slides · global inventory
Preempt Rebuttal
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Matching slides 1,189
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631-660 of 1,189
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The slide uses a callout box to contrast expected vs. implied FCF and highlights the impact of stock compensation.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
The slide uses a pie chart to visualize analyst sentiment distribution, highlighting a split between buy and sell ratings.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
26
Uses Q&A transcript format to build credibility for the activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a combination of narrative analysis and a direct quote from an industry expert to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a 'preempt_rebuttal' structure to dismantle a specific bull case argument regarding EUV pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
105
Uses a technical diagram to expose a potential failure point in the technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
107
The slide uses direct excerpts from academic literature to establish the technical severity of the contamination issue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
127
The slide uses direct quotes from an expert to validate the thesis of low reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
134
The slide uses a Q&A format to present expert testimony, highlighting specific operational failures (light source lifespan, tuning time, uptime) and economic implications (cost of redundant equipment).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
160
The slide acts as a 'villain critique' by highlighting the technical gap between the incumbent (Lasertec) and the requirements of the new technology (High NA EUV).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
161
The slide uses quotes from Zeiss executives and technical specs to establish a 'moat' argument.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
171
Includes a direct quote from a leading expert and a screenshot of LinkedIn data as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
199
The slide uses direct excerpts from a technical paper to validate the critique of the company's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
256
Uses expert interview transcripts to build a bottom-up revenue estimate for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
260
Uses expert testimony and press citations to build a bearish case against Lasertec's growth prospects related to TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
269
The slide uses a historical document (KLA presentation) to validate the thesis that the market for EUV actinic tools is small, countering potential arguments that KLA failed to innovate.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
273
The slide uses expert quotes to frame KLA's absence from the actinic market as a conscious business decision rather than an inability to execute.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
281
The slide uses a Q&A format to validate the thesis that Lasertec is facing a market share collapse and inventory write-down risk.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
284
The slide uses news headlines to substantiate the claim that major chipmakers are receiving significant US government funding, which creates a structural bias toward US suppliers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
03
Includes a stock price chart with a callout annotation pointing to the research report release date.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
58
The slide uses a table to contrast a 'Buy' rated analyst with a paid research firm to undermine the market's bullish sentiment.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a 'preempt_rebuttal' strategy by acknowledging potential upside scenarios to maintain credibility.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a table to expose the 'consensus' view as a potential error or over-optimism.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
65
The slide uses a 'What Could Go Right' framework to systematically dismantle bull arguments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
15
The slide uses a 'canary in the coal mine' metaphor to frame the comparison as a warning signal for investors.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
90
The slide uses a series of bolded claims followed by supporting quotes from a consultation call.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
16
The slide uses rhetorical questions to cast doubt on the company's product strategy and potential quality risks.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
26
The slide highlights the 'elephant in the room' regarding unprovisioned class-action liabilities.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix DataLoop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
31
The slide uses a table to present data and a block quote to present a counter-argument regarding resource management and industry sustainability.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit