a series of bullet points to build a case of fraud/misrepresentation against Lasertec's product claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
The slide uses expert testimony to debunk the market perception of Lasertec as 'Japan's ASML'.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses expert testimony to frame Lasertec's technical roadmap as a failure, specifically highlighting the inadequacy of their R&D investment compared to ASML/Cymer.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide relies on primary source interviews with an Isteq engineer to discredit Lasertec's technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a narrative approach to discredit Lasertec's technical strategy by highlighting past rejections of current partners.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
25
The slide uses strong, emotive language ('furious', 'painful', 'stupid') to frame the competitive threat.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
26
Includes direct quotes from industry experts regarding customer sentiment and the competitive landscape for EUV mask inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
The slide uses investigative research to expose a gap between public PR and private sentiment regarding Lasertec's technology performance at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses investigative journalism techniques to expose potential corporate obfuscation regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
29
The slide uses anecdotal evidence from industry interviews to support a thesis of operational failure and reputational decline at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses investigative reporting style to expose a negative relationship between a vendor (Lasertec) and a customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
31
The slide uses bulleted expert testimony to build a case against the reliability and adoption success of Lasertec's ACTIS tools at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses direct quotes from a TSMC executive to highlight operational and strategic issues with Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
33
The slide uses direct quotes from TSMC executives and industry experts to substantiate the claim that Lasertec's tools are unsuitable for production environments.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The slide uses anecdotal evidence from an ex-Lasertec field service engineer to support the thesis that Lasertec's technology platform is fundamentally flawed.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
The slide uses strong, emotive language ('blasted', 'laughed', 'damning') to frame the research findings as a critical indictment of the company's product quality.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
Contains specific anecdotal evidence from industry executives at Global Foundries and Marvell.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
The slide uses direct quotes from customer interviews to build a narrative of corporate malfeasance and operational struggle.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide presents anecdotal evidence of potential accounting irregularities and operational challenges at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses anecdotal evidence from a customer (Marvell) to allege financial and operational mismanagement at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide presents a series of anecdotal evidence and expert testimony regarding potential accounting and operational issues at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses expert quotes to undermine the technical viability of the competitor's product.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit